The First Bancshares, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (The First Bancshares, 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, The First Bancshares, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by The First Bancshares, Inc. under EIN 64-0862173 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,368 participants and $48,421,509 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The First Bancshares, Inc.
EIN
64-0862173
Plan number
001
Plan type
2
Location
Hattiesburg, MS
Latest filing year
2023
Participants
1,368
End-of-year plan assets
$48,421,509

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,368H, C20241015095559NAL0016094771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,421,509
Total liabilities (EOY)
$0
Net assets (EOY)
$48,421,509
Net assets (BOY)
$36,253,406

Income & contributions

Employer contributions
$1,440,761
Participant contributions
$4,858,210
Total contributions
$9,490,191
Total income / additions
$15,502,195

Expenses & distributions

Benefits paid
$3,129,735
Administrative expenses
$204,357
Total expenses
$3,334,092
Net increase / (decrease)
$12,168,103

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT ADVISOR$124,244$02023
Empower Annuity Insurance CompanyRECORDKEEPER$91,428$02023
Nail Mckinney ProfessionalCONTRACT ADMIN$0$5,0002023

Related Form 5500 pages