2023 Form 5500 filing — Retirement Plan For Employees Of Herring Bank

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 20241209173847NAL0009459169001) for Retirement Plan For Employees Of Herring Bank, reported by Herring Bank under EIN 75-0330569 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.5MReported net assets$12,547,266
Participants112
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241209173847NAL0009459169001
Plan sponsor
Herring Bank
EIN
75-0330569
Plan number
001
Location
Amarillo, 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$2M
Total expenses$687.2K
Benefits paid / distributions$614.9K
Contributions
Employer$450K
Participant$0
Full reported line items
Total assets (EOY)
$12,547,266
Total liabilities (EOY)
$0
Net assets (EOY)
$12,547,266
Employer contributions
$450,000
Participant contributions
$0
Total income / additions
$1,983,102
Benefits paid
$614,936
Administrative expenses
$72,305
Total expenses
$687,241
Net increase / (decrease)
$1,295,861

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241209173847NAL0009459169001 cover?
It is the 2023 Form 5500 filing for Retirement Plan For Employees Of Herring Bank, reported by Herring Bank (EIN 75-0330569).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages