Inwood National Bank 401(K) Plan — Form 5500 plan (Inwood National 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, Inwood National Bank 401(K) Plan is a benefit plan reported by Inwood National Bank under EIN 75-1160447 and plan number 002. The latest loaded filing year is 2023. The filing reports 294 participants and $41,224,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inwood National Bank
- EIN
- 75-1160447
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $41,224,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241009115128NAL0036884370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,224,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,224,638
- Net assets (BOY)
- $34,714,535
Income & contributions
- Employer contributions
- $916,048
- Participant contributions
- $1,711,574
- Total contributions
- $2,731,041
- Total income / additions
- $8,719,638
Expenses & distributions
- Benefits paid
- $2,108,607
- Administrative expenses
- $100,928
- Total expenses
- $2,209,535
- Net increase / (decrease)
- $6,510,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Advisors, LLC | INVESTMENT ADVISOR | $49,373 | not reported in the loaded dataset | 2023 |
| July Business Services | RECORDKEEPER | $24,820 | not reported in the loaded dataset | 2023 |