2023 Form 5500 filing — First State Bank Of Uvalde Retirement 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 20241010103254NAL0035463248001) for First State Bank Of Uvalde Retirement Plan, reported by First State Bank Of Uvalde under EIN 74-0625760 and plan number 001. It reports 194 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)$20.8MReported net assets$20,774,542
Participants194
Provider compensation$162.1K1 Schedule C row(s)$162,100
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010103254NAL0035463248001
Plan sponsor
First State Bank Of Uvalde
EIN
74-0625760
Plan number
001
Location
Uvalde, 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)$20.8M total assets
Net assets$20.8MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$15.9M
Benefits paid / distributions$15.7M
Full reported line items
Total assets (EOY)
$20,774,542
Total liabilities (EOY)
$0
Net assets (EOY)
$20,774,542
Total income / additions
$2,151,274
Benefits paid
$15,746,768
Administrative expenses
$162,100
Total expenses
$15,908,868
Net increase / (decrease)
-$13,757,594
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $162.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010103254NAL0035463248001 cover?
It is the 2023 Form 5500 filing for First State Bank Of Uvalde Retirement Plan, reported by First State Bank Of Uvalde (EIN 74-0625760).
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