2023 Form 5500 filing — Pilot Point Bancorp, Inc. Employee Stock Ownership 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 20240726112832NAL0026359712001) for Pilot Point Bancorp, Inc. Employee Stock Ownership Plan, reported by Pilot Point Bancorp, Inc. under EIN 75-2041458 and plan number 003. It reports 52 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.5MReported net assets$17,509,215
Participants52
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726112832NAL0026359712001
Plan sponsor
Pilot Point Bancorp, Inc.
EIN
75-2041458
Plan number
003
Location
Pilot Point, 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)$17.5M total assets
Net assets$17.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$2M
Benefits paid / distributions$2M
Full reported line items
Total assets (EOY)
$17,509,215
Total liabilities (EOY)
$0
Net assets (EOY)
$17,509,215
Total income / additions
$1,687,946
Benefits paid
$1,985,028
Total expenses
$1,985,028
Net increase / (decrease)
-$297,082

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726112832NAL0026359712001 cover?
It is the 2023 Form 5500 filing for Pilot Point Bancorp, Inc. Employee Stock Ownership Plan, reported by Pilot Point Bancorp, Inc. (EIN 75-2041458).
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