2023 Form 5500 filing — Town & Country Fcu Employee 401(K) And Profit Sharing 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 20241015094727NAL0027983057002) for Town & Country Fcu Employee 401(K) And Profit Sharing Plan, reported by Town & Country Federal Credit Union under EIN 01-0232897 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094727NAL0027983057002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Town & Country Federal Credit Union
- EIN
- 01-0232897
- Plan number
- 002
- Location
- South Portland, ME
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,236,571
- Net assets (EOY)
- $12,236,571
- Employer contributions
- $532,918
- Participant contributions
- $615,815
- Total income / additions
- $3,110,519
- Benefits paid
- $613,230
- Administrative expenses
- $263
- Total expenses
- $613,493
- Net increase / (decrease)
- $2,497,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Downeast Pension Services Inc | CONTRACT ADMIN | $1,700 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $788 | $0 |