2023 Form 5500 filing — Pro-Tec Fire Services, Inc. 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 20241010091259NAL0019855969001) for Pro-Tec Fire Services, Inc. Retirement Savings Plan, reported by Pro-Tec Fire Services, Inc. under EIN 39-1260881 and plan number 001. It reports 279 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)$5.5MReported net assets$5,525,590
Participants279
Provider compensation$5.7K3 Schedule C row(s)$5,740
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010091259NAL0019855969001
Plan sponsor
Pro-Tec Fire Services, Inc.
EIN
39-1260881
Plan number
001
Location
Appleton, WI
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)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$478.5K
Benefits paid / distributions$472.7K
Contributions
Employer$338.4K
Participant$852.3K
Full reported line items
Total assets (EOY)
$5,525,590
Total liabilities (EOY)
$0
Net assets (EOY)
$5,525,590
Employer contributions
$338,427
Participant contributions
$852,267
Total income / additions
$1,954,215
Benefits paid
$472,694
Administrative expenses
$5,741
Total expenses
$478,481
Net increase / (decrease)
$1,475,734

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$5,740$0
Adp Broker-DealerRECORD KEEPER$0$0
Packerland BrokerageADVISOR$0$0

Related Form 5500 pages