Two Rivers Financial Group 401(K) Profit Sharing Plan — Form 5500 plan (Two Rivers Financial Group Inc.)
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, Two Rivers Financial Group 401(K) Profit Sharing Plan is a benefit plan reported by Two Rivers Financial Group Inc. under EIN 42-1337121 and plan number 002. The latest loaded filing year is 2023. The filing reports 307 participants and $23,451,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Two Rivers Financial Group Inc.
- EIN
- 42-1337121
- Plan number
- 002
- Plan type
- 2
- Location
- Burlington, IA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $23,451,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241015161229NAL0015053203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,451,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,451,916
- Net assets (BOY)
- $16,136,032
Income & contributions
- Employer contributions
- $629,967
- Participant contributions
- $1,111,646
- Total contributions
- $1,930,950
- Total income / additions
- $5,126,398
Expenses & distributions
- Benefits paid
- $2,226,622
- Administrative expenses
- $63,101
- Total expenses
- $2,289,723
- Net increase / (decrease)
- $2,836,675
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | NONE | $63,101 | $0 | 2023 |