Original filing (PDF)20240730094919NAL0044929362004

MASON BANK

Name: MASON BANK — MASON BANK MASON TX EMPLOYEE PROFIT SHARING P-TR, Form 5500 (2023)
Creator: MASON BANK

Form 5500-SF

FILING_RECEIVED

MASON BANK MASON TX EMPLOYEE PROFIT SHARING P-TR

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASON BANK.

Plan sponsor

Name

MASON BANK

EIN

74-0768535

Address

P. O. BOX 1789 · MASON, TX · 76856

Phone

(325) 347-5911

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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