Plan5500

First 401(K) Plan — Form 5500 plan (First Protocol, Inc.)

Plain-English plan 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, First 401(K) Plan is a benefit plan reported by First Protocol, Inc. under EIN 20-1231125 and plan number 001. The latest loaded filing year is 2023. The filing reports 713 participants and $21,433,171 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Protocol, Inc.
EIN
20-1231125
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
713
End-of-year plan assets
$21,433,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023713H, C20241010124316NAL0020984529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,433,171
Total liabilities (EOY)
$0
Net assets (EOY)
$21,433,171
Net assets (BOY)
$15,081,460

Income & contributions

Employer contributions
$1,560,208
Participant contributions
$2,650,650
Total contributions
$4,776,375
Total income / additions
$7,942,402

Expenses & distributions

Benefits paid
$1,464,329
Administrative expenses
$103,569
Total expenses
$1,590,691
Net increase / (decrease)
$6,351,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$98,731$02023
Aurora Private Wealth, Inc.INVESTMENT ADVISORY$0$41,8682023
Associated Pension Consultants, IncCONTRACT ADMINISTRATOR$4,865$8,4962023

Related Form 5500 pages