American First National Bank 401k Retirement Savings Plan — Form 5500 plan (American First National Bank)
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, American First National Bank 401k Retirement Savings Plan is a benefit plan reported by American First National Bank under EIN 76-0555667 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $49,295,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American First National Bank
- EIN
- 76-0555667
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $49,295,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240712151703NAL0017844177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,295,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,295,627
- Net assets (BOY)
- $40,718,483
Income & contributions
- Employer contributions
- $999,798
- Participant contributions
- $2,564,600
- Total contributions
- $3,995,551
- Total income / additions
- $10,688,264
Expenses & distributions
- Benefits paid
- $2,016,581
- Administrative expenses
- $94,539
- Total expenses
- $2,111,120
- Net increase / (decrease)
- $8,577,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | RETAINED BY EMPLOYER | $94,539 | $0 | 2023 |
| Nylife Securities LLC | RETAINED BY EMPLOYER | $0 | $0 | 2023 |