Post Oak Bank, N.a. 401(k) Plan (terminated 2018): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2018, when $8.54 million was transferred out of the plan. Assets moved to the ALLEGIANCE BANK 401(K) & PROFIT SHARING PLAN (sponsored by ALLEGIANCE BANK). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the ALLEGIANCE BANK 401(K) & PROFIT SHARING PLAN →Post Oak Bank, N.a. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2018 filing.
Post Oak Bank, N.a. 401(k) Plan Facts (plan year 2018)
Source: Form 5500 for plan year 2018 (Jan 1, 2018 – Nov 14, 2018), filed Aug 28, 2019. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2018
- $1.11 million went into the plan in contributions, $384,763 of it from the employer (35%).
- $3.31 million was paid out to participants.
How the Post Oak Bank, N.a. 401(k) changed, 2015–2018
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2015 | 119 | $5.99 million | $371,227 | $172,209 |
| 2016 | 129 | $8.19 million | $447,168 | $417,805 |
| 2017 | 165 | $10.8 million | $460,007 | $251,273 |
| 2018 (final) | 190 | $0 | $384,763 | $3.31 million |
Post Oak Bank, N.a. 401(k) Contact Information
Questions about the Post Oak Bank, N.a. 401(k)
Is the Post Oak Bank, N.a 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2018. Its assets were transferred to the ALLEGIANCE BANK 401(K) & PROFIT SHARING PLAN.
Does Post Oak Bank, N.a contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2018 the employer contributed $384,763, 35% of all contributions.
Does the Post Oak Bank, N.a 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Post Oak Bank, N.a 401(k) plan?
190 participants at the start of plan year 2018.
Who manages the Post Oak Bank, N.a 401(k) accounts?
Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.