Bank Of Central Florida — 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, Bank Of Central Florida (EIN 20-8376899) is a plan sponsor located in Lakeland, FL 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
20-8376899
Location
Lakeland, FL
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 Bank Of Central Florida

  • 2 loaded plans hold $8.9M in reported assets.
  • The largest, Bank Of Central Florida 401(K) Plan, holds 99% of this company's reported plan assets.
  • Plans cover 193 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.8MSummed across loaded plans$8,770,433
Total reported assets$8.9M$8,906,851
Total reported participants193
Total reported liabilities$136.4K$136,418

Reported net position

Reported assets = net assets + liabilities (summed)$8.9M total assets
Net assets$8.8MLiabilities$136.4K
Contributions & income
Employer contributions$1M
Participant contributions$960.6K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.7M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements2 / 2 (100%)
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 assets99%Bank Of Central Florida 401(K) Plan
Participants per plan97Average 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
    Plan #001 · 111 participants · 2023
  2. 2
    Plan #501 · 82 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bank Of Central Florida. Open one for its full reported snapshot.

  1. 2023
    Bank Of Central Florida Group Medical Plan 50182 participants · 2Sch ISch C
    View filing →
  2. 2023
    Bank Of Central Florida 401(K) Plan111 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bank Of Central Florida report on Form 5500?
Bank Of Central Florida (EIN 20-8376899) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bank Of Central Florida?
The Employer Identification Number (EIN) reported for Bank Of Central Florida is 20-8376899.
What is the latest Form 5500 filing year for Bank Of Central Florida?
The latest loaded Form 5500 filing year for Bank Of Central Florida is 2023.

Related Form 5500 pages