Waggoner National Bank 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Waggoner National Bank
  • Sponsor EIN: 750634430
  • Sponsor Address: PO BOX 2271, VERNON, TX, 76384
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $1.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202433$1.3M$0$55,407
202348$1.2M$0$45,595
202251$1.0M$0$52,643

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