How big is Premier Wealth Advisors, LLC's plan?

Premier Wealth Advisors, LLC's plan reported $5.1M in assets and 13 participants for 2024.

Original filing (PDF)20251014173522NAL0007048770004

Premier Wealth Advisors, LLC

Name: Premier Wealth Advisors, LLC — Premier Wealth, Form 5500 (2024)
Creator: Premier Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Premier Wealth Advisors, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Premier Wealth Advisors, LLC's Premier Wealth Advisors, LLC 401(k) Profit Sharing Plan & Trust held $5.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Joshua Koehnen signed Premier Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Joshua Koehnen — 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 Wealth Advisors, LLC's EIN is 81-2744669.

EIN 81-2744669

Plan number 001

Plan year 2024

ACK ID 20251014173522NAL0007048770004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Premier Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Premier Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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