The Proconex Group 401k Plan — Form 5500 plan (Proconex)
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, The Proconex Group 401k Plan is a benefit plan reported by Proconex under EIN 23-1439311 and plan number 005. The latest loaded filing year is 2023. The filing reports 385 participants and $82,142,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Proconex
- EIN
- 23-1439311
- Plan number
- 005
- Plan type
- 2
- Location
- Royersford, PA
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $82,142,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20250711085630NAL0016975746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,142,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,142,129
- Net assets (BOY)
- $71,572,339
Income & contributions
- Employer contributions
- $1,119,534
- Participant contributions
- $2,972,050
- Total contributions
- $4,845,190
- Total income / additions
- $26,053,231
Expenses & distributions
- Benefits paid
- $15,429,017
- Administrative expenses
- $54,424
- Total expenses
- $15,483,441
- Net increase / (decrease)
- $10,569,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Innovative Investment Fiduciaries | INVESTMENT ADVISOR | $45,545 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,242 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$88,506 | $0 | 2023 |