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| Plan Name | PREMIER FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PREMIER FINANCIAL SERVICES, LLC |
| Employer identification number (EIN): | 061529102 |
| NAIC Classification: | 532100 |
| NAIC Description: | Automotive Equipment Rental and Leasing |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | DOREEN BEQUARY | 2021-05-27 | ||
| 001 | 2018-01-01 | DOREEN BEQUARY | 2019-06-06 | ||
| 001 | 2017-01-01 | DOREEN BEQUARY | 2018-07-23 | ||
| 001 | 2016-01-01 | MITCHELL S. KATZ | 2017-07-25 | ||
| 001 | 2014-01-01 | DOREEN BEQUARY | 2015-07-08 | ||
| 001 | 2013-01-01 | MITCHELL KATZ | 2014-06-10 | ||
| 001 | 2012-01-01 | MITCHELL KATZ | 2013-05-31 | ||
| 001 | 2011-01-01 | MITCHELL KATZ | 2012-10-09 | MITCHELL KATZ | 2012-10-09 |
| 001 | 2010-01-01 | MITCHELL KATZ | 2011-09-08 |
| Measure | Date | Value |
|---|---|---|
| 2022: PREMIER FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-06-29 | 39 |
| Total number of particpants at end of year | 2022-06-29 | 44 |
| Number of Participants With Account Balances | 2022-06-29 | 35 |
| Measure | Date | Value |
|---|---|---|
| 2022 : PREMIER FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-06-29 | -3197417 |
| Total expenses incurred by plan in this plan year | 2022-06-29 | 1737683 |
| Net assets as of the end of the plan year | 2022-06-29 | 3233820 |
| Total assets as of the beginning of the plan year | 2022-06-29 | 4231078 |
| Value of plan covered by a fidelity bond | 2022-06-29 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-29 | 298433 |
| Other income to plan in this plan year | 2022-06-29 | 412541 |
| Plan net income in this plan year | 2022-06-29 | -997258 |
| Net assets as of the end of the plan year | 2022-06-29 | 3233820 |
| Net assets as of the beginning of the plan year | 2022-06-29 | 4231078 |
| Employer contributions to plan in this plan year | 2022-06-29 | 29451 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-29 | 12168 |
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