2023 Form 5500 filing — First Arizona 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 20241015064205NAL0014167315001) for First Arizona 401(K) Plan, reported by First Arizona Title Agency, LLC under EIN 16-1619278 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015064205NAL0014167315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Arizona Title Agency, LLC
- EIN
- 16-1619278
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,242,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,242,443
- Employer contributions
- $44,056
- Participant contributions
- $244,096
- Total income / additions
- $730,845
- Benefits paid
- $2,898,009
- Administrative expenses
- $51,103
- Total expenses
- $2,965,046
- Net increase / (decrease)
- -$2,234,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cwm, LLC | INVESTMENT/FINANCIAL ADVI | $27,758 | $0 |
| Adp, Inc. | RECORD KEEPER | $23,344 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |