Austin Bank Texas, N.A. Employees Profit Sharing Plan — Form 5500 plan (Austin Bank, Texas, 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, Austin Bank Texas, N.A. Employees Profit Sharing Plan is a benefit plan reported by Austin Bank, Texas, N.A. under EIN 75-0358895 and plan number 002. The latest loaded filing year is 2023. The filing reports 746 participants and $94,831,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Austin Bank, Texas, N.A.
EIN
75-0358895
Plan number
002
Plan type
3
Location
Jacksonville, TX
Latest filing year
2023
Participants
746
End-of-year plan assets
$94,831,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023746H, C20240920104152NAL0007662129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$94,831,495
Total liabilities (EOY)
$0
Net assets (EOY)
$94,831,495
Net assets (BOY)
$82,721,914

Income & contributions

Employer contributions
$2,607,632
Participant contributions
$3,152,031
Total contributions
$5,957,156
Total income / additions
$17,489,019

Expenses & distributions

Benefits paid
$5,367,089
Administrative expenses
$11,933
Total expenses
$5,379,438
Net increase / (decrease)
$12,109,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo AdvisorsNONE$0$125,3242023
Prudential Retirement Insurance AndNONE$14,437$02023

Related Form 5500 pages