2023 Form 5500 filing — Ciera Bank 401(K) Profit Sharing 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 20240923145431NAL0021329426001) for Ciera Bank 401(K) Profit Sharing Plan And Trust, reported by Ciera Bank under EIN 75-0297800 and plan number 001. It reports 131 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)$10.2MReported net assets$10,214,419
Participants131
Provider compensation$43.7K3 Schedule C row(s)$43,692
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923145431NAL0021329426001
Plan sponsor
Ciera Bank
EIN
75-0297800
Plan number
001
Location
Graham, 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)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$453.6K
Participant$650K
Full reported line items
Total assets (EOY)
$10,214,419
Total liabilities (EOY)
$0
Net assets (EOY)
$10,214,419
Employer contributions
$453,556
Participant contributions
$650,050
Total income / additions
$2,690,450
Benefits paid
$1,946,337
Administrative expenses
$43,692
Total expenses
$1,990,029
Net increase / (decrease)
$700,421
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $19.6K
  2. 2
    RECORDKEEPER · Direct $16.4K · Indirect $0
  3. 3
    OTHER · Direct $7.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923145431NAL0021329426001 cover?
It is the 2023 Form 5500 filing for Ciera Bank 401(K) Profit Sharing Plan And Trust, reported by Ciera Bank (EIN 75-0297800).
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