2023 Form 5500 filing — Next Level Solutions Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240831125244NAL0029044160001) for Next Level Solutions Savings Plan, reported by Premium Consulting Corp under EIN 45-4455464 and plan number 002. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240831125244NAL0029044160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premium Consulting Corp
- EIN
- 45-4455464
- Plan number
- 002
- Location
- Springfield, MO
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,623,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,623,193
- Employer contributions
- $1,009,278
- Participant contributions
- $1,517,284
- Total income / additions
- $4,016,425
- Benefits paid
- $436,976
- Administrative expenses
- $46,712
- Total expenses
- $492,614
- Net increase / (decrease)
- $3,523,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sagepoint Financial Inc. | INVESTMENT ADVISOR | $23,740 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $18,739 | $0 |
| Osaic Wealth Inc | INVESTMENT ADVISOR | $2,789 | not reported in the loaded dataset |