Plan5500

Primera Engineers Esop Plan — Form 5500 plan (Primera Engineers, Ltd)

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, Primera Engineers Esop Plan is a benefit plan reported by Primera Engineers, Ltd under EIN 36-3520747 and plan number 002. The latest loaded filing year is 2023. The filing reports 327 participants and $3,163,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primera Engineers, Ltd
EIN
36-3520747
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
327
End-of-year plan assets
$3,163,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023327H, C20241014124151NAL0045983280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,163,802
Total liabilities (EOY)
$0
Net assets (EOY)
$3,163,802
Net assets (BOY)
$2,116,239

Income & contributions

Employer contributions
$727,335
Total contributions
$727,335
Total income / additions
$1,100,948

Expenses & distributions

Benefits paid
$2,491
Administrative expenses
$50,894
Total expenses
$53,385
Net increase / (decrease)
$1,047,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Comstock Valuation AdvisorsNONE$18,986not reported in the loaded dataset2023
Transition Finance StrategiesNONE$17,808not reported in the loaded dataset2023
Somerset Cpas And AdvisorsNONE$14,100not reported in the loaded dataset2023

Related Form 5500 pages