Original filing (PDF)20250609150125NAL0011082947001

COMMUNITY BANK & TRUST, WACO, TEXAS

Name: COMMUNITY BANK & TRUST, WACO, TEXAS — COMMUNITY BANK & TRUST, WACO, TEXAS 401(K) PLAN, Form 5500 (2024)
Creator: COMMUNITY BANK & TRUST, WACO, TEXAS

Form 5500-SF

FILING_RECEIVED

COMMUNITY BANK & TRUST, WACO, TEXAS 401(K) PLAN

401(k) retirement plan

Active participants

110

Accounts w/ balance

116

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY BANK & TRUST, WACO, TEXAS.

Plan sponsor

Name

COMMUNITY BANK & TRUST, WACO, TEXAS

EIN

74-1165349

Address

P.O. BOX 2303 · WACO, TX · 76703

Phone

(254) 399-6159

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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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