2023 Form 5500 filing — Farmers & Merchants Bank Of Long Beach Profit Sharing And 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 20240823180329NAL0003313491001) for Farmers & Merchants Bank Of Long Beach Profit Sharing And 401(K) Plan, reported by Farmers & Merchants Bank Of Long Beach under EIN 95-0726412 and plan number 001. It reports 1,034 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823180329NAL0003313491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers & Merchants Bank Of Long Beach
- EIN
- 95-0726412
- Plan number
- 001
- Location
- Long Beach, CA
- Participants
- 1,034
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,993,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,993,378
- Employer contributions
- $10,708,789
- Participant contributions
- $3,132,602
- Total income / additions
- $34,313,611
- Benefits paid
- $7,160,011
- Administrative expenses
- $171,673
- Total expenses
- $7,331,684
- Net increase / (decrease)
- $26,981,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $108,873 | $0 |
| Benefit Finacial Services Group | NONE | $40,000 | not reported in the loaded dataset |
| Windes Inc. | NONE | $22,500 | not reported in the loaded dataset |