2023 Form 5500 filing — F & M Trust 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 20241015112105NAL0029384481001) for F & M Trust 401(K) Plan, reported by Farmers And Merchants Trust Company under EIN 23-0570230 and plan number 002. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112105NAL0029384481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers And Merchants Trust Company
- EIN
- 23-0570230
- Plan number
- 002
- Location
- Chambersburg, PA
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,620,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,620,872
- Employer contributions
- $1,405,855
- Participant contributions
- $1,681,515
- Total income / additions
- $8,688,206
- Benefits paid
- $4,833,366
- Administrative expenses
- $60,057
- Total expenses
- $4,893,423
- Net increase / (decrease)
- $3,794,783
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services Inc | NONE | $60,057 | $0 |