2023 Form 5500 filing — Farmers & Merchants Bank Of Cent Ca Integrated Psp
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 20240905151244NAL0038972960001) for Farmers & Merchants Bank Of Cent Ca Integrated Psp, reported by Farmers & Merchants Bank Of Central California under EIN 94-0467440 and plan number 002. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905151244NAL0038972960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers & Merchants Bank Of Central California
- EIN
- 94-0467440
- Plan number
- 002
- Location
- Lodi, CA
- Participants
- 489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,344,117
- Total liabilities (EOY)
- $24,785
- Net assets (EOY)
- $83,319,332
- Employer contributions
- $3,853,910
- Participant contributions
- $2,714,555
- Total income / additions
- $18,407,953
- Benefits paid
- $8,363,346
- Administrative expenses
- $275,336
- Total expenses
- $8,639,059
- Net increase / (decrease)
- $9,768,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carlson Quinn | TPA | $0 | $36,423 |
| Voya Retirement Ins & Annuity Co | RECORDKEEPER | $4,674 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $3,781 | not reported in the loaded dataset |
| Pen-Cal Administrators Inc. | ADMINISTRATOR | $3,358 | not reported in the loaded dataset |