First Acceptance Corporation 401(K) Plan — Form 5500 plan (First Acceptance Corporation)
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 Acceptance Corporation 401(K) Plan is a benefit plan reported by First Acceptance Corporation under EIN 62-1754781 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,375 participants and $41,685,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Acceptance Corporation
- EIN
- 62-1754781
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 1,375
- End-of-year plan assets
- $41,685,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,375 | H, C | 20241004135534NAL0022856786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,685,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,685,225
- Net assets (BOY)
- $36,574,077
Income & contributions
- Employer contributions
- $1,790,012
- Participant contributions
- $3,552,004
- Total contributions
- $5,518,013
- Total income / additions
- $11,894,772
Expenses & distributions
- Benefits paid
- $6,588,087
- Administrative expenses
- $191,777
- Total expenses
- $6,783,624
- Net increase / (decrease)
- $5,111,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $92,289 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $74,791 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $24,697 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Acceptance Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation