2023 Form 5500 filing — Provident Funding 401(K) 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 20240916102441NAL0000627187001) for Provident Funding 401(K) Plan, reported by Provident Funding Associates, L.P. under EIN 77-0323586 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916102441NAL0000627187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Provident Funding Associates, L.P.
- EIN
- 77-0323586
- Plan number
- 001
- Location
- Santa Rosa, CA
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,330,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,330,953
- Employer contributions
- $0
- Participant contributions
- $2,104,507
- Total income / additions
- $7,138,895
- Benefits paid
- $612,167
- Administrative expenses
- $64,146
- Total expenses
- $738,623
- Net increase / (decrease)
- $6,400,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors LLC | INVESTMENT ADVISOR | $29,799 | not reported in the loaded dataset |
| Frank Rimerman & Co Llp | AUDITOR | $13,650 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,493 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,205 | not reported in the loaded dataset |