401k Plan data: PREMIER RETIREMENT PLAN plan

PREMIER RETIREMENT PLAN 401k Plan overview

Plan Name	PREMIER RETIREMENT PLAN
Plan identification number	001

PREMIER RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PREMIER INSTITUTE FOR FINANCIAL FREEDOM has sponsored the creation of one or more 401k plans.

Company Name: PREMIER INSTITUTE FOR FINANCIAL FREEDOM

Employer identification number (EIN): 251850442

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 GLENN COREY 2015-09-28 GLENN COREY 2015-09-28
001 2013-01-01 DAVID LEUTHOLD 2014-07-15
001 2012-01-01 DAVID LEUTHOLD
001 2011-01-01 DAVID LEUTHOLD
001 2009-01-01 DAVID LEUTHOLD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	GLENN COREY	2015-09-28	GLENN COREY	2015-09-28
001	2013-01-01	DAVID LEUTHOLD	2014-07-15
001	2012-01-01	DAVID LEUTHOLD
001	2011-01-01	DAVID LEUTHOLD
001	2009-01-01	DAVID LEUTHOLD

Plan Statistics for PREMIER RETIREMENT PLAN

401k plan membership statisitcs for PREMIER RETIREMENT PLAN

Measure Date Value
2012: PREMIER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 66
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 82
Number of participants with account balances 2012-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: PREMIER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 80
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 80
Total of all active and inactive participants 2011-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 160
Number of participants with account balances 2011-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 32
2009: PREMIER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 163
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 178
Number of participants with account balances 2009-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: PREMIER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	66
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	82
Number of participants with account balances	2012-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: PREMIER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	80
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	80
Total of all active and inactive participants	2011-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	160
Number of participants with account balances	2011-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	32
2009: PREMIER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	163
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	178
Number of participants with account balances	2009-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PREMIER RETIREMENT PLAN

Measure	Date	Value
2012 : PREMIER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$194,154
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$133,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$133,347
Value of total corrective distributions	2012-12-31	$4,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$88,959
Value of total assets at end of year	2012-12-31	$972,781
Value of total assets at beginning of year	2012-12-31	$912,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$260
Total interest from all sources	2012-12-31	$849
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$82,870
Participant contributions at end of year	2012-12-31	$20,856
Participant contributions at beginning of year	2012-12-31	$25,345
Participant contributions at end of year	2012-12-31	$287
Participant contributions at beginning of year	2012-12-31	$287
Administrative expenses (other) incurred	2012-12-31	$260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$60,547
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$972,781
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$912,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$948,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$883,939
Interest on participant loans	2012-12-31	$849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$104,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$6,089
Employer contributions (assets) at end of year	2012-12-31	$2,663
Employer contributions (assets) at beginning of year	2012-12-31	$2,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$133,347
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WILKE & ASSOCIATES, LLP
Accountancy firm EIN	2012-12-31	251871694
2011 : PREMIER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$146,133
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$264,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$263,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$166,650
Value of total assets at end of year	2011-12-31	$912,234
Value of total assets at beginning of year	2011-12-31	$1,030,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$985
Total interest from all sources	2011-12-31	$1,374
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$119,202
Participant contributions at end of year	2011-12-31	$25,345
Participant contributions at beginning of year	2011-12-31	$23,995
Participant contributions at end of year	2011-12-31	$287
Participant contributions at beginning of year	2011-12-31	$256
Administrative expenses (other) incurred	2011-12-31	$985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-118,521
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$912,234
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,030,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$883,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,003,434
Interest on participant loans	2011-12-31	$1,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-21,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$47,448
Employer contributions (assets) at end of year	2011-12-31	$2,663
Employer contributions (assets) at beginning of year	2011-12-31	$3,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$263,669
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WILKE & ASSOCIATES, LLP
Accountancy firm EIN	2011-12-31	251871694
2010 : PREMIER RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$462,764
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$79,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$78,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$340,755
Value of total assets at end of year	2010-12-31	$1,030,755
Value of total assets at beginning of year	2010-12-31	$647,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,215
Total interest from all sources	2010-12-31	$749
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$146,859
Participant contributions at end of year	2010-12-31	$23,995
Participant contributions at beginning of year	2010-12-31	$1,938
Participant contributions at end of year	2010-12-31	$256
Participant contributions at beginning of year	2010-12-31	$133
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$14,168
Administrative expenses (other) incurred	2010-12-31	$1,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$383,147
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,030,755
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$647,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,003,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$642,478
Interest on participant loans	2010-12-31	$749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$121,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$179,728
Employer contributions (assets) at end of year	2010-12-31	$3,070
Employer contributions (assets) at beginning of year	2010-12-31	$3,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$78,402
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WILKE & ASSOCIATES, LLP
Accountancy firm EIN	2010-12-31	251871694
2009 : PREMIER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PREMIER RETIREMENT PLAN

2012: PREMIER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PREMIER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PREMIER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PREMIER INSTITUTE FOR FINANCIAL FREEDOM
Employer identification number (EIN):	251850442
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles