FIRST PRIORITY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FIRST PRIORITY, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : FIRST PRIORITY, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-07 | 128362 |
| Net assets as of the end of the plan year | 2025-04-07 | 508085 |
| Total assets as of the beginning of the plan year | 2025-04-07 | 375913 |
| Value of plan covered by a fidelity bond | 2025-04-07 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-07 | 122464 |
| Value of participant loans at end of plan year | 2025-04-07 | 13212 |
| Other expenses paid from plan in this plan year | 2025-04-07 | 0 |
| Other contributions to plan in this plan year | 2025-04-07 | 0 |
| Other income to plan in this plan year | 2025-04-07 | 54678 |
| Plan net income in this plan year | 2025-04-07 | 132172 |
| Net assets as of the end of the plan year | 2025-04-07 | 508085 |
| Net assets as of the beginning of the plan year | 2025-04-07 | 375913 |
| Employer contributions to plan in this plan year | 2025-04-07 | 83392 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-07 | 7313 |
| 2024 : FIRST PRIORITY, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-18 | 50566 |
| Net assets as of the end of the plan year | 2024-06-18 | 375913 |
| Total assets as of the beginning of the plan year | 2024-06-18 | 248702 |
| Value of plan covered by a fidelity bond | 2024-06-18 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-18 | 82047 |
| Value of participant loans at end of plan year | 2024-06-18 | 10445 |
| Other expenses paid from plan in this plan year | 2024-06-18 | 0 |
| Other contributions to plan in this plan year | 2024-06-18 | 44141 |
| Other income to plan in this plan year | 2024-06-18 | 45002 |
| Plan net income in this plan year | 2024-06-18 | 127211 |
| Net assets as of the end of the plan year | 2024-06-18 | 375913 |
| Net assets as of the beginning of the plan year | 2024-06-18 | 248702 |
| Employer contributions to plan in this plan year | 2024-06-18 | 6587 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-18 | 2060 |
| 2022 : FIRST PRIORITY, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $59,986 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $90,954 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $88,294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $111,930 |
| Value of total assets at end of year | 2022-12-31 | $248,702 |
| Value of total assets at beginning of year | 2022-12-31 | $279,670 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,660 |
| Total interest from all sources | 2022-12-31 | $439 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,682 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,682 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $67,668 |
| Participant contributions at end of year | 2022-12-31 | $10,471 |
| Participant contributions at beginning of year | 2022-12-31 | $4,437 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-30,968 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $248,702 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $279,670 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $1,280 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $238,231 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $275,233 |
| Interest on participant loans | 2022-12-31 | $439 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-57,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $44,262 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $88,294 |
| Contract administrator fees | 2022-12-31 | $1,380 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | SHEHEEN, HANCOCK & GODWIN, LLP |
| Accountancy firm EIN | 2022-12-31 | 570522539 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $59,986 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $90,954 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $88,294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $111,930 |
| Value of total assets at end of year | 2022-01-01 | $248,702 |
| Value of total assets at beginning of year | 2022-01-01 | $279,670 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,660 |
| Total interest from all sources | 2022-01-01 | $439 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $4,682 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $4,682 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $67,668 |
| Participant contributions at end of year | 2022-01-01 | $10,471 |
| Participant contributions at beginning of year | 2022-01-01 | $4,437 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-30,968 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $248,702 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $279,670 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $1,280 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $238,231 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $275,233 |
| Interest on participant loans | 2022-01-01 | $439 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-57,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $44,262 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $88,294 |
| Contract administrator fees | 2022-01-01 | $1,380 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SHEHEEN, HANCOCK & GODWIN, LLP |
| Accountancy firm EIN | 2022-01-01 | 570522539 |
