Plan5500

Gulf Coast Bank & Trust Company — 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, Gulf Coast Bank & Trust Company (EIN 72-1167423) is a plan sponsor located in New Orleans, LA 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
72-1167423
Location
New Orleans, LA
Loaded plans
3
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 Gulf Coast Bank & Trust Company

  • 3 loaded plans hold $185.8M in reported assets.
  • The largest, Gulf Coast Bank & Trust Company Employee Stock Ownership Plan, holds 68% of this company's reported plan assets.
  • Plans cover 2,403 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$185.8MSummed across loaded plans$185,815,730
Total reported assets$185.8M$185,815,730
Total reported participants2.4K2,403
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$185.8M total assets
Net assets$185.8MLiabilities$0
Contributions & income
Employer contributions$10.2M
Participant contributions$5.1M
Total income / additions$32.3M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.4M
Net increase / (decrease)$27.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets68%Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Participants per plan801Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Gulf Coast Bank & Trust Company Employee Stock Ownership Plan$126.3M
    Plan #001 · 882 participants · 2023
  2. 2
    Gulf Coast Bank And Trust Company Savings Incentive Plan$59.5M
    Plan #002 · 701 participants · 2023
  3. 3
    Gulf Coast Bank And Trust Company Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 820 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 Gulf Coast Bank & Trust Company. Open one for its full reported snapshot.

  1. 2023
    Gulf Coast Bank And Trust Company Employee Benefits Plan820 participants · 2No schedules
    View filing →
  2. 2023
    Gulf Coast Bank And Trust Company Savings Incentive Plan701 participants · 2Sch HSch C
    View filing →
  3. 2023
    Gulf Coast Bank & Trust Company Employee Stock Ownership Plan882 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gulf Coast Bank & Trust Company report on Form 5500?
Gulf Coast Bank & Trust Company (EIN 72-1167423) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gulf Coast Bank & Trust Company?
The Employer Identification Number (EIN) reported for Gulf Coast Bank & Trust Company is 72-1167423.
What is the latest Form 5500 filing year for Gulf Coast Bank & Trust Company?
The latest loaded Form 5500 filing year for Gulf Coast Bank & Trust Company is 2023.

Related Form 5500 pages