Providence Administrative Consulting Services Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Providence Administrative Consulting Services Inc)
Plain-English plan 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, Providence Administrative Consulting Services Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Providence Administrative Consulting Services Inc under EIN 03-0569171 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,024 participants and $33,379,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Providence Administrative Consulting Services Inc
- EIN
- 03-0569171
- Plan number
- 002
- Plan type
- 2
- Location
- Farmington, UT
- Latest filing year
- 2023
- Participants
- 3,024
- End-of-year plan assets
- $33,379,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,024 | H, C | 20241015194808NAL0017137299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,379,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,379,836
- Net assets (BOY)
- $2,159,991
Income & contributions
- Employer contributions
- $140,276
- Participant contributions
- $1,318,129
- Total contributions
- $1,551,916
- Total income / additions
- $5,497,606
Expenses & distributions
- Benefits paid
- $6,068,423
- Administrative expenses
- $57,691
- Total expenses
- $6,167,158
- Net increase / (decrease)
- -$669,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $27,995 | not reported in the loaded dataset | 2023 |
| Stratos Wealth Partners | INVESTMENT ADVISOR | $15,710 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,158 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Providence Administrative Consulting Services Inc
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Farmington, UT
- Lpl Financial — Schedule C compensation
- Stratos Wealth Partners — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation