Plan Snapshot
- Plan Sponsor: Primary Source Lending, LLC
- Sponsor EIN: 852453476
- Sponsor Address: 5442 S 900 E PMB 142, MURRAY, UT, 841177204
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $13.6M | $9,000 | $25,500 |
| 2023 | 4 | $12.5M | $9,000 | $27,216 |
| 2022 | 4 | $11.4M | $12,137 | $23,500 |