Original filing (PDF)20230725135638NAL0018989890001

FIRST PRESTON MANAGEMENT, INC.

Name: FIRST PRESTON MANAGEMENT, INC. — FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN, Form 5500 (2022)
Creator: FIRST PRESTON MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

FIRST PRESTON MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST PRESTON MANAGEMENT, INC..

Plan sponsor

Name

FIRST PRESTON MANAGEMENT, INC.

EIN

75-2339288

Address

2525 KNIGHT STREET · SUITE 450 · DALLAS, TX · 75219

Phone

(972) 419-5440

Industry

Real Estatesee all

Plan administrator

Name

FIDUCIARY CONSULTING GROUP, INC

EIN

20-2807852

City

MURFREESBORO, TN

Phone

(615) 848-0015

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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