Plan5500

Bank First Retirement Plan — Form 5500 plan (Bank First Corporation)

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, Bank First Retirement Plan is a benefit plan reported by Bank First Corporation under EIN 39-1435359 and plan number 002. The latest loaded filing year is 2023. The filing reports 610 participants and $63,632,463 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bank First Corporation
EIN
39-1435359
Plan number
002
Plan type
2
Location
Manitowoc, WI
Latest filing year
2023
Participants
610
End-of-year plan assets
$63,632,463

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023610H, C20240625094442NAL0004741091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,632,463
Total liabilities (EOY)
$0
Net assets (EOY)
$63,632,463
Net assets (BOY)
$60,841,995

Income & contributions

Employer contributions
$1,453,606
Participant contributions
$2,720,819
Total contributions
$5,153,428
Total income / additions
$9,157,352

Expenses & distributions

Benefits paid
$6,193,248
Administrative expenses
$173,636
Total expenses
$6,366,884
Net increase / (decrease)
$2,790,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$83,556$02023
Independent Financial PaINVESTMENT ADVISORY$74,192not reported in the loaded dataset2023
RpsINVESTMENT MANAGEMENT$40,000not reported in the loaded dataset2023
Reilly,Penner & BentonACCOUNTANT$15,900not reported in the loaded dataset2023

Related Form 5500 pages