Texas Heritage Bank 401(K) Plan — Form 5500 plan (Texas Heritage 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 Heritage Bank 401(K) Plan is a benefit plan reported by Texas Heritage Bank under EIN 75-0187960 and plan number 001. The latest loaded filing year is 2023. The filing reports 41 participants and $2,948,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Heritage Bank
- EIN
- 75-0187960
- Plan number
- 001
- Plan type
- 2
- Location
- Boerne, TX
- Latest filing year
- 2023
- Participants
- 41
- End-of-year plan assets
- $2,948,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41 | I | 20240802070841NAL0037623472001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,948,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,948,720
- Net assets (BOY)
- $2,244,095
Income & contributions
- Employer contributions
- $135,213
- Participant contributions
- $194,795
- Total income / additions
- $762,958
Expenses & distributions
- Benefits paid
- $43,364
- Administrative expenses
- $14,969
- Total expenses
- $58,333
- Net increase / (decrease)
- $704,625
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.