2023 Form 5500 filing — Project Associates, 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 20241014132823NAL0026261137001) for Project Associates, Inc. Retirement Savings Plan, reported by Project Associates, Inc. under EIN 35-1640875 and plan number 001. It reports 105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132823NAL0026261137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Project Associates, Inc.
- EIN
- 35-1640875
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,213,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,213,675
- Employer contributions
- $425,187
- Participant contributions
- $1,279,735
- Total income / additions
- $6,290,895
- Benefits paid
- $1,458,661
- Administrative expenses
- $22,269
- Total expenses
- $1,480,930
- Net increase / (decrease)
- $4,809,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Old National Wealth Management | ADVISOR | $43,911 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$21,642 | $0 |