Farmers & Merchants Bank Of Long Beach Profit Sharing And 401(K) Plan — Form 5500 plan (Farmers & Merchants Bank Of Long Beach)

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, Farmers & Merchants Bank Of Long Beach Profit Sharing And 401(K) Plan is a benefit plan reported by Farmers & Merchants Bank Of Long Beach under EIN 95-0726412 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,034 participants and $152,993,378 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Farmers & Merchants Bank Of Long Beach
EIN
95-0726412
Plan number
001
Plan type
2
Location
Long Beach, CA
Latest filing year
2023
Participants
1,034
End-of-year plan assets
$152,993,378

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,034H, C20240823180329NAL0003313491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$152,993,378
Total liabilities (EOY)
$0
Net assets (EOY)
$152,993,378
Net assets (BOY)
$126,011,451

Income & contributions

Employer contributions
$10,708,789
Participant contributions
$3,132,602
Total contributions
$14,230,508
Total income / additions
$34,313,611

Expenses & distributions

Benefits paid
$7,160,011
Administrative expenses
$171,673
Total expenses
$7,331,684
Net increase / (decrease)
$26,981,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$108,873$02023
Benefit Finacial Services GroupNONE$40,000not reported in the loaded dataset2023
Windes Inc.NONE$22,500not reported in the loaded dataset2023

Related Form 5500 pages