First American National Bank Employee Stock Ownership Plan and Trust

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

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Sponsored by First American National Bank · Mississippi · Finance & Insurance

What the 2023 filing shows

First American National Bank Employee Stock Ownership Plan and Trust holds N/A for 94 participants.

N/A
total plan assets (2023 EOY): 94
covered participants

Total Assets (2023)

N/A

Participants

State

Mississippi

Industry

Finance & Insurance

What the Filing Says About First American National Bank Employee Stock Ownership Plan and Trust

First American National Bank Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by First American National Bank, headquartered in Mississippi. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 94 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 640429115, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	Other
Employer EIN	640429115
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (First American National Bank)

Year	Plans	Participants	Total Assets
2022	2	194	$6M
2023	1	94	N/A

Nearby Other Plans in Mississippi

Peer Other plans — same state, same plan type — ranked by total assets.

Modine Manufacturing Company Frozen Pension Plan $161M · 876
Lt Corporation & Affiliates Employee Stock Ownership Plan $159M · 399
Telapex, Inc. Employee Stock Ownership Plan $159M · 1,610
Mdr Construction, Inc. Employee Stock Ownership Plan $94M · 349
Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan $81M · 887

Compare First American National Bank Employee St… side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the First American National Bank Employee Stock Ownership Plan and Trust? ▼

As of the 2023 Form 5500 filing, First American National Bank Employee Stock Ownership Plan and Trust holds N/A in total assets with 94 participants. It is sponsored by First American National Bank.

What type of plan is First American National Bank Employee Stock Ownership Plan and Trust? ▼

First American National Bank Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 640429115.

Who sponsors the First American National Bank Employee Stock Ownership Plan and Trust? ▼

First American National Bank Employee Stock Ownership Plan and Trust is sponsored by First American National Bank, located in Mississippi. The sponsor's EIN is 640429115 and the plan operates in the Finance & Insurance industry.

How did First American National Bank Employee Stock Ownership Plan and Trust perform in 2023? ▼

First American National Bank Employee Stock Ownership Plan and Trust held N/A in total assets at the end of 2023.

Where can I find official filings for First American National Bank Employee Stock Ownership Plan and Trust? ▼

Official Form 5500 filings for First American National Bank Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640429115 or plan name at efast.dol.gov.

How does First American National Bank Employee Stock Ownership Plan and Trust compare to other plans? ▼

You can compare First American National Bank Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.