Plan5500

First Midwest Group 401(K) Plan — Form 5500 plan (First Rockford Group, 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 Midwest Group 401(K) Plan is a benefit plan reported by First Rockford Group, Inc. under EIN 36-3348156 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $4,529,826 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Rockford Group, Inc.
EIN
36-3348156
Plan number
001
Plan type
2
Location
Rockford, IL
Latest filing year
2023
Participants
231
End-of-year plan assets
$4,529,826

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241010183332NAL0010341491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,529,826
Total liabilities (EOY)
$18,183
Net assets (EOY)
$4,511,643
Net assets (BOY)
$3,940,163

Income & contributions

Employer contributions
$80,184
Participant contributions
$289,812
Total contributions
$369,996
Total income / additions
$956,521

Expenses & distributions

Benefits paid
$354,001
Administrative expenses
$31,040
Total expenses
$385,041
Net increase / (decrease)
$571,480

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Savant Capital ManagementNONE$28,353not reported in the loaded dataset2023

Related Form 5500 pages