First Mainstreet Insurance, L.C. 401(K) Plan — Form 5500 plan (First Mainstreet Insurance, L.C.)
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 Mainstreet Insurance, L.C. 401(K) Plan is a benefit plan reported by First Mainstreet Insurance, L.C. under EIN 82-3143872 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $5,157,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Mainstreet Insurance, L.C.
- EIN
- 82-3143872
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $5,157,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241015112136NAL0049013440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,157,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,157,084
- Net assets (BOY)
- $3,629,397
Income & contributions
- Employer contributions
- $448,307
- Participant contributions
- $617,722
- Total contributions
- $1,696,605
- Total income / additions
- $2,261,282
Expenses & distributions
- Benefits paid
- $699,275
- Administrative expenses
- $34,320
- Total expenses
- $733,595
- Net increase / (decrease)
- $1,527,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,072 | $0 | 2023 |
| The Finway Group, LLC | CONTRACT ADMIN | $9,791 | $1,890 | 2023 |
| Lion Street Advisors, LLC | INVESTMENT ADVISOR | $10,910 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $727 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $491 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Mainstreet Insurance, L.C.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Empower Annuity Ins Co Of America — Schedule C compensation
- The Finway Group, LLC — Schedule C compensation
- Lion Street Advisors, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation