Plan5500

Premier Forge Group Retirement Plan — Form 5500 plan (Premier Forge Group, 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 Forge Group Retirement Plan is a benefit plan reported by Premier Forge Group, LLC under EIN 83-4343140 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $3,966,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Premier Forge Group, LLC
EIN
83-4343140
Plan number
001
Plan type
2
Location
Portland, IN
Latest filing year
2023
Participants
175
End-of-year plan assets
$3,966,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20250521095327NAL0001731713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,966,566
Total liabilities (EOY)
$0
Net assets (EOY)
$3,966,566
Net assets (BOY)
$3,136,325

Income & contributions

Employer contributions
$263,907
Participant contributions
$352,798
Total contributions
$616,705
Total income / additions
$1,177,255

Expenses & distributions

Benefits paid
$226,130
Administrative expenses
$19,887
Total expenses
$246,017
Net increase / (decrease)
$931,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$12,257not reported in the loaded dataset2023
Kestra Investment ServicesRETAINED BY EMPLOYER$7,631not reported in the loaded dataset2023

Related Form 5500 pages