2023 Form 5500 filing — Five Points Bank 401(K) 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 20240724120137NAL0008122995001) for Five Points Bank 401(K) Plan, reported by Five Points Bank under EIN 47-0803224 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724120137NAL0008122995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Five Points Bank
- EIN
- 47-0803224
- Plan number
- 001
- Location
- Grand Island, NE
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,200,871
- Total liabilities (EOY)
- $18,933
- Net assets (EOY)
- $31,181,938
- Employer contributions
- $739,965
- Participant contributions
- $1,388,109
- Total income / additions
- $6,901,892
- Benefits paid
- $2,507,724
- Administrative expenses
- $72,278
- Total expenses
- $2,580,002
- Net increase / (decrease)
- $4,321,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $41,338 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,940 | $0 |