Troy Bank & Trust Company 401(K) Retirement Plan — Form 5500 plan (Troy Bank & 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, Troy Bank & Trust Company 401(K) Retirement Plan is a benefit plan reported by Troy Bank & Trust Company under EIN 63-0212370 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $38,679,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Troy Bank & Trust Company
- EIN
- 63-0212370
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, AL
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $38,679,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241010104115NAL0020836753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,679,271
- Total liabilities (EOY)
- $2,389
- Net assets (EOY)
- $38,676,882
- Net assets (BOY)
- $34,053,442
Income & contributions
- Employer contributions
- $1,598,895
- Participant contributions
- $795,651
- Total contributions
- $2,397,896
- Total income / additions
- $8,199,710
Expenses & distributions
- Benefits paid
- $3,595,141
- Administrative expenses
- -$25,730
- Total expenses
- $3,576,270
- Net increase / (decrease)
- $4,623,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Services LLC | ADVISOR | $0 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,525 | $0 | 2023 |