Original filing (PDF)20231003103805NAL0024012992001

FIRST EQUITY MANAGEMENT LP

Name: FIRST EQUITY MANAGEMENT LP — FIRST EQUITY 401(K) PLAN, Form 5500 (2022)
Creator: FIRST EQUITY MANAGEMENT LP

Form 5500-SF

FILING_RECEIVED

FIRST EQUITY 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST EQUITY MANAGEMENT LP.

Plan sponsor

Name

FIRST EQUITY MANAGEMENT LP

EIN

82-3651825

Address

100 WISSAHICKON AVE · AMBLER, PA · 190025500

Phone

(215) 565-0324

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-07-31

Filed

2023-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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