2023 Form 5500 filing — Tristar Bank 401(K) 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 20240610082410NAL0056831746001) for Tristar Bank 401(K) Plan, reported by Tristar Bank under EIN 56-2136525 and plan number 001. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240610082410NAL0056831746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tristar Bank
- EIN
- 56-2136525
- Plan number
- 001
- Location
- Dickson, TN
- Participants
- 98
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,820,678
- Net assets (EOY)
- $6,820,678
- Employer contributions
- $278,273
- Participant contributions
- $313,088
- Total income / additions
- $1,417,898
- Benefits paid
- $296,964
- Total expenses
- $345,151
- Net increase / (decrease)
- $1,072,747
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks, LLC | BROKER/DEALER | $0 | $23,568 |