How big is Tri-County Bank's plan?

Tri-County Bank's plan reported $4.3M in assets and 73 participants for 2024.

Original filing (PDF)20250915134010NAL0001030817001

Tri-County Bank

Name: Tri-County Bank — Tri-County Bank 401(k) Profit, Form 5500 (2024)
Creator: Tri-County Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tri-County Bank 401(k) Profit Sharing Plan

401(k) retirement plan · Tri-County Bank's Tri-County Bank 401(k) Profit Sharing Plan held $4.3M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Kelly Wood signed Tri-County Bank's 2024 Form 5500 as plan administrator.

Kelly Wood — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tri-County Bank's EIN is 38-0377226.

EIN 38-0377226

Plan number 003

Plan year 2024

ACK ID 20250915134010NAL0001030817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tri-County Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tri-County Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI-COUNTY BANK.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off