Primmer Piper Eggleston & Cramer 401(K) Savings Plan — Form 5500 plan (Primmer Piper, Eggleston & Cramer Pc)

Plain-English plan 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, Primmer Piper Eggleston & Cramer 401(K) Savings Plan is a benefit plan reported by Primmer Piper, Eggleston & Cramer Pc under EIN 03-0289541 and plan number 002. The latest loaded filing year is 2023. The filing reports 114 participants and $35,216,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primmer Piper, Eggleston & Cramer Pc
EIN
03-0289541
Plan number
002
Plan type
2
Location
Burlington, VT
Latest filing year
2023
Participants
114
End-of-year plan assets
$35,216,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023114I20240912121613NAL0017071922001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$35,216,115
Total liabilities (EOY)
$0
Net assets (EOY)
$35,216,115
Net assets (BOY)
$32,896,411

Income & contributions

Employer contributions
$593,858
Participant contributions
$771,442
Total income / additions
$7,355,470

Expenses & distributions

Benefits paid
$5,034,000
Administrative expenses
$1,766
Total expenses
$5,035,766
Net increase / (decrease)
$2,319,704

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages