401(K) Profit Sharing Plan For Employees Of Fcn Bank, National Association — Form 5500 plan (Fcn Bank, National Association)
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, 401(K) Profit Sharing Plan For Employees Of Fcn Bank, National Association is a benefit plan reported by Fcn Bank, National Association under EIN 35-0320211 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $8,327,342 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,327,342
Participants144Covered participants reported
Assets / participant$57.8KComputed: assets ÷ participants$57,829 (computed)
Provider compensation$3361 Schedule C provider row(s)
- Plan sponsor
- Fcn Bank, National Association
- EIN
- 35-0320211
- Plan number
- 002
- Plan type
- 2
- Location
- Brookville, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241015080629NAL0028975841001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,327,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,327,342
- Net assets (BOY)
- $8,340,059
Income & contributions
- Employer contributions
- $199,213
- Participant contributions
- $359,545
- Total contributions
- $625,637
- Total income / additions
- $1,854,663
Expenses & distributions
- Benefits paid
- $1,867,044
- Administrative expenses
- $336
- Total expenses
- $1,867,380
- Net increase / (decrease)
- -$12,717
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income101%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $336 | $0 | 2023 |