401k Plan data: FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST plan

FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRST INVESTMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: FIRST INVESTMENT CORPORATION

Employer identification number (EIN): 731248459

NAIC Classification: 523900

Additional information about FIRST INVESTMENT CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1928-09-28

Company Identification Number: 118180

More information about FIRST INVESTMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHERYL GREEN 2024-06-06
001 2022-01-01 CHERYL GREEN 2023-04-27
001 2021-01-01 CHERYL GREEN 2022-04-14
001 2020-01-01 CHERYL GREEN 2021-05-12
001 2019-01-01 CHERYL GREEN 2020-04-09
001 2018-01-01 CHERYL GREEN 2019-05-17
001 2017-01-01 CHERYL GREEN 2018-06-19
001 2016-01-01 CHERYL GREEN 2017-06-23
001 2015-01-01 CHERYL GREEN 2016-07-13
001 2014-01-01 CHERYL GREEN
001 2013-01-01 CHERYL GREEN 2014-04-23 JIM PHILLIPS 2014-04-23
001 2012-01-01 CHERYL GREEN 2013-07-10 JIM PHILLIPS 2013-07-10
001 2011-01-01 CHERYL GREEN 2012-06-26 JIM PHILLIPS 2012-06-26
001 2010-01-01 CHERYL GREEN 2011-07-06 JIM PHILLIPS 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHERYL GREEN	2024-06-06
001	2022-01-01	CHERYL GREEN	2023-04-27
001	2021-01-01	CHERYL GREEN	2022-04-14
001	2020-01-01	CHERYL GREEN	2021-05-12
001	2019-01-01	CHERYL GREEN	2020-04-09
001	2018-01-01	CHERYL GREEN	2019-05-17
001	2017-01-01	CHERYL GREEN	2018-06-19
001	2016-01-01	CHERYL GREEN	2017-06-23
001	2015-01-01	CHERYL GREEN	2016-07-13
001	2014-01-01	CHERYL GREEN
001	2013-01-01	CHERYL GREEN	2014-04-23	JIM PHILLIPS	2014-04-23
001	2012-01-01	CHERYL GREEN	2013-07-10	JIM PHILLIPS	2013-07-10
001	2011-01-01	CHERYL GREEN	2012-06-26	JIM PHILLIPS	2012-06-26
001	2010-01-01	CHERYL GREEN	2011-07-06	JIM PHILLIPS	2011-07-06

Plan Statistics for FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2014: FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2014: FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2014 : FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$97,826
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$671,162
Total plan assets at beginning of year	2014-12-31	$573,336
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$49,341
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$36,561
Net income (gross income less expenses)	2014-12-31	$97,826
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$671,162
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$573,336
Assets. Value of participant loans	2014-12-31	$52,986
Total contributions received or receivable from employer(s)	2014-12-31	$11,924
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST

2014: FIRST INVESTMENT CORPORATION 401 K PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

FIRST INVESTMENT COMPANY AND AFFILIATES RETIREMENT SAVINGS PLAN [EIN = 314397663]

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Company Name:	FIRST INVESTMENT CORPORATION
Employer identification number (EIN):	731248459
NAIC Classification:	523900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1928-09-28
Company Identification Number:	118180