Plan5500

First National Bankers Bankshares, Inc. 401(K) Plan — Form 5500 plan (First National Bankers Bankshares, Inc.)

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, First National Bankers Bankshares, Inc. 401(K) Plan is a benefit plan reported by First National Bankers Bankshares, Inc. under EIN 72-1025997 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $35,371,718 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First National Bankers Bankshares, Inc.
EIN
72-1025997
Plan number
001
Plan type
2
Location
Ridgeland, MS
Latest filing year
2023
Participants
202
End-of-year plan assets
$35,371,718

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241008091221NAL0017330129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,371,718
Total liabilities (EOY)
$0
Net assets (EOY)
$35,371,718
Net assets (BOY)
$31,745,725

Income & contributions

Employer contributions
$142,996
Participant contributions
$1,720,052
Total contributions
$2,038,537
Total income / additions
$7,167,482

Expenses & distributions

Benefits paid
$3,540,304
Administrative expenses
$1,185
Total expenses
$3,541,489
Net increase / (decrease)
$3,625,993

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$40,107$02023
Empower Advisory Group, LLCINVESTMENT MGMT$7,695not reported in the loaded dataset2023

Related Form 5500 pages