401k Plan data: PREMIER TRUST CASH BALANCE PENSION PLAN & TRUST plan

PREMIER TRUST CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan Name	PREMIER TRUST CASH BALANCE PENSION PLAN & TRUST
Plan identification number	002

PREMIER TRUST CASH BALANCE PENSION PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

ERISA WISE, LLC has sponsored the creation of one or more 401k plans.

Company Name: ERISA WISE, LLC

Employer identification number (EIN): 452945096

NAIC Classification: 523900

Additional information about ERISA WISE, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 201125510041

More information about ERISA WISE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER TRUST CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2015-01-01
002 2014-01-01 STEPHANIE BANISTER 2015-10-14
002 2013-01-01 STEPHANIE BANISTER 2014-10-15
002 2012-01-01 STEPHANIE BANISTER 2013-10-09
002 2011-01-01 STEPHANIE BANISTER 2012-10-15
002 2010-01-01 STEPHANIE BANISTER 2011-10-17 STEPHANIE BANISTER 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01
002	2015-01-01
002	2014-01-01	STEPHANIE BANISTER	2015-10-14
002	2013-01-01	STEPHANIE BANISTER	2014-10-15
002	2012-01-01	STEPHANIE BANISTER	2013-10-09
002	2011-01-01	STEPHANIE BANISTER	2012-10-15
002	2010-01-01	STEPHANIE BANISTER	2011-10-17	STEPHANIE BANISTER	2011-10-17

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Company Name:	ERISA WISE, LLC
Employer identification number (EIN):	452945096
NAIC Classification:	523900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	201125510041