Original filing (PDF)20240624134451NAL0003980131001

CAPTEX BANCSHARES, INC.

Name: CAPTEX BANCSHARES, INC. — CAPTEX BANCSHARES, INC. 401(K) PLAN, Form 5500 (2023)
Creator: CAPTEX BANCSHARES, INC.

Form 5500-SF

FILING_RECEIVED

CAPTEX BANCSHARES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 CAPTEX BANCSHARES, INC..

Plan sponsor

Name

CAPTEX BANCSHARES, INC.

EIN

81-2803724

Address

1301 W 7TH STREET · SUITE 201 · FORT WORTH, TX · 76102

Phone

(903) 989-2235

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

2024-06-24

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

ANZ AMERIKA SAMOA BANK

ANZ AMERIKA SAMOA BANK EMPLOYEES 401(K) PLAN

BANCO DAVIVIENDA S.A.

BANCO DAVIVIENDA S.A. 401(K) INVESTMENT SAVINGS PLAN

MARS BANK

MARS BANK EMPLOYEE BENEFIT PLAN

BANK OF BLUFFS

BANK OF BLUFFS PROFIT SHARING PLAN

ENDEAVOR WEALTH MANAGEMENT, LLC

ENDEAVOR WEALTH MANAGEMENT, LLC 401(K) PLAN