Plan5500

Premier Financial Corp. 401(K) Employee Savings Plan — Form 5500 plan (Premier Financial Corp)

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 Financial Corp. 401(K) Employee Savings Plan is a benefit plan reported by Premier Financial Corp under EIN 34-1803915 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,472 participants and $94,118,779 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Premier Financial Corp
EIN
34-1803915
Plan number
002
Plan type
2
Location
Defiance, OH
Latest filing year
2023
Participants
1,472
End-of-year plan assets
$94,118,779

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,472H, C20241010091539NAL0019859489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$94,118,779
Total liabilities (EOY)
$0
Net assets (EOY)
$94,118,779
Net assets (BOY)
$84,415,861

Income & contributions

Employer contributions
$2,586,126
Participant contributions
$5,478,704
Total contributions
$9,328,247
Total income / additions
$23,093,371

Expenses & distributions

Benefits paid
$13,262,480
Administrative expenses
$125,185
Total expenses
$13,390,453
Net increase / (decrease)
$9,702,918

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$58,504not reported in the loaded dataset2023
Global Retirment Partners LLCINVESTMENT ADVISOR$55,568not reported in the loaded dataset2023
Crowe LlpACCOUNTING$6,500not reported in the loaded dataset2023

Related Form 5500 pages