The Harry A Koch Co. 401(K) Plan — Form 5500 plan (First Insurance Group, LLC)

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 Harry A Koch Co. 401(K) Plan is a benefit plan reported by First Insurance Group, LLC under EIN 71-0974968 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $26,105,311 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Insurance Group, LLC
EIN
71-0974968
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
195
End-of-year plan assets
$26,105,311

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240925090400NAL0005330579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,105,311
Total liabilities (EOY)
$0
Net assets (EOY)
$26,105,311
Net assets (BOY)
$22,527,968

Income & contributions

Employer contributions
$449,907
Participant contributions
$1,535,836
Total contributions
$2,048,229
Total income / additions
$5,541,939

Expenses & distributions

Benefits paid
$1,907,699
Administrative expenses
$56,897
Total expenses
$1,964,596
Net increase / (decrease)
$3,577,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prime Capital InvestmentNONE$36,357not reported in the loaded dataset2023
Ascensus LLCNONE$20,540$452023

Related Form 5500 pages