Prototek Group 401(K) Plan — Form 5500 plan (Prototek Holdings, 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, Prototek Group 401(K) Plan is a benefit plan reported by Prototek Holdings, LLC under EIN 82-3558766 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $7,736,872 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prototek Holdings, LLC
EIN
82-3558766
Plan number
001
Plan type
2
Location
Contoocook, NH
Latest filing year
2023
Participants
353
End-of-year plan assets
$7,736,872

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H, C20241015102833NAL0028062977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,736,872
Net assets (EOY)
$7,736,872
Net assets (BOY)
$4,068,212

Income & contributions

Employer contributions
$580,553
Participant contributions
$1,134,013
Total contributions
$2,026,240
Total income / additions
$3,223,554

Expenses & distributions

Benefits paid
$1,525,702
Administrative expenses
$71,932
Total expenses
$1,597,634
Net increase / (decrease)
$1,625,920

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gray, Gray & Gray LlpAUDITOR$24,500not reported in the loaded dataset2023
Mma Securities LLCADMINISTRATOR$21,392not reported in the loaded dataset2023
John HancockRECORDKEEPER$15,891not reported in the loaded dataset2023
Compass 360, LLCPLAN ADMINISTRATOR$10,145not reported in the loaded dataset2023

Related Form 5500 pages