2023 Form 5500 filing — First Co. 401(K) Retirement 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 20241108141301NAL0012849505001) for First Co. 401(K) Retirement Plan, reported by First Co. under EIN 75-1232784 and plan number 001. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$23.6MReported net assets$23,560,682
Participants553
Provider compensation$149K3 Schedule C row(s)$149,028
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241108141301NAL0012849505001
- Plan sponsor
- First Co.
- EIN
- 75-1232784
- Plan number
- 001
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$23.6M total assets
Net assets$23.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,560,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,560,682
- Employer contributions
- $584,880
- Participant contributions
- $1,068,524
- Total income / additions
- $4,847,365
- Benefits paid
- $2,254,541
- Administrative expenses
- $66,831
- Total expenses
- $2,321,372
- Net increase / (decrease)
- $2,525,993
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $98,990 | $1,184 |
| Cecilco | ADMINISTRATOR | $17,327 | $12,471 |
| Prospera Financial Services, Inc | BROKER-DEALER | $0 | $19,056 |