Plan5500

Pilot Point Bancorp, Inc. — 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, Pilot Point Bancorp, Inc. (EIN 75-2041458) is a plan sponsor located in Pilot Point, 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
75-2041458
Location
Pilot Point, 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 Pilot Point Bancorp, Inc.

  • 2 loaded plans hold $24.9M in reported assets.
  • The largest, Pilot Point Bancorp, Inc. Employee Stock Ownership Plan, holds 70% of this company's reported plan assets.
  • Plans cover 180 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.9MSummed across loaded plans$24,923,680
Total reported assets$24.9M$24,923,680
Total reported participants180
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.9M total assets
Net assets$24.9MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$490.5K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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 assets70%Pilot Point Bancorp, Inc. Employee Stock Ownership Plan
Participants per plan90Average 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
    Pilot Point Bancorp, Inc. Employee Stock Ownership Plan$17.5M
    Plan #003 · 52 participants · 2023
  2. 2
    Pilot Point Bancorp, Inc. 401(K) Plan$7.4M
    Plan #002 · 128 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 Pilot Point Bancorp, Inc.. Open one for its full reported snapshot.

  1. 2023
    Pilot Point Bancorp, Inc. 401(K) Plan128 participants · 2Sch HSch C
    View filing →
  2. 2023
    Pilot Point Bancorp, Inc. Employee Stock Ownership Plan52 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pilot Point Bancorp, Inc. report on Form 5500?
Pilot Point Bancorp, Inc. (EIN 75-2041458) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pilot Point Bancorp, Inc.?
The Employer Identification Number (EIN) reported for Pilot Point Bancorp, Inc. is 75-2041458.
What is the latest Form 5500 filing year for Pilot Point Bancorp, Inc.?
The latest loaded Form 5500 filing year for Pilot Point Bancorp, Inc. is 2023.

Related Form 5500 pages