2023 Form 5500 filing — Progressive Health Systems, 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 20250625154745NAL0019150370001) for Progressive Health Systems, Inc. 401(K) Plan, reported by Progressive Medical Enterprise LLC under EIN 88-0977895 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250625154745NAL0019150370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Progressive Medical Enterprise LLC
- EIN
- 88-0977895
- Plan number
- 001
- Location
- Batesville, MS
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,248,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,248,162
- Employer contributions
- $209,823
- Participant contributions
- $282,133
- Total income / additions
- $723,948
- Benefits paid
- $392,180
- Administrative expenses
- $2,470
- Total expenses
- $394,650
- Net increase / (decrease)
- $329,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $2,470 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $789 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 |