401k Plan data: TEXAS BANK 401(K) PLAN plan

TEXAS BANK 401(K) PLAN 401k Plan overview

Plan Name	TEXAS BANK 401(K) PLAN
Plan identification number	001

TEXAS BANK 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEXAS BANK has sponsored the creation of one or more 401k plans.

Company Name: TEXAS BANK

Employer identification number (EIN): 751405029

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS BANK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GENE MCCAULEY
001 2016-01-01 GENE MCCAULEY
001 2015-01-01 GENE MCCAULEY 2016-06-22
001 2014-01-01 GENE MCCAULEY 2015-04-28
001 2013-01-01 GENE MCCAULEY 2014-05-12
001 2012-01-01 GENE MCCAULEY 2013-05-29
001 2011-01-01 GENE MCCAULEY 2012-05-02
001 2009-01-01 GENE MCCAULEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	GENE MCCAULEY
001	2016-01-01	GENE MCCAULEY
001	2015-01-01	GENE MCCAULEY	2016-06-22
001	2014-01-01	GENE MCCAULEY	2015-04-28
001	2013-01-01	GENE MCCAULEY	2014-05-12
001	2012-01-01	GENE MCCAULEY	2013-05-29
001	2011-01-01	GENE MCCAULEY	2012-05-02
001	2009-01-01	GENE MCCAULEY

Plan Statistics for TEXAS BANK 401(K) PLAN

401k plan membership statisitcs for TEXAS BANK 401(K) PLAN

Measure Date Value
2022: TEXAS BANK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 154
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 165
Number of participants with account balances 2022-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: TEXAS BANK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 135
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 145
Number of participants with account balances 2021-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: TEXAS BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 136
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 140
Number of participants with account balances 2020-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: TEXAS BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 133
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 141
Number of participants with account balances 2019-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: TEXAS BANK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 118
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 130
Number of participants with account balances 2018-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: TEXAS BANK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 120
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 120
Number of participants with account balances 2017-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: TEXAS BANK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 126
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 129
Number of participants with account balances 2016-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2009: TEXAS BANK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 65
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 67
Number of participants with account balances 2009-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: TEXAS BANK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	154
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	165
Number of participants with account balances	2022-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: TEXAS BANK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	135
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	145
Number of participants with account balances	2021-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: TEXAS BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	136
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	140
Number of participants with account balances	2020-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: TEXAS BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	133
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	141
Number of participants with account balances	2019-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: TEXAS BANK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	118
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	130
Number of participants with account balances	2018-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: TEXAS BANK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	120
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	120
Number of participants with account balances	2017-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: TEXAS BANK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	126
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	129
Number of participants with account balances	2016-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2009: TEXAS BANK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	65
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	67
Number of participants with account balances	2009-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on TEXAS BANK 401(K) PLAN

Measure	Date	Value
2022 : TEXAS BANK 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-210,600
Total of all expenses incurred	2022-12-31	$649,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$634,580
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$907,208
Value of total assets at end of year	2022-12-31	$6,184,310
Value of total assets at beginning of year	2022-12-31	$7,044,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$11,845
Total interest from all sources	2022-12-31	$12,469
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$516,244
Participant contributions at end of year	2022-12-31	$249,314
Participant contributions at beginning of year	2022-12-31	$247,984
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$41,177
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$16,382
Total non interest bearing cash at beginning of year	2022-12-31	$7,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-860,047
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,184,310
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,044,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,918,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,788,869
Interest on participant loans	2022-12-31	$12,469
Interest earned on other investments	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,130,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$349,787
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$634,580
Contract administrator fees	2022-12-31	$11,845
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HENRY & PETERS, P.C.
Accountancy firm EIN	2022-12-31	751503978
2021 : TEXAS BANK 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,458,894
Total of all expenses incurred	2021-12-31	$182,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$157,175
Expenses. Certain deemed distributions of participant loans	2021-12-31	$8,518
Value of total corrective distributions	2021-12-31	$7,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$708,043
Value of total assets at end of year	2021-12-31	$7,044,357
Value of total assets at beginning of year	2021-12-31	$5,768,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,814
Total interest from all sources	2021-12-31	$11,202
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$419,364
Participant contributions at end of year	2021-12-31	$247,984
Participant contributions at beginning of year	2021-12-31	$206,468
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$7,504
Total non interest bearing cash at beginning of year	2021-12-31	$12,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,275,973
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,044,357
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,768,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,788,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,549,534
Interest on participant loans	2021-12-31	$11,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$739,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$288,679
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$157,175
Contract administrator fees	2021-12-31	$9,814
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HENRY & PETERS, P.C.
Accountancy firm EIN	2021-12-31	751503978
2020 : TEXAS BANK 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,346,024
Total of all expenses incurred	2020-12-31	$830,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$817,694
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$533,100
Value of total assets at end of year	2020-12-31	$5,768,384
Value of total assets at beginning of year	2020-12-31	$5,252,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,802
Total interest from all sources	2020-12-31	$11,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$377,433
Participant contributions at end of year	2020-12-31	$206,468
Participant contributions at beginning of year	2020-12-31	$157,004
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$14,399
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,545
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$12,382
Total non interest bearing cash at beginning of year	2020-12-31	$7,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$515,802
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,768,384
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,252,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,549,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,068,435
Interest on participant loans	2020-12-31	$11,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$801,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$153,122
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$5,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$817,694
Contract administrator fees	2020-12-31	$9,802
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HENRY & PETERS, P.C.
Accountancy firm EIN	2020-12-31	751503978
2019 : TEXAS BANK 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,587,854
Total of all expenses incurred	2019-12-31	$956,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$922,814
Expenses. Certain deemed distributions of participant loans	2019-12-31	$23,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$700,676
Value of total assets at end of year	2019-12-31	$5,252,582
Value of total assets at beginning of year	2019-12-31	$4,621,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,276
Total interest from all sources	2019-12-31	$9,670
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$549,168
Participant contributions at end of year	2019-12-31	$157,004
Participant contributions at beginning of year	2019-12-31	$195,752
Participant contributions at end of year	2019-12-31	$14,399
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$81
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$7,029
Total non interest bearing cash at beginning of year	2019-12-31	$1,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$631,089
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,252,582
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,621,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,068,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,424,055
Interest on participant loans	2019-12-31	$9,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$877,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$151,427
Employer contributions (assets) at end of year	2019-12-31	$5,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$922,814
Contract administrator fees	2019-12-31	$10,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HENRY & PETERS, P.C.
Accountancy firm EIN	2019-12-31	751503978
2018 : TEXAS BANK 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$19,082
Total of all expenses incurred	2018-12-31	$74,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$69,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$494,363
Value of total assets at end of year	2018-12-31	$4,621,493
Value of total assets at beginning of year	2018-12-31	$4,676,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,184
Total interest from all sources	2018-12-31	$11,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$346,231
Participant contributions at end of year	2018-12-31	$195,752
Participant contributions at beginning of year	2018-12-31	$192,875
Participant contributions at beginning of year	2018-12-31	$13,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$1,686
Total non interest bearing cash at beginning of year	2018-12-31	$4,464,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-55,424
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,621,493
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,676,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$5,184
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,424,055
Interest on participant loans	2018-12-31	$11,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-486,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$148,132
Employer contributions (assets) at beginning of year	2018-12-31	$6,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$69,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HENRY & PETERS, PC.
Accountancy firm EIN	2018-12-31	751503978
2017 : TEXAS BANK 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$969,819
Total of all expenses incurred	2017-12-31	$241,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$204,025
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$522,270
Value of total assets at end of year	2017-12-31	$4,676,917
Value of total assets at beginning of year	2017-12-31	$3,948,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$37,548
Total interest from all sources	2017-12-31	$8,347
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$353,503
Participant contributions at end of year	2017-12-31	$192,875
Participant contributions at beginning of year	2017-12-31	$168,125
Participant contributions at end of year	2017-12-31	$13,068
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$27,746
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$4,464,704
Total non interest bearing cash at beginning of year	2017-12-31	$3,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$728,246
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,676,917
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,948,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$11,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,777,022
Interest on participant loans	2017-12-31	$8,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$439,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$141,021
Employer contributions (assets) at end of year	2017-12-31	$6,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$204,025
Contract administrator fees	2017-12-31	$25,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HENRY & PETERS, PC.
Accountancy firm EIN	2017-12-31	751503978
2016 : TEXAS BANK 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$624,346
Total of all expenses incurred	2016-12-31	$34,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$30,188
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$2,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$412,008
Value of total assets at end of year	2016-12-31	$3,948,671
Value of total assets at beginning of year	2016-12-31	$3,358,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,632
Total interest from all sources	2016-12-31	$8,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$1,632
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$293,975
Participant contributions at end of year	2016-12-31	$168,125
Participant contributions at beginning of year	2016-12-31	$147,631
Total non interest bearing cash at end of year	2016-12-31	$3,524
Total non interest bearing cash at beginning of year	2016-12-31	$3,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$590,189
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,948,671
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,358,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,777,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,207,673
Interest on participant loans	2016-12-31	$8,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$204,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$118,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$30,188
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HENRY & PETERS, PC.
Accountancy firm EIN	2016-12-31	751503978
2010 : TEXAS BANK 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$377,701
Expenses. Total of all expenses incurred	2010-12-31	$12,200
Benefits paid (including direct rollovers)	2010-12-31	$8,968
Total plan assets at end of year	2010-12-31	$1,975,927
Total plan assets at beginning of year	2010-12-31	$1,610,426
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$137,536
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$16,096
Other income received	2010-12-31	$168,562
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$365,501
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,975,927
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,610,426
Assets. Value of participant loans	2010-12-31	$92,975
Total contributions received or receivable from employer(s)	2010-12-31	$55,507
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$3,232
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TEXAS BANK 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TEXAS BANK 401(K) PLAN

2022: TEXAS BANK 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEXAS BANK 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEXAS BANK 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEXAS BANK 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEXAS BANK 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEXAS BANK 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEXAS BANK 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2009: TEXAS BANK 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

808839

Policy instance

Insurance contract or identification number	808839
Number of Individuals Covered	111
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,982
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2982
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

808839

Policy instance

Insurance contract or identification number	808839
Number of Individuals Covered	96
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,137
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3137
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

808839

Policy instance

Insurance contract or identification number	808839
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $2,577
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2571
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

808839

Policy instance

Insurance contract or identification number	808839
Number of Individuals Covered	82
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $2,547
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2547
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

808839

Policy instance

Insurance contract or identification number	808839
Number of Individuals Covered	92
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $14,528
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	14528
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116359

Policy instance

Insurance contract or identification number	116359
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,881
Total amount of fees paid to insurance company	USD $5,251
Amount paid for insurance broker fees	5251
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $4,881
Insurance broker name	EDWARD D. JONES & COMPANY

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Company Name:	TEXAS BANK
Employer identification number (EIN):	751405029
NAIC Classification:	522110
NAIC Description:	Commercial Banking