Two Rivers Financial Group Employee Stock Ownership Plan — Form 5500 plan (Two Rivers Financial Group, Inc.)
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, Two Rivers Financial Group Employee Stock Ownership Plan is a benefit plan reported by Two Rivers Financial Group, Inc. under EIN 42-1337121 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $3,965,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Two Rivers Financial Group, Inc.
- EIN
- 42-1337121
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, IA
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $3,965,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H | 20241015132458NAL0029779633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,965,307
- Total liabilities (EOY)
- $25,222
- Net assets (EOY)
- $3,940,085
- Net assets (BOY)
- $4,314,728
Income & contributions
- Employer contributions
- $99,396
- Total contributions
- $99,396
- Total income / additions
- $130,708
Expenses & distributions
- Benefits paid
- $502,928
- Administrative expenses
- $2,423
- Total expenses
- $505,351
- Net increase / (decrease)
- -$374,643
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.