Pilot Point Bancorp, Inc. 401(K) Plan — Form 5500 plan (Pilot Point Bancorp, 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, Pilot Point Bancorp, Inc. 401(K) Plan is a benefit plan reported by Pilot Point Bancorp, Inc. under EIN 75-2041458 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $7,414,465 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.4MPlan net assets, end of year$7,414,465
Participants128Covered participants reported
Assets / participant$57.9KComputed: assets ÷ participants$57,926 (computed)
Provider compensation$34.4K2 Schedule C provider row(s)$34,434
- Plan sponsor
- Pilot Point Bancorp, Inc.
- EIN
- 75-2041458
- Plan number
- 002
- Plan type
- 2
- Location
- Pilot Point, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20240726112527NAL0015348049001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,414,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,414,465
- Net assets (BOY)
- $5,467,357
Income & contributions
- Employer contributions
- $1,545,572
- Participant contributions
- $490,463
- Total contributions
- $2,071,268
- Total income / additions
- $2,778,311
Expenses & distributions
- Benefits paid
- $778,717
- Administrative expenses
- $37,952
- Total expenses
- $831,203
- Net increase / (decrease)
- $1,947,108
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
76%24%
Employer 76%Participant 24%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,035 | $0 | 2023 |
| Commerce Street Investment Advisors | INVESTMENT ADVISORY | $14,399 | not reported in the loaded dataset | 2023 |