2023 Form 5500 filing — Inwood National Bank 401(K) 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 20241009115128NAL0036884370001) for Inwood National Bank 401(K) Plan, reported by Inwood National Bank under EIN 75-1160447 and plan number 002. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115128NAL0036884370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inwood National Bank
- EIN
- 75-1160447
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,224,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,224,638
- Employer contributions
- $916,048
- Participant contributions
- $1,711,574
- Total income / additions
- $8,719,638
- Benefits paid
- $2,108,607
- Administrative expenses
- $100,928
- Total expenses
- $2,209,535
- Net increase / (decrease)
- $6,510,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Advisors, LLC | INVESTMENT ADVISOR | $49,373 | not reported in the loaded dataset |
| July Business Services | RECORDKEEPER | $24,820 | not reported in the loaded dataset |