First Co. 401(K) Retirement Plan — Form 5500 plan (First Co.)
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 Co. 401(K) Retirement Plan is a benefit plan reported by First Co. under EIN 75-1232784 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $23,560,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Co.
- EIN
- 75-1232784
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $23,560,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20241108141301NAL0012849505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,560,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,560,682
- Net assets (BOY)
- $21,034,689
Income & contributions
- Employer contributions
- $584,880
- Participant contributions
- $1,068,524
- Total contributions
- $1,653,404
- Total income / additions
- $4,847,365
Expenses & distributions
- Benefits paid
- $2,254,541
- Administrative expenses
- $66,831
- Total expenses
- $2,321,372
- Net increase / (decrease)
- $2,525,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $98,990 | $1,184 | 2023 |
| Cecilco | ADMINISTRATOR | $17,327 | $12,471 | 2023 |
| Prospera Financial Services, Inc | BROKER-DEALER | $0 | $19,056 | 2023 |