2023 Form 5500 filing — Nacogdoches Commercial Bancshares, Inc. Esop
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 20241015155408NAL0029012785001) for Nacogdoches Commercial Bancshares, Inc. Esop, reported by Nacogdoches Commercial Bancshares, Inc. under EIN 75-1827898 and plan number 002. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155408NAL0029012785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nacogdoches Commercial Bancshares, Inc.
- EIN
- 75-1827898
- Plan number
- 002
- Location
- Nacogdoches, TX
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,255,244
- Total liabilities (EOY)
- $219,062
- Net assets (EOY)
- $17,036,182
- Employer contributions
- $369,657
- Participant contributions
- $1,112,750
- Total income / additions
- $3,742,912
- Benefits paid
- $643,603
- Administrative expenses
- $14,707
- Total expenses
- $683,480
- Net increase / (decrease)
- $3,059,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mid Atlantic Trust Company | CUSTODIAN | $12,077 | $0 |
| Leon E. Werntz & Associates, Inc. | TPA/RECORDKEEPER | $2,595 | not reported in the loaded dataset |