2023 Form 5500 filing — Texas Gulf Bancshares, Inc. Employee 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 20240829141837NAL0006502195001) for Texas Gulf Bancshares, Inc. Employee Savings Plan, reported by Texas Gulf Bancshares, Inc. under EIN 74-1774826 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829141837NAL0006502195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Gulf Bancshares, Inc.
- EIN
- 74-1774826
- Plan number
- 001
- Location
- Lake Jackson, TX
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,979,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,979,724
- Employer contributions
- $239,005
- Participant contributions
- $887,087
- Total income / additions
- $5,169,026
- Benefits paid
- $1,650,527
- Administrative expenses
- $87,700
- Total expenses
- $1,738,227
- Net increase / (decrease)
- $3,430,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mbg Retirement | NONE | $44,543 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $22,179 | $0 |
| Forvis | NONE | $19,425 | not reported in the loaded dataset |