1st Kids, Inc. 403(B) Plan — Form 5500 plan (1st Kids, 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, 1st Kids, Inc. 403(B) Plan is a benefit plan reported by 1st Kids, Inc. under EIN 32-0026299 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $2,640,660 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
1st Kids, Inc.
EIN
32-0026299
Plan number
001
Plan type
2
Location
Crown Point, IN
Latest filing year
2023
Participants
160
End-of-year plan assets
$2,640,660

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20250115155340NAL0021934337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,640,660
Total liabilities (EOY)
$0
Net assets (EOY)
$2,640,660
Net assets (BOY)
$2,073,379

Income & contributions

Employer contributions
$97,777
Participant contributions
$157,313
Total contributions
$255,090
Total income / additions
$647,955

Expenses & distributions

Benefits paid
$52,077
Administrative expenses
$28,597
Total expenses
$80,674
Net increase / (decrease)
$567,281

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CaptrustADVISOR$17,122not reported in the loaded dataset2023
NationwideCUSTODIAN$10,760not reported in the loaded dataset2023

Related Form 5500 pages