2023 Form 5500 filing — Tri City National Bank 401(K) Retirement Savings 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 20241009160502NAL0009387027001) for Tri City National Bank 401(K) Retirement Savings Plan, reported by Tri City Bankshares Corporation under EIN 39-1158740 and plan number 002. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160502NAL0009387027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri City Bankshares Corporation
- EIN
- 39-1158740
- Plan number
- 002
- Location
- Oak Creek, WI
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,839,158
- Net assets (EOY)
- $32,839,158
- Employer contributions
- $930,681
- Participant contributions
- $1,486,105
- Total income / additions
- $8,078,394
- Benefits paid
- $5,793,453
- Administrative expenses
- $79,352
- Total expenses
- $5,872,805
- Net increase / (decrease)
- $2,205,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | INVESTMENT ADVISOR | $60,855 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $18,497 | $0 |