2023 Form 5500 filing — Progressive Planning - A 401(K) 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 20241009140503NAL0009291683001) for Progressive Planning - A 401(K) Retirement Plan, reported by Frontier Management, LLC under EIN 93-1307531 and plan number 001. It reports 3,582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009140503NAL0009291683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frontier Management, LLC
- EIN
- 93-1307531
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 3,582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,348,601
- Total liabilities (EOY)
- $348,564
- Net assets (EOY)
- $13,000,037
- Employer contributions
- $762,238
- Participant contributions
- $2,124,860
- Total income / additions
- $4,927,131
- Benefits paid
- $2,113,297
- Administrative expenses
- $137,136
- Total expenses
- $2,362,193
- Net increase / (decrease)
- $2,564,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $94,698 | $0 |
| Raymond James Financial Services Ad | INVESTMENT ADVISOR | $23,426 | not reported in the loaded dataset |
| Pension Plan Specialists, Pc | TPA | $19,012 | $0 |