Plan5500

First Express 401(K) Plan — Form 5500 plan (First Express, 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 Express 401(K) Plan is a benefit plan reported by First Express, Inc. under EIN 62-1560314 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $4,954,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Express, Inc.
EIN
62-1560314
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
139
End-of-year plan assets
$4,954,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241011074601NAL0012266899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,954,983
Total liabilities (EOY)
$0
Net assets (EOY)
$4,954,983
Net assets (BOY)
$4,014,549

Income & contributions

Employer contributions
$75,000
Participant contributions
$442,119
Total contributions
$592,619
Total income / additions
$1,293,414

Expenses & distributions

Benefits paid
$322,584
Administrative expenses
$30,396
Total expenses
$352,980
Net increase / (decrease)
$940,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co Of AmericaRECORDKEEPER$14,392$02023
Ipi Wealth Management IncINVESTMENT ADVISOR$12,812not reported in the loaded dataset2023
Ascensus Holdings Dba Futureplan ByCONTRACT ADMIN$1,600$4,2702023
Empower Advisory Group, LLCINVESTMENT MGMT$843not reported in the loaded dataset2023

Related Form 5500 pages