2023 Form 5500 filing — Pros, Inc. 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 20240930134459NAL0005598465001) for Pros, Inc. 401(K) Plan, reported by Pros, Inc. under EIN 45-5498401 and plan number 001. It reports 1,234 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)$185.7MReported net assets$185,735,339
Participants1.2K1,234
Provider compensation$126.3K3 Schedule C row(s)$126,300
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240930134459NAL0005598465001
- Plan sponsor
- Pros, Inc.
- EIN
- 45-5498401
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
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)$185.7M total assets
Net assets$185.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $185,735,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,735,339
- Employer contributions
- $2,428,227
- Participant contributions
- $10,207,681
- Total income / additions
- $50,423,608
- Benefits paid
- $12,868,299
- Administrative expenses
- $126,300
- Total expenses
- $12,994,599
- Net increase / (decrease)
- $37,429,009
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $54,800 | $0 |
| Lj Mosby, P.C. | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset |