2023 Form 5500 filing — Proponent 401(K) 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 20241219161548NAL0002894291001) for Proponent 401(K) Retirement Savings Plan, reported by Proponent, Inc. under EIN 95-2770000 and plan number 001. It reports 360 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)$16.9MReported net assets$16,942,168
Participants360
Provider compensation$9.1K1 Schedule C row(s)$9,059
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241219161548NAL0002894291001
- Plan sponsor
- Proponent, Inc.
- EIN
- 95-2770000
- Plan number
- 001
- Location
- Brea, 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)$16.9M total assets
Net assets$16.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,942,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,942,168
- Participant contributions
- $1,065,921
- Total income / additions
- $4,052,441
- Benefits paid
- $956,205
- Administrative expenses
- $9,060
- Total expenses
- $965,265
- Net increase / (decrease)
- $3,087,176
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,059 | $0 |