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FIRST CALL FINANCIAL 401(K) 401k Plan overview

Plan NameFIRST CALL FINANCIAL 401(K)
Plan identification number 001

FIRST CALL FINANCIAL 401(K) 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.
  • 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 CALL FINANCIAL has sponsored the creation of one or more 401k plans.

Company Name:FIRST CALL FINANCIAL
Employer identification number (EIN):853228259
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST CALL FINANCIAL 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID MALONE2024-07-08
0012022-01-01DAVID MALONE2023-07-28
0012021-12-01DAVID MALONE2022-06-28

Plan Statistics for FIRST CALL FINANCIAL 401(K)

401k plan membership statisitcs for FIRST CALL FINANCIAL 401(K)

Measure Date Value
2025: FIRST CALL FINANCIAL 401(K) 2025 401k membership
Total number of particpants at beginning of year2025-06-174
Total number of particpants at end of year2025-06-173
Number of Participants With Account Balances2025-06-172
2024: FIRST CALL FINANCIAL 401(K) 2024 401k membership
Total number of particpants at beginning of year2024-07-084
Total number of particpants at end of year2024-07-084
Number of Participants With Account Balances2024-07-083

Financial Data on FIRST CALL FINANCIAL 401(K)

Measure Date Value
2025 : FIRST CALL FINANCIAL 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1713643
Net assets as of the end of the plan year2025-06-17376938
Total assets as of the beginning of the plan year2025-06-17214489
Value of plan covered by a fidelity bond2025-06-17500000
Participant contributions to plan in this plan year2025-06-1761000
Other income to plan in this plan year2025-06-1738092
Plan net income in this plan year2025-06-17162449
Net assets as of the end of the plan year2025-06-17376938
Net assets as of the beginning of the plan year2025-06-17214489
Employer contributions to plan in this plan year2025-06-1777000
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-171102
2024 : FIRST CALL FINANCIAL 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-081866
Net assets as of the end of the plan year2024-07-08214489
Total assets as of the beginning of the plan year2024-07-08117023
Value of plan covered by a fidelity bond2024-07-08500000
Participant contributions to plan in this plan year2024-07-0861755
Other income to plan in this plan year2024-07-0820622
Plan net income in this plan year2024-07-0897466
Net assets as of the end of the plan year2024-07-08214489
Net assets as of the beginning of the plan year2024-07-08117023
Employer contributions to plan in this plan year2024-07-0816955
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-081866

Potentially related plans

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