2023 Form 5500 filing — Town & Country Bancshares, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711091342NAL0018128401001) for Town & Country Bancshares, Inc. 401(K) Plan, reported by Town & Country Bancshares, Inc. under EIN 43-1135145 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711091342NAL0018128401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Town & Country Bancshares, Inc.
- EIN
- 43-1135145
- Plan number
- 001
- Location
- Salem, MO
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,238,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,238,519
- Employer contributions
- $288,245
- Participant contributions
- $617,853
- Total income / additions
- $2,622,218
- Benefits paid
- $1,023,785
- Administrative expenses
- $19,432
- Total expenses
- $1,043,217
- Net increase / (decrease)
- $1,579,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Mazars | ACCOUNTANT/AUDITOR | $10,815 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,322 | $0 |
| Ascensus C/O Future Plan | THIRD PARTY ADMIN | $373 | $1,360 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $254 | $308 |