2023 Form 5500 filing — Texas National Bank 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 20241015081042NAL0046986368001) for Texas National Bank Employee Stock Ownership Plan, reported by Texas National Bank under EIN 74-0780455 and plan number 002. It reports 106 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015081042NAL0046986368001
Filing year
2023
Form type
2
Plan sponsor
Texas National Bank
EIN
74-0780455
Plan number
002
Location
Edinburg, TX
Participants
106
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,305,511
Total liabilities (EOY)
$163,731
Net assets (EOY)
$6,141,780
Employer contributions
$0
Participant contributions
$0
Total income / additions
$915,568
Benefits paid
$73,728
Administrative expenses
$0
Total expenses
$78,822
Net increase / (decrease)
$836,746
Schedule source
Schedule I

Related Form 5500 pages