Purvis Systems, Inc. Retirement Plan — Form 5500 plan (Purvis Systems 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, Purvis Systems, Inc. Retirement Plan is a benefit plan reported by Purvis Systems Inc under EIN 11-2299301 and plan number 002. The latest loaded filing year is 2023. The filing reports 228 participants and $25,795,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Purvis Systems Inc
- EIN
- 11-2299301
- Plan number
- 002
- Plan type
- 2
- Location
- Middletown, RI
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $25,795,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241121095320NAL0000484289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,795,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,795,756
- Net assets (BOY)
- $23,748,095
Income & contributions
- Employer contributions
- $548,437
- Participant contributions
- $1,784,996
- Total contributions
- $3,219,551
- Total income / additions
- $5,473,100
Expenses & distributions
- Benefits paid
- $3,308,348
- Administrative expenses
- $90,022
- Total expenses
- $3,425,439
- Net increase / (decrease)
- $2,047,661
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth Inc | INVESTMENT ADVISOR | $28,186 | not reported in the loaded dataset | 2023 |
| Pentegra Services Inc | CONTRACT ADMIN | $26,793 | not reported in the loaded dataset | 2023 |
| Sansiveri Kimball & Co Llp | AUDITOR | $18,500 | not reported in the loaded dataset | 2023 |
| Flexpath Strategies LLC | OTHER | $11,746 | not reported in the loaded dataset | 2023 |
| Greater Newport Chamber Of Commerce | OTHER | $1,345 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Purvis Systems Inc
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Middletown, RI
- Osaic Wealth Inc — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Sansiveri Kimball & Co Llp — Schedule C compensation
- Flexpath Strategies LLC — Schedule C compensation
- Greater Newport Chamber Of Commerce — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation