?>
Plan Name | INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | INDEPENDENT BANKERS ASSOCIATION OF TEXAS |
Employer identification number (EIN): | 751459906 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about INDEPENDENT BANKERS ASSOCIATION OF TEXAS
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1974-03-12 |
Company Identification Number: | 0033936501 |
Legal Registered Office Address: |
1700 RIO GRANDE ST STE 100 AUSTIN United States of America (USA) 78701 |
More information about INDEPENDENT BANKERS ASSOCIATION OF TEXAS
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 | URSULA JIMENEZ | |||
001 | 2017-01-01 | URSULA JIMENEZ | |||
001 | 2016-01-01 | URSULA JIMENEZ | |||
001 | 2015-01-01 | URSULA JIMENEZ | |||
001 | 2014-01-01 | URSULA JIMENEZ | |||
001 | 2013-01-01 | URSULA JIMENEZ | |||
001 | 2012-01-01 | URSULA JIMENEZ | STEPHEN SCURLOCK | 2013-06-10 | |
001 | 2011-01-01 | URSULA JIMENEZ | STEPHEN SCURLOCK | 2012-05-03 | |
001 | 2009-12-07 | URSULA JIMENEZ | STEPHEN SCURLOCK | 2010-07-12 | |
001 | 2009-01-01 | URSULA JIMENEZ | STEPHEN SCURLOCK | 2010-07-23 |
Measure | Date | Value |
---|---|---|
2022: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
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 | 14 |
Total of all active and inactive participants | 2022-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 36 |
Number of participants with account balances | 2022-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 25 |
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 | 7 |
Total of all active and inactive participants | 2021-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 32 |
Number of participants with account balances | 2021-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 24 |
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 | 7 |
Total of all active and inactive participants | 2020-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 31 |
Number of participants with account balances | 2020-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 30 |
Number of participants with account balances | 2019-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 24 |
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 | 6 |
Total of all active and inactive participants | 2018-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 30 |
Number of participants with account balances | 2018-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 26 |
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 | 3 |
Total of all active and inactive participants | 2017-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 29 |
Number of participants with account balances | 2017-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 27 |
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 | 4 |
Total of all active and inactive participants | 2016-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 31 |
Number of participants with account balances | 2016-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 31 |
Number of participants with account balances | 2015-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 32 |
Number of participants with account balances | 2014-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 31 |
Number of participants with account balances | 2013-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 31 |
Number of participants with account balances | 2012-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 33 |
Number of participants with account balances | 2011-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-12-07 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-07 | 26 |
Number of retired or separated participants receiving benefits | 2009-12-07 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-12-07 | 4 |
Total of all active and inactive participants | 2009-12-07 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-07 | 0 |
Total participants | 2009-12-07 | 30 |
Number of participants with account balances | 2009-12-07 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-07 | 0 |
Total participants, beginning-of-year | 2009-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 30 |
Number of participants with account balances | 2009-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-372,125 |
Expenses. Total of all expenses incurred | 2022-12-31 | $64,921 |
Benefits paid (including direct rollovers) | 2022-12-31 | $61,812 |
Total plan assets at end of year | 2022-12-31 | $5,746,279 |
Total plan assets at beginning of year | 2022-12-31 | $6,183,325 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $257,524 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $151,758 |
Other income received | 2022-12-31 | $-979,122 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-437,046 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,746,279 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,183,325 |
Assets. Value of participant loans | 2022-12-31 | $89,161 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $197,715 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,109 |
2021 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $974,980 |
Expenses. Total of all expenses incurred | 2021-12-31 | $7,194 |
Benefits paid (including direct rollovers) | 2021-12-31 | $4,620 |
Total plan assets at end of year | 2021-12-31 | $6,183,325 |
Total plan assets at beginning of year | 2021-12-31 | $5,215,539 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $180,380 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $725,239 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $967,786 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,183,325 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,215,539 |
Assets. Value of participant loans | 2021-12-31 | $75,206 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $69,361 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,574 |
2020 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,025,390 |
Expenses. Total of all expenses incurred | 2020-12-31 | $477,563 |
Benefits paid (including direct rollovers) | 2020-12-31 | $475,256 |
Total plan assets at end of year | 2020-12-31 | $5,215,539 |
Total plan assets at beginning of year | 2020-12-31 | $4,667,712 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $168,072 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $50,274 |
Other income received | 2020-12-31 | $688,647 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $547,827 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,215,539 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,667,712 |
Assets. Value of participant loans | 2020-12-31 | $97,739 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $118,397 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,307 |
2019 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,113,304 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,703,041 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,700,252 |
Total plan assets at end of year | 2019-12-31 | $4,667,712 |
Total plan assets at beginning of year | 2019-12-31 | $5,257,449 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $167,594 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $882,366 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-589,737 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,667,712 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,257,449 |
Assets. Value of participant loans | 2019-12-31 | $128,646 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $63,344 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,789 |
2018 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-103,265 |
Expenses. Total of all expenses incurred | 2018-12-31 | $13,125 |
Benefits paid (including direct rollovers) | 2018-12-31 | $10,394 |
Total plan assets at end of year | 2018-12-31 | $5,257,449 |
Total plan assets at beginning of year | 2018-12-31 | $5,373,839 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $186,250 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-356,362 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-116,390 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,257,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,373,839 |
Assets. Value of participant loans | 2018-12-31 | $144,257 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $66,847 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,731 |
2017 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $895,950 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,272,870 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,270,883 |
Total plan assets at end of year | 2017-12-31 | $5,373,839 |
Total plan assets at beginning of year | 2017-12-31 | $5,750,759 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $158,261 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $669,721 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-376,920 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,373,839 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,750,759 |
Assets. Value of participant loans | 2017-12-31 | $133,842 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $67,968 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,987 |
2016 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $650,593 |
Expenses. Total of all expenses incurred | 2016-12-31 | $13,531 |
Benefits paid (including direct rollovers) | 2016-12-31 | $11,443 |
Total plan assets at end of year | 2016-12-31 | $5,750,759 |
Total plan assets at beginning of year | 2016-12-31 | $5,113,697 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $145,738 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $460,047 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $637,062 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,750,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,113,697 |
Assets. Value of participant loans | 2016-12-31 | $156,164 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $44,808 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,088 |
2015 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $256,384 |
Expenses. Total of all expenses incurred | 2015-12-31 | $609,104 |
Benefits paid (including direct rollovers) | 2015-12-31 | $606,015 |
Total plan assets at end of year | 2015-12-31 | $5,113,697 |
Total plan assets at beginning of year | 2015-12-31 | $5,466,417 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $151,787 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-91,774 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-352,720 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,113,697 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,466,417 |
Assets. Value of participant loans | 2015-12-31 | $120,639 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $196,371 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,089 |
2014 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $575,428 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,751 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,549 |
Total plan assets at end of year | 2014-12-31 | $5,466,417 |
Total plan assets at beginning of year | 2014-12-31 | $4,895,740 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $164,781 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $207,790 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $570,677 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,466,417 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,895,740 |
Assets. Value of participant loans | 2014-12-31 | $142,221 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $202,857 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,202 |
2013 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,076,623 |
Expenses. Total of all expenses incurred | 2013-12-31 | $30,257 |
Benefits paid (including direct rollovers) | 2013-12-31 | $28,447 |
Total plan assets at end of year | 2013-12-31 | $4,895,740 |
Total plan assets at beginning of year | 2013-12-31 | $3,849,374 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $152,399 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $742,840 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,046,366 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,895,740 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,849,374 |
Assets. Value of participant loans | 2013-12-31 | $119,634 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $181,384 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,810 |
2012 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $646,236 |
Expenses. Total of all expenses incurred | 2012-12-31 | $11,327 |
Benefits paid (including direct rollovers) | 2012-12-31 | $7,792 |
Total plan assets at end of year | 2012-12-31 | $3,849,374 |
Total plan assets at beginning of year | 2012-12-31 | $3,214,465 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $136,656 |
Other income received | 2012-12-31 | $334,548 |
Net income (gross income less expenses) | 2012-12-31 | $634,909 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,849,374 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,214,465 |
Assets. Value of participant loans | 2012-12-31 | $137,039 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $175,032 |
Value of corrective distributions | 2012-12-31 | $1,950 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,585 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $174,947 |
Expenses. Total of all expenses incurred | 2011-12-31 | $33,442 |
Benefits paid (including direct rollovers) | 2011-12-31 | $32,134 |
Total plan assets at end of year | 2011-12-31 | $3,214,465 |
Total plan assets at beginning of year | 2011-12-31 | $3,072,960 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $136,309 |
Other income received | 2011-12-31 | $-122,165 |
Net income (gross income less expenses) | 2011-12-31 | $141,505 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,214,465 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,072,960 |
Assets. Value of participant loans | 2011-12-31 | $107,566 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $160,803 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,308 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $707,188 |
Expenses. Total of all expenses incurred | 2010-12-31 | $19,178 |
Benefits paid (including direct rollovers) | 2010-12-31 | $18,000 |
Total plan assets at end of year | 2010-12-31 | $3,072,960 |
Total plan assets at beginning of year | 2010-12-31 | $2,384,950 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $123,663 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $6,254 |
Other income received | 2010-12-31 | $425,166 |
Net income (gross income less expenses) | 2010-12-31 | $688,010 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,072,960 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,384,950 |
Assets. Value of participant loans | 2010-12-31 | $98,036 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $152,105 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,178 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS 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 |
2022: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2009 form 5500 responses | ||
2009-12-07 | Type of plan entity | Single employer plan |
2009-12-07 | Submission has been amended | No |
2009-12-07 | This submission is the final filing | No |
2009-12-07 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-12-07 | Plan funding arrangement – Trust | Yes |
2009-12-07 | Plan benefit arrangement - Trust | Yes |
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |