Family First Funding, LLC 401(K) Plan — Form 5500 plan (Family First Funding, 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, Family First Funding, LLC 401(K) Plan is a benefit plan reported by Family First Funding, LLC under EIN 80-0743699 and plan number 001. The latest loaded filing year is 2023. The filing reports 472 participants and $3,361,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family First Funding, LLC
- EIN
- 80-0743699
- Plan number
- 001
- Plan type
- 2
- Location
- Toms River, NJ
- Latest filing year
- 2023
- Participants
- 472
- End-of-year plan assets
- $3,361,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 472 | H, C | 20241014101804NAL0051837298001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,361,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,361,925
- Net assets (BOY)
- $7,537,951
Income & contributions
- Employer contributions
- $46,294
- Participant contributions
- $374,023
- Total contributions
- $452,521
- Total income / additions
- $1,317,170
Expenses & distributions
- Benefits paid
- $5,393,692
- Administrative expenses
- $46,428
- Total expenses
- $5,493,196
- Net increase / (decrease)
- -$4,176,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | SERVICE PROVIDER | $0 | $16,074 | 2023 |
| Red Bank Pension Services, Inc. | TPA | $0 | $5,669 | 2023 |
| Voya Retirement Ins. & Annuity Co. | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family First Funding, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Toms River, NJ
- Woodbury Financial Services, Inc. — Schedule C compensation
- Red Bank Pension Services, Inc. — Schedule C compensation
- Voya Retirement Ins. & Annuity Co. — Schedule C compensation