2023 Form 5500 filing — Provident Savings Bank 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 20241011101123NAL0010801507001) for Provident Savings Bank 401(K) Plan, reported by Provident Savings Bank under EIN 95-6024097 and plan number 001. It reports 346 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)$39.3MReported net assets$39,260,244
Participants346
Provider compensation$68K3 Schedule C row(s)$67,996
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011101123NAL0010801507001
- Plan sponsor
- Provident Savings Bank
- EIN
- 95-6024097
- Plan number
- 001
- Location
- Riverside, CA
- 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)$39.3M total assets
Net assets$39.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,260,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,260,244
- Employer contributions
- $310,873
- Participant contributions
- $843,895
- Total income / additions
- $6,408,392
- Benefits paid
- $2,931,481
- Administrative expenses
- $67,996
- Total expenses
- $2,999,477
- Net increase / (decrease)
- $3,408,915
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $32,996 | $0 |
| Qp Advisory LLC | NONE | $25,000 | not reported in the loaded dataset |
| Roorda Piquet & Bessee Inc | NONE | $10,000 | not reported in the loaded dataset |