First Supply LLC Retirement Plan — Form 5500 plan (Prometheus Group, 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, First Supply LLC Retirement Plan is a benefit plan reported by Prometheus Group, Inc. under EIN 39-0414790 and plan number 003. The latest loaded filing year is 2023. The filing reports 851 participants and $60,247,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prometheus Group, Inc.
EIN
39-0414790
Plan number
003
Plan type
2
Location
La Crosse, WI
Latest filing year
2023
Participants
851
End-of-year plan assets
$60,247,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023851H, C20241011103459NAL0021679969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,247,073
Total liabilities (EOY)
$0
Net assets (EOY)
$60,247,073
Net assets (BOY)
$53,277,244

Income & contributions

Employer contributions
$1,037,336
Participant contributions
$3,010,217
Total contributions
$4,418,626
Total income / additions
$12,132,855

Expenses & distributions

Benefits paid
$4,999,958
Administrative expenses
$163,068
Total expenses
$5,163,026
Net increase / (decrease)
$6,969,829

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trust Point IncNONE$149,568not reported in the loaded dataset2023
WipfliNONE$13,500not reported in the loaded dataset2023

Related Form 5500 pages