How big is First Leadership, Inc.'s plan?

First Leadership, Inc.'s plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250717094401NAL0000023715001

First Leadership, Inc.

Name: First Leadership, Inc. — First Leadership, Inc. 4, Form 5500 (2024)
Creator: First Leadership, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Leadership, Inc. 4 Plan

401(k) retirement plan · First Leadership, Inc.'s First Leadership, Inc. 4 Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

First Leadership, Inc.'s EIN is 38-3667775.

EIN 38-3667775

Plan number 001

Plan year 2024

ACK ID 20250717094401NAL0000023715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

First Leadership, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score