How many benefit plans does Independent Bank report on Form 5500?

Independent Bank (EIN 75-2694563) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Independent Bank?

The Employer Identification Number (EIN) reported for Independent Bank is 75-2694563.

What is the latest Form 5500 filing year for Independent Bank?

The latest loaded Form 5500 filing year for Independent Bank is 2023.

Independent Bank — 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, Independent Bank (EIN 75-2694563) is a plan sponsor located in Mckinney, TX with 2 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: 75-2694563
Location: Mckinney, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $118,215,103
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $118,215,103

Contributions & income

Employer contributions: $7,696,322
Participant contributions: $10,897,510
Total income / additions: $37,012,243

Expenses & distributions

Benefits paid / distributions: $23,827,869
Total expenses: $24,097,648
Net increase / (decrease): $12,914,595

Coverage

Total reported participants: 3,539
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

Independent Bank plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Independent Financial 401(K) Profit Sharing Plan	001	1,876	$118,215,103	2023
Independent Bank Welfare Benefit Plan	501	1,663	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Independent Bank
Year	Plan	Participants	Schedules	Filing
2023	Independent Bank Welfare Benefit Plan	1,663	—	20240530143951NAL0013674689001
2023	Independent Financial 401(K) Profit Sharing Plan	1,876	H, C	20240715121007NAL0001231169001