2023 Form 5500 filing — Golden Bank National Association 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529164920NAL0006416643001) for Golden Bank National Association 401(K) Retirement Savings Plan, reported by Golden Bank National Association under EIN 76-0127757 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$24MReported net assets$23,976,089
Participants231
Provider compensation$101.8K4 Schedule C row(s)$101,778
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240529164920NAL0006416643001
- Plan sponsor
- Golden Bank National Association
- EIN
- 76-0127757
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$24M total assets
Net assets$24MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,976,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,976,089
- Employer contributions
- $571,142
- Participant contributions
- $1,448,373
- Total income / additions
- $6,138,628
- Benefits paid
- $810,424
- Administrative expenses
- $61,876
- Total expenses
- $872,300
- Net increase / (decrease)
- $5,266,328
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,876 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $24,152 |
| Crowe, Llp | ACCOUNTANT | $15,750 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |