2023 Form 5500 filing — First County Bank 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 20241010074757NAL0019767345001) for First County Bank Savings Plan, reported by First County Bank under EIN 06-0547190 and plan number 002. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010074757NAL0019767345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First County Bank
- EIN
- 06-0547190
- Plan number
- 002
- Location
- Stamford, CT
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,102,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,102,584
- Employer contributions
- $1,016,813
- Participant contributions
- $1,632,436
- Total income / additions
- $7,846,596
- Benefits paid
- $1,778,321
- Administrative expenses
- $13,862
- Total expenses
- $1,792,183
- Net increase / (decrease)
- $6,054,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excel Wealth Management, LLC | INVESTMENT ADVISORY | $0 | $83,003 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,862 | $0 |