How big is First Transact Inc.'s plan?

First Transact Inc.'s plan reported $83K in assets and 8 participants for 2024.

Original filing (PDF)20250717160155NAL0001070338001

First Transact Inc.

Name: First Transact Inc. — First Transact Inc. 401(k), Form 5500 (2024)
Creator: First Transact Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Transact Inc. 401(k) Plan

401(k) retirement plan · First Transact Inc.'s First Transact Inc. 401(k) Plan held $83K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

People on this filing

Marcus Bowie signed First Transact Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Transact Inc.'s EIN is 46-4874349.

EIN 46-4874349

Plan number 001

Plan year 2024

ACK ID 20250717160155NAL0001070338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

First Transact Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off