2023 Form 5500 filing — Austin Bank Texas, N.A. Employees 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 20240920104152NAL0007662129001) for Austin Bank Texas, N.A. Employees Profit Sharing Plan, reported by Austin Bank, Texas, N.A. under EIN 75-0358895 and plan number 002. It reports 746 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920104152NAL0007662129001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Austin Bank, Texas, N.A.
- EIN
- 75-0358895
- Plan number
- 002
- Location
- Jacksonville, TX
- Participants
- 746
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,831,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,831,495
- Employer contributions
- $2,607,632
- Participant contributions
- $3,152,031
- Total income / additions
- $17,489,019
- Benefits paid
- $5,367,089
- Administrative expenses
- $11,933
- Total expenses
- $5,379,438
- Net increase / (decrease)
- $12,109,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | NONE | $0 | $125,324 |
| Prudential Retirement Insurance And | NONE | $14,437 | $0 |