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PREMIER FUND SOLUTIONS INC 401K PLAN 401k Plan overview

Plan NamePREMIER FUND SOLUTIONS INC 401K PLAN
Plan identification number 001

PREMIER FUND SOLUTIONS INC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PREMIER FUND SOLUTIONS INC has sponsored the creation of one or more 401k plans.

Company Name:PREMIER FUND SOLUTIONS INC
Employer identification number (EIN):330989511
NAIC Classification:561410
NAIC Description:Document Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER FUND SOLUTIONS INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFF PROVENCE2024-04-17
0012022-01-01JEFF PROVENCE2023-05-03

Plan Statistics for PREMIER FUND SOLUTIONS INC 401K PLAN

401k plan membership statisitcs for PREMIER FUND SOLUTIONS INC 401K PLAN

Measure Date Value
2025: PREMIER FUND SOLUTIONS INC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-027
Total number of particpants at end of year2025-04-028
Number of Participants With Account Balances2025-04-025
2024: PREMIER FUND SOLUTIONS INC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-176
Total number of particpants at end of year2024-04-177
Number of Participants With Account Balances2024-04-174

Financial Data on PREMIER FUND SOLUTIONS INC 401K PLAN

Measure Date Value
2025 : PREMIER FUND SOLUTIONS INC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-020
Total expenses incurred by plan in this plan year2025-04-021572
Net assets as of the end of the plan year2025-04-02247110
Total assets as of the beginning of the plan year2025-04-02116004
Participant contributions to plan in this plan year2025-04-0278384
Value of participant loans at end of plan year2025-04-026718
Other expenses paid from plan in this plan year2025-04-020
Other contributions to plan in this plan year2025-04-020
Other income to plan in this plan year2025-04-0236397
Plan net income in this plan year2025-04-02131106
Net assets as of the end of the plan year2025-04-02247110
Net assets as of the beginning of the plan year2025-04-02116004
Employer contributions to plan in this plan year2025-04-0217897
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-021572
2024 : PREMIER FUND SOLUTIONS INC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-170
Total expenses incurred by plan in this plan year2024-04-17569
Net assets as of the end of the plan year2024-04-17116004
Total assets as of the beginning of the plan year2024-04-1741160
Participant contributions to plan in this plan year2024-04-1742488
Other expenses paid from plan in this plan year2024-04-170
Other contributions to plan in this plan year2024-04-170
Other income to plan in this plan year2024-04-1717262
Plan net income in this plan year2024-04-1774844
Net assets as of the end of the plan year2024-04-17116004
Net assets as of the beginning of the plan year2024-04-1741160
Employer contributions to plan in this plan year2024-04-1715663
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-17569

Potentially related plans

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