2023 Form 5500 filing — First Team Foc 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240826145030NAL0009800177001) for First Team Foc 401(K) Plan, reported by First Team Real Estate - Orange County under EIN 33-0311423 and plan number 002. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826145030NAL0009800177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Team Real Estate - Orange County
- EIN
- 33-0311423
- Plan number
- 002
- Location
- Newport Beach, CA
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,866,150
- Net assets (EOY)
- $15,866,150
- Employer contributions
- $6,529
- Participant contributions
- $1,066,282
- Total income / additions
- $3,541,534
- Benefits paid
- $1,142,323
- Administrative expenses
- $73,389
- Total expenses
- $1,215,712
- Net increase / (decrease)
- $2,325,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $39,389 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Redwitz Inc | AUDIT | $14,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | not reported in the loaded dataset | not reported in the loaded dataset |