Plan5500

2023 Form 5500 filing — Olney Bancshares Of Texas, Inc. Employees 401(K) Retirement 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 20240812162200NAL0009674481001) for Olney Bancshares Of Texas, Inc. Employees 401(K) Retirement Plan And Trust, reported by Olney Bancshares Of Texas, Inc. under EIN 75-2534536 and plan number 001. It reports 603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240812162200NAL0009674481001
Filing year
2023
Form type
2
Plan sponsor
Olney Bancshares Of Texas, Inc.
EIN
75-2534536
Plan number
001
Location
Olney, TX
Participants
603
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$44,299,301
Total liabilities (EOY)
$66,745
Net assets (EOY)
$44,232,556
Employer contributions
$2,064,770
Participant contributions
$2,647,814
Total income / additions
$10,457,406
Benefits paid
$2,996,134
Administrative expenses
$137,020
Total expenses
$3,133,154
Net increase / (decrease)
$7,324,252
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$54,379$0
Exencial Wealth Advisors LLCINVESTMENT ADVISOR$45,000not reported in the loaded dataset
Hogantaylor LlpAUDITOR$20,100not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$18,820not reported in the loaded dataset
Bkd LlpAUDITOR$3,675not reported in the loaded dataset
Mcafee & TaftATTORNEY$609not reported in the loaded dataset

Related Form 5500 pages