Plan First Technologies 401(K) Profit Sharing Plan — Form 5500 plan (Plan First Technologies)

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, Plan First Technologies 401(K) Profit Sharing Plan is a benefit plan reported by Plan First Technologies under EIN 20-5635889 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $803,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plan First Technologies
EIN
20-5635889
Plan number
001
Plan type
2
Location
Cortland, NY
Latest filing year
2023
Participants
11
End-of-year plan assets
$803,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311I20240712102745NAL0017449345001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$803,049
Net assets (EOY)
$803,049
Net assets (BOY)
$605,055

Income & contributions

Employer contributions
$29,964
Participant contributions
$83,311
Total income / additions
$205,559

Expenses & distributions

Administrative expenses
$7,565
Total expenses
$7,565
Net increase / (decrease)
$197,994

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages