Propeller, Inc. Employee Stock Ownership Plan — Form 5500 plan (Propeller, 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, Propeller, Inc. Employee Stock Ownership Plan is a benefit plan reported by Propeller, Inc. under EIN 45-5286846 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $9,403,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Propeller, Inc.
- EIN
- 45-5286846
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $9,403,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241013105051NAL0012396019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,403,694
- Total liabilities (EOY)
- $2,769,439
- Net assets (EOY)
- $6,634,255
- Net assets (BOY)
- $7,841,924
Income & contributions
- Employer contributions
- $1,320,511
- Total contributions
- $1,320,511
- Total income / additions
- -$259,621
Expenses & distributions
- Benefits paid
- $859,452
- Administrative expenses
- $46,609
- Total expenses
- $948,048
- Net increase / (decrease)
- -$1,207,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acclaro Valuation Advisors | VALUATION SERVICES | $13,813 | not reported in the loaded dataset | 2023 |
| Jones And Roth Pc | ACCOUNTANT | $12,300 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | PLAN ADMINISTRATOR | $10,495 | not reported in the loaded dataset | 2023 |
| Prudent Fiduciary Serv LLC | TRUSTEE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Propeller, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Acclaro Valuation Advisors — Schedule C compensation
- Jones And Roth Pc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Prudent Fiduciary Serv LLC — Schedule C compensation