Plan5500

First Baird Bancshares, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (First Baird Bancshares, Inc.)

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, First Baird Bancshares, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by First Baird Bancshares, Inc. under EIN 75-1777399 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $11,676,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Baird Bancshares, Inc.
EIN
75-1777399
Plan number
002
Plan type
2
Location
Weatherford, TX
Latest filing year
2023
Participants
183
End-of-year plan assets
$11,676,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20240926165432NAL0001727504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,676,818
Total liabilities (EOY)
$0
Net assets (EOY)
$11,676,818
Net assets (BOY)
$10,471,897

Income & contributions

Employer contributions
$601,393
Participant contributions
$842,850
Total contributions
$1,525,372
Total income / additions
$3,521,710

Expenses & distributions

Benefits paid
$2,292,294
Administrative expenses
$24,495
Total expenses
$2,316,789
Net increase / (decrease)
$1,204,921

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NyhartRECORDKEEPER$24,495not reported in the loaded dataset2023

Related Form 5500 pages