First Principles, Inc. 401k Plan — Form 5500 plan (First Principles, Inc.)

Plain-English plan 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, First Principles, Inc. 401k Plan is a benefit plan reported by First Principles, Inc. under EIN 20-1335494 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $13,014,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Principles, Inc.
EIN
20-1335494
Plan number
001
Plan type
2
Location
Woodbridge, VA
Latest filing year
2023
Participants
13
End-of-year plan assets
$13,014,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I20241015131854NAL0057794130003

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$13,014,102
Net assets (EOY)
$13,014,102
Net assets (BOY)
$9,829,159

Income & contributions

Employer contributions
$265,025
Participant contributions
$306,974
Total income / additions
$3,771,628

Expenses & distributions

Benefits paid
$586,685
Total expenses
$586,685
Net increase / (decrease)
$3,184,943

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages