Florida Capital Group, Inc. 401(K) Plan — Form 5500 plan (Florida Capital Bank, N.A.)
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, Florida Capital Group, Inc. 401(K) Plan is a benefit plan reported by Florida Capital Bank, N.A. under EIN 59-2475686 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $9,433,974 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.4MPlan net assets, end of year$9,433,974
Participants175Covered participants reported
Assets / participant$53.9KComputed: assets ÷ participants$53,908 (computed)
Provider compensation$47.6K2 Schedule C provider row(s)$47,602
- Plan sponsor
- Florida Capital Bank, N.A.
- EIN
- 59-2475686
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20240825110837NAL0004155059001 |
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,433,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,433,974
- Net assets (BOY)
- $8,764,027
Income & contributions
- Employer contributions
- $155,233
- Participant contributions
- $618,410
- Total contributions
- $773,643
- Total income / additions
- $2,146,923
Expenses & distributions
- Benefits paid
- $1,429,374
- Administrative expenses
- $47,602
- Total expenses
- $1,476,976
- Net increase / (decrease)
- $669,947
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.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,539 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $22,063 | not reported in the loaded dataset | 2023 |