2023 Form 5500 filing — Providential Bba Operating Lp 401(K) Retirement Savings 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 20240911154704NAL0008764353001) for Providential Bba Operating Lp 401(K) Retirement Savings Plan, reported by Providential Bba Operating Lp under EIN 84-2291180 and plan number 001. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911154704NAL0008764353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Providential Bba Operating Lp
- EIN
- 84-2291180
- Plan number
- 001
- Location
- Bountiful, UT
- Participants
- 390
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,689,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,689,236
- Employer contributions
- $380,762
- Participant contributions
- $748,301
- Total income / additions
- $3,391,263
- Benefits paid
- $1,236,485
- Administrative expenses
- $59,930
- Total expenses
- $1,296,415
- Net increase / (decrease)
- $2,094,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,985 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR | $15,727 | not reported in the loaded dataset |
| Raymond James Financial Services | ADVISOR | $8,218 | not reported in the loaded dataset |