?>
Logo

FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameFIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

FIRST NATIONAL FINANCING has sponsored the creation of one or more 401k plans.

Company Name:FIRST NATIONAL FINANCING
Employer identification number (EIN):264102249
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012017-01-01ROBERT L DAVIS
0012016-01-01ROBERT L DAVIS

Plan Statistics for FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-0110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0110
Number of participants with account balances2022-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-128,330
Expenses. Total of all expenses incurred2022-12-31$2,889
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$950,895
Total plan assets at beginning of year2022-12-31$1,082,114
Value of fidelity bond covering the plan2022-12-31$108,211
Total contributions received or receivable from participants2022-12-31$74,054
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-240,133
Net income (gross income less expenses)2022-12-31$-131,219
Net plan assets at end of year (total assets less liabilities)2022-12-31$950,895
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,082,114
Assets. Value of participant loans2022-12-31$18,249
Total contributions received or receivable from employer(s)2022-12-31$37,749
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,889
2021 : FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$276,687
Expenses. Total of all expenses incurred2021-12-31$5,466
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$1,082,114
Total plan assets at beginning of year2021-12-31$810,893
Value of fidelity bond covering the plan2021-12-31$81,089
Total contributions received or receivable from participants2021-12-31$96,467
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$21,232
Other income received2021-12-31$122,374
Net income (gross income less expenses)2021-12-31$271,221
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,082,114
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$810,893
Assets. Value of participant loans2021-12-31$10,877
Total contributions received or receivable from employer(s)2021-12-31$36,614
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,466
2020 : FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$254,951
Expenses. Total of all expenses incurred2020-12-31$4,794
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$810,893
Total plan assets at beginning of year2020-12-31$560,736
Value of fidelity bond covering the plan2020-12-31$56,074
Total contributions received or receivable from participants2020-12-31$92,322
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$12,229
Other income received2020-12-31$122,990
Net income (gross income less expenses)2020-12-31$250,157
Net plan assets at end of year (total assets less liabilities)2020-12-31$810,893
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$560,736
Assets. Value of participant loans2020-12-31$22,076
Total contributions received or receivable from employer(s)2020-12-31$27,410
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,794
2019 : FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$160,905
Expenses. Total of all expenses incurred2019-12-31$4,222
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$560,736
Total plan assets at beginning of year2019-12-31$404,053
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$75,272
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$71,743
Net income (gross income less expenses)2019-12-31$156,683
Net plan assets at end of year (total assets less liabilities)2019-12-31$560,736
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$404,053
Assets. Value of participant loans2019-12-31$37,869
Total contributions received or receivable from employer(s)2019-12-31$13,890
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,222
2017 : FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$115,708
Expenses. Total of all expenses incurred2017-12-31$11,173
Benefits paid (including direct rollovers)2017-12-31$8,593
Total plan assets at end of year2017-12-31$169,836
Total plan assets at beginning of year2017-12-31$65,301
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$60,749
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$10,954
Other income received2017-12-31$22,247
Net income (gross income less expenses)2017-12-31$104,535
Net plan assets at end of year (total assets less liabilities)2017-12-31$169,836
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$65,301
Total contributions received or receivable from employer(s)2017-12-31$21,758
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,580
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$65,380
Expenses. Total of all expenses incurred2016-12-31$79
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$65,301
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$63,694
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,686
Net income (gross income less expenses)2016-12-31$65,301
Net plan assets at end of year (total assets less liabilities)2016-12-31$65,301
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$79

Form 5500 Responses for FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST

2022: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST NATIONAL FINANCING 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3