First Resources Corp. 403(B) Plan — Form 5500 plan (First Resources Corp.)
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 Resources Corp. 403(B) Plan is a benefit plan reported by First Resources Corp. under EIN 42-1279294 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $2,193,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Resources Corp.
- EIN
- 42-1279294
- Plan number
- 001
- Plan type
- 2
- Location
- Ottumwa, IA
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $2,193,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20241015140102NAL0028681809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,193,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,193,096
- Net assets (BOY)
- $2,061,418
Income & contributions
- Employer contributions
- $83,969
- Participant contributions
- $126,336
- Total contributions
- $232,184
- Total income / additions
- $522,107
Expenses & distributions
- Benefits paid
- $383,207
- Administrative expenses
- $7,222
- Total expenses
- $390,429
- Net increase / (decrease)
- $131,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,319 | $5,410 | 2023 |
| Iron Horse Wealth Mgmt | NONE | $5,217 | not reported in the loaded dataset | 2023 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Resources Corp.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Ottumwa, IA
- American United Life Insurance Co — Schedule C compensation
- Iron Horse Wealth Mgmt — Schedule C compensation
- Mutual Of America Investment Corp — Schedule C compensation