American National Bank & Trust Company Employees' Savings Plan — Form 5500 plan (American National Bank & Trust Company)
Plain-English plan 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, American National Bank & Trust Company Employees' Savings Plan is a benefit plan reported by American National Bank & Trust Company under EIN 54-0121975 and plan number 002. The latest loaded filing year is 2023. The filing reports 400 participants and $32,052,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American National Bank & Trust Company
- EIN
- 54-0121975
- Plan number
- 002
- Plan type
- 2
- Location
- Danville, VA
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $32,052,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20240924143219NAL0013130305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,052,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,052,207
- Net assets (BOY)
- $25,234,498
Income & contributions
- Employer contributions
- $1,404,298
- Participant contributions
- $2,579,062
- Total contributions
- $4,218,534
- Total income / additions
- $8,497,631
Expenses & distributions
- Benefits paid
- $1,579,616
- Administrative expenses
- $99,268
- Total expenses
- $1,679,922
- Net increase / (decrease)
- $6,817,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $99,268 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $0 | $35,611 | 2023 |
| American National Bank And Trust Co | OTHER SERVICES | $0 | $6,800 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American National Bank & Trust Company
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Danville, VA
- Principal Life Insurance Company — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- American National Bank And Trust Co — Schedule C compensation