Prosperity Service Group, LLC 401(K) Plan — Form 5500 plan (Prosperity Service Group, 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, Prosperity Service Group, LLC 401(K) Plan is a benefit plan reported by Prosperity Service Group, LLC under EIN 35-2491143 and plan number 006. The latest loaded filing year is 2023. The filing reports 362 participants and $43,084,343 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prosperity Service Group, LLC
EIN
35-2491143
Plan number
006
Plan type
2
Location
Roanoke, VA
Latest filing year
2023
Participants
362
End-of-year plan assets
$43,084,343

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023362H, C20241014104801NAL0044211664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,084,343
Total liabilities (EOY)
$0
Net assets (EOY)
$43,084,343
Net assets (BOY)
$38,216,453

Income & contributions

Employer contributions
$1,258,153
Participant contributions
$2,810,206
Total contributions
$5,885,637
Total income / additions
$12,153,214

Expenses & distributions

Benefits paid
$7,242,277
Administrative expenses
$43,047
Total expenses
$7,285,324
Net increase / (decrease)
$4,867,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$43,047$02023

Related Form 5500 pages