2023 Form 5500 filing — Banc Card Of America, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716103015NAL0001471475001) for Banc Card Of America, Inc. 401(K) Profit Sharing Plan, reported by Banc Card Of America, Inc under EIN 62-1830337 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716103015NAL0001471475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Banc Card Of America, Inc
- EIN
- 62-1830337
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,955,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,955,730
- Employer contributions
- $986,028
- Participant contributions
- $1,314,528
- Total income / additions
- $4,258,797
- Benefits paid
- $495,982
- Administrative expenses
- $53,552
- Total expenses
- $549,534
- Net increase / (decrease)
- $3,709,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth | INVESTMENT ADVISOR | $25,624 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $550 | not reported in the loaded dataset |