2023 Form 5500 filing — Protegrity Usa, Inc. Retirement 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 20240829130955NAL0013558385001) for Protegrity Usa, Inc. Retirement Plan, reported by Protegrity Usa, Inc. under EIN 20-0747698 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,743,872
Participants156
Provider compensation$32.2K3 Schedule C row(s)$32,189
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240829130955NAL0013558385001
Plan sponsor
Protegrity Usa, Inc.
EIN
20-0747698
Plan number
001
Location
Stamford, CT
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)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$712.2K
Benefits paid / distributions$671.8K
Contributions
Employer$16.2K
Participant$1.4M
Full reported line items
Total assets (EOY)
$7,743,872
Total liabilities (EOY)
$0
Net assets (EOY)
$7,743,872
Employer contributions
$16,236
Participant contributions
$1,425,402
Total income / additions
$2,772,292
Benefits paid
$671,825
Administrative expenses
$32,190
Total expenses
$712,192
Net increase / (decrease)
$2,060,100
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $14.6K · Indirect $0
  2. 2
    ADVISOR · Direct $12.2K
  3. 3
    ADVISOR · Direct $5.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829130955NAL0013558385001 cover?
It is the 2023 Form 5500 filing for Protegrity Usa, Inc. Retirement Plan, reported by Protegrity Usa, Inc. (EIN 20-0747698).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages