Pro Directional 401(K) Plan — Form 5500 plan (Pro Directional)
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, Pro Directional 401(K) Plan is a benefit plan reported by Pro Directional under EIN 33-1173262 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $15,532,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pro Directional
- EIN
- 33-1173262
- Plan number
- 001
- Plan type
- 2
- Location
- Conroe, TX
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $15,532,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20241008105741NAL0016485409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,532,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,532,138
- Net assets (BOY)
- $11,280,694
Income & contributions
- Employer contributions
- $629,309
- Participant contributions
- $1,858,830
- Total contributions
- $2,835,123
- Total income / additions
- $4,957,497
Expenses & distributions
- Benefits paid
- $638,398
- Administrative expenses
- $67,655
- Total expenses
- $706,053
- Net increase / (decrease)
- $4,251,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial | RETAINED BY EMPLOYER | $37,939 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $29,716 | $0 | 2023 |