First Financial Resources, Inc. Profit Sharing Plan And Trust — Form 5500 plan (First Financial Resources, 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 Financial Resources, Inc. Profit Sharing Plan And Trust is a benefit plan reported by First Financial Resources, Inc. under EIN 37-0638031 and plan number 002. The latest loaded filing year is 2023. The filing reports 482 participants and $33,707,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Financial Resources, Inc.
EIN
37-0638031
Plan number
002
Plan type
2
Location
Denton, TX
Latest filing year
2023
Participants
482
End-of-year plan assets
$33,707,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023482H, C20241015113332NAL0029415649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,707,726
Total liabilities (EOY)
$0
Net assets (EOY)
$33,707,726
Net assets (BOY)
$30,563,223

Income & contributions

Employer contributions
$172,660
Participant contributions
$1,374,576
Total contributions
$1,600,053
Total income / additions
$6,563,383

Expenses & distributions

Benefits paid
$3,413,805
Administrative expenses
$5,075
Total expenses
$3,418,880
Net increase / (decrease)
$3,144,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel Nicolaus & Co IncADVISOR$0$45,6512023
Fidelity Investments InstitutionalRECORDKEEPER$5,075$02023

Related Form 5500 pages