OpenERISA

Frfgp, INC. DBA First Rate Financial Group

Westlake Village, CA, 91362

EIN 83-1306278
Plans
3
Total participants
156
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
522292
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001First Rate Financial Group 401(K) Plan8
2025Form 5500-SF002First Rate Financial Group Cash Balance Plan7
2024Form 5500-SF001First Rate Financial Group 401(K) Plan8
2024Form 5500-SF002First Rate Financial Group Cash Balance Plan7
2024Form 5500-SF003First Rate Financial Group Profit Sharing Plan0
2024Form 5500-SF003First Rate Financial Group Profit Sharing Plan7
2023Form 5500-SF001First Rate Financial Group 401(K) Plan9
2023Form 5500-SF002First Rate Financial Group Cash Balance Plan8
2023Form 5500-SF003First Rate Financial Group Profit Sharing Plan9
2022Form 5500-SF001First Rate Financial Group 401(K) Plan11
2022Form 5500-SF002First Rate Financial Group Cash Balance Plan8
2022Form 5500-SF003First Rate Financial Group Profit Sharing Plan8
2021Form 5500-SF001First Rate Financial Group 401(K) Plan15
2021Form 5500-SF002First Rate Financial Group Cash Balance Plan9
2021Form 5500-SF003First Rate Financial Group Profit Sharing Plan11
2020Form 5500-SF001First Rate Financial Group 401(K) Plan11
2020Form 5500-SF002First Rate Financial Group Cash Balance Pension Plan10
2020Form 5500-SF003First Rate Financial Group Profit Sharing Plan10

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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