Plan5500

Republic Bank 401(K) & Profit Sharing Plan — Form 5500 plan (Republic First Bank)

Plain-English plan 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, Republic Bank 401(K) & Profit Sharing Plan is a benefit plan reported by Republic First Bank under EIN 23-2479933 and plan number 001. The latest loaded filing year is 2023. The filing reports 720 participants and $40,598,735 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Republic First Bank
EIN
23-2479933
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
720
End-of-year plan assets
$40,598,735

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023720H, C20250714081337NAL0000555331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,598,735
Total liabilities (EOY)
$0
Net assets (EOY)
$40,598,735
Net assets (BOY)
$36,083,619

Income & contributions

Employer contributions
$1,367,024
Participant contributions
$2,831,535
Total contributions
$4,675,485
Total income / additions
$11,185,827

Expenses & distributions

Benefits paid
$6,539,727
Administrative expenses
$130,984
Total expenses
$6,670,711
Net increase / (decrease)
$4,515,116

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Ins. Co. U.S.A.RECORDKEEPER$0not reported in the loaded dataset2023
Levy Wealth Management Group, LLCINVESTMENT ADVISOR$0not reported in the loaded dataset2023
The Paragon Alliance Group, LLCTHIRD PARTY ADMINISTRATO$0$02023

Related Form 5500 pages