Firstfleet, Inc. 401(K) Plan — Form 5500 plan (Firstfleet, 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, Firstfleet, Inc. 401(K) Plan is a benefit plan reported by Firstfleet, Inc under EIN 62-1283959 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,083 participants and $44,195,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Firstfleet, Inc
- EIN
- 62-1283959
- Plan number
- 001
- Plan type
- 2
- Location
- Murfreesboro, TN
- Latest filing year
- 2023
- Participants
- 4,083
- End-of-year plan assets
- $44,195,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,083 | H, C | 20241001090535NAL0006841089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,195,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,195,231
- Net assets (BOY)
- $34,922,329
Income & contributions
- Employer contributions
- $1,277,489
- Participant contributions
- $8,536,007
- Total contributions
- $11,088,927
- Total income / additions
- $16,657,477
Expenses & distributions
- Benefits paid
- $7,095,107
- Administrative expenses
- $286,756
- Total expenses
- $7,384,575
- Net increase / (decrease)
- $9,272,902
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $286,756 | $0 | 2023 |
| Ohio National Insurance Agency Inc | OTHER SERVICES | $0 | $23,589 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $8,795 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Firstfleet, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Murfreesboro, TN
- Principal Life Insurance Company — Schedule C compensation
- Ohio National Insurance Agency Inc — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation