Texas National Bank Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by Texas National Bank under EIN 74-0780455 and plan number 002. The latest loaded filing year is 2023. The filing reports 106 participants and $6,305,511 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
002
Plan type
2
Location
Edinburg, TX
Latest filing year
2023
Participants
106
End-of-year plan assets
$6,305,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023106I20241015081042NAL0046986368001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,305,511
Total liabilities (EOY)
$163,731
Net assets (EOY)
$6,141,780
Net assets (BOY)
$5,305,034

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$915,568

Expenses & distributions

Benefits paid
$73,728
Administrative expenses
$0
Total expenses
$78,822
Net increase / (decrease)
$836,746

Service provider compensation (Schedule C)

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

Related Form 5500 pages