2023 Form 5500 filing — Firsthand Health 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 20240918100242NAL0001634931001) for Firsthand Health 401(K) Plan., reported by Firsthand Health, Inc. under EIN 87-2609282 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918100242NAL0001634931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Firsthand Health, Inc.
- EIN
- 87-2609282
- Plan number
- 001
- Location
- New York, NY
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,347,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,347,379
- Employer contributions
- $419,720
- Participant contributions
- $872,065
- Total income / additions
- $1,777,844
- Benefits paid
- $117,024
- Administrative expenses
- $9,257
- Total expenses
- $126,281
- Net increase / (decrease)
- $1,651,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| James A. Reichert | INVESTMENT/FINANCIAL ADVI | $5,634 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,622 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |