2023 Form 5500 filing — Pro*Act, 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 20241015171326NAL0030456049001) for Pro*Act, LLC 401(K) Plan, reported by Pro*Act, LLC under EIN 77-0437487 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$8.9MReported net assets$8,881,498

Participants134

Provider compensation$10.2K1 Schedule C row(s)$10,230

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015171326NAL0030456049001
Plan sponsor: Pro*Act, LLC
EIN: 77-0437487
Plan number: 001
Location: Monterey, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$8.9M total assets

Net assets$8.9MLiabilities$0

Money in vs. money out

Total income / additions$2M

Total expenses$1.2M

Benefits paid / distributions$1.2M

Contributions

Employer$292.3K

Participant$682.7K

Full reported line items

Total assets (EOY): $8,881,498
Total liabilities (EOY): $0
Net assets (EOY): $8,881,498
Employer contributions: $292,340
Participant contributions: $682,709
Total income / additions: $1,977,836
Benefits paid: $1,158,232
Administrative expenses: $10,237
Total expenses: $1,168,469
Net increase / (decrease): $809,367

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$10.2K
CONTRACT ADMINISTRATOR · Direct $10.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015171326NAL0030456049001 cover?: It is the 2023 Form 5500 filing for Pro*Act, LLC 401(K) Plan, reported by Pro*Act, LLC (EIN 77-0437487).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).