2023 Form 5500 filing — Florida Capital Group, Inc. 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 20240825110837NAL0004155059001) for Florida Capital Group, Inc. 401(K) Plan, reported by Florida Capital Bank, N.A. under EIN 59-2475686 and plan number 001. It reports 175 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)$9.4MReported net assets$9,433,974
Participants175
Provider compensation$47.6K2 Schedule C row(s)$47,602
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240825110837NAL0004155059001
Plan sponsor
Florida Capital Bank, N.A.
EIN
59-2475686
Plan number
001
Location
Jacksonville, FL
Received date
not reported in the loaded dataset
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$155.2K
Participant$618.4K
Full reported line items
Total assets (EOY)
$9,433,974
Total liabilities (EOY)
$0
Net assets (EOY)
$9,433,974
Employer contributions
$155,233
Participant contributions
$618,410
Total income / additions
$2,146,923
Benefits paid
$1,429,374
Administrative expenses
$47,602
Total expenses
$1,476,976
Net increase / (decrease)
$669,947
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25.5K · Indirect $0
  2. 2
    ADVISOR · Direct $22.1K

Related Form 5500 pages