2023 Form 5500 filing — Premium Guard 401(K) 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 20240923064514NAL0006477091001) for Premium Guard 401(K) Savings Plan, reported by Premium Guard, Inc. under EIN 11-3139622 and plan number 002. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923064514NAL0006477091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premium Guard, Inc.
- EIN
- 11-3139622
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,311,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,311,644
- Employer contributions
- $289,760
- Participant contributions
- $509,391
- Total income / additions
- $1,225,214
- Benefits paid
- $243,622
- Administrative expenses
- $38,859
- Total expenses
- $282,481
- Net increase / (decrease)
- $942,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burleigh Consulting Group, Inc. | TPA | $18,027 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANNAGEMENT | $6,233 | $0 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,886 | $0 |