2023 Form 5500 filing — Premier Family Medical, LLC 401(K) Retirement 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 20241014142821NAL0046357936001) for Premier Family Medical, LLC 401(K) Retirement Plan, reported by Premier Family Medical, LLC under EIN 46-2252776 and plan number 002. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142821NAL0046357936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Family Medical, LLC
- EIN
- 46-2252776
- Plan number
- 002
- Location
- Lindon, UT
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,208,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,208,726
- Employer contributions
- $505,297
- Participant contributions
- $878,384
- Total income / additions
- $3,852,874
- Benefits paid
- $206,782
- Administrative expenses
- $43,177
- Total expenses
- $249,959
- Net increase / (decrease)
- $3,602,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Drive Wealth Management, LLC | ADVISOR | $20,557 | not reported in the loaded dataset |
| Retirement Plan Consultants, LLC | TPA & RECORDKEEPER | $10,220 | not reported in the loaded dataset |
| Wealth Management, LLC | 3(38) FIDUCIARY ADVISOR | $6,852 | not reported in the loaded dataset |