Premier Real Estate Management, LLC Salary Savings Plan — Form 5500 plan (Premier Real Estate Management, LLC)
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, Premier Real Estate Management, LLC Salary Savings Plan is a benefit plan reported by Premier Real Estate Management, LLC under EIN 39-1872177 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $5,727,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Real Estate Management, LLC
- EIN
- 39-1872177
- Plan number
- 001
- Plan type
- 2
- Location
- Brookfield, WI
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $5,727,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20240815121116NAL0013169841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,727,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,727,664
- Net assets (BOY)
- $4,480,819
Income & contributions
- Employer contributions
- $128,332
- Participant contributions
- $428,179
- Total contributions
- $649,461
- Total income / additions
- $1,476,799
Expenses & distributions
- Benefits paid
- $173,991
- Administrative expenses
- $55,893
- Total expenses
- $229,954
- Net increase / (decrease)
- $1,246,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $25,970 | $0 | 2023 |
| Rbc Capital Markets LLC | BROKER ADVISER | $0 | $14,931 | 2023 |
| Sikich Llp | CONTRACT ADMINISTRATOR | $13,155 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $2,947 | not reported in the loaded dataset | 2023 |
| Empower Advisory Goup, LLC | INVESTMENT MANAGEMENT | $1,848 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Real Estate Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Brookfield, WI
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Empower Advisory Goup, LLC — Schedule C compensation