2023 Form 5500 filing — Pro2serve Employee Stock Ownership Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827155237NAL0006204883001) for Pro2serve Employee Stock Ownership Plan, reported by Professional Project Services, Inc under EIN 62-1661329 and plan number 003. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,208,672
Participants495
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240827155237NAL0006204883001
Plan sponsor
Professional Project Services, Inc
EIN
62-1661329
Plan number
003
Location
Oak Ridge, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.3M total assets
Net assets$6.2MLiabilities$3.1M
Money in vs. money out
Total income / additions$584.7K
Total expenses$377K
Benefits paid / distributions$263.8K
Contributions
Employer$2.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$9,302,727
Total liabilities (EOY)
$3,094,055
Net assets (EOY)
$6,208,672
Employer contributions
$2,109,679
Total income / additions
$584,679
Benefits paid
$263,759
Administrative expenses
$0
Total expenses
$376,952
Net increase / (decrease)
$207,727

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827155237NAL0006204883001 cover?
It is the 2023 Form 5500 filing for Pro2serve Employee Stock Ownership Plan, reported by Professional Project Services, Inc (EIN 62-1661329).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages