2023 Form 5500 filing — Bankfinancial And Subsidiaries Assoc. Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717145722NAL0004241297001) for Bankfinancial And Subsidiaries Assoc. Investment Plan, reported by Bankfinancial, Na under EIN 36-1570375 and plan number 003. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717145722NAL0004241297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bankfinancial, Na
- EIN
- 36-1570375
- Plan number
- 003
- Location
- Chicago Ridge, IL
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,108,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,108,752
- Employer contributions
- $336,128
- Participant contributions
- $1,189,590
- Total income / additions
- $5,854,597
- Benefits paid
- $1,641,724
- Administrative expenses
- $87,103
- Total expenses
- $1,733,454
- Net increase / (decrease)
- $4,121,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $61,112 | $0 |
| Merit Financial Group, LLC | SERVICE PROVIDER | $0 | $30,000 |
| Caron & Bletzer, Pllc | ACCOUNTANT | $21,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT | $4,988 | not reported in the loaded dataset |