2023 Form 5500 filing — American First National Bank 401k 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 20240712151703NAL0017844177001) for American First National Bank 401k Retirement Savings Plan, reported by American First National Bank under EIN 76-0555667 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712151703NAL0017844177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American First National Bank
- EIN
- 76-0555667
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,295,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,295,627
- Employer contributions
- $999,798
- Participant contributions
- $2,564,600
- Total income / additions
- $10,688,264
- Benefits paid
- $2,016,581
- Administrative expenses
- $94,539
- Total expenses
- $2,111,120
- Net increase / (decrease)
- $8,577,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | RETAINED BY EMPLOYER | $94,539 | $0 |
| Nylife Securities LLC | RETAINED BY EMPLOYER | $0 | $0 |