2023 Form 5500 filing — Provizor Federal 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 20241014061806NAL0026718225001) for Provizor Federal 401 (K) Plan, reported by Provizor Federal Inc. under EIN 52-1525316 and plan number 001. It reports 287 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)$6.3MReported net assets$6,280,804
Participants287
Provider compensation$30.7K3 Schedule C row(s)$30,702
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014061806NAL0026718225001
- Plan sponsor
- Provizor Federal Inc.
- EIN
- 52-1525316
- Plan number
- 001
- Location
- Columbia, MD
- 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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,280,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,280,804
- Employer contributions
- $330,356
- Participant contributions
- $64,972
- Total income / additions
- $1,461,814
- Benefits paid
- $1,035,644
- Administrative expenses
- $31,255
- Total expenses
- $1,066,899
- Net increase / (decrease)
- $394,915
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company, LLC | NONE | $11,901 | $1 |
| 3chopt Investment Partners | ADVISOR | $10,851 | not reported in the loaded dataset |
| Adp, Inc. | RECORD KEEPER | $7,949 | not reported in the loaded dataset |