Original filing (PDF)20230512153508NAL0018964259001

WORTHINGTON NATIONAL BANK

Name: WORTHINGTON NATIONAL BANK — WORTHINGTON NATIONAL BANK 401(K) PLAN, Form 5500 (2022)
Creator: WORTHINGTON NATIONAL BANK

Form 5500-SF

FILING_RECEIVED

WORTHINGTON NATIONAL BANK 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORTHINGTON NATIONAL BANK.

Plan sponsor

Name

WORTHINGTON NATIONAL BANK

EIN

04-3681417

Address

500 MAIN STREET · FORT WORTH, TX · 76102

Phone

(817) 303-5911

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

FIRST STATE BANK OF WARREN

FIRST STATE BANK OF WARREN PROFIT SHARING TRUST

LONE STAR STATE BANCSHARES, INC. & SUBSIDIARIES

LONE STAR STATE BANCSHARES, INC. & SUBSIDIARIES 401(K) PLAN

MUNCY BANK & TRUST COMPANY

THE MUNCY BANK & TRUST CO. GROUP HEALTH PLAN

COMMUNITY NATIONAL BANK

COMMUNITY NATIONAL BANK 401(K) PROFIT SHARING PLAN

COMMUNITY WEST BANCSHARES

COMMUNITY WEST BANCSHARES & SUBSIDIARIES EMPLOYEES' 401(K) PROFIT SHARING PLAN