2023 Form 5500 filing — Protiviti Inc. 401k And Profit Sharing 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 20241010110524NAL0033873584001) for Protiviti Inc. 401k And Profit Sharing Plan, reported by Protiviti Inc under EIN 04-3661951 and plan number 001. It reports 6,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010110524NAL0033873584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Protiviti Inc
- EIN
- 04-3661951
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 6,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $655,299,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $655,299,635
- Employer contributions
- $14,493,553
- Participant contributions
- $59,500,458
- Total income / additions
- $192,163,450
- Benefits paid
- $33,439,667
- Administrative expenses
- $298,864
- Total expenses
- $33,808,207
- Net increase / (decrease)
- $158,355,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $224,886 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $39,168 | $0 |
| Armanino Llp | ACCOUNTANT/AUDITOR | $23,940 | not reported in the loaded dataset |
| Northwest Capital Management, Inc. | INVESTMENT ADVISOR | $10,870 | not reported in the loaded dataset |