Amarillo National Bank 401(K) Plan — Form 5500 plan (Amarillo 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, Amarillo National Bank 401(K) Plan is a benefit plan reported by Amarillo National Bank under EIN 75-0109799 and plan number 002. The latest loaded filing year is 2023. The filing reports 854 participants and $102,039,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amarillo National Bank
- EIN
- 75-0109799
- Plan number
- 002
- Plan type
- 3
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 854
- End-of-year plan assets
- $102,039,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 854 | H, C | 20240916144729NAL0004185314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,039,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,039,024
- Net assets (BOY)
- $85,897,889
Income & contributions
- Employer contributions
- $2,260,924
- Participant contributions
- $2,953,549
- Total contributions
- $5,551,375
- Total income / additions
- $20,014,335
Expenses & distributions
- Benefits paid
- $3,718,457
- Administrative expenses
- $154,743
- Total expenses
- $3,873,200
- Net increase / (decrease)
- $16,141,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $114,940 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $9,710 | not reported in the loaded dataset | 2023 |