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THE FIRST CITY COMPANY 401 (K) PLAN 401k Plan overview

Plan NameTHE FIRST CITY COMPANY 401 (K) PLAN
Plan identification number 001

THE FIRST CITY COMPANY 401 (K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FIRST CITY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE FIRST CITY COMPANY
Employer identification number (EIN):251530732
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FIRST CITY COMPANY 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01LORI Z. HARDIMAN2023-06-07
0012021-01-01LORI Z. HARDIMAN2022-05-10 LORI Z. HARDIMAN2022-05-10
0012020-01-01LORI Z. HARDIMAN2021-06-07 LORI Z. HARDIMAN2021-06-07
0012019-01-01LORI HARDIMAN2020-06-09 LORI HARDIMAN2020-06-09
0012018-01-01RICHARD CONTRELLA2019-05-29 RICHARD CONTRELLA2019-05-29
0012017-01-01JAMES SHOATS2018-06-12 JAMES SHOATS2018-06-12
0012016-01-01JAMES SHOATS2017-05-23 JAMES SHOATS2017-05-23
0012015-01-01JAMES SHOATS2016-05-25 JAMES SHOATS2016-05-25
0012014-01-01JAMES SHOATS2015-06-11
0012013-01-01JAMES SHOATS2014-04-30 JAMES SHOATS2014-04-30
0012012-01-01JAMES SHOATS2013-05-06 JAMES SHOATS2013-05-06
0012011-01-01JAMES SHOATS2012-06-27
0012010-01-01JAMES SHOATS2011-07-18

Financial Data on THE FIRST CITY COMPANY 401 (K) PLAN

Measure Date Value
2024 : THE FIRST CITY COMPANY 401 (K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-15394365
Net assets as of the end of the plan year2024-08-154349785
Total assets as of the beginning of the plan year2024-08-153763699
Value of plan covered by a fidelity bond2024-08-15150000
Participant contributions to plan in this plan year2024-08-15114252
Value of participant loans at end of plan year2024-08-1517770
Other contributions to plan in this plan year2024-08-150
Other income to plan in this plan year2024-08-15699627
Plan net income in this plan year2024-08-15586086
Net assets as of the end of the plan year2024-08-154349785
Net assets as of the beginning of the plan year2024-08-153763699
Employer contributions to plan in this plan year2024-08-15166572
Fees paid to broker by Benefit Provider2024-08-1520161
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-15218
2022 : THE FIRST CITY COMPANY 401 (K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-10405790
Net assets as of the end of the plan year2022-05-104490475
Total assets as of the beginning of the plan year2022-05-104062043
Value of plan covered by a fidelity bond2022-05-10406205
Participant contributions to plan in this plan year2022-05-10127657
Value of participant loans at end of plan year2022-05-1029524
Other income to plan in this plan year2022-05-10618095
Plan net income in this plan year2022-05-10428432
Net assets as of the end of the plan year2022-05-104490475
Net assets as of the beginning of the plan year2022-05-104062043
Employer contributions to plan in this plan year2022-05-1088470
Fees paid to broker by Benefit Provider2022-05-1022604
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1085

Potentially related plans

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