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, Progress Unlimited Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Progress Unlimited, Inc. under EIN 52-1309011 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $3,599,480 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,599,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,599,480
- Net assets (BOY)
- $2,823,181
Income & contributions
- Employer contributions
- $198,882
- Participant contributions
- $93,921
- Total contributions
- $292,803
- Total income / additions
- $976,982
Expenses & distributions
- Benefits paid
- $174,724
- Administrative expenses
- $15,035
- Total expenses
- $200,683
- Net increase / (decrease)
- $776,299