Town & Country Bancshares, Inc. 401(K) Plan — Form 5500 plan (Town & Country Bancshares, 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, Town & Country Bancshares, Inc. 401(K) Plan is a benefit plan reported by Town & Country Bancshares, Inc. under EIN 43-1135145 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $12,238,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Town & Country Bancshares, Inc.
- EIN
- 43-1135145
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, MO
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $12,238,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240711091342NAL0018128401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,238,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,238,519
- Net assets (BOY)
- $10,659,518
Income & contributions
- Employer contributions
- $288,245
- Participant contributions
- $617,853
- Total contributions
- $910,875
- Total income / additions
- $2,622,218
Expenses & distributions
- Benefits paid
- $1,023,785
- Administrative expenses
- $19,432
- Total expenses
- $1,043,217
- Net increase / (decrease)
- $1,579,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis Mazars | ACCOUNTANT/AUDITOR | $10,815 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,322 | $0 | 2023 |
| Ascensus C/O Future Plan | THIRD PARTY ADMIN | $373 | $1,360 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $254 | $308 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Town & Country Bancshares, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Salem, MO
- Forvis Mazars — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Ascensus C/O Future Plan — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation