Primex, Inc. And Affiliates Profit Sharing And 401(K) Plan And Trust — Form 5500 plan (Primex Inc.)

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, Primex, Inc. And Affiliates Profit Sharing And 401(K) Plan And Trust is a benefit plan reported by Primex Inc. under EIN 39-1191616 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $23,767,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primex Inc.
EIN
39-1191616
Plan number
001
Plan type
2
Location
Lake Geneva, WI
Latest filing year
2023
Participants
216
End-of-year plan assets
$23,767,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20240930130946NAL0010205312001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,767,365
Total liabilities (EOY)
$0
Net assets (EOY)
$23,767,365
Net assets (BOY)
$20,782,344

Income & contributions

Employer contributions
$433,478
Participant contributions
$981,710
Total contributions
$1,431,718
Total income / additions
$5,595,077

Expenses & distributions

Benefits paid
$2,567,708
Administrative expenses
$42,348
Total expenses
$2,610,056
Net increase / (decrease)
$2,985,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Francis Investment CounselCONSULTANT$55,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$12,652$02023

Related Form 5500 pages