2023 Form 5500 filing — Proven Partners Manufacturing 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 20241015165203NAL0016914275001) for Proven Partners Manufacturing Retirement Savings Plan, reported by Proven Partners Manufacturing under EIN 20-2145505 and plan number 001. It reports 374 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)$2.6MReported net assets$2,603,089
Participants374
Provider compensation$23.9K2 Schedule C row(s)$23,938
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015165203NAL0016914275001
- Plan sponsor
- Proven Partners Manufacturing
- EIN
- 20-2145505
- Plan number
- 001
- Location
- Elgin, IL
- 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)$2.6M total assets
Net assets$2.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,603,089
- Net assets (EOY)
- $2,603,089
- Employer contributions
- $161,834
- Participant contributions
- $300,512
- Total income / additions
- $902,933
- Benefits paid
- $270,447
- Administrative expenses
- $23,938
- Total expenses
- $294,385
- Net increase / (decrease)
- $608,548
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $17,695 | $0 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISOR | $6,243 | not reported in the loaded dataset |