2023 Form 5500 filing — Texas Bank And Trust Company Employee Ps Plan And Trust
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 20240729152457NAL0019018865001) for Texas Bank And Trust Company Employee Ps Plan And Trust, reported by Texas Bank And Trust Company under EIN 75-0962666 and plan number 001. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729152457NAL0019018865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Bank And Trust Company
- EIN
- 75-0962666
- Plan number
- 001
- Location
- Longview, TX
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,263,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,263,364
- Employer contributions
- $1,489,549
- Participant contributions
- $2,305,659
- Total income / additions
- $10,908,921
- Benefits paid
- $2,454,050
- Administrative expenses
- $66,066
- Total expenses
- $2,525,448
- Net increase / (decrease)
- $8,383,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gollob Morgan Peddy Pc | NONE | $0 | not reported in the loaded dataset |
| Texas Bank And Trust | NONE | $0 | $0 |