Amtex Bancshares, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Amtex Bancshares, INC.
  • Sponsor EIN: 760135545
  • Sponsor Address: 6608 INTERSTATE 10 W, ORANGE, TX, 776328350
  • Plan Type: 401(k)
  • Total Participants: 139
  • Total Assets: $11.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024139$11.7M$199,677$442,598
2023102$10.6M$136,751$320,959
202294$8.4M$132,887$340,968

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