Tri County Cmo 401(K) Plan — Form 5500 plan (Tri County Cmo)
Plain-English plan 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, Tri County Cmo 401(K) Plan is a benefit plan reported by Tri County Cmo under EIN 20-4010173 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $4,805,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri County Cmo
- EIN
- 20-4010173
- Plan number
- 001
- Plan type
- 2
- Location
- Branchburg, NJ
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $4,805,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240923121515NAL0011336049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,805,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,805,189
- Net assets (BOY)
- $3,748,995
Income & contributions
- Employer contributions
- $191,314
- Participant contributions
- $289,788
- Total contributions
- $581,078
- Total income / additions
- $1,292,534
Expenses & distributions
- Benefits paid
- $234,605
- Administrative expenses
- $1,735
- Total expenses
- $236,340
- Net increase / (decrease)
- $1,056,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus C/O Futureplan | SERVICE PROVIDER - TPA | $0 | $2,037 | 2023 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY PART | $0 | $516 | 2023 |