2023 Form 5500 filing — Pro Alliance, LLC 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 20241008121218NAL0008317795001) for Pro Alliance, LLC Retirement Savings Plan, reported by Pro Alliance, LLC under EIN 85-1022331 and plan number 001. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,442,085
Participants538
Provider compensation$30.1K1 Schedule C row(s)$30,131
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008121218NAL0008317795001
Plan sponsor
Pro Alliance, LLC
EIN
85-1022331
Plan number
001
Location
Lehi, UT
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)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$185.2K
Participant$613.5K
Full reported line items
Total assets (EOY)
$4,442,085
Total liabilities (EOY)
$0
Net assets (EOY)
$4,442,085
Employer contributions
$185,153
Participant contributions
$613,483
Total income / additions
$1,706,521
Benefits paid
$2,060,440
Administrative expenses
$45,477
Total expenses
$2,110,237
Net increase / (decrease)
-$403,716
Schedule C

Reported service provider compensation

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

  1. 1
    TPA · Direct $30.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008121218NAL0008317795001 cover?
It is the 2023 Form 5500 filing for Pro Alliance, LLC Retirement Savings Plan, reported by Pro Alliance, LLC (EIN 85-1022331).
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