American National Bank & Trust Employee Stock Ownership Plan — Form 5500 plan (American National Bank & Trust)
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, American National Bank & Trust Employee Stock Ownership Plan is a benefit plan reported by American National Bank & Trust under EIN 75-1511306 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $27,333,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American National Bank & Trust
- EIN
- 75-1511306
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita Falls, TX
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $27,333,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20260401123241NAL0001182977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,333,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,333,033
- Net assets (BOY)
- $27,915,068
Income & contributions
- Employer contributions
- $1,052,384
- Participant contributions
- $1,431,261
- Total contributions
- $2,532,951
- Total income / additions
- $4,302,797
Expenses & distributions
- Benefits paid
- $4,878,247
- Administrative expenses
- $6,585
- Total expenses
- $4,884,832
- Net increase / (decrease)
- -$582,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,585 | $0 | 2023 |