2023 Form 5500 filing — Proactive Technologies, Inc. 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 20241018160717NAL0034291425001) for Proactive Technologies, Inc. 401(K) Plan, reported by Proactive Technologies, LLC under EIN 54-1815346 and plan number 001. It reports 474 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)$5.8MReported net assets$5,816,379
Participants474
Provider compensation$23.8K1 Schedule C row(s)$23,825
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241018160717NAL0034291425001
Plan sponsor
Proactive Technologies, LLC
EIN
54-1815346
Plan number
001
Location
Oviedo, FL
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$997.7K
Total expenses$766.2K
Benefits paid / distributions$719.5K
Contributions
EmployerNot reported
Participant$189.5K
Full reported line items
Total assets (EOY)
$5,816,379
Total liabilities (EOY)
$0
Net assets (EOY)
$5,816,379
Participant contributions
$189,532
Total income / additions
$997,701
Benefits paid
$719,529
Administrative expenses
$23,825
Total expenses
$766,165
Net increase / (decrease)
$231,536

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nationwide InsuranceTRUST RECORDKEEPER$23,825$0

Related Form 5500 pages