2023 Form 5500 filing — Bankers Finance Capital Corp. Employee 401(K) 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 20240807121944NAL0002102803001) for Bankers Finance Capital Corp. Employee 401(K) Plan, reported by Presidential Bank under EIN 52-1377663 and plan number 002. It reports 321 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)$44.2MReported net assets$44,164,435
Participants321
Provider compensation$19.6K2 Schedule C row(s)$19,571
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240807121944NAL0002102803001
Plan sponsor
Presidential Bank
EIN
52-1377663
Plan number
002
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)$44.2M total assets
Net assets$44.2MLiabilities$0
Money in vs. money out
Total income / additions$10M
Total expenses$4.3M
Benefits paid / distributions$4.3M
Contributions
Employer$541.8K
Participant$1.7M
Full reported line items
Total assets (EOY)
$44,164,435
Total liabilities (EOY)
$0
Net assets (EOY)
$44,164,435
Employer contributions
$541,821
Participant contributions
$1,709,078
Total income / additions
$9,995,446
Benefits paid
$4,302,906
Administrative expenses
$19,571
Total expenses
$4,322,477
Net increase / (decrease)
$5,672,969
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $15.3K
  2. 2
    RECORDKEEPER · Direct $4.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807121944NAL0002102803001 cover?
It is the 2023 Form 5500 filing for Bankers Finance Capital Corp. Employee 401(K) 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