How big is First Tri-County Bank's plan?

First Tri-County Bank's plan reported $782K in assets and 11 participants for 2024.

Original filing (PDF)20250616103244NAL0001322880001

First Tri-County Bank

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

Form 5500-SF

FILING_RECEIVED

First Tri-County Bank 401(k) Plan

401(k) retirement plan · First Tri-County Bank's First Tri-County Bank 401(k) Plan held $782K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$782K

Net assets (EOY)

$782K

People on this filing

LEXI Tobias signed First Tri-County Bank's 2024 Form 5500 as plan administrator.

LEXI Tobias — 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

First Tri-County Bank's EIN is 47-0098310.

EIN 47-0098310

Plan number 001

Plan year 2024

ACK ID 20250616103244NAL0001322880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score