2023 Form 5500 filing — Finemark National Bank & Trust 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 20240812131007NAL0009487025001) for Finemark National Bank & Trust 401(K) Plan, reported by Finemark National Bank & Trust under EIN 20-8075599 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812131007NAL0009487025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Finemark National Bank & Trust
- EIN
- 20-8075599
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,737,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,737,765
- Employer contributions
- $1,416,724
- Participant contributions
- $2,735,923
- Total income / additions
- $9,847,986
- Benefits paid
- $1,428,645
- Administrative expenses
- $4,281
- Total expenses
- $1,432,926
- Net increase / (decrease)
- $8,415,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,809 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $4,288 | $0 |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $1,450 | not reported in the loaded dataset |
| Charles Schwab &Co., Inc. | BROKERAGE SERVICES | $444 | $0 |