Reliance First Capital, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Reliance First Capital, LLC (EIN 26-2261031) is a plan sponsor located in Melville, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-2261031
Location
Melville, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,677,203
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,677,203

Contributions & income

Employer contributions
$0
Participant contributions
$1,429,242
Total income / additions
$5,389,184

Expenses & distributions

Benefits paid / distributions
$672,962
Total expenses
$992,378
Net increase / (decrease)
$4,396,806

Coverage

Total reported participants
1,107
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Reliance First Capital, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Reliance First Capital, LLC Employees Savings Trust001342$23,677,2032023
Reliance First Capital, LLC Ancillary Benefits Plan518765not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Reliance First Capital, LLC
YearPlanParticipantsSchedulesFiling
2023Reliance First Capital, LLC Ancillary Benefits Plan76520240920072713NAL0007152321001
2023Reliance First Capital, LLC Employees Savings Trust342H, C20240920102315NAL0012810224001

Related Form 5500 pages