2023 Form 5500 filing — Provident Realty Advisors, Inc. 401(K) 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 20241014145116NAL0052745346001) for Provident Realty Advisors, Inc. 401(K) Savings Plan, reported by Provident Realty Advisors Inc. under EIN 75-2784992 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145116NAL0052745346001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Provident Realty Advisors Inc.
- EIN
- 75-2784992
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,416,991
- Net assets (EOY)
- $8,416,991
- Employer contributions
- $459,031
- Participant contributions
- $1,461,141
- Total income / additions
- $3,532,006
- Benefits paid
- $994,224
- Administrative expenses
- $43,828
- Total expenses
- $1,038,052
- Net increase / (decrease)
- $2,493,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services Ad | INVESTMENT ADVISOR - PLAN | $27,111 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $10,632 | $0 |
| Definiti, LLC | RECORDKEEPER | $6,086 | $68 |