Original filing (PDF)20240917161357NAL0003077937001

FORT DAVIS STATE BANK

Name: FORT DAVIS STATE BANK — FORT DAVIS STATE BANK 401(K) PLAN, Form 5500 (2023)
Creator: FORT DAVIS STATE BANK

Form 5500-SF

FILING_RECEIVED

FORT DAVIS STATE 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 FORT DAVIS STATE BANK.

Plan sponsor

Name

FORT DAVIS STATE BANK

EIN

74-0629810

Address

100 SOUTH STATE STREET · POST OFFICE BOX 1808 · FORT DAVIS, TX · 797341808

Phone

(432) 426-3211

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-28

Filed

2024-09-17

Pension benefit codes

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)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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