2023 Form 5500 filing — First Resources Corp. 403(B) 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 20241015140102NAL0028681809001) for First Resources Corp. 403(B) Plan, reported by First Resources Corp. under EIN 42-1279294 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140102NAL0028681809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Resources Corp.
- EIN
- 42-1279294
- Plan number
- 001
- Location
- Ottumwa, IA
- Participants
- 424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,193,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,193,096
- Employer contributions
- $83,969
- Participant contributions
- $126,336
- Total income / additions
- $522,107
- Benefits paid
- $383,207
- Administrative expenses
- $7,222
- Total expenses
- $390,429
- Net increase / (decrease)
- $131,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $2,319 | $5,410 |
| Iron Horse Wealth Mgmt | NONE | $5,217 | not reported in the loaded dataset |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $0 | $0 |