2023 Form 5500 filing — Pro Energy Services Group, LLC 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 20241014185857NAL0013764131001) for Pro Energy Services Group, LLC 401(K) Plan, reported by Pro Energy Services Group LLC under EIN 45-4597204 and plan number 001. It reports 172 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)$3.7MReported net assets$3,695,432
Participants172
Provider compensation$15.7K4 Schedule C row(s)$15,699
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014185857NAL0013764131001
Plan sponsor
Pro Energy Services Group LLC
EIN
45-4597204
Plan number
001
Location
Escondido, 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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$506.7K
Benefits paid / distributions$455.3K
Contributions
Employer$172K
Participant$519K
Full reported line items
Total assets (EOY)
$3,695,432
Total liabilities (EOY)
$0
Net assets (EOY)
$3,695,432
Employer contributions
$172,015
Participant contributions
$519,016
Total income / additions
$1,238,954
Benefits paid
$455,303
Administrative expenses
$19,029
Total expenses
$506,691
Net increase / (decrease)
$732,263

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$7,527$0
Voya Financial Advisors IncINVESTMENT ADVISOR$4,492not reported in the loaded dataset
Adp, Inc.RECORDKEEPER$3,338$0
Empower Advisory Group, LLCINVESTMENT MGMT$342not reported in the loaded dataset

Related Form 5500 pages