The American National Bank Of Texas Employee Stock Ownership Plan — Form 5500 plan (The American National Bank Of Texas)
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, The American National Bank Of Texas Employee Stock Ownership Plan is a benefit plan reported by The American National Bank Of Texas under EIN 75-1747054 and plan number 003. The latest loaded filing year is 2023. The filing reports 703 participants and $37,076,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The American National Bank Of Texas
- EIN
- 75-1747054
- Plan number
- 003
- Plan type
- 2
- Location
- Terrell, TX
- Latest filing year
- 2023
- Participants
- 703
- End-of-year plan assets
- $37,076,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 703 | H, C | 20241002104025NAL0014796464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,076,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,076,523
- Net assets (BOY)
- $40,212,910
Income & contributions
- Employer contributions
- $971,584
- Total contributions
- $971,584
- Total income / additions
- -$881,619
Expenses & distributions
- Benefits paid
- $2,171,741
- Administrative expenses
- $59,898
- Total expenses
- $2,254,768
- Net increase / (decrease)
- -$3,136,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies LLC | TPA | $45,828 | not reported in the loaded dataset | 2023 |
| The Bank Advisory Group LLC | VALUATION | $14,070 | not reported in the loaded dataset | 2023 |
| Whitley Penn Llp | AUDITOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The American National Bank Of Texas
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Terrell, TX
- Transition Finance Strategies LLC — Schedule C compensation
- The Bank Advisory Group LLC — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation