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, Primary Aim, LLC Retirement Savings Plan is a benefit plan reported by Primary Aim, LLC under EIN 31-1669790 and plan number 001. The latest loaded filing year is 2023. The filing reports 803 participants and $7,354,616 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,354,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,354,616
- Net assets (BOY)
- $6,372,482
Income & contributions
- Employer contributions
- $214,412
- Participant contributions
- $367,122
- Total contributions
- $581,534
- Total income / additions
- $1,689,678
Expenses & distributions
- Benefits paid
- $647,928
- Administrative expenses
- $59,616
- Total expenses
- $707,544
- Net increase / (decrease)
- $982,134