How many benefit plans does Primary Aim, LLC report on Form 5500?

Primary Aim, LLC (EIN 31-1669790) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Primary Aim, LLC?

The Employer Identification Number (EIN) reported for Primary Aim, LLC is 31-1669790.

What is the latest Form 5500 filing year for Primary Aim, LLC?

The latest loaded Form 5500 filing year for Primary Aim, LLC is 2023.

Primary Aim, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Primary Aim, LLC (EIN 31-1669790) is a plan sponsor located in Zanesville, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 31-1669790
Location: Zanesville, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,354,616
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,354,616

Contributions & income

Employer contributions: $214,412
Participant contributions: $367,122
Total income / additions: $1,689,678

Expenses & distributions

Benefits paid / distributions: $647,928
Total expenses: $707,544
Net increase / (decrease): $982,134

Coverage

Total reported participants: 994
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Primary Aim, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Primary Aim, LLC Retirement Savings Plan	001	803	$7,354,616	2023
Primary Aim, LLC Employee Benefit Plan	501	191	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Primary Aim, LLC
Year	Plan	Participants	Schedules	Filing
2023	Primary Aim, LLC Retirement Savings Plan	803	H, C	20241013141417NAL0012451747001
2023	Primary Aim, LLC Employee Benefit Plan	191	—	20251211140009NAL0007396896001