Premier Automation Holdings Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Premier Automation Holdings 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, Premier Automation Holdings Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Premier Automation Holdings Inc. under EIN 20-4309879 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $18,038,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Automation Holdings Inc.
- EIN
- 20-4309879
- Plan number
- 001
- Plan type
- 2
- Location
- Monroeville, PA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $18,038,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241015122531NAL0028412481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,038,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,038,470
- Net assets (BOY)
- $14,222,387
Income & contributions
- Employer contributions
- $390,169
- Participant contributions
- $828,949
- Total contributions
- $1,266,497
- Total income / additions
- $4,182,260
Expenses & distributions
- Benefits paid
- $315,928
- Administrative expenses
- $50,249
- Total expenses
- $366,177
- Net increase / (decrease)
- $3,816,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Signature Financial Planning | NONE | $38,376 | not reported in the loaded dataset | 2023 |
| Riversedge Adv Ret Solutions, LLC | NONE | $11,873 | not reported in the loaded dataset | 2023 |