Tri City National Bank 401(K) Retirement Savings Plan — Form 5500 plan (Tri City Bankshares Corporation)
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, Tri City National Bank 401(K) Retirement Savings Plan is a benefit plan reported by Tri City Bankshares Corporation under EIN 39-1158740 and plan number 002. The latest loaded filing year is 2023. The filing reports 475 participants and $32,839,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri City Bankshares Corporation
- EIN
- 39-1158740
- Plan number
- 002
- Plan type
- 2
- Location
- Oak Creek, WI
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $32,839,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20241009160502NAL0009387027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,839,158
- Net assets (EOY)
- $32,839,158
- Net assets (BOY)
- $30,633,569
Income & contributions
- Employer contributions
- $930,681
- Participant contributions
- $1,486,105
- Total contributions
- $2,532,718
- Total income / additions
- $8,078,394
Expenses & distributions
- Benefits paid
- $5,793,453
- Administrative expenses
- $79,352
- Total expenses
- $5,872,805
- Net increase / (decrease)
- $2,205,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | INVESTMENT ADVISOR | $60,855 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $18,497 | $0 | 2023 |