2023 Form 5500 filing — Firstbank 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 20241005132304NAL0007600419001) for Firstbank 401(K) Plan, reported by Firstbank under EIN 73-0241528 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005132304NAL0007600419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Firstbank
- EIN
- 73-0241528
- Plan number
- 001
- Location
- Antlers, OK
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,211,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,211,526
- Employer contributions
- $275,176
- Participant contributions
- $460,667
- Total income / additions
- $1,855,399
- Benefits paid
- $439,219
- Administrative expenses
- $53,004
- Total expenses
- $492,223
- Net increase / (decrease)
- $1,363,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks, LLC | INVESTMENT ADVISOR | $14,166 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,139 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,417 | $0 |
| Cetera Investment Advisers | INVESTMENT ADVISOR | $10,711 | not reported in the loaded dataset |
| Pasi | CONTRACT ADMIN | $1,733 | $3,554 |