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| Plan Name | PREMIER 401(K) POOLED EMPLOYER PLAN |
| Plan identification number | 311 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PLAN PROFESSIONALS, LLC |
| Employer identification number (EIN): | 853213245 |
| NAIC Classification: | 561110 |
| NAIC Description: | Office Administrative Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 311 | 2022-05-15 |
| Measure | Date | Value |
|---|---|---|
| 2022: PREMIER 401(K) POOLED EMPLOYER PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-05-15 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-15 | 68 |
| Number of retired or separated participants receiving benefits | 2022-05-15 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-15 | 1 |
| Total of all active and inactive participants | 2022-05-15 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-05-15 | 0 |
| Total participants | 2022-05-15 | 69 |
| Number of participants with account balances | 2022-05-15 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-05-15 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : PREMIER 401(K) POOLED EMPLOYER PLAN 2022 401k financial data | ||
| Transfers to/from the plan | 2022-12-31 | $999,234 |
| Total income from all sources | 2022-12-31 | $161,227 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,912 |
| Total plan assets at end of year | 2022-12-31 | $1,157,549 |
| Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $96,200 |
| Other income received | 2022-12-31 | $26,430 |
| Net income (gross income less expenses) | 2022-12-31 | $158,315 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,157,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Assets. Value of participant loans | 2022-12-31 | $39,724 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $38,597 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,912 |
| 2022: PREMIER 401(K) POOLED EMPLOYER PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-05-15 | Type of plan entity | Mulitple employer plan |
| 2022-05-15 | First time form 5500 has been submitted | Yes |
| 2022-05-15 | Submission has been amended | No |
| 2022-05-15 | This submission is the final filing | No |
| 2022-05-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-05-15 | Plan is a collectively bargained plan | No |
| 2022-05-15 | Plan funding arrangement – Trust | Yes |
| 2022-05-15 | Plan benefit arrangement - Trust | Yes |
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