Plan5500

Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Proteus Fund 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, Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Proteus Fund Inc. under EIN 04-3243004 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $10,274,378 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.3MPlan net assets, end of year$10,274,378
Participants136Covered participants reported
Assets / participant$75.5KComputed: assets ÷ participants$75,547 (computed)
Provider compensation$19.8K1 Schedule C provider row(s)$19,846
Plan sponsor
Proteus Fund Inc.
EIN
04-3243004
Plan number
001
Plan type
2
Location
Waltham, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    136 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities—
Money in vs. money out
Total income / additions$4M
Total expenses$448.3K
Benefits paid / distributions$427.9K
Contributions
Employer$1.3M
Participant$541K
Full reported line items

Net assets

Total assets (EOY)
$10,274,378
Net assets (EOY)
$10,274,378
Net assets (BOY)
$6,724,720

Income & contributions

Employer contributions
$1,261,529
Participant contributions
$540,958
Total contributions
$2,620,714
Total income / additions
$3,997,921

Expenses & distributions

Benefits paid
$427,937
Administrative expenses
$20,326
Total expenses
$448,263
Net increase / (decrease)
$3,549,658
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 70%Participant 30%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Cambridge Investment Research$19.8K
    BROKER DEALER OF ADVISOR · Direct $19.8K

What to inspect next

Frequently asked questions

Who sponsors the Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust?
Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust is reported as sponsored by Proteus Fund Inc. (EIN 04-3243004, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust report?
Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust reports 136 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust?
Proteus Fund Inc. 401(K) Profit Sharing Plan & Trust reports $10,274,378 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages