Vista Bancshares 401(K)Profit Sharing Plan — Form 5500 plan (Vista 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, Vista Bancshares 401(K)Profit Sharing Plan is a benefit plan reported by Vista Bancshares, Inc. under EIN 75-1940062 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $14,295,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vista Bancshares, Inc.
- EIN
- 75-1940062
- Plan number
- 001
- Plan type
- 2
- Location
- Lubbock, TX
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $14,295,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241008134415NAL0016796705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,295,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,295,885
- Net assets (BOY)
- $13,302,520
Income & contributions
- Employer contributions
- $592,003
- Participant contributions
- $982,441
- Total contributions
- $1,882,902
- Total income / additions
- $3,492,802
Expenses & distributions
- Benefits paid
- $2,497,131
- Administrative expenses
- $2,306
- Total expenses
- $2,499,437
- Net increase / (decrease)
- $993,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kb Pension Services Inc. | TPA | $1,260 | $6,990 | 2023 |
| Kestra Investment Services, Inc. | BROKER/ADVISOR | $0 | $4,265 | 2023 |
| Empower Annuity Insurance Co Amer | RECORD KEEPER | $1,046 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vista Bancshares, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lubbock, TX
- Kb Pension Services Inc. — Schedule C compensation
- Kestra Investment Services, Inc. — Schedule C compensation
- Empower Annuity Insurance Co Amer — Schedule C compensation