Firstperryton Bancorp 401(k) match, vesting and fees

Plan year 2025 filingFirstbank Southwest 401k & Profit Sharing Plan · Plan 001 · EIN 75-1869513Updated Oct 2026

What Firstperryton Bancorp's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $744K in employer contributions, about $2,611 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$121,840
Average account balance
297
Participants (end of year)
$34.7M
Plan assets (end of year)
0.26%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperJohn Hancock USASchedule C ↗
Independent auditorRobertson & Robertson PLLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.

Firstperryton Bancorp: employer contribution per participant$2,611
Peer median$3,122
Firstperryton Bancorp: average balance$121,840
Peer median$111,687
Firstperryton Bancorp: admin expenses ÷ assets0.26%
Peer median0.20%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $28.7M at the end of plan year 2021 to $34.7M at the end of plan year 2025.

$28.7M2021$24.8M2022$26.8M2023$29.7M2024$34.7M2025
End-of-year figures from each plan year's Form 5500 filing for the Firstperryton Bancorp plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025297$34.7M$744K$2,6110.26%Not publishedForm 5500 ↗
2024292$29.7M$693K$2,4910.24%Not publishedForm 5500 ↗
2023282$26.8M$667K$2,4690.21%Not publishedForm 5500 ↗
2022241$24.8M$556K$2,3560.23%Not publishedForm 5500 ↗
2021230$28.7M$540K$2,3670.22%Not publishedForm 5500 ↗

Common questions

Does Firstperryton Bancorp match 401(k) contributions?

The match terms for the Firstbank Southwest 401k & Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $744K in employer contributions, about $2,611 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Firstperryton Bancorp 401(k) match vested?

The vesting schedule for the Firstbank Southwest 401k & Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Firstperryton Bancorp 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock USA. The plan administrator is Futureplan Fiduciary Services LLC.

I left Firstperryton Bancorp. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Futureplan Fiduciary Services LLC, (855) 711-5283) or the recordkeeper, John Hancock USA. The Firstperryton Bancorp old 401(k) page lists the contacts from every plan filing. Find an old Firstperryton Bancorp 401(k)

Data from the public Form 5500 annual reports Firstperryton Bancorp filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Firstperryton Bancorp. Not financial advice. Report a correction · Methodology