Employers › Plains Bancorp
Recordkeeping fees per participant · Plains Bancorp, Inc. 401(k) Employee Stock Ownership Plan · plan year 2024
$56.16
Higher than 39% of the 14,075 plans $10 to 50M that report it.
= $17,745 / 316
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015112437NAL0002211683001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112437NAL0002211683001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$64.41
Higher than 30% of the 24,371 plans $10 to 50M that report it.
= $20,355 / 316
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015112437NAL0002211683001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112437NAL0002211683001, received 2025-10-15
Administrative expenses per participant
$64.41
Higher than 19% of the 25,098 plans $10 to 50M that report it.
= $20,355 / 316
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015112437NAL0002211683001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112437NAL0002211683001, received 2025-10-15
Administrative expenses as a share of assets
0.043%
Higher than 12% of the 25,132 plans $10 to 50M that report it.
= $20,355 / $47,003,365
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015112437NAL0002211683001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015112437NAL0002211683001, received 2025-10-15
Employer contributions per participant
$4,163
Higher than 86% of the 24,050 plans $10 to 50M that report it.
= $1,315,602 / 316
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015112437NAL0002211683001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112437NAL0002211683001, received 2025-10-15
Employer share of total contributions
51.3%
Higher than 94% of the 24,084 plans $10 to 50M that report it.
= $1,315,602 / $2,563,785
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015112437NAL0002211683001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015112437NAL0002211683001, received 2025-10-15
Plan terms are not published in public filings.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015112437NAL0002211683001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PLAINS BANCORP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Plan name | PLAINS BANCORP, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Sponsor EIN / plan number | 75-1835499 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Sponsor location | LUBBOCK, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Industry (business code) | 522110, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Participants, beginning of year | 315 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Active participants | 226 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Participants, end of year | 333 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Participants with an account balance | 316 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Total assets, beginning of year | $42,012,185 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Total assets, end of year | $47,003,365 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Net assets, end of year | $46,998,059 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Total income | $7,576,375 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Net income | $4,985,981 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Employer contributions | $1,315,602 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Participant contributions | $1,042,358 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $205,825 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Total contributions | $2,563,785 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Benefit payments | $2,570,039 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $2,590,394 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Total administrative expenses | $20,355 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Contract administrator fees | $2,610 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Recordkeeping fees | $17,745 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Administrative expenses excluding investment management | $20,355 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Held in mutual funds | $28,790,078 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015112437NAL0002211683001, received 2025-10-15 |
| Independent auditor | BOLINGER,SEGARS,GILBERT & MOSS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015112437NAL0002211683001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015112437NAL0002211683001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | SERVICE PROVIDER | 15 Recordkeeping and information management | $23,770 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015112437NAL0002211683001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $42,012,185 | $47,003,365 | 11.9% |
| Participants with a balance | 295 | 316 | 7.1% |
| Administrative expenses | $23,704 | $20,355 | -14.1% |
| Recordkeeping fees per participant | not reported | $56.16 | |
| Employer contributions | $1,259,284 | $1,315,602 | 4.5% |
Prior filing 20241004122239NAL0005685667001, received 2024-10-04; the plan years are contiguous.
Sponsor name as filed: PLAINS BANCORP, INC.; SEC registrant: Plains Bancorp, Inc. (CIK 1918004, matched by EIN).