First National Bank Of Central Texas Employees 401(K) Plan — Form 5500 plan (First National Bank Of Central Texas)
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 Bank Of Central Texas Employees 401(K) Plan is a benefit plan reported by First National Bank Of Central Texas under EIN 74-0766260 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $14,413,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First National Bank Of Central Texas
- EIN
- 74-0766260
- Plan number
- 001
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $14,413,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241009162806NAL0031856672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,413,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,413,605
- Net assets (BOY)
- $12,391,208
Income & contributions
- Employer contributions
- $389,832
- Participant contributions
- $601,083
- Total contributions
- $1,036,409
- Total income / additions
- $2,752,008
Expenses & distributions
- Benefits paid
- $633,671
- Administrative expenses
- $56,128
- Total expenses
- $729,611
- Net increase / (decrease)
- $2,022,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Disciplined Investors, LLC | FINANCIAL ADVISOR | $47,712 | not reported in the loaded dataset | 2023 |
| Pattillo, Brown & Hill, Llp | TPA AND RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |