How big is Premier Financial Alliance, Inc.'s plan?

Premier Financial Alliance, Inc.'s plan reported $9.8M in assets and 24 participants for 2024.

Original filing (PDF)20250710145724NAL0003591011001

Premier Financial Alliance, Inc.

Name: Premier Financial Alliance, Inc. — Premier Financial, Form 5500 (2024)
Creator: Premier Financial Alliance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Premier Financial Alliance, Inc. Defined Benefit Plan

Defined-benefit pension plan · Premier Financial Alliance, Inc.'s Premier Financial Alliance, Inc. Defined Benefit Plan held $9.8M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

David C. Carroll signed Premier Financial Alliance, Inc.'s 2024 Form 5500 as plan administrator.

David C. Carroll — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Premier Financial Alliance, Inc.'s EIN is 20-0029116.

EIN 20-0029116

Plan number 001

Plan year 2024

ACK ID 20250710145724NAL0003591011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Premier Financial Alliance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Premier Financial Alliance, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREMIER FINANCIAL ALLIANCE, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score