Progressive Health Systems, Inc. 401(K) Plan — Form 5500 plan (Progressive Medical Enterprise 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, Progressive Health Systems, Inc. 401(K) Plan is a benefit plan reported by Progressive Medical Enterprise LLC under EIN 88-0977895 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $2,248,162 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Progressive Medical Enterprise LLC
EIN
88-0977895
Plan number
001
Plan type
2
Location
Batesville, MS
Latest filing year
2023
Participants
482
End-of-year plan assets
$2,248,162

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023482H, C20250625154745NAL0019150370001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,248,162
Total liabilities (EOY)
$0
Net assets (EOY)
$2,248,162
Net assets (BOY)
$0

Income & contributions

Employer contributions
$209,823
Participant contributions
$282,133
Total contributions
$505,924
Total income / additions
$723,948

Expenses & distributions

Benefits paid
$392,180
Administrative expenses
$2,470
Total expenses
$394,650
Net increase / (decrease)
$329,298

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$2,470not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$7892023
Charles Schwab & Co, Inc.NONE$0$02023

Related Form 5500 pages