Premier Resources, LLC 401(K) Plan — Form 5500 plan (Premier Resources, LLC)

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 Resources, LLC 401(K) Plan is a benefit plan reported by Premier Resources, LLC under EIN 38-3464874 and plan number 003. The latest loaded filing year is 2023. The filing reports 300 participants and $4,808,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Premier Resources, LLC
EIN
38-3464874
Plan number
003
Plan type
2
Location
Mt. Pleasant, MI
Latest filing year
2023
Participants
300
End-of-year plan assets
$4,808,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241010132025NAL0010018515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,808,702
Total liabilities (EOY)
$0
Net assets (EOY)
$4,808,702
Net assets (BOY)
$4,018,185

Income & contributions

Employer contributions
$63,842
Participant contributions
$276,912
Total contributions
$340,754
Total income / additions
$1,024,886

Expenses & distributions

Benefits paid
$189,905
Administrative expenses
$30,729
Total expenses
$234,369
Net increase / (decrease)
$790,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$16,617not reported in the loaded dataset2023
Lpl Financial LLCADVISOR$8,570not reported in the loaded dataset2023
Independent Advisor AllianceADVISOR$5,542not reported in the loaded dataset2023

Related Form 5500 pages