2023 Form 5500 filing — American National Bank 401(K) 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 20240927103906NAL0000984963001) for American National Bank 401(K) Profit Sharing Plan, reported by American National Bank under EIN 47-0486526 and plan number 001. It reports 747 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)$76.5MReported net assets$76,469,900
Participants747
Provider compensation$155.5K2 Schedule C row(s)$155,479
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927103906NAL0000984963001
Plan sponsor
American National Bank
EIN
47-0486526
Plan number
001
Location
Omaha, NE
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)$76.5M total assets
Net assets$76.5MLiabilities$0
Money in vs. money out
Total income / additions$17.8M
Total expenses$14M
Benefits paid / distributions$13.9M
Contributions
Employer$2.4M
Participant$3.4M
Full reported line items
Total assets (EOY)
$76,469,900
Total liabilities (EOY)
$0
Net assets (EOY)
$76,469,900
Employer contributions
$2,355,562
Participant contributions
$3,435,494
Total income / additions
$17,765,901
Benefits paid
$13,940,085
Administrative expenses
$85,245
Total expenses
$14,025,330
Net increase / (decrease)
$3,740,571
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $118.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $36.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927103906NAL0000984963001 cover?
It is the 2023 Form 5500 filing for American National Bank 401(K) Profit Sharing Plan, reported by American National Bank (EIN 47-0486526).
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