2023 Form 5500 filing — The First National Bank Of South Miami 401(K) Savings 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 20240826174823NAL0009941537001) for The First National Bank Of South Miami 401(K) Savings Plan, reported by First National Bank Of South Miami under EIN 59-0675658 and plan number 002. It reports 141 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)$0Reported net assets
Participants141
Provider compensation$19.5K2 Schedule C row(s)$19,455
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240826174823NAL0009941537001
Plan sponsor
First National Bank Of South Miami
EIN
59-0675658
Plan number
002
Location
Chicago, IL
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.

Money in vs. money out
Total income / additions$2M
Total expenses$5.5M
Benefits paid / distributions$5.5M
Contributions
Employer$211.2K
Participant$425.4K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$211,164
Participant contributions
$425,386
Total income / additions
$1,954,916
Benefits paid
$5,496,303
Administrative expenses
$18,672
Total expenses
$5,514,975
Net increase / (decrease)
-$3,560,059
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $12.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $7.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826174823NAL0009941537001 cover?
It is the 2023 Form 5500 filing for The First National Bank Of South Miami 401(K) Savings Plan, reported by First National Bank Of South Miami (EIN 59-0675658).
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