2023 Form 5500 filing — Priorityone Capital Corporation 401(K) Profit Sharing Trust
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 20240823114031NAL0003144995001) for Priorityone Capital Corporation 401(K) Profit Sharing Trust, reported by Priorityone Capital Corporation under EIN 64-0672305 and plan number 002. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823114031NAL0003144995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Priorityone Capital Corporation
- EIN
- 64-0672305
- Plan number
- 002
- Location
- Magee, MS
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,538,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,538,100
- Employer contributions
- $316,760
- Participant contributions
- $793,340
- Total income / additions
- $2,853,287
- Benefits paid
- $938,938
- Administrative expenses
- $47,865
- Total expenses
- $1,005,550
- Net increase / (decrease)
- $1,847,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fnbb Capital Markets LLC | INVESTMENT ADVISOR | $29,856 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $18,009 | $0 |