Plan5500

Retirement Plan Of First County Bank — Form 5500 plan (First County Bank)

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, Retirement Plan Of First County Bank is a benefit plan reported by First County Bank under EIN 06-0547190 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $70,526,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First County Bank
EIN
06-0547190
Plan number
001
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
208
End-of-year plan assets
$70,526,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20241011122229NAL0012477347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$70,526,135
Total liabilities (EOY)
$0
Net assets (EOY)
$70,526,135
Net assets (BOY)
$63,131,161

Income & contributions

Total contributions
$0
Total income / additions
$9,333,869

Expenses & distributions

Benefits paid
$1,643,836
Administrative expenses
$295,059
Total expenses
$1,938,895
Net increase / (decrease)
$7,394,974

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$251,966$02023
Excel Wealth Management, LLCINVESTMENT ADVISORY$0$164,5542023
Usi Consulting GroupACTUARY$23,125not reported in the loaded dataset2023

Related Form 5500 pages