How big is First Equity Group, LLC's plan?

First Equity Group, LLC's plan reported $475K in assets and 12 participants for 2024.

Original filing (PDF)20250402125444NAL0013350944001

First Equity Group, LLC

Name: First Equity Group, LLC — First Equity Group, LLC, Form 5500 (2024)
Creator: First Equity Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Equity Group, LLC 401 K Profit Sharing Plan

401(k) retirement plan · First Equity Group, LLC's First Equity Group, LLC 401 K Profit Sharing Plan held $475K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$475K

Net assets (EOY)

$475K

People on this filing

Timothy P Gallagher signed First Equity Group, LLC's 2024 Form 5500 as plan administrator.

Timothy P Gallagher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

First Equity Group, LLC's EIN is 20-1132717.

EIN 20-1132717

Plan number 001

Plan year 2024

ACK ID 20250402125444NAL0013350944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Equity Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Equity Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST EQUITY GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off