Town & Country Fcu Employee 401(K) And Profit Sharing Plan — Form 5500 plan (Town & Country Federal Credit Union)
Plain-English plan 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, Town & Country Fcu Employee 401(K) And Profit Sharing Plan is a benefit plan reported by Town & Country Federal Credit Union under EIN 01-0232897 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $12,236,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Town & Country Federal Credit Union
- EIN
- 01-0232897
- Plan number
- 002
- Plan type
- 2
- Location
- South Portland, ME
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $12,236,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241015094727NAL0027983057002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,236,571
- Net assets (EOY)
- $12,236,571
- Net assets (BOY)
- $9,739,545
Income & contributions
- Employer contributions
- $532,918
- Participant contributions
- $615,815
- Total contributions
- $1,311,315
- Total income / additions
- $3,110,519
Expenses & distributions
- Benefits paid
- $613,230
- Administrative expenses
- $263
- Total expenses
- $613,493
- Net increase / (decrease)
- $2,497,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Downeast Pension Services Inc | CONTRACT ADMIN | $1,700 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $788 | $0 | 2023 |