First National Bank Of America — 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, First National Bank Of America (EIN 38-1470765) is a plan sponsor located in East Lansing, MI with 2 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
38-1470765
Location
East Lansing, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,956,659
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$46,956,659

Contributions & income

Employer contributions
$2,239,786
Participant contributions
$2,038,307
Total income / additions
$11,608,801

Expenses & distributions

Benefits paid / distributions
$5,271,238
Total expenses
$5,362,415
Net increase / (decrease)
$6,246,386

Coverage

Total reported participants
979
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

First National Bank Of America plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First National Bank Of America Retirement Plan001654$46,956,6592023
First National Bank Of America501325not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First National Bank Of America
YearPlanParticipantsSchedulesFiling
2023First National Bank Of America32520240524172315NAL0003395939001
2023First National Bank Of America Retirement Plan654H, C20241009153458NAL0010790595001

Related Form 5500 pages