Plan5500

City National Bank Retirement Savings Plan — Form 5500 plan (City National Bank Of Florida)

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, City National Bank Retirement Savings Plan is a benefit plan reported by City National Bank Of Florida under EIN 59-1297458 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,258 participants and $95,155,333 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$95.2MPlan net assets, end of year$95,155,333
Participants1.3KCovered participants reported1,258
Assets / participant$75.6KComputed: assets ÷ participants$75,640 (computed)
Provider compensation$130.5K2 Schedule C provider row(s)$130,548
Plan sponsor
City National Bank Of Florida
EIN
59-1297458
Plan number
005
Plan type
2
Location
Miami, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,258 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$95.2M total assets
Net assets$95.2MLiabilities$0
Money in vs. money out
Total income / additions$28.4M
Total expenses$10.2M
Benefits paid / distributions$10M
Contributions
Employer$5.4M
Participant$8.2M
Full reported line items

Net assets

Total assets (EOY)
$95,155,333
Total liabilities (EOY)
$0
Net assets (EOY)
$95,155,333
Net assets (BOY)
$76,890,350

Income & contributions

Employer contributions
$5,354,649
Participant contributions
$8,223,755
Total contributions
$15,994,328
Total income / additions
$28,445,529

Expenses & distributions

Benefits paid
$10,049,998
Administrative expenses
$130,548
Total expenses
$10,180,546
Net increase / (decrease)
$18,264,983
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$110.6K
    RECORDKEEPER · Direct $110.6K · Indirect $0
  2. 2
    Strategic Advisors, Inc.$19.9K
    ADVISOR · Direct $19.9K

What to inspect next

Frequently asked questions

Who sponsors the City National Bank Retirement Savings Plan?
City National Bank Retirement Savings Plan is reported as sponsored by City National Bank Of Florida (EIN 59-1297458, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for City National Bank Retirement Savings Plan?
The latest Form 5500 filing year loaded for City National Bank Retirement Savings Plan is 2023.
How many participants does City National Bank Retirement Savings Plan report?
City National Bank Retirement Savings Plan reports 1,258 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for City National Bank Retirement Savings Plan?
City National Bank Retirement Savings Plan reports $95,155,333 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages