Provenance Wealth Advisors, LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Provenance Wealth Advisors, LLC is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $347,901 and reported indirect compensation totals $29,613.
Reported compensation summary
- Reported direct compensation
- $347,901
- Reported indirect compensation
- $29,613
- Total reported compensation
- $377,514
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Motor-Services Hugo Stamp, Inc. | FL | 1 | $85,299 |
| Master-Halco, Inc. | TX | 1 | $61,541 |
| Jl Audio, Inc. | FL | 1 | $55,628 |
| Multiquip Inc. | CA | 1 | $51,093 |
| Palm Beach Orthopaedic Institute, P.A. | FL | 1 | $42,423 |
| Global Maritek Systems, Inc. | FL | 1 | $31,874 |
| R.L. Schreiber, Inc. | FL | 1 | $29,613 |
| Pure Source, LLC | FL | 1 | $15,198 |
| The Keyes Company | FL | 1 | $4,845 |
State footprint
Plans reporting Provenance Wealth Advisors, LLC are sponsored in FL (7), CA (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Motor-Services Hugo Stamp, Inc. | Mshs Group 401(K) Plan | 2023 | $85,299 | not reported in the loaded dataset |
| Master-Halco, Inc. | Master-Halco, Inc. Retirement Savings Value Plan | 2023 | $61,541 | not reported in the loaded dataset |
| Jl Audio, Inc. | Jl Audio 401(K) Plan | 2023 | $55,628 | not reported in the loaded dataset |
| Multiquip Inc. | Multiquip Inc. Profit Sharing And Retirement Savings Plan | 2023 | $51,093 | not reported in the loaded dataset |
| Palm Beach Orthopaedic Institute, P.A. | Palm Beach Orthopaedic Institute, P.A. 401(K) Plan | 2023 | $42,423 | not reported in the loaded dataset |
| Global Maritek Systems, Inc. | Global Maritek Systems, Inc. 401(K) Plan | 2023 | $31,874 | not reported in the loaded dataset |
| R.L. Schreiber, Inc. | R.L. Schreiber, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $29,613 |
| Pure Source, LLC | Pure Source, LLC Retirement Plan | 2023 | $15,198 | $0 |
| The Keyes Company | The Keyes Company 401(K) Profit Sharing Plan | 2023 | $4,845 | $0 |
Related Form 5500 pages
- Mshs Group 401(K) Plan (plan 001)
- Motor-Services Hugo Stamp, Inc. — all reported plans
- Master-Halco, Inc. Retirement Savings Value Plan (plan 002)
- Master-Halco, Inc. — all reported plans
- Jl Audio 401(K) Plan (plan 001)
- Jl Audio, Inc. — all reported plans
- Multiquip Inc. Profit Sharing And Retirement Savings Plan (plan 003)
- Multiquip Inc. — all reported plans
- Palm Beach Orthopaedic Institute, P.A. 401(K) Plan (plan 001)
- Palm Beach Orthopaedic Institute, P.A. — all reported plans
- Global Maritek Systems, Inc. 401(K) Plan (plan 001)
- Global Maritek Systems, Inc. — all reported plans
- R.L. Schreiber, Inc. 401(K) Profit Sharing Plan (plan 003)
- R.L. Schreiber, Inc. — all reported plans
- Pure Source, LLC Retirement Plan (plan 001)
- Pure Source, LLC — all reported plans
- The Keyes Company 401(K) Profit Sharing Plan (plan 003)
- The Keyes Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources