Plan5500

First Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Bank (EIN 64-0226300) is a plan sponsor located in Mccomb, MS with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
64-0226300
Location
Mccomb, MS
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for First Bank

  • 2 loaded plans hold $14M in reported assets.
  • The largest, First Bank Employee Stock Ownership Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 245 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14MSummed across loaded plans$14,043,552
Total reported assets$14M$14,043,552
Total reported participants245
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14M total assets
Net assets$14MLiabilities$0
Contributions & income
Employer contributions$264.1K
Participant contributions$313K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$266K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%First Bank Employee Stock Ownership Plan And Trust
Participants per plan123Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    First Bank Employee Stock Ownership Plan And Trust$14M
    Plan #002 · 132 participants · 2023
  2. 2
    First Bank Life Insurance Plannot reported in the loaded dataset
    Plan #510 · 113 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for First Bank. Open one for its full reported snapshot.

  1. 2023
    First Bank Life Insurance Plan113 participants · 2No schedules
    View filing →
  2. 2023
    First Bank Employee Stock Ownership Plan And Trust132 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does First Bank report on Form 5500?
First Bank (EIN 64-0226300) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for First Bank?
The Employer Identification Number (EIN) reported for First Bank is 64-0226300.
What is the latest Form 5500 filing year for First Bank?
The latest loaded Form 5500 filing year for First Bank is 2023.

Related Form 5500 pages