2023 Form 5500 filing — Associates' 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 20250211092424NAL0033787328001) for Associates' Savings Plan, reported by Bankers Financial Corporation under EIN 59-2318812 and plan number 333. It reports 772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211092424NAL0033787328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bankers Financial Corporation
- EIN
- 59-2318812
- Plan number
- 333
- Location
- St. Petersburg, FL
- Participants
- 772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,732,180
- Total liabilities (EOY)
- $1,744
- Net assets (EOY)
- $49,730,436
- Employer contributions
- $1,093,796
- Participant contributions
- $2,950,104
- Total income / additions
- $11,738,694
- Benefits paid
- $5,829,951
- Administrative expenses
- $90,122
- Total expenses
- $5,920,073
- Net increase / (decrease)
- $5,818,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $49,359 | not reported in the loaded dataset |
| Bks Financial Investments LLC | NONE | $22,500 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $8,848 | $0 |
| Assurance Dimensions | NONE | $7,500 | not reported in the loaded dataset |