Texas Bank And Trust Company Employee Ps Plan And Trust — Form 5500 plan (Texas Bank And Trust Company)
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 Bank And Trust Company Employee Ps Plan And Trust is a benefit plan reported by Texas Bank And Trust Company under EIN 75-0962666 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $50,263,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Bank And Trust Company
- EIN
- 75-0962666
- Plan number
- 001
- Plan type
- 2
- Location
- Longview, TX
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $50,263,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20240729152457NAL0019018865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,263,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,263,364
- Net assets (BOY)
- $41,879,891
Income & contributions
- Employer contributions
- $1,489,549
- Participant contributions
- $2,305,659
- Total contributions
- $4,292,140
- Total income / additions
- $10,908,921
Expenses & distributions
- Benefits paid
- $2,454,050
- Administrative expenses
- $66,066
- Total expenses
- $2,525,448
- Net increase / (decrease)
- $8,383,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gollob Morgan Peddy Pc | NONE | $0 | not reported in the loaded dataset | 2023 |
| Texas Bank And Trust | NONE | $0 | $0 | 2023 |