First Team Foc 401(K) Plan — Form 5500 plan (First Team Real Estate - Orange County)
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 Team Foc 401(K) Plan is a benefit plan reported by First Team Real Estate - Orange County under EIN 33-0311423 and plan number 002. The latest loaded filing year is 2023. The filing reports 353 participants and $15,866,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Team Real Estate - Orange County
- EIN
- 33-0311423
- Plan number
- 002
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $15,866,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20240826145030NAL0009800177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,866,150
- Net assets (EOY)
- $15,866,150
- Net assets (BOY)
- $13,540,328
Income & contributions
- Employer contributions
- $6,529
- Participant contributions
- $1,066,282
- Total contributions
- $1,111,529
- Total income / additions
- $3,541,534
Expenses & distributions
- Benefits paid
- $1,142,323
- Administrative expenses
- $73,389
- Total expenses
- $1,215,712
- Net increase / (decrease)
- $2,325,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $39,389 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Redwitz Inc | AUDIT | $14,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Team Real Estate - Orange County
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Newport Beach, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Redwitz Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation