2023 Form 5500 filing — Tradition Capital Bank 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 20240912081806NAL0004273347001) for Tradition Capital Bank 401(K) Plan, reported by Tradition Capital Bank under EIN 20-3063093 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912081806NAL0004273347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tradition Capital Bank
- EIN
- 20-3063093
- Plan number
- 001
- Location
- Edina, MN
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,505,565
- Net assets (EOY)
- $18,505,565
- Employer contributions
- $797,087
- Participant contributions
- $1,268,084
- Total income / additions
- $4,971,115
- Benefits paid
- $851,812
- Administrative expenses
- $6,835
- Total expenses
- $858,647
- Net increase / (decrease)
- $4,112,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tradition Wealth Management LLC | not reported in the loaded dataset | $0 | $28,614 |
| Tax Sheltered Compensation Inc | not reported in the loaded dataset | $10,100 | not reported in the loaded dataset |
| Lee Cpa Audit Group | not reported in the loaded dataset | $4,400 | not reported in the loaded dataset |