2023 Form 5500 filing — First 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 20241010124316NAL0020984529001) for First 401(K) Plan, reported by First Protocol, Inc. under EIN 20-1231125 and plan number 001. It reports 713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124316NAL0020984529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Protocol, Inc.
- EIN
- 20-1231125
- Plan number
- 001
- Location
- New York, NY
- Participants
- 713
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,433,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,433,171
- Employer contributions
- $1,560,208
- Participant contributions
- $2,650,650
- Total income / additions
- $7,942,402
- Benefits paid
- $1,464,329
- Administrative expenses
- $103,569
- Total expenses
- $1,590,691
- Net increase / (decrease)
- $6,351,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $98,731 | $0 |
| Aurora Private Wealth, Inc. | INVESTMENT ADVISORY | $0 | $41,868 |
| Associated Pension Consultants, Inc | CONTRACT ADMINISTRATOR | $4,865 | $8,496 |