2023 Form 5500 filing — First National Bank 401(K) Profit Sharing 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 20240918114637NAL0004280049001) for First National Bank 401(K) Profit Sharing Plan, reported by First National Bank Of Wichita Falls under EIN 75-2044948 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918114637NAL0004280049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First National Bank Of Wichita Falls
- EIN
- 75-2044948
- Plan number
- 001
- Location
- Wichita Falls, TX
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,057,263
- Net assets (EOY)
- $13,057,263
- Employer contributions
- $468,517
- Participant contributions
- $713,654
- Total income / additions
- $3,032,325
- Benefits paid
- $1,170,724
- Administrative expenses
- $30,509
- Total expenses
- $1,208,019
- Net increase / (decrease)
- $1,824,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | not reported in the loaded dataset | $8,719 |
| Morningstar Investment Management | SERVICE PROVIDER | $8,203 | not reported in the loaded dataset |
| Definiti, LLC | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | $5,728 |