2023 Form 5500 filing — Bankers Finance Capital Corp. Employee Retirement 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 20240807110652NAL0002067331001) for Bankers Finance Capital Corp. Employee Retirement Plan, reported by Presidential Bank under EIN 52-1377663 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.5MReported net assets$13,539,802
Participants354
Provider compensation$501 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240807110652NAL0002067331001
Plan sponsor
Presidential Bank
EIN
52-1377663
Plan number
001
Location
Bethesda, MD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$749.2K
Participant$0
Full reported line items
Total assets (EOY)
$13,539,802
Total liabilities (EOY)
$0
Net assets (EOY)
$13,539,802
Employer contributions
$749,227
Participant contributions
$0
Total income / additions
$2,879,588
Benefits paid
$1,855,647
Administrative expenses
$3,008
Total expenses
$1,858,655
Net increase / (decrease)
$1,020,933
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $50 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807110652NAL0002067331001 cover?
It is the 2023 Form 5500 filing for Bankers Finance Capital Corp. Employee Retirement Plan, reported by Presidential Bank (EIN 52-1377663).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages