Ennis State Bank 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ennis State 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, Ennis State Bank 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ennis State Bank under EIN 75-0256400 and plan number 001. The latest loaded filing year is 2023. The filing reports 60 participants and $3,203,895 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.2MPlan net assets, end of year$3,203,895
Participants60Covered participants reported
Assets / participant$53.4KComputed: assets ÷ participants$53,398 (computed)
Provider compensationNone reported
Plan sponsor
Ennis State Bank
EIN
75-0256400
Plan number
001
Plan type
2
Location
Ennis, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202360I20240522135646NAL0001831427001
Schedule I · 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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$624K
Total expenses$17.1K
Benefits paid / distributions$13.7K
Contributions
Employer$49.3K
Participant$126.4K
Full reported line items

Net assets

Total assets (EOY)
$3,203,895
Total liabilities (EOY)
$0
Net assets (EOY)
$3,203,895
Net assets (BOY)
$2,596,982

Income & contributions

Employer contributions
$49,286
Participant contributions
$126,404
Total income / additions
$623,994

Expenses & distributions

Benefits paid
$13,708
Administrative expenses
$900
Total expenses
$17,081
Net increase / (decrease)
$606,913
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 28%Participant 72%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income2%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages