2023 Form 5500 filing — Premier Financial Corp. 401(K) Employee 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 20241010091539NAL0019859489001) for Premier Financial Corp. 401(K) Employee Savings Plan, reported by Premier Financial Corp under EIN 34-1803915 and plan number 002. It reports 1,472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010091539NAL0019859489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Financial Corp
- EIN
- 34-1803915
- Plan number
- 002
- Location
- Defiance, OH
- Participants
- 1,472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,118,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,118,779
- Employer contributions
- $2,586,126
- Participant contributions
- $5,478,704
- Total income / additions
- $23,093,371
- Benefits paid
- $13,262,480
- Administrative expenses
- $125,185
- Total expenses
- $13,390,453
- Net increase / (decrease)
- $9,702,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $58,504 | not reported in the loaded dataset |
| Global Retirment Partners LLC | INVESTMENT ADVISOR | $55,568 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTING | $6,500 | not reported in the loaded dataset |