First Choice Specialty LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (First Choice Specialty 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, First Choice Specialty LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by First Choice Specialty LLC under EIN 85-1453090 and plan number 001. The latest loaded filing year is 2023. The filing reports 41 participants and $807,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Choice Specialty LLC
- EIN
- 85-1453090
- Plan number
- 001
- Plan type
- 2
- Location
- Gallatin, TN
- Latest filing year
- 2023
- Participants
- 41
- End-of-year plan assets
- $807,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41 | I | 20250130081708NAL0000352115001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $807,571
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $807,571
- Net assets (BOY)
- $300,176
Income & contributions
- Employer contributions
- $66,538
- Participant contributions
- $111,123
- Total income / additions
- $519,134
Expenses & distributions
- Benefits paid
- $7,925
- Administrative expenses
- $3,814
- Total expenses
- $11,739
- Net increase / (decrease)
- $507,395
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.