2023 Form 5500 filing — Premier Real Estate Management, LLC Salary Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815121116NAL0013169841001) for Premier Real Estate Management, LLC Salary Savings Plan, reported by Premier Real Estate Management, LLC under EIN 39-1872177 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815121116NAL0013169841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Real Estate Management, LLC
- EIN
- 39-1872177
- Plan number
- 001
- Location
- Brookfield, WI
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,727,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,727,664
- Employer contributions
- $128,332
- Participant contributions
- $428,179
- Total income / additions
- $1,476,799
- Benefits paid
- $173,991
- Administrative expenses
- $55,893
- Total expenses
- $229,954
- Net increase / (decrease)
- $1,246,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $25,970 | $0 |
| Rbc Capital Markets LLC | BROKER ADVISER | $0 | $14,931 |
| Sikich Llp | CONTRACT ADMINISTRATOR | $13,155 | not reported in the loaded dataset |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $2,947 | not reported in the loaded dataset |
| Empower Advisory Goup, LLC | INVESTMENT MANAGEMENT | $1,848 | not reported in the loaded dataset |