Plan5500

Texas Partners Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Partners Bank (EIN 20-8922476) is a plan sponsor located in San Antonio, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-8922476
Location
San Antonio, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Texas Partners Bank

  • 2 loaded plans hold $36.9M in reported assets.
  • The largest, Texas Partners Bank 401(K), holds 100% of this company's reported plan assets.
  • Plans cover 709 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.9MSummed across loaded plans$36,928,821
Total reported assets$36.9M$36,928,821
Total reported participants709
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.9M total assets
Net assets$36.9MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$2.9M
Total income / additions$10.8M
Expenses & distributions
Benefits paid / distributions$5.8M
Total expenses$5.9M
Net increase / (decrease)$4.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Texas Partners Bank 401(K)
Participants per plan355Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Texas Partners Bank 401(K)$36.9M
    Plan #001 · 549 participants · 2023
  2. 2
    Texas Partners Bank Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 160 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Texas Partners Bank. Open one for its full reported snapshot.

  1. 2023
    Texas Partners Bank 401(K)549 participants · 3Sch HSch C
    View filing →
  2. 2023
    Texas Partners Bank Welfare Benefit Plan160 participants · 2Sch C
    View filing →
  3. 2023
    Texas Partners Bank Welfare Benefit Plan233 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Texas Partners Bank report on Form 5500?
Texas Partners Bank (EIN 20-8922476) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Texas Partners Bank?
The Employer Identification Number (EIN) reported for Texas Partners Bank is 20-8922476.
What is the latest Form 5500 filing year for Texas Partners Bank?
The latest loaded Form 5500 filing year for Texas Partners Bank is 2023.

Related Form 5500 pages