Plan5500

Texas National Bank 401(K) Plan — Form 5500 plan (Texas National 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, Texas National Bank 401(K) Plan is a benefit plan reported by Texas National Bank under EIN 74-0780455 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $6,164,701 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Texas National Bank
EIN
74-0780455
Plan number
001
Plan type
2
Location
Edinburg, TX
Latest filing year
2023
Participants
153
End-of-year plan assets
$6,164,701

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20250122145410NAL0009899986001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,164,701
Total liabilities (EOY)
$0
Net assets (EOY)
$6,164,701
Net assets (BOY)
$4,995,090

Income & contributions

Employer contributions
$300,301
Participant contributions
$598,282
Total contributions
$1,090,298
Total income / additions
$1,930,297

Expenses & distributions

Benefits paid
$752,949
Administrative expenses
$42,307
Total expenses
$795,256
Net increase / (decrease)
$1,135,041

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$42,307$02023
Delta Financial Insurance BrokerageOTHER SERVICES$0$9,2222023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages