Firstbank 401(K) Savings Plan & Trust — Form 5500 plan (Fb Financial 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, Firstbank 401(K) Savings Plan & Trust is a benefit plan reported by Fb Financial Corporation under EIN 62-1216058 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,040 participants and $99,501,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fb Financial Corporation
- EIN
- 62-1216058
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 2,040
- End-of-year plan assets
- $99,501,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,040 | H, C | 20240623115910NAL0010444306001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,501,413
- Net assets (EOY)
- $99,501,413
- Net assets (BOY)
- $86,712,682
Income & contributions
- Employer contributions
- $3,415,452
- Participant contributions
- $9,226,060
- Total contributions
- $14,959,048
- Total income / additions
- $29,671,782
Expenses & distributions
- Benefits paid
- $16,613,065
- Administrative expenses
- $269,986
- Total expenses
- $16,883,051
- Net increase / (decrease)
- $12,788,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $159,153 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISOR | $44,730 | not reported in the loaded dataset | 2023 |
| Access Retirement | INVESTMENT ADVISOR | $26,611 | not reported in the loaded dataset | 2023 |
| Horne, Llp | ACCOUNTANT | $22,992 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | TRUSTEE | $10,000 | not reported in the loaded dataset | 2023 |
| Elliott Davis, LLC/Pllc | AUDITOR | $6,500 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fb Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Cambridge Investment Research Advis — Schedule C compensation
- Access Retirement — Schedule C compensation
- Horne, Llp — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation
- Elliott Davis, LLC/Pllc — Schedule C compensation
- National Financial Services — Schedule C compensation