2023 Form 5500 filing — Primera Engineers 401k 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 20241014131014NAL0052373426001) for Primera Engineers 401k Plan, reported by Primera Engineers, Ltd under EIN 36-3520747 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$33.7MReported net assets$33,698,604
Participants372
Provider compensation$51.5K2 Schedule C row(s)$51,452
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014131014NAL0052373426001
- Plan sponsor
- Primera Engineers, Ltd
- EIN
- 36-3520747
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$33.7M total assets
Net assets$33.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $33,698,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,698,604
- Employer contributions
- $880,465
- Participant contributions
- $2,850,131
- Total income / additions
- $9,687,587
- Benefits paid
- $1,710,126
- Administrative expenses
- $51,452
- Total expenses
- $1,761,578
- Net increase / (decrease)
- $7,926,009
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $40,652 | $0 |
| Cbiz Cpas P.C. | RETAINED BY CLIENT | $10,800 | not reported in the loaded dataset |