2023 Form 5500 filing — Primex, Inc. And Affiliates Profit Sharing And 401(K) Plan And Trust
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 20240930130946NAL0010205312001) for Primex, Inc. And Affiliates Profit Sharing And 401(K) Plan And Trust, reported by Primex Inc. under EIN 39-1191616 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930130946NAL0010205312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primex Inc.
- EIN
- 39-1191616
- Plan number
- 001
- Location
- Lake Geneva, WI
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,767,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,767,365
- Employer contributions
- $433,478
- Participant contributions
- $981,710
- Total income / additions
- $5,595,077
- Benefits paid
- $2,567,708
- Administrative expenses
- $42,348
- Total expenses
- $2,610,056
- Net increase / (decrease)
- $2,985,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Francis Investment Counsel | CONSULTANT | $55,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,652 | $0 |