First Baird Bancshares, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, First Baird Bancshares, Inc. (EIN 75-1777399) is a plan sponsor located in Weatherford, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-1777399
Location
Weatherford, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,676,818
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,676,818

Contributions & income

Employer contributions
$601,393
Participant contributions
$842,850
Total income / additions
$3,521,710

Expenses & distributions

Benefits paid / distributions
$2,292,294
Total expenses
$2,316,789
Net increase / (decrease)
$1,204,921

Coverage

Total reported participants
373
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

First Baird Bancshares, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First Baird Bancshares, Inc. 401(K) Profit Sharing Plan002183$11,676,8182023
First Baird Bancshares, Inc. Health And Welfare Plan501190not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Baird Bancshares, Inc.
YearPlanParticipantsSchedulesFiling
2023First Baird Bancshares, Inc. Health And Welfare Plan19020240617230613NAL0002823328001
2023First Baird Bancshares, Inc. 401(K) Profit Sharing Plan183H, C20240926165432NAL0001727504001

Related Form 5500 pages