Firsthand Health 401(K) Plan. — Form 5500 plan (Firsthand Health, 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, Firsthand Health 401(K) Plan. is a benefit plan reported by Firsthand Health, Inc. under EIN 87-2609282 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $2,347,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Firsthand Health, Inc.
EIN
87-2609282
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
148
End-of-year plan assets
$2,347,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20240918100242NAL0001634931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,347,379
Total liabilities (EOY)
$0
Net assets (EOY)
$2,347,379
Net assets (BOY)
$0

Income & contributions

Employer contributions
$419,720
Participant contributions
$872,065
Total contributions
$1,562,679
Total income / additions
$1,777,844

Expenses & distributions

Benefits paid
$117,024
Administrative expenses
$9,257
Total expenses
$126,281
Net increase / (decrease)
$1,651,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
James A. ReichertINVESTMENT/FINANCIAL ADVI$5,634$02023
Adp, Inc.RECORD KEEPER$3,622$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages