Primeritus Financial Services Inc. 401k Profit Sharing Plan — Form 5500 plan (Primeritus Financial Services, 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, Primeritus Financial Services Inc. 401k Profit Sharing Plan is a benefit plan reported by Primeritus Financial Services, Inc. under EIN 45-4418687 and plan number 001. The latest loaded filing year is 2023. The filing reports 494 participants and $7,628,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Primeritus Financial Services, Inc.
- EIN
- 45-4418687
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 494
- End-of-year plan assets
- $7,628,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 494 | H, C | 20240812112509NAL0005130163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,628,302
- Total liabilities (EOY)
- $250
- Net assets (EOY)
- $7,628,052
- Net assets (BOY)
- $8,379,186
Income & contributions
- Employer contributions
- $209,809
- Participant contributions
- $760,633
- Total contributions
- $992,160
- Total income / additions
- $2,220,369
Expenses & distributions
- Benefits paid
- $2,880,266
- Administrative expenses
- $91,237
- Total expenses
- $2,971,503
- Net increase / (decrease)
- -$751,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $41,485 | $0 | 2023 |
| Access Retirement Services | TPA | $20,446 | not reported in the loaded dataset | 2023 |
| Janney Montgomery Scott LLC | AUDITOR | $14,186 | not reported in the loaded dataset | 2023 |
| Lbmc Pc | AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,096 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Primeritus Financial Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Empower Annuity Insurance Company — Schedule C compensation
- Access Retirement Services — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Lbmc Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation