2023 Form 5500 filing — First Mainstreet Insurance, L.C. 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 20241015112136NAL0049013440001) for First Mainstreet Insurance, L.C. 401(K) Plan, reported by First Mainstreet Insurance, L.C. under EIN 82-3143872 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112136NAL0049013440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Mainstreet Insurance, L.C.
- EIN
- 82-3143872
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,157,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,157,084
- Employer contributions
- $448,307
- Participant contributions
- $617,722
- Total income / additions
- $2,261,282
- Benefits paid
- $699,275
- Administrative expenses
- $34,320
- Total expenses
- $733,595
- Net increase / (decrease)
- $1,527,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,072 | $0 |
| The Finway Group, LLC | CONTRACT ADMIN | $9,791 | $1,890 |
| Lion Street Advisors, LLC | INVESTMENT ADVISOR | $10,910 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $727 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $491 | not reported in the loaded dataset |