Progressive Machine & Design, LLC 401(K) Plan — Form 5500 plan (Progressive Machine & Design, LLC)

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, Progressive Machine & Design, LLC 401(K) Plan is a benefit plan reported by Progressive Machine & Design, LLC under EIN 16-1451739 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $22,711,019 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Progressive Machine & Design, LLC
EIN
16-1451739
Plan number
001
Plan type
2
Location
Victor, NY
Latest filing year
2023
Participants
243
End-of-year plan assets
$22,711,019

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241009133401NAL0019336961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,711,019
Total liabilities (EOY)
$0
Net assets (EOY)
$22,711,019
Net assets (BOY)
$20,343,208

Income & contributions

Employer contributions
$178,342
Participant contributions
$1,683,187
Total contributions
$1,886,007
Total income / additions
$4,954,403

Expenses & distributions

Benefits paid
$2,538,014
Administrative expenses
$48,578
Total expenses
$2,586,592
Net increase / (decrease)
$2,367,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Waterford Group LLCADVISOR$25,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,578$02023

Related Form 5500 pages