2023 Form 5500 filing — Proterra, 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 20241009161525NAL0037653794001) for Proterra, Inc 401(K) Plan, reported by Proterra, Inc under EIN 27-1878459 and plan number 001. It reports 1,374 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)$40.2MReported net assets$40,173,886
Participants1.4K1,374
Provider compensation$87.5K2 Schedule C row(s)$87,458
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009161525NAL0037653794001
Plan sponsor
Proterra, Inc
EIN
27-1878459
Plan number
001
Location
Greenville, SC
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)$40.2M total assets
Net assets$40.2MLiabilities
Money in vs. money out
Total income / additions$16.6M
Total expenses$9M
Benefits paid / distributions$8.9M
Contributions
Employer$3.7M
Participant$6.1M
Full reported line items
Total assets (EOY)
$40,173,886
Net assets (EOY)
$40,173,886
Employer contributions
$3,653,527
Participant contributions
$6,099,510
Total income / additions
$16,643,762
Benefits paid
$8,909,373
Administrative expenses
$87,457
Total expenses
$9,005,479
Net increase / (decrease)
$7,638,283
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $87.5K
  2. 2
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009161525NAL0037653794001 cover?
It is the 2023 Form 5500 filing for Proterra, Inc 401(K) Plan, reported by Proterra, Inc (EIN 27-1878459).
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