Plan5500

First State Bank Of Uvalde — 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, First State Bank Of Uvalde (EIN 74-0625760) is a plan sponsor located in Uvalde, TX with 3 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
74-0625760
Location
Uvalde, TX
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 First State Bank Of Uvalde

  • 3 loaded plans hold $20.8M in reported assets.
  • The largest, First State Bank Of Uvalde Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 414 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.8MSummed across loaded plans$20,774,542
Total reported assets$20.8M$20,774,542
Total reported participants414
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.8M total assets
Net assets$20.8MLiabilities$0
Contributions & income
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$15.7M
Total expenses$15.9M
Net increase / (decrease)-$13.8M

Data coverage

Plans with financial statements1 / 3 (33%)
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 assets100%First State Bank Of Uvalde Retirement Plan
Participants per plan138Average 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
    First State Bank Of Uvalde Retirement Plan$20.8M
    Plan #001 · 194 participants · 2023
  2. 2
    First State Bank Of Uvalde Life And Disability Plannot reported in the loaded dataset
    Plan #503 · 118 participants · 2023
  3. 3
    First State Bank Of Uvalde Medical, Dental, Vision Plannot reported in the loaded dataset
    Plan #502 · 102 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 First State Bank Of Uvalde. Open one for its full reported snapshot.

  1. 2023
    First State Bank Of Uvalde Retirement Plan194 participants · 2Sch HSch C
    View filing →
  2. 2023
    First State Bank Of Uvalde Medical, Dental, Vision Plan102 participants · 2No schedules
    View filing →
  3. 2023
    First State Bank Of Uvalde Life And Disability Plan118 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does First State Bank Of Uvalde report on Form 5500?
First State Bank Of Uvalde (EIN 74-0625760) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for First State Bank Of Uvalde?
The Employer Identification Number (EIN) reported for First State Bank Of Uvalde is 74-0625760.
What is the latest Form 5500 filing year for First State Bank Of Uvalde?
The latest loaded Form 5500 filing year for First State Bank Of Uvalde is 2023.

Related Form 5500 pages