2023 Form 5500 filing — Jefferson Bank Comprehensive Welfare Benefit 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 20241004164705NAL0011654641001) for Jefferson Bank Comprehensive Welfare Benefit Plan, reported by Jefferson Bank under EIN 74-1034487 and plan number 501. It reports 311 participants. Attached schedule details are not reported in the loaded dataset.

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants311
Provider compensationNone reported
Schedules filedNoneLoaded schedules
EFAST2 acknowledgement
20241004164705NAL0011654641001
Plan sponsor
Jefferson Bank
EIN
74-1034487
Plan number
501
Location
San Antonio, 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.
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004164705NAL0011654641001 cover?
It is the 2023 Form 5500 filing for Jefferson Bank Comprehensive Welfare Benefit Plan, reported by Jefferson Bank (EIN 74-1034487).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedule details are not reported in the loaded dataset.

Related Form 5500 pages