2023 Form 5500 filing — First National Bank Of Central Texas Employees 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 20241009162806NAL0031856672001) for First National Bank Of Central Texas Employees 401(K) Plan, reported by First National Bank Of Central Texas under EIN 74-0766260 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162806NAL0031856672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First National Bank Of Central Texas
- EIN
- 74-0766260
- Plan number
- 001
- Location
- Waco, TX
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,413,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,413,605
- Employer contributions
- $389,832
- Participant contributions
- $601,083
- Total income / additions
- $2,752,008
- Benefits paid
- $633,671
- Administrative expenses
- $56,128
- Total expenses
- $729,611
- Net increase / (decrease)
- $2,022,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Disciplined Investors, LLC | FINANCIAL ADVISOR | $47,712 | not reported in the loaded dataset |
| Pattillo, Brown & Hill, Llp | TPA AND RECORDKEEPER | $0 | not reported in the loaded dataset |