2023 Form 5500 filing — Premier Forge Group 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 20250521095327NAL0001731713001) for Premier Forge Group Retirement Plan, reported by Premier Forge Group, LLC under EIN 83-4343140 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250521095327NAL0001731713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Forge Group, LLC
- EIN
- 83-4343140
- Plan number
- 001
- Location
- Portland, IN
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,966,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,966,566
- Employer contributions
- $263,907
- Participant contributions
- $352,798
- Total income / additions
- $1,177,255
- Benefits paid
- $226,130
- Administrative expenses
- $19,887
- Total expenses
- $246,017
- Net increase / (decrease)
- $931,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $12,257 | not reported in the loaded dataset |
| Kestra Investment Services | RETAINED BY EMPLOYER | $7,631 | not reported in the loaded dataset |