Provizor Federal 401 (K) Plan — Form 5500 plan (Provizor Federal 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, Provizor Federal 401 (K) Plan is a benefit plan reported by Provizor Federal Inc. under EIN 52-1525316 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $6,280,804 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.3MPlan net assets, end of year$6,280,804
Participants287Covered participants reported
Assets / participant$21.9KComputed: assets ÷ participants$21,884 (computed)
Provider compensation$30.7K3 Schedule C provider row(s)$30,702
- Plan sponsor
- Provizor Federal Inc.
- EIN
- 52-1525316
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20241014061806NAL0026718225001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,280,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,280,804
- Net assets (BOY)
- $5,885,889
Income & contributions
- Employer contributions
- $330,356
- Participant contributions
- $64,972
- Total contributions
- $395,328
- Total income / additions
- $1,461,814
Expenses & distributions
- Benefits paid
- $1,035,644
- Administrative expenses
- $31,255
- Total expenses
- $1,066,899
- Net increase / (decrease)
- $394,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company, LLC | NONE | $11,901 | $1 | 2023 |
| 3chopt Investment Partners | ADVISOR | $10,851 | not reported in the loaded dataset | 2023 |
| Adp, Inc. | RECORD KEEPER | $7,949 | not reported in the loaded dataset | 2023 |