2023 Form 5500 filing — The American National Bank Of Texas 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 20241002105329NAL0004738579001) for The American National Bank Of Texas 401(K) Profit Sharing Plan, reported by The American National Bank Of Texas under EIN 75-1747054 and plan number 002. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002105329NAL0004738579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The American National Bank Of Texas
- EIN
- 75-1747054
- Plan number
- 002
- Location
- Terrell, TX
- Participants
- 680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,816,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,816,430
- Employer contributions
- $1,603,939
- Participant contributions
- $3,307,921
- Total income / additions
- $13,623,517
- Benefits paid
- $6,339,721
- Administrative expenses
- $66,369
- Total expenses
- $6,406,090
- Net increase / (decrease)
- $7,217,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $37,427 | $0 |
| Blue Ridge Esop Associates | TPA | $28,942 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $297 | not reported in the loaded dataset |