2023 Form 5500 filing — First Express 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 20241011074601NAL0012266899001) for First Express 401(K) Plan, reported by First Express, Inc. under EIN 62-1560314 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011074601NAL0012266899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Express, Inc.
- EIN
- 62-1560314
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,954,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,954,983
- Employer contributions
- $75,000
- Participant contributions
- $442,119
- Total income / additions
- $1,293,414
- Benefits paid
- $322,584
- Administrative expenses
- $30,396
- Total expenses
- $352,980
- Net increase / (decrease)
- $940,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $14,392 | $0 |
| Ipi Wealth Management Inc | INVESTMENT ADVISOR | $12,812 | not reported in the loaded dataset |
| Ascensus Holdings Dba Futureplan By | CONTRACT ADMIN | $1,600 | $4,270 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $843 | not reported in the loaded dataset |