Finemark National Bank & Trust 401(K) Plan — Form 5500 plan (Finemark National Bank & Trust)
Plain-English plan 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, Finemark National Bank & Trust 401(K) Plan is a benefit plan reported by Finemark National Bank & Trust under EIN 20-8075599 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $32,737,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Finemark National Bank & Trust
- EIN
- 20-8075599
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $32,737,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20240812131007NAL0009487025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,737,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,737,765
- Net assets (BOY)
- $24,322,705
Income & contributions
- Employer contributions
- $1,416,724
- Participant contributions
- $2,735,923
- Total contributions
- $4,960,914
- Total income / additions
- $9,847,986
Expenses & distributions
- Benefits paid
- $1,428,645
- Administrative expenses
- $4,281
- Total expenses
- $1,432,926
- Net increase / (decrease)
- $8,415,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,809 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $4,288 | $0 | 2023 |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $1,450 | not reported in the loaded dataset | 2023 |
| Charles Schwab &Co., Inc. | BROKERAGE SERVICES | $444 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Finemark National Bank & Trust
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Progressive Pension Admin., Inc. — Schedule C compensation
- Charles Schwab &Co., Inc. — Schedule C compensation