Golden Bank National Association 401(K) Retirement Savings Plan — Form 5500 plan (Golden Bank National Association)
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, Golden Bank National Association 401(K) Retirement Savings Plan is a benefit plan reported by Golden Bank National Association under EIN 76-0127757 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $23,976,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden Bank National Association
- EIN
- 76-0127757
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $23,976,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240529164920NAL0006416643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,976,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,976,089
- Net assets (BOY)
- $18,709,761
Income & contributions
- Employer contributions
- $571,142
- Participant contributions
- $1,448,373
- Total contributions
- $2,494,356
- Total income / additions
- $6,138,628
Expenses & distributions
- Benefits paid
- $810,424
- Administrative expenses
- $61,876
- Total expenses
- $872,300
- Net increase / (decrease)
- $5,266,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,876 | $0 | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $24,152 | 2023 |
| Crowe, Llp | ACCOUNTANT | $15,750 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Golden Bank National Association
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Principal Life Insurance Company — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Crowe, Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation