2023 Form 5500 filing — Allfirst, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240111112804NAL0006518195001) for Allfirst, LLC 401(K) Plan, reported by Allfirst, LLC under EIN 87-1273769 and plan number 001. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240111112804NAL0006518195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allfirst, LLC
- EIN
- 87-1273769
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $658,433
- Benefits paid
- $11,707,065
- Administrative expenses
- $184,902
- Total expenses
- $11,891,967
- Net increase / (decrease)
- -$11,233,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nova 401(K) Associates | CONTRACT ADMIN | $34,381 | $3,255 |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,974 | $0 |
| Pricekubecka Pllc | AUDITOR | $17,500 | $0 |