Fremont Bank Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Fremont Bancorporation)

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, Fremont Bank Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Fremont Bancorporation under EIN 94-1707113 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,123 participants and $188,352,911 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fremont Bancorporation
EIN
94-1707113
Plan number
001
Plan type
2
Location
Fremont, CA
Latest filing year
2023
Participants
1,123
End-of-year plan assets
$188,352,911

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,123H, C20241010183257NAL0021613313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$188,352,911
Total liabilities (EOY)
$4,112,562
Net assets (EOY)
$184,240,349
Net assets (BOY)
$167,688,954

Income & contributions

Employer contributions
$3,055,509
Participant contributions
$6,640,973
Total contributions
$11,160,783
Total income / additions
$33,862,913

Expenses & distributions

Benefits paid
$17,484,555
Administrative expenses
$36,924
Total expenses
$17,710,551
Net increase / (decrease)
$16,152,362

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,934$02023

Related Form 5500 pages