Prime Capital Investment Advisors LLC 401(K) Plan — Form 5500 plan (Prime Capital Investment Advisors 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, Prime Capital Investment Advisors LLC 401(K) Plan is a benefit plan reported by Prime Capital Investment Advisors LLC under EIN 82-1364595 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $11,065,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prime Capital Investment Advisors LLC
- EIN
- 82-1364595
- Plan number
- 001
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $11,065,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241015105013NAL0055645250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,065,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,065,437
- Net assets (BOY)
- $5,875,362
Income & contributions
- Employer contributions
- $1,012,245
- Participant contributions
- $2,486,493
- Total contributions
- $4,125,846
- Total income / additions
- $5,511,905
Expenses & distributions
- Benefits paid
- $314,066
- Administrative expenses
- $2,672
- Total expenses
- $321,830
- Net increase / (decrease)
- $5,190,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $1,386,058 | $0 | 2023 |