2023 Form 5500 filing — Firstbank Holding Company Savings And Esop
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 20240930174125NAL0011749410001) for Firstbank Holding Company Savings And Esop, reported by Firstbank Holding Company under EIN 84-0826848 and plan number 001. It reports 4,598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930174125NAL0011749410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Firstbank Holding Company
- EIN
- 84-0826848
- Plan number
- 001
- Location
- Lakewood, CO
- Participants
- 4,598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $578,760,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $578,760,528
- Employer contributions
- $15,363,191
- Participant contributions
- $16,183,625
- Total income / additions
- $102,242,881
- Benefits paid
- $39,493,185
- Administrative expenses
- $131,949
- Total expenses
- $39,625,134
- Net increase / (decrease)
- $62,617,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Persium Advisors LLC | INVESTMENT ADVISOR | $82,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $82,064 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$32,172 | $0 |