Premier Forge Group Non-Union 401(K) 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 Non-Union 401(K) Plan is a benefit plan reported by Premier Forge Group, LLC under EIN 83-4343140 and plan number 002. The latest loaded filing year is 2023. The filing reports 228 participants and $14,887,306 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
002
Plan type
2
Location
Portland, IN
Latest filing year
2023
Participants
228
End-of-year plan assets
$14,887,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20250521095825NAL0001761873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,887,306
Total liabilities (EOY)
$0
Net assets (EOY)
$14,887,306
Net assets (BOY)
$13,928,676

Income & contributions

Employer contributions
$436,591
Participant contributions
$859,940
Total contributions
$1,353,257
Total income / additions
$3,697,242

Expenses & distributions

Benefits paid
$2,774,448
Administrative expenses
$64,319
Total expenses
$2,839,609
Net increase / (decrease)
$857,633

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$32,397$02023
Kestra Investment ServicesRETAINED BY EMPLOYER$31,923not reported in the loaded dataset2023

Related Form 5500 pages