Countybank 401(K) Plan — Form 5500 plan (Countybank)

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, Countybank 401(K) Plan is a benefit plan reported by Countybank under EIN 57-0147610 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $26,008,767 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26MPlan net assets, end of year$26,008,767
Participants185Covered participants reported
Assets / participant$140.6KComputed: assets ÷ participants$140,588 (computed)
Provider compensation$54.6K2 Schedule C provider row(s)$54,621
Plan sponsor
Countybank
EIN
57-0147610
Plan number
002
Plan type
2
Location
Greenwood, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20240731153057NAL0022568209001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26M total assets
Net assets$26MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$778.2K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$26,008,767
Total liabilities (EOY)
$0
Net assets (EOY)
$26,008,767
Net assets (BOY)
$20,632,396

Income & contributions

Employer contributions
$778,153
Participant contributions
$1,195,201
Total contributions
$2,060,773
Total income / additions
$6,448,020

Expenses & distributions

Benefits paid
$1,011,226
Administrative expenses
$48,386
Total expenses
$1,071,649
Net increase / (decrease)
$5,376,371
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Services Inc.RECORDKEEPER$48,127$02023
Empower Annuity Insurance CoCONTRACTOR ADMINISTRATOR$6,494$02023

Related Form 5500 pages