2023 Form 5500 filing — Troy Bank & Trust Company 401(K) Retirement 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 20241010104115NAL0020836753001) for Troy Bank & Trust Company 401(K) Retirement Plan, reported by Troy Bank & Trust Company under EIN 63-0212370 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010104115NAL0020836753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Troy Bank & Trust Company
- EIN
- 63-0212370
- Plan number
- 001
- Location
- Troy, AL
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,679,271
- Total liabilities (EOY)
- $2,389
- Net assets (EOY)
- $38,676,882
- Employer contributions
- $1,598,895
- Participant contributions
- $795,651
- Total income / additions
- $8,199,710
- Benefits paid
- $3,595,141
- Administrative expenses
- -$25,730
- Total expenses
- $3,576,270
- Net increase / (decrease)
- $4,623,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Services LLC | ADVISOR | $0 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,525 | $0 |