2023 Form 5500 filing — Prime Holdings Insurance Services, Inc. 401(K) Profit Sharing 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 20241014161408NAL0015272803001) for Prime Holdings Insurance Services, Inc. 401(K) Profit Sharing Plan, reported by Prime Holdings Insurance Services, Inc. under EIN 36-3868204 and plan number 001. It reports 263 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)$18.8MReported net assets$18,806,165
Participants263
Provider compensation$67.7K3 Schedule C row(s)$67,694
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014161408NAL0015272803001
Plan sponsor
Prime Holdings Insurance Services, Inc.
EIN
36-3868204
Plan number
001
Location
Sandy, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$18.8M total assets
Net assets$18.8MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$588.5K
Benefits paid / distributions$524.6K
Contributions
Employer$777.5K
Participant$1.7M
Full reported line items
Total assets (EOY)
$18,806,165
Total liabilities (EOY)
$0
Net assets (EOY)
$18,806,165
Employer contributions
$777,464
Participant contributions
$1,664,851
Total income / additions
$5,072,041
Benefits paid
$524,647
Administrative expenses
$63,855
Total expenses
$588,502
Net increase / (decrease)
$4,483,539
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SHARE HOLDER SERVICE PRO · Direct $48K
  2. 2
    RECORDKEEPER · Direct $16.3K
  3. 3
    THIRD PARTY ADMINISTRATO · Direct $3.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014161408NAL0015272803001 cover?
It is the 2023 Form 5500 filing for Prime Holdings Insurance Services, Inc. 401(K) Profit Sharing Plan, reported by Prime Holdings Insurance Services, Inc. (EIN 36-3868204).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages