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INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameINDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN
Plan identification number 001

INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INDEPENDENT BANKERS ASSOCIATION OF TEXAS has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01URSULA JIMENEZ
0012017-01-01URSULA JIMENEZ
0012016-01-01URSULA JIMENEZ
0012015-01-01URSULA JIMENEZ
0012014-01-01URSULA JIMENEZ
0012013-01-01URSULA JIMENEZ
0012012-01-01URSULA JIMENEZ STEPHEN SCURLOCK2013-06-10
0012011-01-01URSULA JIMENEZ STEPHEN SCURLOCK2012-05-03
0012009-12-07URSULA JIMENEZ STEPHEN SCURLOCK2010-07-12
0012009-01-01URSULA JIMENEZ STEPHEN SCURLOCK2010-07-23

Plan Statistics for INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0132
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0136
Number of participants with account balances2022-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0131
Total number of active participants reported on line 7a of the Form 55002021-01-0125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0132
Number of participants with account balances2021-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0130
Total number of active participants reported on line 7a of the Form 55002020-01-0124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0131
Number of participants with account balances2020-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0130
Total number of active participants reported on line 7a of the Form 55002019-01-0124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0130
Number of participants with account balances2019-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0130
Number of participants with account balances2018-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0131
Total number of active participants reported on line 7a of the Form 55002017-01-0126
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-0127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0131
Number of participants with account balances2016-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0132
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0131
Number of participants with account balances2015-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0132
Number of participants with account balances2014-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0131
Number of participants with account balances2013-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0133
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0131
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0133
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-0724
Total number of active participants reported on line 7a of the Form 55002009-12-0726
Number of retired or separated participants receiving benefits2009-12-070
Number of other retired or separated participants entitled to future benefits2009-12-074
Total of all active and inactive participants2009-12-0730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-070
Total participants2009-12-0730
Number of participants with account balances2009-12-0726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-070
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-372,125
Expenses. Total of all expenses incurred2022-12-31$64,921
Benefits paid (including direct rollovers)2022-12-31$61,812
Total plan assets at end of year2022-12-31$5,746,279
Total plan assets at beginning of year2022-12-31$6,183,325
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$257,524
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$151,758
Other income received2022-12-31$-979,122
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$89,161
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$197,715
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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 plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$974,980
Expenses. Total of all expenses incurred2021-12-31$7,194
Benefits paid (including direct rollovers)2021-12-31$4,620
Total plan assets at end of year2021-12-31$6,183,325
Total plan assets at beginning of year2021-12-31$5,215,539
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$180,380
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$725,239
Noncash contributions received2021-12-31$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 loans2021-12-31$75,206
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$69,361
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,025,390
Expenses. Total of all expenses incurred2020-12-31$477,563
Benefits paid (including direct rollovers)2020-12-31$475,256
Total plan assets at end of year2020-12-31$5,215,539
Total plan assets at beginning of year2020-12-31$4,667,712
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$168,072
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$50,274
Other income received2020-12-31$688,647
Noncash contributions received2020-12-31$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 loans2020-12-31$97,739
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$118,397
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,113,304
Expenses. Total of all expenses incurred2019-12-31$1,703,041
Benefits paid (including direct rollovers)2019-12-31$1,700,252
Total plan assets at end of year2019-12-31$4,667,712
Total plan assets at beginning of year2019-12-31$5,257,449
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$167,594
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$882,366
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-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 loans2019-12-31$128,646
Total contributions received or receivable from employer(s)2019-12-31$63,344
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-103,265
Expenses. Total of all expenses incurred2018-12-31$13,125
Benefits paid (including direct rollovers)2018-12-31$10,394
Total plan assets at end of year2018-12-31$5,257,449
Total plan assets at beginning of year2018-12-31$5,373,839
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$186,250
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-356,362
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$144,257
Total contributions received or receivable from employer(s)2018-12-31$66,847
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$895,950
Expenses. Total of all expenses incurred2017-12-31$1,272,870
Benefits paid (including direct rollovers)2017-12-31$1,270,883
Total plan assets at end of year2017-12-31$5,373,839
Total plan assets at beginning of year2017-12-31$5,750,759
Value of fidelity bond covering the plan2017-12-31$1,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$158,261
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$669,721
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-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 loans2017-12-31$133,842
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$67,968
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$650,593
Expenses. Total of all expenses incurred2016-12-31$13,531
Benefits paid (including direct rollovers)2016-12-31$11,443
Total plan assets at end of year2016-12-31$5,750,759
Total plan assets at beginning of year2016-12-31$5,113,697
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$145,738
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$460,047
Noncash contributions received2016-12-31$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 loans2016-12-31$156,164
Total contributions received or receivable from employer(s)2016-12-31$44,808
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$256,384
Expenses. Total of all expenses incurred2015-12-31$609,104
Benefits paid (including direct rollovers)2015-12-31$606,015
Total plan assets at end of year2015-12-31$5,113,697
Total plan assets at beginning of year2015-12-31$5,466,417
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$151,787
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-91,774
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$120,639
Total contributions received or receivable from employer(s)2015-12-31$196,371
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$575,428
Expenses. Total of all expenses incurred2014-12-31$4,751
Benefits paid (including direct rollovers)2014-12-31$2,549
Total plan assets at end of year2014-12-31$5,466,417
Total plan assets at beginning of year2014-12-31$4,895,740
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$164,781
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$207,790
Noncash contributions received2014-12-31$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 loans2014-12-31$142,221
Total contributions received or receivable from employer(s)2014-12-31$202,857
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,076,623
Expenses. Total of all expenses incurred2013-12-31$30,257
Benefits paid (including direct rollovers)2013-12-31$28,447
Total plan assets at end of year2013-12-31$4,895,740
Total plan assets at beginning of year2013-12-31$3,849,374
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$152,399
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$742,840
Noncash contributions received2013-12-31$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 loans2013-12-31$119,634
Total contributions received or receivable from employer(s)2013-12-31$181,384
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$646,236
Expenses. Total of all expenses incurred2012-12-31$11,327
Benefits paid (including direct rollovers)2012-12-31$7,792
Total plan assets at end of year2012-12-31$3,849,374
Total plan assets at beginning of year2012-12-31$3,214,465
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$136,656
Other income received2012-12-31$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 loans2012-12-31$137,039
Total contributions received or receivable from employer(s)2012-12-31$175,032
Value of corrective distributions2012-12-31$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 securities2012-12-31$0
2011 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$174,947
Expenses. Total of all expenses incurred2011-12-31$33,442
Benefits paid (including direct rollovers)2011-12-31$32,134
Total plan assets at end of year2011-12-31$3,214,465
Total plan assets at beginning of year2011-12-31$3,072,960
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$136,309
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$707,188
Expenses. Total of all expenses incurred2010-12-31$19,178
Benefits paid (including direct rollovers)2010-12-31$18,000
Total plan assets at end of year2010-12-31$3,072,960
Total plan assets at beginning of year2010-12-31$2,384,950
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$123,663
Contributions received from other sources (not participants or employers)2010-12-31$6,254
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN

2022: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INDEPENDENT BANKERS ASSOCIATION OF TEXAS EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-12-07Type of plan entitySingle employer plan
2009-12-07Submission has been amendedNo
2009-12-07This submission is the final filingNo
2009-12-07This return/report is a short plan year return/report (less than 12 months)No
2009-12-07Plan funding arrangement – TrustYes
2009-12-07Plan benefit arrangement - TrustYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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