Premier Family Medical, LLC 401(K) Retirement Plan — Form 5500 plan (Premier Family Medical, 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 Family Medical, LLC 401(K) Retirement Plan is a benefit plan reported by Premier Family Medical, LLC under EIN 46-2252776 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $18,208,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Family Medical, LLC
- EIN
- 46-2252776
- Plan number
- 002
- Plan type
- 2
- Location
- Lindon, UT
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $18,208,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241014142821NAL0046357936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,208,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,208,726
- Net assets (BOY)
- $14,605,811
Income & contributions
- Employer contributions
- $505,297
- Participant contributions
- $878,384
- Total contributions
- $1,772,904
- Total income / additions
- $3,852,874
Expenses & distributions
- Benefits paid
- $206,782
- Administrative expenses
- $43,177
- Total expenses
- $249,959
- Net increase / (decrease)
- $3,602,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Drive Wealth Management, LLC | ADVISOR | $20,557 | not reported in the loaded dataset | 2023 |
| Retirement Plan Consultants, LLC | TPA & RECORDKEEPER | $10,220 | not reported in the loaded dataset | 2023 |
| Wealth Management, LLC | 3(38) FIDUCIARY ADVISOR | $6,852 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Family Medical, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Lindon, UT
- Drive Wealth Management, LLC — Schedule C compensation
- Retirement Plan Consultants, LLC — Schedule C compensation
- Wealth Management, LLC — Schedule C compensation