2023 Form 5500 filing — Pilot Point Bancorp, Inc. 401(K) 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 20240726112527NAL0015348049001) for Pilot Point Bancorp, Inc. 401(K) Plan, reported by Pilot Point Bancorp, Inc. under EIN 75-2041458 and plan number 002. It reports 128 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)$7.4MReported net assets$7,414,465
Participants128
Provider compensation$34.4K2 Schedule C row(s)$34,434
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726112527NAL0015348049001
Plan sponsor
Pilot Point Bancorp, Inc.
EIN
75-2041458
Plan number
002
Location
Pilot Point, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$831.2K
Benefits paid / distributions$778.7K
Contributions
Employer$1.5M
Participant$490.5K
Full reported line items
Total assets (EOY)
$7,414,465
Total liabilities (EOY)
$0
Net assets (EOY)
$7,414,465
Employer contributions
$1,545,572
Participant contributions
$490,463
Total income / additions
$2,778,311
Benefits paid
$778,717
Administrative expenses
$37,952
Total expenses
$831,203
Net increase / (decrease)
$1,947,108
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $20K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $14.4K

Related Form 5500 pages