Fcn Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fcn Bank (EIN 35-0320211) is a plan sponsor located in Brookville, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-0320211
Location
Brookville, IN
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.3MSummed across loaded plans$8,327,342
Total reported assets$8.3M$8,327,342
Total reported participants273
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.3M total assets
Net assets$8.3MLiabilities$0
Contributions & income
Employer contributions$199.2K
Participant contributions$359.5K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$1.9M
Net increase / (decrease)-$12.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%401(K) Profit Sharing Plan For Employees Of Fcn Bank, National Association
Participants per plan137Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Plan #502 · 129 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fcn Bank
YearPlanParticipantsSchedulesFiling
2023Fcn Bank Group Life And Long-Term Disability Insurance Plan12920240911210043NAL0007602049001
2023401(K) Profit Sharing Plan For Employees Of Fcn Bank, National Association144H, C20241015080629NAL0028975841001

Related Form 5500 pages