Original filing (PDF)20250609094931NAL0013911345001

CLEAR FORK BANK

Name: CLEAR FORK BANK — CLEAR FORK BANK DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: CLEAR FORK BANK

Form 5500-SF

FILING_RECEIVED

CLEAR FORK BANK DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 CLEAR FORK BANK.

Plan sponsor

Name

CLEAR FORK BANK

EIN

75-0105467

Address

PO BOX 2019 · ALBANY, TX · 76430

Phone

(325) 762-2221

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Name

PLAN COMMITTEE

EIN

75-1633864

City

ALBANY, TX

Phone

(325) 762-2221

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-09

Pension benefit codes

1A · Pay-related DB formula

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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