Plan5500

Retirement Plan For The Subsidiaries Of Southside Bancshares, Inc. — Form 5500 plan (Southside Bancshares, Inc.)

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, Retirement Plan For The Subsidiaries Of Southside Bancshares, Inc. is a benefit plan reported by Southside Bancshares, Inc. under EIN 75-1848732 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $81,359,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southside Bancshares, Inc.
EIN
75-1848732
Plan number
001
Plan type
2
Location
Tyler, TX
Latest filing year
2023
Participants
297
End-of-year plan assets
$81,359,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20241010170200NAL0021489313002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$81,359,881
Net assets (EOY)
$81,359,881
Net assets (BOY)
$76,535,414

Income & contributions

Total income / additions
$9,154,594

Expenses & distributions

Benefits paid
$4,217,619
Administrative expenses
$112,508
Total expenses
$4,330,127
Net increase / (decrease)
$4,824,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCACTUARY$68,995not reported in the loaded dataset2023
Henry & Peters, P.C.AUDITOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages