Plan5500

Presidential Bank — 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, Presidential Bank (EIN 52-1377663) is a plan sponsor located in Bethesda, MD 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
52-1377663
Location
Bethesda, MD
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 Presidential Bank

  • 2 loaded plans hold $57.7M in reported assets.
  • The largest, Bankers Finance Capital Corp. Employee 401(K) Plan, holds 77% of this company's reported plan assets.
  • Plans cover 675 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$57.7MSummed across loaded plans$57,704,237
Total reported assets$57.7M$57,704,237
Total reported participants675
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$57.7M total assets
Net assets$57.7MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$1.7M
Total income / additions$12.9M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.2M
Net increase / (decrease)$6.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

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 assets77%Bankers Finance Capital Corp. Employee 401(K) Plan
Participants per plan338Average 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
    Bankers Finance Capital Corp. Employee 401(K) Plan$44.2M
    Plan #002 · 321 participants · 2023
  2. 2
    Bankers Finance Capital Corp. Employee Retirement Plan$13.5M
    Plan #001 · 354 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 Presidential Bank. Open one for its full reported snapshot.

  1. 2023
    Bankers Finance Capital Corp. Employee Retirement Plan354 participants · 2Sch HSch C
    View filing →
  2. 2023
    Bankers Finance Capital Corp. Employee 401(K) Plan321 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Presidential Bank report on Form 5500?
Presidential Bank (EIN 52-1377663) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Presidential Bank?
The Employer Identification Number (EIN) reported for Presidential Bank is 52-1377663.
What is the latest Form 5500 filing year for Presidential Bank?
The latest loaded Form 5500 filing year for Presidential Bank is 2023.

Related Form 5500 pages