Nacogdoches Commercial Bancshares, Inc. Esop — Form 5500 plan (Nacogdoches Commercial 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, Nacogdoches Commercial Bancshares, Inc. Esop is a benefit plan reported by Nacogdoches Commercial Bancshares, Inc. under EIN 75-1827898 and plan number 002. The latest loaded filing year is 2023. The filing reports 334 participants and $17,255,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nacogdoches Commercial Bancshares, Inc.
EIN
75-1827898
Plan number
002
Plan type
2
Location
Nacogdoches, TX
Latest filing year
2023
Participants
334
End-of-year plan assets
$17,255,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023334H, C20241015155408NAL0029012785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,255,244
Total liabilities (EOY)
$219,062
Net assets (EOY)
$17,036,182
Net assets (BOY)
$13,976,750

Income & contributions

Employer contributions
$369,657
Participant contributions
$1,112,750
Total contributions
$1,491,348
Total income / additions
$3,742,912

Expenses & distributions

Benefits paid
$643,603
Administrative expenses
$14,707
Total expenses
$683,480
Net increase / (decrease)
$3,059,432

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mid Atlantic Trust CompanyCUSTODIAN$12,077$02023
Leon E. Werntz & Associates, Inc.TPA/RECORDKEEPER$2,595not reported in the loaded dataset2023

Related Form 5500 pages