2023 Form 5500 filing — Swnb Bancorp Inc 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 20241015114933NAL0014526067001) for Swnb Bancorp Inc 401(K) Plan, reported by Swnb Bancorp Inc under EIN 73-1696442 and plan number 001. It reports 179 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)$12.5MReported net assets$12,504,777
Participants179
Provider compensation$60.4K4 Schedule C row(s)$60,408
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015114933NAL0014526067001
Plan sponsor
Swnb Bancorp Inc
EIN
73-1696442
Plan number
001
Location
Houston, 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)$12.5M total assets
Net assets$12.5MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$645.9K
Benefits paid / distributions$608.5K
Contributions
Employer$232.3K
Participant$972.9K
Full reported line items
Total assets (EOY)
$12,504,777
Total liabilities (EOY)
$0
Net assets (EOY)
$12,504,777
Employer contributions
$232,330
Participant contributions
$972,906
Total income / additions
$3,316,514
Benefits paid
$608,512
Administrative expenses
$37,418
Total expenses
$645,930
Net increase / (decrease)
$2,670,584
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $30.8K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $16.9K
  3. 3
    INVESTMENT MGMT · Direct $6.6K
  4. 4
    BROKER/ADVISER · Direct $0 · Indirect $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015114933NAL0014526067001 cover?
It is the 2023 Form 5500 filing for Swnb Bancorp Inc 401(K) Plan, reported by Swnb Bancorp Inc (EIN 73-1696442).
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