2023 Form 5500 filing — Premier Resources, LLC 401(K) 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 20241010132025NAL0010018515001) for Premier Resources, LLC 401(K) Plan, reported by Premier Resources, LLC under EIN 38-3464874 and plan number 003. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132025NAL0010018515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Resources, LLC
- EIN
- 38-3464874
- Plan number
- 003
- Location
- Mt. Pleasant, MI
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,808,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,808,702
- Employer contributions
- $63,842
- Participant contributions
- $276,912
- Total income / additions
- $1,024,886
- Benefits paid
- $189,905
- Administrative expenses
- $30,729
- Total expenses
- $234,369
- Net increase / (decrease)
- $790,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,617 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR | $8,570 | not reported in the loaded dataset |
| Independent Advisor Alliance | ADVISOR | $5,542 | not reported in the loaded dataset |