Plan5500

Allfirst, LLC 401(K) Plan — Form 5500 plan (Allfirst, LLC)

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, Allfirst, LLC 401(K) Plan is a benefit plan reported by Allfirst, LLC under EIN 87-1273769 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allfirst, LLC
EIN
87-1273769
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
423
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H, C20240111112804NAL0006518195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$11,233,534

Income & contributions

Total income / additions
$658,433

Expenses & distributions

Benefits paid
$11,707,065
Administrative expenses
$184,902
Total expenses
$11,891,967
Net increase / (decrease)
-$11,233,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nova 401(K) AssociatesCONTRACT ADMIN$34,381$3,2552023
Empower Annuity Insurance CompanyRECORDKEEPER$19,974$02023
Pricekubecka PllcAUDITOR$17,500$02023

Related Form 5500 pages