PROVEN MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROVEN MANAGEMENT, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : PROVEN MANAGEMENT, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-20 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-20 | 241368 |
| Net assets as of the end of the plan year | 2025-06-20 | 677228 |
| Total assets as of the beginning of the plan year | 2025-06-20 | 782499 |
| Value of plan covered by a fidelity bond | 2025-06-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-20 | 88319 |
| Other expenses paid from plan in this plan year | 2025-06-20 | 0 |
| Other contributions to plan in this plan year | 2025-06-20 | 816 |
| Other income to plan in this plan year | 2025-06-20 | 40368 |
| Plan net income in this plan year | 2025-06-20 | -105271 |
| Net assets as of the end of the plan year | 2025-06-20 | 677228 |
| Net assets as of the beginning of the plan year | 2025-06-20 | 782499 |
| Employer contributions to plan in this plan year | 2025-06-20 | 6594 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-20 | 1656 |
| 2024 : PROVEN MANAGEMENT, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 43156 |
| Net assets as of the end of the plan year | 2024-10-15 | 782499 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 622095 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 41576 |
| Participant contributions to plan in this plan year | 2024-10-15 | 89277 |
| Value of participant loans at end of plan year | 2024-10-15 | 50193 |
| Other income to plan in this plan year | 2024-10-15 | 82417 |
| Plan net income in this plan year | 2024-10-15 | 160404 |
| Net assets as of the end of the plan year | 2024-10-15 | 782499 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 622095 |
| Employer contributions to plan in this plan year | 2024-10-15 | 31866 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 2071 |
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