Original filing (PDF)20230925153346NAL0016254610001

FIRST BANK OF THE PALM BEACHES

Name: FIRST BANK OF THE PALM BEACHES — FIRST BANK OF THE PALM BEACHES 401K PLAN, Form 5500 (2022)
Creator: FIRST BANK OF THE PALM BEACHES

Form 5500-SF

FILING_RECEIVED

FIRST BANK OF THE PALM BEACHES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST BANK OF THE PALM BEACHES.

Plan sponsor

Name

FIRST BANK OF THE PALM BEACHES

EIN

20-2945754

Address

415 5TH ST · WEST PALM BEACH, FL · 334013903

Phone

(561) 847-2730

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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