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PROGRESS CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePROGRESS CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

PROGRESS CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PROGRESS CAPITAL ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name:PROGRESS CAPITAL ADVISORS LLC
Employer identification number (EIN):455453477
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROGRESS CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATHLEEN ANDERSON2024-08-01 KATHLEEN ANDERSON2024-08-01
0012022-01-01KATHLEEN ANDERSON2023-10-12 KATHLEEN ANDERSON2023-10-12
0012021-01-01KATHLEEN ANDERSON2022-10-13 KATHLEEN ANDERSON2022-10-13
0012020-01-01KATHLEEN ANDERSON2021-10-04 KATHLEEN ANDERSON2021-10-04
0012019-01-01KATHLEEN ANDERSON2020-10-13 KATHLEEN ANDERSON2020-10-13
0012018-01-01KATHLEEN ANDERSON2019-10-10 KATHLEEN ANDERSON2019-10-10
0012017-01-01KATHLEEN ANDERSON2018-07-27 KATHLEEN ANDERSON2018-07-27
0012016-01-01KATHLEEN ANDERSON2017-07-28 KATHLEEN ANDERSON2017-07-28
0012015-01-01KATHLEEN ANDERSON2016-10-05 KATHLEEN ANDERSON2016-10-05

Financial Data on PROGRESS CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PROGRESS CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-220
Total liabilities as of the end of the plan year2025-05-220
Total liabilities as of the beginning of the plan year2025-05-220
Total expenses incurred by plan in this plan year2025-05-22108328
Net assets as of the end of the plan year2025-05-223631960
Total assets as of the beginning of the plan year2025-05-222867635
Value of plan covered by a fidelity bond2025-05-22300000
Participant contributions to plan in this plan year2025-05-22127178
Other expenses paid from plan in this plan year2025-05-220
Other contributions to plan in this plan year2025-05-220
Other income to plan in this plan year2025-05-22561458
Plan net income in this plan year2025-05-22764325
Net assets as of the end of the plan year2025-05-223631960
Net assets as of the beginning of the plan year2025-05-222867635
Employer contributions to plan in this plan year2025-05-22184017
Fees paid to broker by Benefit Provider2025-05-223852
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-224511
2024 : PROGRESS CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-010
Total liabilities as of the end of the plan year2024-08-010
Total liabilities as of the beginning of the plan year2024-08-010
Total expenses incurred by plan in this plan year2024-08-01136012
Net assets as of the end of the plan year2024-08-012867635
Total assets as of the beginning of the plan year2024-08-012133000
Value of plan covered by a fidelity bond2024-08-01300000
Participant contributions to plan in this plan year2024-08-01158973
Other expenses paid from plan in this plan year2024-08-010
Other contributions to plan in this plan year2024-08-010
Other income to plan in this plan year2024-08-01515749
Plan net income in this plan year2024-08-01734635
Net assets as of the end of the plan year2024-08-012867635
Net assets as of the beginning of the plan year2024-08-012133000
Employer contributions to plan in this plan year2024-08-01195925
Fees paid to broker by Benefit Provider2024-08-013852
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0113774
2022 : PROGRESS CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-130
Total liabilities as of the end of the plan year2022-10-130
Total liabilities as of the beginning of the plan year2022-10-130
Total expenses incurred by plan in this plan year2022-10-1397589
Net assets as of the end of the plan year2022-10-132221131
Total assets as of the beginning of the plan year2022-10-131654093
Value of plan covered by a fidelity bond2022-10-13300000
Participant contributions to plan in this plan year2022-10-13149965
Other expenses paid from plan in this plan year2022-10-130
Other contributions to plan in this plan year2022-10-1314361
Other income to plan in this plan year2022-10-13314209
Plan net income in this plan year2022-10-13567038
Net assets as of the end of the plan year2022-10-132221131
Net assets as of the beginning of the plan year2022-10-131654093
Employer contributions to plan in this plan year2022-10-13186092
Fees paid to broker by Benefit Provider2022-10-139244
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-132774

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