2023 Form 5500 filing — South Trust Bank 401(K) & Profit Sharing 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 20240703105705NAL0009502144001) for South Trust Bank 401(K) & Profit Sharing Plan, reported by South Trust Bank, N.A. under EIN 74-0642684 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.3MReported net assets$14,271,419
Participants121
Provider compensation$37.1K2 Schedule C row(s)$37,139
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240703105705NAL0009502144001
Plan sponsor
South Trust Bank, N.A.
EIN
74-0642684
Plan number
001
Location
George West, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$14.3M total assets
Net assets$14.3MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$176.1K
Participant$638.7K
Full reported line items
Total assets (EOY)
$14,271,419
Total liabilities (EOY)
$0
Net assets (EOY)
$14,271,419
Employer contributions
$176,133
Participant contributions
$638,683
Total income / additions
$3,071,201
Benefits paid
$1,979,431
Administrative expenses
$37,139
Total expenses
$2,039,895
Net increase / (decrease)
$1,031,306
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $25K
  2. 2
    NONE · Direct $12.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240703105705NAL0009502144001 cover?
It is the 2023 Form 5500 filing for South Trust Bank 401(K) & Profit Sharing Plan, reported by South Trust Bank, N.A. (EIN 74-0642684).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages