Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust — Form 5500 plan (Jefferson 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, Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust is a benefit plan reported by Jefferson Bank under EIN 74-2280207 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $40,845,564 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40.8MPlan net assets, end of year$40,845,564

Participants380Covered participants reported

Assets / participant$107.5KComputed: assets ÷ participants$107,488 (computed)

Provider compensationNone reported

Plan sponsor: Jefferson Bank
EIN: 74-2280207
Plan number: 001
Plan type: 2
Location: San Antonio, TX
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
380 participants · 2Sch H
View filing →

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)$40.8M total assets

Net assets$40.8MLiabilities$0

Money in vs. money out

Total income / additions$5.8M

Total expenses$2.9M

Benefits paid / distributions$2.8M

Full reported line items

Net assets

Total assets (EOY): $40,845,564
Total liabilities (EOY): $0
Net assets (EOY): $40,845,564
Net assets (BOY): $37,880,163

Income & contributions

Total contributions: $0
Total income / additions: $5,840,570

Expenses & distributions

Benefits paid: $2,839,745
Administrative expenses: $35,424
Total expenses: $2,875,169
Net increase / (decrease): $2,965,401

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.

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income49%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust?: Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust is reported as sponsored by Jefferson Bank (EIN 74-2280207, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust?: The latest Form 5500 filing year loaded for Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust is 2023.
How many participants does Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust report?: Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust reports 380 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust?: Jefferson Bancshares, Inc. Seventh Amended And Restated Employees Retirement Plan & Trust reports $40,845,564 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.