First National Bank 401(K) Profit Sharing Plan — Form 5500 plan (First National Bank Of Wichita Falls)
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, First National Bank 401(K) Profit Sharing Plan is a benefit plan reported by First National Bank Of Wichita Falls under EIN 75-2044948 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $13,057,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First National Bank Of Wichita Falls
- EIN
- 75-2044948
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita Falls, TX
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $13,057,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20240918114637NAL0004280049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,057,263
- Net assets (EOY)
- $13,057,263
- Net assets (BOY)
- $11,232,957
Income & contributions
- Employer contributions
- $468,517
- Participant contributions
- $713,654
- Total contributions
- $1,274,909
- Total income / additions
- $3,032,325
Expenses & distributions
- Benefits paid
- $1,170,724
- Administrative expenses
- $30,509
- Total expenses
- $1,208,019
- Net increase / (decrease)
- $1,824,306
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | not reported in the loaded dataset | $8,719 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $8,203 | not reported in the loaded dataset | 2023 |
| Definiti, LLC | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | $5,728 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First National Bank Of Wichita Falls
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Wichita Falls, TX
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Definiti, LLC — Schedule C compensation