2023 Form 5500 filing — Propeller, Inc. Employee Stock Ownership 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 20241013105051NAL0012396019001) for Propeller, Inc. Employee Stock Ownership Plan, reported by Propeller, Inc. under EIN 45-5286846 and plan number 002. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013105051NAL0012396019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Propeller, Inc.
- EIN
- 45-5286846
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,403,694
- Total liabilities (EOY)
- $2,769,439
- Net assets (EOY)
- $6,634,255
- Employer contributions
- $1,320,511
- Total income / additions
- -$259,621
- Benefits paid
- $859,452
- Administrative expenses
- $46,609
- Total expenses
- $948,048
- Net increase / (decrease)
- -$1,207,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acclaro Valuation Advisors | VALUATION SERVICES | $13,813 | not reported in the loaded dataset |
| Jones And Roth Pc | ACCOUNTANT | $12,300 | not reported in the loaded dataset |
| Principal Life Insurance Company | PLAN ADMINISTRATOR | $10,495 | not reported in the loaded dataset |
| Prudent Fiduciary Serv LLC | TRUSTEE | $10,000 | not reported in the loaded dataset |