Retirement Income Security Plan-Propio Ls, LLC — Form 5500 plan (Propio Ls, 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, Retirement Income Security Plan-Propio Ls, LLC is a benefit plan reported by Propio Ls, LLC under EIN 46-3268968 and plan number 003. The latest loaded filing year is 2023. The filing reports 167 participants and $3,469,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Propio Ls, LLC
EIN
46-3268968
Plan number
003
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
167
End-of-year plan assets
$3,469,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241014213127NAL0013861907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,469,057
Total liabilities (EOY)
$235
Net assets (EOY)
$3,468,822
Net assets (BOY)
$1,863,015

Income & contributions

Employer contributions
$464,000
Participant contributions
$794,521
Total contributions
$1,279,637
Total income / additions
$1,787,374

Expenses & distributions

Benefits paid
$504,691
Administrative expenses
$22,245
Total expenses
$526,936
Net increase / (decrease)
$1,260,438

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$14,123not reported in the loaded dataset2023
Healthequity Retirement Services, LNONE$7,059not reported in the loaded dataset2023
Matrix Trust CompanyNONE$538$02023

Related Form 5500 pages