Southside 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, Southside Bancshares, Inc. (EIN 75-1848732) is a plan sponsor located in Tyler, TX with 5 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
- 75-1848732
- Location
- Tyler, TX
- Loaded plans
- 5
- Total reported participants
- 3,013
- Total reported plan assets (EOY)
- $158,606,003
- Plans with financial data
- 3
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Retirement Plan For The Subsidiaries Of Southside Bancshares, Inc. | 001 | 297 | $81,359,881 | 2023 |
| Savings Plan For The Subsidiaries Of Southside Bancshares, Inc. | 002 | 1,041 | $65,258,235 | 2023 |
| Southside Bancshares, Inc. Employee Stock Ownership Plan | 003 | 798 | $11,987,887 | 2023 |
| Southside Bancshares, Inc. Employee Benefit Plan | 501 | 717 | not reported in the loaded dataset | 2023 |
| Southside Bancshares, Inc. Irc Section 125 Plan | 502 | 160 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Southside Bancshares, Inc. Irc Section 125 Plan | 160 | C | 20240612160200NAL0029471889001 |
| 2023 | Southside Bancshares, Inc. Employee Benefit Plan | 717 | — | 20240612160200NAL0052477792001 |
| 2023 | Savings Plan For The Subsidiaries Of Southside Bancshares, Inc. | 1,041 | H, C | 20240626144132NAL0012282000001 |
| 2023 | Southside Bancshares, Inc. Employee Stock Ownership Plan | 798 | H | 20241004163743NAL0006857283001 |
| 2023 | Retirement Plan For The Subsidiaries Of Southside Bancshares, Inc. | 297 | H, C | 20241010170200NAL0021489313002 |