The American National Bank Of Texas 401(K) Profit Sharing Plan — Form 5500 plan (The American National Bank Of Texas)
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, The American National Bank Of Texas 401(K) Profit Sharing Plan is a benefit plan reported by The American National Bank Of Texas under EIN 75-1747054 and plan number 002. The latest loaded filing year is 2023. The filing reports 680 participants and $61,816,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The American National Bank Of Texas
- EIN
- 75-1747054
- Plan number
- 002
- Plan type
- 2
- Location
- Terrell, TX
- Latest filing year
- 2023
- Participants
- 680
- End-of-year plan assets
- $61,816,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 680 | H, C | 20241002105329NAL0004738579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,816,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,816,430
- Net assets (BOY)
- $54,599,003
Income & contributions
- Employer contributions
- $1,603,939
- Participant contributions
- $3,307,921
- Total contributions
- $5,226,142
- Total income / additions
- $13,623,517
Expenses & distributions
- Benefits paid
- $6,339,721
- Administrative expenses
- $66,369
- Total expenses
- $6,406,090
- Net increase / (decrease)
- $7,217,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $37,427 | $0 | 2023 |
| Blue Ridge Esop Associates | TPA | $28,942 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $297 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The American National Bank Of Texas
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Terrell, TX
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation