First National Financial Services 401(K) Plan — Form 5500 plan (First National Financial Services, 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 National Financial Services 401(K) Plan is a benefit plan reported by First National Financial Services, Inc. under EIN 41-1392138 and plan number 002. The latest loaded filing year is 2023. The filing reports 71 participants and $7,211,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First National Financial Services, Inc.
- EIN
- 41-1392138
- Plan number
- 002
- Plan type
- 2
- Location
- Elk River, MN
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $7,211,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240304081849NAL0022142401001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,211,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,211,437
- Net assets (BOY)
- $6,576,766
Income & contributions
- Employer contributions
- $160,145
- Participant contributions
- $378,283
- Total income / additions
- $1,396,398
Expenses & distributions
- Benefits paid
- $724,518
- Administrative expenses
- $37,209
- Total expenses
- $761,727
- Net increase / (decrease)
- $634,671
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.