2023 Form 5500 filing — Vantage Bank Texas 401(K) 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 20241015163000NAL0030345937001) for Vantage Bank Texas 401(K) Plan, reported by Vantage Bank Texas under EIN 74-0856797 and plan number 003. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163000NAL0030345937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vantage Bank Texas
- EIN
- 74-0856797
- Plan number
- 003
- Location
- San Antonio, TX
- Participants
- 552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,821,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,821,140
- Employer contributions
- $1,625,462
- Participant contributions
- $2,943,056
- Total income / additions
- $10,810,824
- Benefits paid
- $1,457,016
- Administrative expenses
- $122,028
- Total expenses
- $1,579,044
- Net increase / (decrease)
- $9,231,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $73,509 | $0 |
| Sanctuary Advisors, LLC | INVESTMENT ADVISORY | $45,666 | $0 |