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| Plan Name | PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PRIMARY AIM, LLC |
| Employer identification number (EIN): | 311669790 |
| NAIC Classification: | 722513 |
| NAIC Description: | Limited-Service Restaurants |
Additional information about PRIMARY AIM, LLC
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1999-09-21 |
| Company Identification Number: | 1101830 |
| Legal Registered Office Address: |
NATIONAL CITY CENTER 155 E. BROAD ST., 12TH FL COLUMBUS United States of America (USA) 43215 |
More information about PRIMARY AIM, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | STEVE THOMPSON | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | STEVE THOMPSON | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | STEPHEN THOMPSON | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | STEPHEN THOMPSON | |||
| 001 | 2020-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | STEPHEN THOMPSON | STEPHEN THOMPSON | 2019-07-24 | |
| 001 | 2017-01-01 | STEPHEN THOMPSON | STEPHEN THOMPSON | 2018-07-27 | |
| 001 | 2016-01-01 | STEPHEN THOMPSON | STEPHEN THOMPSON | 2017-07-07 | |
| 001 | 2015-01-01 | STEPHEN THOMPSON | STEPHEN THOMPSON | 2016-10-15 | |
| 001 | 2014-01-01 | STEPHEN THOMPSON | STEPHEN THOMPSON | 2015-07-09 | |
| 001 | 2013-01-01 | STEPHEN THOMPSON | STEPHEN THOMPSON | 2014-07-15 | |
| 001 | 2012-01-01 | STEPHEN THOMPSON | STEPHEN THOMPSON | 2013-07-19 | |
| 001 | 2011-01-01 | STEPHEN THOMPSON | STEPHEN THOMPSON | 2012-05-07 | |
| 001 | 2010-01-01 | ROBERT THUMA | ROBERT THUMA | 2011-06-06 | |
| 001 | 2009-01-01 | ROBERT THUMA |
| Measure | Date | Value |
|---|---|---|
| 2023: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 803 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 672 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 31 |
| Total of all active and inactive participants | 2023-01-01 | 703 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 703 |
| Number of participants with account balances | 2023-01-01 | 170 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
| 2022: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 813 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 742 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 27 |
| Total of all active and inactive participants | 2022-01-01 | 769 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 769 |
| Number of participants with account balances | 2022-01-01 | 175 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
| 2021: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 929 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 761 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 34 |
| Total of all active and inactive participants | 2021-01-01 | 796 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 796 |
| Number of participants with account balances | 2021-01-01 | 206 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
| 2020: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 892 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 853 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 57 |
| Total of all active and inactive participants | 2020-01-01 | 910 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 910 |
| Number of participants with account balances | 2020-01-01 | 240 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 14 |
| 2019: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 932 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 928 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 45 |
| Total of all active and inactive participants | 2019-01-01 | 973 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 973 |
| Number of participants with account balances | 2019-01-01 | 245 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 906 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 830 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 42 |
| Total of all active and inactive participants | 2018-01-01 | 872 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 872 |
| Number of participants with account balances | 2018-01-01 | 248 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 22 |
| 2017: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 897 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 781 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 46 |
| Total of all active and inactive participants | 2017-01-01 | 828 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 828 |
| Number of participants with account balances | 2017-01-01 | 270 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 19 |
| 2016: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 917 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 730 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 62 |
| Total of all active and inactive participants | 2016-01-01 | 793 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 793 |
| Number of participants with account balances | 2016-01-01 | 294 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 31 |
| 2015: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 596 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 806 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 35 |
| Total of all active and inactive participants | 2015-01-01 | 842 |
| Total participants | 2015-01-01 | 842 |
| Number of participants with account balances | 2015-01-01 | 254 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 32 |
| 2014: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 401 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 324 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 31 |
| Total of all active and inactive participants | 2014-01-01 | 355 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 355 |
| Number of participants with account balances | 2014-01-01 | 233 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 31 |
| 2013: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 404 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 343 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 18 |
| Total of all active and inactive participants | 2013-01-01 | 361 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 361 |
| Number of participants with account balances | 2013-01-01 | 220 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 27 |
| 2012: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 431 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 317 |
| 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 | 20 |
| Total of all active and inactive participants | 2012-01-01 | 337 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 337 |
| Number of participants with account balances | 2012-01-01 | 216 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 23 |
| 2011: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 423 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 320 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 52 |
| Total of all active and inactive participants | 2011-01-01 | 374 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 374 |
| Number of participants with account balances | 2011-01-01 | 251 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 18 |
| 2010: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 428 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 312 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 56 |
| Total of all active and inactive participants | 2010-01-01 | 370 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 370 |
| Number of participants with account balances | 2010-01-01 | 265 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 28 |
| 2009: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 440 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 320 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 46 |
| Total of all active and inactive participants | 2009-01-01 | 378 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 378 |
| Number of participants with account balances | 2009-01-01 | 275 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 52 |
| Measure | Date | Value |
|---|---|---|
| 2023 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2023 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $35 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,689,678 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $707,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $647,928 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $581,534 |
| Value of total assets at end of year | 2023-12-31 | $7,354,616 |
| Value of total assets at beginning of year | 2023-12-31 | $6,372,517 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $59,616 |
| Total interest from all sources | 2023-12-31 | $8,043 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $232,045 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $232,045 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $367,122 |
| Participant contributions at end of year | 2023-12-31 | $112,468 |
| Participant contributions at beginning of year | 2023-12-31 | $57,927 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $35 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $982,134 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,354,616 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,372,482 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $7,169,132 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $6,242,235 |
| Interest on participant loans | 2023-12-31 | $5,227 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $12,635 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $14,058 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $60,381 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $58,297 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $58,297 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $2,816 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $867,604 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $452 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $214,412 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $647,928 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2023-12-31 | 341310124 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $35 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,689,678 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $707,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $647,928 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $581,534 |
| Value of total assets at end of year | 2023-01-01 | $7,354,616 |
| Value of total assets at beginning of year | 2023-01-01 | $6,372,517 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $59,616 |
| Total interest from all sources | 2023-01-01 | $8,043 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $232,045 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $232,045 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $367,122 |
| Participant contributions at end of year | 2023-01-01 | $112,468 |
| Participant contributions at beginning of year | 2023-01-01 | $57,927 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $35 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $982,134 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $7,354,616 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $6,372,482 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $7,169,132 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $6,242,235 |
| Interest on participant loans | 2023-01-01 | $5,227 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $12,635 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $14,058 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $60,381 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $2,816 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $867,604 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $452 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $214,412 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $647,928 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | REA & ASSOCIATES |
| Accountancy firm EIN | 2023-01-01 | 341310124 |
| 2022 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $35 |
| Total income from all sources (including contributions) | 2022-12-31 | $-157,653 |
| Total of all expenses incurred | 2022-12-31 | $457,406 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $398,259 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of total corrective distributions | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,115,954 |
| Value of total assets at end of year | 2022-12-31 | $6,372,517 |
| Value of total assets at beginning of year | 2022-12-31 | $6,987,541 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $59,147 |
| Total interest from all sources | 2022-12-31 | $2,958 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $182,096 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $182,096 |
| Administrative expenses professional fees incurred | 2022-12-31 | $12,000 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $393,937 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $500,927 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $57,927 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $47,296 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $35 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-615,059 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,372,482 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,987,541 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,242,235 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,866,894 |
| Interest on participant loans | 2022-12-31 | $2,297 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $14,058 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $13,218 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $58,297 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $58,949 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $58,949 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $661 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,458,661 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $221,090 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $398,259 |
| Contract administrator fees | 2022-12-31 | $47,147 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2022-12-31 | 341310124 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $35 |
| Total income from all sources (including contributions) | 2022-01-01 | $-157,653 |
| Total of all expenses incurred | 2022-01-01 | $457,406 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $398,259 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $0 |
| Value of total corrective distributions | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,115,954 |
| Value of total assets at end of year | 2022-01-01 | $6,372,517 |
| Value of total assets at beginning of year | 2022-01-01 | $6,987,541 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $59,147 |
| Total interest from all sources | 2022-01-01 | $2,958 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $182,096 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $182,096 |
| Administrative expenses professional fees incurred | 2022-01-01 | $12,000 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $393,937 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $500,927 |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $57,927 |
| Assets. Loans (other than to participants) at beginning of year | 2022-01-01 | $47,296 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $35 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-615,059 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $6,372,482 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,987,541 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $6,242,235 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $6,866,894 |
| Interest on participant loans | 2022-01-01 | $2,297 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $14,058 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $13,218 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $58,297 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $661 |
| Asset value of US Government securities at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,458,661 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $221,090 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $1,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $398,259 |
| Contract administrator fees | 2022-01-01 | $47,147 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | REA & ASSOCIATES |
| Accountancy firm EIN | 2022-01-01 | 341310124 |
| 2021 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
| Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,470,345 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $514,601 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $445,943 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $23 |
| Value of total corrective distributions | 2021-12-31 | $13,044 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $684,281 |
| Value of total assets at end of year | 2021-12-31 | $6,987,541 |
| Value of total assets at beginning of year | 2021-12-31 | $6,031,797 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $55,591 |
| Total interest from all sources | 2021-12-31 | $2,372 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $766,360 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $766,360 |
| Administrative expenses professional fees incurred | 2021-12-31 | $9,550 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $419,936 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $13,562 |
| Assets. Loans (other than to participants) at end of year | 2021-12-31 | $47,296 |
| Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $66,178 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $955,744 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,987,541 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,031,797 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,866,894 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,903,695 |
| Interest on participant loans | 2021-12-31 | $2,360 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $13,218 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $58,949 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $61,924 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $61,924 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $12 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $17,332 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $250,783 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $445,943 |
| Contract administrator fees | 2021-12-31 | $46,041 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2021-12-31 | 341310124 |
| 2020 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,245,618 |
| Total of all expenses incurred | 2020-12-31 | $243,905 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $190,277 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $8,276 |
| Value of total corrective distributions | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $426,984 |
| Value of total assets at end of year | 2020-12-31 | $6,031,797 |
| Value of total assets at beginning of year | 2020-12-31 | $5,030,084 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $45,352 |
| Total interest from all sources | 2020-12-31 | $2,084 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $186,650 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $186,650 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $285,027 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2020-12-31 | $66,178 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,001,713 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,031,797 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,030,084 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $36,602 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,903,695 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,970,658 |
| Interest on participant loans | 2020-12-31 | $1,725 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $61,924 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $59,426 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $59,426 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $359 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $629,900 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $141,957 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $190,277 |
| Contract administrator fees | 2020-12-31 | $8,750 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2020-12-31 | 341310124 |
| 2019 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $20 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,367,923 |
| Total of all expenses incurred | 2019-12-31 | $1,034,943 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $988,643 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $4,939 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $406,258 |
| Value of total assets at end of year | 2019-12-31 | $5,030,084 |
| Value of total assets at beginning of year | 2019-12-31 | $4,697,124 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $41,361 |
| Total interest from all sources | 2019-12-31 | $1,352 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $160,805 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $160,805 |
| Administrative expenses professional fees incurred | 2019-12-31 | $8,500 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $307,189 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $307 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $20 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $332,980 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,030,084 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,697,104 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,970,658 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,640,454 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $59,426 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $56,670 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $56,670 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,352 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $799,508 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $98,762 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $988,643 |
| Contract administrator fees | 2019-12-31 | $32,861 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2019-12-31 | 341310124 |
| 2018 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $20 |
| Total income from all sources (including contributions) | 2018-12-31 | $133,066 |
| Total of all expenses incurred | 2018-12-31 | $340,115 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $288,799 |
| Value of total corrective distributions | 2018-12-31 | $10,355 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $400,829 |
| Value of total assets at end of year | 2018-12-31 | $4,697,124 |
| Value of total assets at beginning of year | 2018-12-31 | $4,904,153 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $40,961 |
| Total interest from all sources | 2018-12-31 | $872 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $199,153 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $199,153 |
| Administrative expenses professional fees incurred | 2018-12-31 | $8,885 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $301,938 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $20 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-207,049 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,697,104 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,904,153 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,640,454 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,849,487 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $56,670 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $54,666 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $54,666 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $872 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-467,788 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $98,891 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $288,799 |
| Contract administrator fees | 2018-12-31 | $32,076 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2018-12-31 | 341310124 |
| 2017 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
| Total income from all sources (including contributions) | 2017-12-31 | $1,192,571 |
| Total of all expenses incurred | 2017-12-31 | $238,671 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $187,123 |
| Value of total corrective distributions | 2017-12-31 | $13,787 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $524,458 |
| Value of total assets at end of year | 2017-12-31 | $4,904,153 |
| Value of total assets at beginning of year | 2017-12-31 | $3,950,253 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $37,761 |
| Total interest from all sources | 2017-12-31 | $384 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $151,329 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $151,329 |
| Administrative expenses professional fees incurred | 2017-12-31 | $8,000 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $307,655 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $115,083 |
| Other income not declared elsewhere | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $953,900 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,904,153 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,950,253 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $29,761 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,849,487 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,885,258 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $54,666 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $64,995 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $64,995 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $384 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $516,400 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $101,720 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $187,123 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2017-12-31 | 341310124 |
| 2016 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
| Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Expenses. Interest paid | 2016-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,079,418 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $270,610 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $235,889 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of total corrective distributions | 2016-12-31 | $1,400 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $772,741 |
| Value of total assets at end of year | 2016-12-31 | $3,950,253 |
| Value of total assets at beginning of year | 2016-12-31 | $3,141,445 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $33,321 |
| Total income from rents | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $135 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $113,237 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $113,237 |
| Administrative expenses professional fees incurred | 2016-12-31 | $5,600 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $300,049 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $60 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $374,881 |
| Total non interest bearing cash at end of year | 2016-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Income. Non cash contributions | 2016-12-31 | $0 |
| Value of net income/loss | 2016-12-31 | $808,808 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,950,253 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,141,445 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,885,258 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,076,389 |
| Interest on participant loans | 2016-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
| Income. Interest from US Government securities | 2016-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $64,995 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $64,966 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $64,966 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $135 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $193,305 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $97,811 |
| Employer contributions (assets) at end of year | 2016-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $30 |
| Income. Dividends from preferred stock | 2016-12-31 | $0 |
| Income. Dividends from common stock | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $235,889 |
| Contract administrator fees | 2016-12-31 | $27,721 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2016-12-31 | 341310124 |
| 2015 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
| Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,185,501 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $133,636 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $108,541 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,218,755 |
| Value of total assets at end of year | 2015-12-31 | $3,141,445 |
| Value of total assets at beginning of year | 2015-12-31 | $2,089,580 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $25,095 |
| Total interest from all sources | 2015-12-31 | $7 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $127,281 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $127,281 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $193,767 |
| Participant contributions at end of year | 2015-12-31 | $60 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $953,565 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $1,051,865 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,141,445 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,089,580 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,076,389 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,025,249 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $64,966 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $64,331 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $64,331 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $7 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-160,542 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $71,423 |
| Employer contributions (assets) at end of year | 2015-12-31 | $30 |
| Income. Dividends from preferred stock | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $108,541 |
| Contract administrator fees | 2015-12-31 | $25,095 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | HILL, BARTH & KING, LLC |
| Accountancy firm EIN | 2015-12-31 | 341897225 |
| 2014 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
| Total income from all sources (including contributions) | 2014-12-31 | $354,980 |
| Total of all expenses incurred | 2014-12-31 | $272,010 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $249,083 |
| Value of total corrective distributions | 2014-12-31 | $1,514 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $213,855 |
| Value of total assets at end of year | 2014-12-31 | $2,089,580 |
| Value of total assets at beginning of year | 2014-12-31 | $2,006,610 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $21,413 |
| Total interest from all sources | 2014-12-31 | $6 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $59,969 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $59,969 |
| Administrative expenses professional fees incurred | 2014-12-31 | $5,550 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $154,993 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $82,970 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,089,580 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,006,610 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $15,863 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,025,249 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,939,622 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $64,331 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $66,988 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $66,988 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $6 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $81,150 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $58,862 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $249,083 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | NORMAN JONES ENLOW CPA |
| Accountancy firm EIN | 2014-12-31 | 311282719 |
| 2013 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
| Total income from all sources (including contributions) | 2013-12-31 | $519,229 |
| Total of all expenses incurred | 2013-12-31 | $126,724 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $107,016 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $210,213 |
| Value of total assets at end of year | 2013-12-31 | $2,006,610 |
| Value of total assets at beginning of year | 2013-12-31 | $1,614,105 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $19,708 |
| Total interest from all sources | 2013-12-31 | $7 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $47,911 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $47,911 |
| Administrative expenses professional fees incurred | 2013-12-31 | $5,600 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $151,431 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $392,505 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,006,610 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,614,105 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $14,108 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,939,622 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,548,811 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $66,988 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $65,289 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $65,289 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $7 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $261,098 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $58,782 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $5 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $107,016 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | NORMAN JONES ENLOW CPA |
| Accountancy firm EIN | 2013-12-31 | 311282719 |
| 2012 : PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
| 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 | $392,334 |
| Total of all expenses incurred | 2012-12-31 | $147,127 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $130,149 |
| Value of total corrective distributions | 2012-12-31 | $984 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $194,233 |
| Value of total assets at end of year | 2012-12-31 | $1,614,105 |
| Value of total assets at beginning of year | 2012-12-31 | $1,368,898 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,994 |
| Total interest from all sources | 2012-12-31 | $11 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $56,612 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $56,612 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $250,000 |
| 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 | $138,259 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $946 |
| 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 | $245,207 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,614,105 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,368,898 |
| 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 |
| Investment advisory and management fees | 2012-12-31 | $15,994 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,548,811 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,258,492 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $65,289 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $110,406 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $110,406 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $11 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $141,478 |
| 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 | $55,028 |
| Employer contributions (assets) at end of year | 2012-12-31 | $5 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $130,149 |
| 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 | NORMAN JONES ENLOW CPA |
| Accountancy firm EIN | 2012-12-31 | 311282719 |
| 2011 : PRIMARY AIM, LLC RETIREMENT SAVINGS 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 | $206,669 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $448,773 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $430,400 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $204,451 |
| Value of total assets at end of year | 2011-12-31 | $1,368,898 |
| Value of total assets at beginning of year | 2011-12-31 | $1,611,002 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $18,373 |
| Total interest from all sources | 2011-12-31 | $18 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $33,847 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $33,847 |
| Administrative expenses professional fees incurred | 2011-12-31 | $5,000 |
| 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 | $148,815 |
| 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 | $-242,104 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,368,898 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,611,002 |
| 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 |
| Investment advisory and management fees | 2011-12-31 | $13,373 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,258,492 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,426,950 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $110,406 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $184,052 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $184,052 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $18 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-31,647 |
| 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 | $55,636 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $430,400 |
| 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 | NORMAN JONES ENLOW CPA |
| Accountancy firm EIN | 2011-12-31 | 311282719 |
| 2010 : PRIMARY AIM, LLC RETIREMENT SAVINGS 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 | $358,551 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $129,214 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $109,362 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $216,954 |
| Value of total assets at end of year | 2010-12-31 | $1,611,002 |
| Value of total assets at beginning of year | 2010-12-31 | $1,381,665 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $19,852 |
| Total interest from all sources | 2010-12-31 | $232 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $12,680 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $12,680 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $250,000 |
| 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 | $159,493 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $461 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
| Administrative expenses (other) incurred | 2010-12-31 | $19,852 |
| 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 | $229,337 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,611,002 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,381,665 |
| 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 | $1,426,950 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,216,109 |
| Interest earned on other investments | 2010-12-31 | $149 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $184,052 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $165,095 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $165,095 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $83 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $128,685 |
| 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 | $57,461 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $109,362 |
| 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 | NORMAN JONES ENLOW CPA |
| Accountancy firm EIN | 2010-12-31 | 311282719 |
| 2009 : PRIMARY AIM, LLC RETIREMENT SAVINGS 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 |
| 2023: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PRIMARY AIM, LLC RETIREMENT SAVINGS 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: PRIMARY AIM, LLC RETIREMENT SAVINGS 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 |
| 2010: PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PRIMARY AIM, LLC RETIREMENT SAVINGS 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |