Farmers & Merchants Bank Of Cent Ca Integrated Psp — Form 5500 plan (Farmers & Merchants Bank Of Central California)
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, Farmers & Merchants Bank Of Cent Ca Integrated Psp is a benefit plan reported by Farmers & Merchants Bank Of Central California under EIN 94-0467440 and plan number 002. The latest loaded filing year is 2023. The filing reports 489 participants and $83,344,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers & Merchants Bank Of Central California
- EIN
- 94-0467440
- Plan number
- 002
- Plan type
- 2
- Location
- Lodi, CA
- Latest filing year
- 2023
- Participants
- 489
- End-of-year plan assets
- $83,344,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20240905151244NAL0038972960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,344,117
- Total liabilities (EOY)
- $24,785
- Net assets (EOY)
- $83,319,332
- Net assets (BOY)
- $73,550,438
Income & contributions
- Employer contributions
- $3,853,910
- Participant contributions
- $2,714,555
- Total contributions
- $6,994,793
- Total income / additions
- $18,407,953
Expenses & distributions
- Benefits paid
- $8,363,346
- Administrative expenses
- $275,336
- Total expenses
- $8,639,059
- Net increase / (decrease)
- $9,768,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carlson Quinn | TPA | $0 | $36,423 | 2023 |
| Voya Retirement Ins & Annuity Co | RECORDKEEPER | $4,674 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $3,781 | not reported in the loaded dataset | 2023 |
| Pen-Cal Administrators Inc. | ADMINISTRATOR | $3,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Farmers & Merchants Bank Of Central California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lodi, CA
- Carlson Quinn — Schedule C compensation
- Voya Retirement Ins & Annuity Co — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Pen-Cal Administrators Inc. — Schedule C compensation