2023 Form 5500 filing — The American National Bank Of Texas Employee Stock Ownership 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 20241002104025NAL0014796464001) for The American National Bank Of Texas Employee Stock Ownership Plan, reported by The American National Bank Of Texas under EIN 75-1747054 and plan number 003. It reports 703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002104025NAL0014796464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The American National Bank Of Texas
- EIN
- 75-1747054
- Plan number
- 003
- Location
- Terrell, TX
- Participants
- 703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,076,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,076,523
- Employer contributions
- $971,584
- Total income / additions
- -$881,619
- Benefits paid
- $2,171,741
- Administrative expenses
- $59,898
- Total expenses
- $2,254,768
- Net increase / (decrease)
- -$3,136,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance Strategies LLC | TPA | $45,828 | not reported in the loaded dataset |
| The Bank Advisory Group LLC | VALUATION | $14,070 | not reported in the loaded dataset |
| Whitley Penn Llp | AUDITOR | $0 | not reported in the loaded dataset |