Premier 401(K) Pooled Employer Plan — Form 5500 plan (Plan Professionals, 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 401(K) Pooled Employer Plan is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 311. The latest loaded filing year is 2023. The filing reports 1,401 participants and $11,765,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 311
- Plan type
- 3
- Location
- Shrewsbury, NJ
- Latest filing year
- 2023
- Participants
- 1,401
- End-of-year plan assets
- $11,765,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,401 | I | 20241010155154NAL0036341840001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,765,837
- Total liabilities (EOY)
- $2,848
- Net assets (EOY)
- $11,762,989
- Net assets (BOY)
- $1,157,549
Income & contributions
- Employer contributions
- $485,042
- Participant contributions
- $1,189,273
- Total income / additions
- $3,679,082
Expenses & distributions
- Benefits paid
- $591,510
- Administrative expenses
- $71,982
- Total expenses
- $663,492
- Net increase / (decrease)
- $3,015,590
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.