2023 Form 5500 filing — Retirement Plan Of First County Bank
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 20241011122229NAL0012477347001) for Retirement Plan Of First County Bank, reported by First County Bank under EIN 06-0547190 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122229NAL0012477347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First County Bank
- EIN
- 06-0547190
- Plan number
- 001
- Location
- Stamford, CT
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,526,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,526,135
- Total income / additions
- $9,333,869
- Benefits paid
- $1,643,836
- Administrative expenses
- $295,059
- Total expenses
- $1,938,895
- Net increase / (decrease)
- $7,394,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $251,966 | $0 |
| Excel Wealth Management, LLC | INVESTMENT ADVISORY | $0 | $164,554 |
| Usi Consulting Group | ACTUARY | $23,125 | not reported in the loaded dataset |