2023 Form 5500 filing — Vista Bancshares 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 20241008134415NAL0016796705001) for Vista Bancshares 401(K)Profit Sharing Plan, reported by Vista Bancshares, Inc. under EIN 75-1940062 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008134415NAL0016796705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vista Bancshares, Inc.
- EIN
- 75-1940062
- Plan number
- 001
- Location
- Lubbock, TX
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,295,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,295,885
- Employer contributions
- $592,003
- Participant contributions
- $982,441
- Total income / additions
- $3,492,802
- Benefits paid
- $2,497,131
- Administrative expenses
- $2,306
- Total expenses
- $2,499,437
- Net increase / (decrease)
- $993,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kb Pension Services Inc. | TPA | $1,260 | $6,990 |
| Kestra Investment Services, Inc. | BROKER/ADVISOR | $0 | $4,265 |
| Empower Annuity Insurance Co Amer | RECORD KEEPER | $1,046 | $0 |