2023 Form 5500 filing — Lamesa National Bank Pension Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240517142304NAL0023550947001) for Lamesa National Bank Pension Plan, reported by The Lamesa National Bank under EIN 75-0384555 and plan number 001. It reports 73 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.2MReported net assets$8,242,757
Participants73
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240517142304NAL0023550947001
Plan sponsor
The Lamesa National Bank
EIN
75-0384555
Plan number
001
Location
Lamesa, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$508K
Benefits paid / distributions$407.7K
Contributions
Employer$400K
Participant$0
Full reported line items
Total assets (EOY)
$8,242,757
Net assets (EOY)
$8,242,757
Employer contributions
$400,000
Participant contributions
$0
Total income / additions
$1,235,974
Benefits paid
$407,737
Administrative expenses
$35,753
Total expenses
$507,954
Net increase / (decrease)
$728,020

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240517142304NAL0023550947001 cover?
It is the 2023 Form 5500 filing for Lamesa National Bank Pension Plan, reported by The Lamesa National Bank (EIN 75-0384555).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages