Guaranty Bank & Trust Company Employee Stock Ownership Plan — Form 5500 plan (Guaranty Bank & Trust Company)
Plain-English plan 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, Guaranty Bank & Trust Company Employee Stock Ownership Plan is a benefit plan reported by Guaranty Bank & Trust Company under EIN 64-0166511 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $39,495,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guaranty Bank & Trust Company
- EIN
- 64-0166511
- Plan number
- 001
- Plan type
- 2
- Location
- Belzoni, MS
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $39,495,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241031173502NAL0003049920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,495,651
- Total liabilities (EOY)
- $9,408,571
- Net assets (EOY)
- $30,087,080
- Net assets (BOY)
- $26,672,971
Income & contributions
- Employer contributions
- $600,000
- Total contributions
- $600,000
- Total income / additions
- $4,426,926
Expenses & distributions
- Benefits paid
- $642,097
- Administrative expenses
- $6,800
- Total expenses
- $1,012,817
- Net increase / (decrease)
- $3,414,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Institutional Wealth Servi | INVESTMENT CUSTODIAN | $6,800 | not reported in the loaded dataset | 2023 |