2023 Form 5500 filing — Protocall Services, Inc. 401(K) Ret. 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 20241031140331NAL0002977008001) for Protocall Services, Inc. 401(K) Ret. Plan, reported by Protocall Services, Inc. under EIN 91-1829097 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031140331NAL0002977008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Protocall Services, Inc.
- EIN
- 91-1829097
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,609,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,609,447
- Employer contributions
- $209,920
- Participant contributions
- $608,438
- Total income / additions
- $1,814,327
- Benefits paid
- $157,782
- Administrative expenses
- $54,286
- Total expenses
- $224,615
- Net increase / (decrease)
- $1,589,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $23,497 | $3 |
| Delap Llp | NONE | $13,750 | not reported in the loaded dataset |
| Preisz Associates | NONE | $13,539 | not reported in the loaded dataset |
| Pentegra Retirement Services | NONE | $3,500 | $0 |