2023 Form 5500 filing — 401(K) Profit Sharing Plan For Employees Of Fcn Bank, National Association
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 20241015080629NAL0028975841001) for 401(K) Profit Sharing Plan For Employees Of Fcn Bank, National Association, reported by Fcn Bank, National Association under EIN 35-0320211 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.3MReported net assets$8,327,342
Participants144
Provider compensation$3361 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015080629NAL0028975841001
- Plan sponsor
- Fcn Bank, National Association
- EIN
- 35-0320211
- Plan number
- 002
- Location
- Brookville, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,327,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,327,342
- Employer contributions
- $199,213
- Participant contributions
- $359,545
- Total income / additions
- $1,854,663
- Benefits paid
- $1,867,044
- Administrative expenses
- $336
- Total expenses
- $1,867,380
- Net increase / (decrease)
- -$12,717
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $336 | $0 |