2023 Form 5500 filing — Two Rivers Financial Group 401(K) Profit Sharing 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 20241015161229NAL0015053203001) for Two Rivers Financial Group 401(K) Profit Sharing Plan, reported by Two Rivers Financial Group Inc. under EIN 42-1337121 and plan number 002. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161229NAL0015053203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Two Rivers Financial Group Inc.
- EIN
- 42-1337121
- Plan number
- 002
- Location
- Burlington, IA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,451,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,451,916
- Employer contributions
- $629,967
- Participant contributions
- $1,111,646
- Total income / additions
- $5,126,398
- Benefits paid
- $2,226,622
- Administrative expenses
- $63,101
- Total expenses
- $2,289,723
- Net increase / (decrease)
- $2,836,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | NONE | $63,101 | $0 |