F & M Trust 401(K) Plan — Form 5500 plan (Farmers And Merchants Trust Company)
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, F & M Trust 401(K) Plan is a benefit plan reported by Farmers And Merchants Trust Company under EIN 23-0570230 and plan number 002. The latest loaded filing year is 2023. The filing reports 407 participants and $35,620,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers And Merchants Trust Company
- EIN
- 23-0570230
- Plan number
- 002
- Plan type
- 2
- Location
- Chambersburg, PA
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $35,620,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241015112105NAL0029384481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,620,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,620,872
- Net assets (BOY)
- $31,826,089
Income & contributions
- Employer contributions
- $1,405,855
- Participant contributions
- $1,681,515
- Total contributions
- $3,537,874
- Total income / additions
- $8,688,206
Expenses & distributions
- Benefits paid
- $4,833,366
- Administrative expenses
- $60,057
- Total expenses
- $4,893,423
- Net increase / (decrease)
- $3,794,783
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services Inc | NONE | $60,057 | $0 | 2023 |