Prosper Group, LLC 401(K) P/S Plan — Form 5500 plan (Prosper Group, 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, Prosper Group, LLC 401(K) P/S Plan is a benefit plan reported by Prosper Group, LLC under EIN 87-4104363 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $1,690,389 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,690,389
Participants147Covered participants reported
Assets / participant$11.5KComputed: assets ÷ participants$11,499 (computed)
Provider compensation$10.2K3 Schedule C provider row(s)$10,165
Plan sponsor
Prosper Group, LLC
EIN
87-4104363
Plan number
001
Plan type
2
Location
Virginia Beach, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20250521142737NAL0001969377001
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$605.5K
Total expenses$67.4K
Benefits paid / distributions$58.2K
Contributions
Employer$132.6K
Participant$254.4K
Full reported line items

Net assets

Total assets (EOY)
$1,690,389
Total liabilities (EOY)
$0
Net assets (EOY)
$1,690,389
Net assets (BOY)
$1,152,360

Income & contributions

Employer contributions
$132,595
Participant contributions
$254,391
Total contributions
$386,986
Total income / additions
$605,450

Expenses & distributions

Benefits paid
$58,243
Administrative expenses
$9,178
Total expenses
$67,421
Net increase / (decrease)
$538,029
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sharebuilder Advisors, LLCINVESTMENT MANAGER$6,083not reported in the loaded dataset2023
Ascensus LLCNONE$2,148$8542023
PaiTPA$1,080not reported in the loaded dataset2023

Related Form 5500 pages