Prime, Inc. Success Sharing Plan — Form 5500 plan (New Prime, 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, Prime, Inc. Success Sharing Plan is a benefit plan reported by New Prime, Inc. under EIN 43-1396933 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,644 participants and $185,208,852 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Prime, Inc.
EIN
43-1396933
Plan number
001
Plan type
2
Location
Springfield, MO
Latest filing year
2023
Participants
3,644
End-of-year plan assets
$185,208,852

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,644H, C20240912105810NAL0014012544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$185,208,852
Total liabilities (EOY)
$0
Net assets (EOY)
$185,208,852
Net assets (BOY)
$152,581,011

Income & contributions

Employer contributions
$6,304,616
Participant contributions
$13,277,784
Total contributions
$20,270,482
Total income / additions
$45,701,846

Expenses & distributions

Benefits paid
$12,879,065
Administrative expenses
$183,536
Total expenses
$13,074,005
Net increase / (decrease)
$32,627,841

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$130,472$02023
Sageview Advisory Group LLCADVISOR$53,064not reported in the loaded dataset2023

Related Form 5500 pages