Cross Bank Employee Stock Ownership Plan — Form 5500 plan (Cross Bank)

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, Cross Bank Employee Stock Ownership Plan is a benefit plan reported by Cross Bank under EIN 71-0040460 and plan number 001. The latest loaded filing year is 2023. The filing reports 50 participants and $8,121,514 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.1MPlan net assets, end of year$8,121,514
Participants50Covered participants reported
Assets / participant$162.4KComputed: assets ÷ participants$162,430 (computed)
Provider compensationNone reported
Plan sponsor
Cross Bank
EIN
71-0040460
Plan number
001
Plan type
2
Location
Wynne, AR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202350I20240425134916NAL0009468210001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$229.2K
Benefits paid / distributions$219.4K
Full reported line items

Net assets

Total assets (EOY)
$8,121,514
Net assets (EOY)
$8,121,514
Net assets (BOY)
$7,007,116

Income & contributions

Total income / additions
$1,343,643

Expenses & distributions

Benefits paid
$219,440
Total expenses
$229,245
Net increase / (decrease)
$1,114,398
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income16%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages