Primera Engineers 401k Plan — Form 5500 plan (Primera Engineers, Ltd)

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, Primera Engineers 401k Plan is a benefit plan reported by Primera Engineers, Ltd under EIN 36-3520747 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $33,698,604 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primera Engineers, Ltd
EIN
36-3520747
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
372
End-of-year plan assets
$33,698,604

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20241014131014NAL0052373426001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,698,604
Total liabilities (EOY)
$0
Net assets (EOY)
$33,698,604
Net assets (BOY)
$25,772,595

Income & contributions

Employer contributions
$880,465
Participant contributions
$2,850,131
Total contributions
$4,401,700
Total income / additions
$9,687,587

Expenses & distributions

Benefits paid
$1,710,126
Administrative expenses
$51,452
Total expenses
$1,761,578
Net increase / (decrease)
$7,926,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$40,652$02023
Cbiz Cpas P.C.RETAINED BY CLIENT$10,800not reported in the loaded dataset2023

Related Form 5500 pages