Protocall Services, Inc. 401(K) Ret. Plan — Form 5500 plan (Protocall Services, 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, Protocall Services, Inc. 401(K) Ret. Plan is a benefit plan reported by Protocall Services, Inc. under EIN 91-1829097 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $6,609,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Protocall Services, Inc.
- EIN
- 91-1829097
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $6,609,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241031140331NAL0002977008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,609,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,609,447
- Net assets (BOY)
- $5,019,735
Income & contributions
- Employer contributions
- $209,920
- Participant contributions
- $608,438
- Total contributions
- $842,415
- Total income / additions
- $1,814,327
Expenses & distributions
- Benefits paid
- $157,782
- Administrative expenses
- $54,286
- Total expenses
- $224,615
- Net increase / (decrease)
- $1,589,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $23,497 | $3 | 2023 |
| Delap Llp | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| Preisz Associates | NONE | $13,539 | not reported in the loaded dataset | 2023 |
| Pentegra Retirement Services | NONE | $3,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Protocall Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Ascensus LLC — Schedule C compensation
- Delap Llp — Schedule C compensation
- Preisz Associates — Schedule C compensation
- Pentegra Retirement Services — Schedule C compensation