Texas Champion Bank 401(K) Plan — Form 5500 plan (Texas Champion Bank)

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, Texas Champion Bank 401(K) Plan is a benefit plan reported by Texas Champion Bank under EIN 74-0881940 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $6,190,625 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.2MPlan net assets, end of year$6,190,625
Participants158Covered participants reported
Assets / participant$39.2KComputed: assets ÷ participants$39,181 (computed)
Provider compensation$1.4K3 Schedule C provider row(s)$1,436
Plan sponsor
Texas Champion Bank
EIN
74-0881940
Plan number
001
Plan type
2
Location
Alice, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241007105121NAL0025965472001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$126.8K
Benefits paid / distributions$125.7K
Contributions
Employer$129.9K
Participant$248.1K
Full reported line items

Net assets

Total assets (EOY)
$6,190,625
Total liabilities (EOY)
$0
Net assets (EOY)
$6,190,625
Net assets (BOY)
$5,306,193

Income & contributions

Employer contributions
$129,877
Participant contributions
$248,106
Total contributions
$377,983
Total income / additions
$1,011,207

Expenses & distributions

Benefits paid
$125,739
Administrative expenses
$1,036
Total expenses
$126,775
Net increase / (decrease)
$884,432
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Professional Planning GrouCONTRACT ADMIN$900$02023
Empower Annity Insurance ContractRECORDKEEPER$436$02023
David K Young Consulting LLCOTHER$100$02023

Related Form 5500 pages