East Texas Financial Corporation 401(K) Plan — Form 5500 plan (East Texas Financial Corporation)
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, East Texas Financial Corporation 401(K) Plan is a benefit plan reported by East Texas Financial Corporation under EIN 75-1979756 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $11,680,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Texas Financial Corporation
- EIN
- 75-1979756
- Plan number
- 001
- Plan type
- 2
- Location
- Kilgore, TX
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $11,680,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20240815130553NAL0013216417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,680,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,680,093
- Net assets (BOY)
- $10,284,252
Income & contributions
- Employer contributions
- $261,716
- Participant contributions
- $394,032
- Total contributions
- $660,018
- Total income / additions
- $1,984,258
Expenses & distributions
- Benefits paid
- $572,984
- Administrative expenses
- $13,182
- Total expenses
- $588,417
- Net increase / (decrease)
- $1,395,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Henry & Peters, Pc | ACCOUNTANT/AUDITOR | $10,200 | not reported in the loaded dataset | 2023 |
| Isc Advisors, Inc | INVESTMENT ADVISOR | $5,097 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$2,519 | $0 | 2023 |