Priorityone Capital Corporation 401(K) Profit Sharing Trust — Form 5500 plan (Priorityone Capital 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, Priorityone Capital Corporation 401(K) Profit Sharing Trust is a benefit plan reported by Priorityone Capital Corporation under EIN 64-0672305 and plan number 002. The latest loaded filing year is 2023. The filing reports 264 participants and $11,538,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Priorityone Capital Corporation
- EIN
- 64-0672305
- Plan number
- 002
- Plan type
- 2
- Location
- Magee, MS
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $11,538,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20240823114031NAL0003144995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,538,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,538,100
- Net assets (BOY)
- $9,690,363
Income & contributions
- Employer contributions
- $316,760
- Participant contributions
- $793,340
- Total contributions
- $1,324,830
- Total income / additions
- $2,853,287
Expenses & distributions
- Benefits paid
- $938,938
- Administrative expenses
- $47,865
- Total expenses
- $1,005,550
- Net increase / (decrease)
- $1,847,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fnbb Capital Markets LLC | INVESTMENT ADVISOR | $29,856 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $18,009 | $0 | 2023 |