2023 Form 5500 filing — Primera Engineers Esop 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 20241014124151NAL0045983280001) for Primera Engineers Esop Plan, reported by Primera Engineers, Ltd under EIN 36-3520747 and plan number 002. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124151NAL0045983280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primera Engineers, Ltd
- EIN
- 36-3520747
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,163,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,163,802
- Employer contributions
- $727,335
- Total income / additions
- $1,100,948
- Benefits paid
- $2,491
- Administrative expenses
- $50,894
- Total expenses
- $53,385
- Net increase / (decrease)
- $1,047,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comstock Valuation Advisors | NONE | $18,986 | not reported in the loaded dataset |
| Transition Finance Strategies | NONE | $17,808 | not reported in the loaded dataset |
| Somerset Cpas And Advisors | NONE | $14,100 | not reported in the loaded dataset |