How big is Primary Group, Inc.'s plan?

Primary Group, Inc.'s plan reported $295K in assets and 3 participants for 2022.

Original filing (PDF)20230619104402NAL0027210211001

Primary Group, Inc.

Name: Primary Group, Inc. — Primary Group, Inc. 401(k), Form 5500 (2022)
Creator: Primary Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Primary Group, Inc. 401(k) Plan

401(k) retirement plan · Primary Group, Inc.'s Primary Group, Inc. 401(k) Plan held $295K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

Plan identifiers

Primary Group, Inc.'s EIN is 59-3024264.

EIN 59-3024264

Plan number 002

Plan year 2022

ACK ID 20230619104402NAL0027210211001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Primary Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Primary Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score