Premium Guard 401(K) Savings Plan — Form 5500 plan (Premium Guard, Inc.)
Plain-English plan 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, Premium Guard 401(K) Savings Plan is a benefit plan reported by Premium Guard, Inc. under EIN 11-3139622 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $4,311,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premium Guard, Inc.
- EIN
- 11-3139622
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $4,311,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20240923064514NAL0006477091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,311,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,311,644
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $289,760
- Participant contributions
- $509,391
- Total contributions
- $814,504
- Total income / additions
- $1,225,214
Expenses & distributions
- Benefits paid
- $243,622
- Administrative expenses
- $38,859
- Total expenses
- $282,481
- Net increase / (decrease)
- $942,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burleigh Consulting Group, Inc. | TPA | $18,027 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANNAGEMENT | $6,233 | $0 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,886 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premium Guard, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Burleigh Consulting Group, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation