Plan5500

Tristar Bank 401(K) Plan — Form 5500 plan (Tristar Bank)

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, Tristar Bank 401(K) Plan is a benefit plan reported by Tristar Bank under EIN 56-2136525 and plan number 001. The latest loaded filing year is 2023. The filing reports 98 participants and $6,820,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tristar Bank
EIN
56-2136525
Plan number
001
Plan type
2
Location
Dickson, TN
Latest filing year
2023
Participants
98
End-of-year plan assets
$6,820,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202398I, C20240610082410NAL0056831746001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,820,678
Net assets (EOY)
$6,820,678
Net assets (BOY)
$5,747,931

Income & contributions

Employer contributions
$278,273
Participant contributions
$313,088
Total income / additions
$1,417,898

Expenses & distributions

Benefits paid
$296,964
Total expenses
$345,151
Net increase / (decrease)
$1,072,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks, LLCBROKER/DEALER$0$23,5682023

Related Form 5500 pages