Plan5500

Kleberg Bank, N.A. 401(K) Plan — Form 5500 plan (Kleberg Bank, N.A.)

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, Kleberg Bank, N.A. 401(K) Plan is a benefit plan reported by Kleberg Bank, N.A. under EIN 74-0726853 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $13,294,410 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kleberg Bank, N.A.
EIN
74-0726853
Plan number
002
Plan type
2
Location
Kingsville, TX
Latest filing year
2023
Participants
171
End-of-year plan assets
$13,294,410

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20241015111756NAL0014468019005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,294,410
Net assets (EOY)
$13,294,410
Net assets (BOY)
$10,995,148

Income & contributions

Employer contributions
$440,873
Participant contributions
$601,936
Total contributions
$1,088,021
Total income / additions
$2,902,709

Expenses & distributions

Benefits paid
$571,292
Administrative expenses
$32,155
Total expenses
$603,447
Net increase / (decrease)
$2,299,262

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$17,155not reported in the loaded dataset2023
Marcado Asset Management LLCNONE$15,000not reported in the loaded dataset2023

Related Form 5500 pages