2023 Form 5500 filing — The First 401(K) Retirement 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 20240731145513NAL0021730561001) for The First 401(K) Retirement Plan, reported by For Inspiration & Recognition Of Science And Technology (First) under EIN 22-2990908 and plan number 001. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.3MReported net assets$23,315,865
Participants253
Provider compensation$1.3K1 Schedule C row(s)$1,275
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731145513NAL0021730561001
Plan sponsor
For Inspiration & Recognition Of Science And Technology (First)
EIN
22-2990908
Plan number
001
Location
Manchester, NH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.3M total assets
Net assets$23.3MLiabilities$15.8K
Money in vs. money out
Total income / additions$5.9M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$782.4K
Participant$1.4M
Full reported line items
Total assets (EOY)
$23,331,673
Total liabilities (EOY)
$15,808
Net assets (EOY)
$23,315,865
Employer contributions
$782,425
Participant contributions
$1,443,784
Total income / additions
$5,873,915
Benefits paid
$1,284,168
Administrative expenses
$75
Total expenses
$1,300,051
Net increase / (decrease)
$4,573,864
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $1.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731145513NAL0021730561001 cover?
It is the 2023 Form 5500 filing for The First 401(K) Retirement Plan, reported by For Inspiration & Recognition Of Science And Technology (First) (EIN 22-2990908).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages