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PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 401k Plan overview

Plan NamePREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN
Plan identification number 001

PREMIUM FINANCIAL ADVISORS, INC. 401(K) 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.
  • 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.
  • 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

PREMIUM FINANCIAL ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PREMIUM FINANCIAL ADVISORS, INC.
Employer identification number (EIN):134257885
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JAMESON FERNEY
0012017-01-01JAMESON FERNEY
0012016-01-01JAMESON FERNEY
0012015-01-01JAMESON FERNEY
0012014-01-01JAMESON FERNEY
0012013-01-01JAMESON FERNEY
0012012-01-01JAMESON FERNEY
0012011-01-01JAMESON FERNEY
0012009-01-01JAMESON FERNEY JAMESON FERNEY2010-10-13
0012009-01-01JAMESON FERNEY JAMESON FERNEY2011-01-05
0012009-01-01JAMESON FERNEY
0012009-01-01JAMESON FERNEY JAMESON FERNEY2010-10-13
0012009-01-01JAMESON FERNEY
0012009-01-01JAMESON FERNEY JAMESON FERNEY2010-10-13
0012009-01-01JAMESON FERNEY

Plan Statistics for PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN

401k plan membership statisitcs for PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN

Measure Date Value
2018: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN

Measure Date Value
2018 : PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-97,644
Expenses. Total of all expenses incurred2018-12-31$364,269
Benefits paid (including direct rollovers)2018-12-31$364,269
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$461,913
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$0
Other income received2018-12-31$-97,644
Net income (gross income less expenses)2018-12-31$-461,913
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$461,913
Assets. Value of participant loans2018-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$100,000
Total contributions received or receivable from employer(s)2018-12-31$0
2017 : PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$8,102
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$461,913
Total plan assets at beginning of year2017-12-31$453,811
Value of fidelity bond covering the plan2017-12-31$60,000
Total contributions received or receivable from participants2017-12-31$660
Assets. Value of loans (other than to participants)2017-12-31$100,000
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$6,782
Net income (gross income less expenses)2017-12-31$8,102
Net plan assets at end of year (total assets less liabilities)2017-12-31$461,913
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$453,811
Assets. Value of participant loans2017-12-31$35,000
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$660
2016 : PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,781
Total plan assets at end of year2016-12-31$453,811
Total plan assets at beginning of year2016-12-31$452,030
Value of fidelity bond covering the plan2016-12-31$60,000
Total contributions received or receivable from participants2016-12-31$1,440
Assets. Value of loans (other than to participants)2016-12-31$135,000
Other income received2016-12-31$-1,099
Net income (gross income less expenses)2016-12-31$1,781
Net plan assets at end of year (total assets less liabilities)2016-12-31$453,811
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$452,030
Assets. Value of real-estate (other than employer real property)2016-12-31$77,648
Total contributions received or receivable from employer(s)2016-12-31$1,440
2015 : PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$-3,436
Total plan assets at end of year2015-12-31$452,030
Total plan assets at beginning of year2015-12-31$455,466
Total contributions received or receivable from participants2015-12-31$1,440
Assets. Value of loans (other than to participants)2015-12-31$100,000
Other income received2015-12-31$-6,316
Net income (gross income less expenses)2015-12-31$-3,436
Net plan assets at end of year (total assets less liabilities)2015-12-31$452,030
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$455,466
Assets. Value of real-estate (other than employer real property)2015-12-31$77,648
Total contributions received or receivable from employer(s)2015-12-31$1,440
2014 : PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$-34,634
Total plan assets at end of year2014-12-31$455,466
Total plan assets at beginning of year2014-12-31$490,100
Total contributions received or receivable from participants2014-12-31$1,500
Assets. Value of loans (other than to participants)2014-12-31$100,000
Other income received2014-12-31$-37,634
Net income (gross income less expenses)2014-12-31$-34,634
Net plan assets at end of year (total assets less liabilities)2014-12-31$455,466
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$490,100
Assets. Value of real-estate (other than employer real property)2014-12-31$77,648
Total contributions received or receivable from employer(s)2014-12-31$1,500
2013 : PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$310
Total plan assets at end of year2013-12-31$490,100
Total plan assets at beginning of year2013-12-31$489,790
Total contributions received or receivable from participants2013-12-31$1,440
Assets. Value of loans (other than to participants)2013-12-31$100,000
Other income received2013-12-31$-2,570
Net income (gross income less expenses)2013-12-31$310
Net plan assets at end of year (total assets less liabilities)2013-12-31$490,100
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$489,790
Assets. Value of participant loans2013-12-31$0
Assets. Value of real-estate (other than employer real property)2013-12-31$185,289
Total contributions received or receivable from employer(s)2013-12-31$1,440
2012 : PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$648
Expenses. Total of all expenses incurred2012-12-31$50,000
Total plan assets at end of year2012-12-31$489,790
Total plan assets at beginning of year2012-12-31$539,142
Total contributions received or receivable from participants2012-12-31$1,440
Assets. Value of loans (other than to participants)2012-12-31$100,000
Other income received2012-12-31$-2,232
Net income (gross income less expenses)2012-12-31$-49,352
Net plan assets at end of year (total assets less liabilities)2012-12-31$489,790
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$539,142
Assets. Value of real-estate (other than employer real property)2012-12-31$155,289
Total contributions received or receivable from employer(s)2012-12-31$1,440
Value of certain deemed distributions of participant loans2012-12-31$50,000
2011 : PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$3,041
Total plan assets at end of year2011-12-31$539,142
Total plan assets at beginning of year2011-12-31$536,101
Total contributions received or receivable from participants2011-12-31$1,500
Assets. Value of loans (other than to participants)2011-12-31$100,000
Other income received2011-12-31$41
Net income (gross income less expenses)2011-12-31$3,041
Net plan assets at end of year (total assets less liabilities)2011-12-31$539,142
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$536,101
Assets. Value of participant loans2011-12-31$50,000
Assets. Value of real-estate (other than employer real property)2011-12-31$155,289
Total contributions received or receivable from employer(s)2011-12-31$1,500
2010 : PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$26,055
Total plan assets at end of year2010-12-31$536,101
Total plan assets at beginning of year2010-12-31$510,046
Total contributions received or receivable from participants2010-12-31$1,440
Assets. Value of loans (other than to participants)2010-12-31$100,000
Other income received2010-12-31$-1,825
Net income (gross income less expenses)2010-12-31$26,055
Net plan assets at end of year (total assets less liabilities)2010-12-31$536,101
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$510,046
Assets. Value of participant loans2010-12-31$115,000
Assets. Value of real-estate (other than employer real property)2010-12-31$155,289
Total contributions received or receivable from employer(s)2010-12-31$26,440

Form 5500 Responses for PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN

2018: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PREMIUM FINANCIAL ADVISORS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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