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FIRST COMPANIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFIRST COMPANIES 401(K) PROFIT SHARING PLAN
Plan identification number 001

FIRST COMPANIES 401(K) PROFIT SHARING 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRSTIER BANK/FIRST COMPANIES has sponsored the creation of one or more 401k plans.

Company Name:FIRSTIER BANK/FIRST COMPANIES
Employer identification number (EIN):470412269
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST COMPANIES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01TRICIA LUKASSEN2019-06-17 TRICIA LUKASSEN2019-06-17
0012017-01-01TRICIA LUKASSEN2018-10-12
0012016-01-01TRICIA LUKASSEN2017-06-05
0012015-01-01MAX REVELL2016-06-08
0012014-01-01MAX REVELL2015-06-25
0012013-01-01MAX REVELL2014-05-14
0012012-01-01MAX REVELL2013-05-21
0012011-01-01MAX REVELL2012-05-15
0012010-01-01MAX REVELL2011-06-10

Plan Statistics for FIRST COMPANIES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: FIRST COMPANIES 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-30132
Total number of particpants at end of year2025-07-30134
Number of Participants With Account Balances2025-07-3090
2024: FIRST COMPANIES 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-23122
Total number of particpants at end of year2024-07-23130
Number of Participants With Account Balances2024-07-2384
2022: FIRST COMPANIES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-24107
Total number of particpants at end of year2022-05-24111
Number of Participants With Account Balances2022-05-2474

Financial Data on FIRST COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : FIRST COMPANIES 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-30142549
Net assets as of the end of the plan year2025-07-303940551
Total assets as of the beginning of the plan year2025-07-303128259
Value of plan covered by a fidelity bond2025-07-303500000
Participant contributions to plan in this plan year2025-07-30490614
Other contributions to plan in this plan year2025-07-30263
Other income to plan in this plan year2025-07-30395871
Plan net income in this plan year2025-07-30812292
Net assets as of the end of the plan year2025-07-303940551
Net assets as of the beginning of the plan year2025-07-303128259
Employer contributions to plan in this plan year2025-07-3068093
Fees paid to broker by Benefit Provider2025-07-304770
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-301925
2024 : FIRST COMPANIES 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-23853018
Net assets as of the end of the plan year2024-07-233128259
Total assets as of the beginning of the plan year2024-07-232937673
Value of plan covered by a fidelity bond2024-07-233500000
Participant contributions to plan in this plan year2024-07-23465217
Other contributions to plan in this plan year2024-07-2332983
Other income to plan in this plan year2024-07-23486605
Plan net income in this plan year2024-07-23190586
Net assets as of the end of the plan year2024-07-233128259
Net assets as of the beginning of the plan year2024-07-232937673
Employer contributions to plan in this plan year2024-07-2358799
Fees paid to broker by Benefit Provider2024-07-235915
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-232878
2022 : FIRST COMPANIES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-24305700
Net assets as of the end of the plan year2022-05-243362586
Total assets as of the beginning of the plan year2022-05-242838362
Value of plan covered by a fidelity bond2022-05-243500000
Participant contributions to plan in this plan year2022-05-24308552
Other contributions to plan in this plan year2022-05-24148996
Other income to plan in this plan year2022-05-24337056
Plan net income in this plan year2022-05-24524224
Net assets as of the end of the plan year2022-05-243362586
Net assets as of the beginning of the plan year2022-05-242838362
Employer contributions to plan in this plan year2022-05-2435320
Fees paid to broker by Benefit Provider2022-05-242043

Potentially related plans

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