Firstbank Holding Company Savings And Esop — Form 5500 plan (Firstbank Holding Company)

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, Firstbank Holding Company Savings And Esop is a benefit plan reported by Firstbank Holding Company under EIN 84-0826848 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,598 participants and $578,760,528 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Firstbank Holding Company
EIN
84-0826848
Plan number
001
Plan type
2
Location
Lakewood, CO
Latest filing year
2023
Participants
4,598
End-of-year plan assets
$578,760,528

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,598H, C20240930174125NAL0011749410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$578,760,528
Total liabilities (EOY)
$0
Net assets (EOY)
$578,760,528
Net assets (BOY)
$516,142,781

Income & contributions

Employer contributions
$15,363,191
Participant contributions
$16,183,625
Total contributions
$33,011,444
Total income / additions
$102,242,881

Expenses & distributions

Benefits paid
$39,493,185
Administrative expenses
$131,949
Total expenses
$39,625,134
Net increase / (decrease)
$62,617,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Persium Advisors LLCINVESTMENT ADVISOR$82,500not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$82,064not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$32,172$02023

Related Form 5500 pages