Plan5500

Bancorp Financial, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bancorp Financial, Inc. (EIN 20-4863844) is a plan sponsor located in Oak Brook, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-4863844
Location
Oak Brook, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bancorp Financial, Inc.

  • 2 loaded plans hold $11M in reported assets.
  • The largest, Bancorp Financial, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 415 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11MSummed across loaded plans$11,036,868
Total reported assets$11M$11,036,868
Total reported participants415
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$470.7K
Participant contributions$1M
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$380.5K
Total expenses$384.1K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bancorp Financial, Inc. 401(K) Plan
Participants per plan208Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bancorp Financial, Inc. 401(K) Plan$11M
    Plan #001 · 227 participants · 2023
  2. 2
    Bancorp Financial, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 188 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bancorp Financial, Inc.. Open one for its full reported snapshot.

  1. 2023
    Bancorp Financial, Inc. 401(K) Plan227 participants · 2Sch HSch C
    View filing →
  2. 2023
    Bancorp Financial, Inc. Welfare Benefit Plan188 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bancorp Financial, Inc. report on Form 5500?
Bancorp Financial, Inc. (EIN 20-4863844) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bancorp Financial, Inc.?
The Employer Identification Number (EIN) reported for Bancorp Financial, Inc. is 20-4863844.
What is the latest Form 5500 filing year for Bancorp Financial, Inc.?
The latest loaded Form 5500 filing year for Bancorp Financial, Inc. is 2023.

Related Form 5500 pages