Lone Star National Bancshares-Texas 401(k) match, vesting and fees
What Lone Star National Bancshares-Texas' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Smith Fanhauser Voigt & Watson PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 108 defined-contribution plans in management of companies and enterprises with 500 to 999 participants.
| Lone Star National Bancshares-Texas: employer contribution per participant | $1,030 | |
| Peer median | $2,042 |
| Lone Star National Bancshares-Texas: average balance | $51,491 | |
| Peer median | $78,282 |
| Lone Star National Bancshares-Texas: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $29.7M at the end of plan year 2021 to $36.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 892 | $36.5M | $730K | $1,030 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 1,019 | $33.6M | $679K | $862 | 0.40% | Not published | Form 5500 ↗ |
| 2022 | 847 | $28.3M | $560K | $767 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 869 | $29.7M | $537K | $757 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Lone Star National Bancshares-Texas match 401(k) contributions?
The match terms for the Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $730K in employer contributions, about $1,030 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lone Star National Bancshares-Texas 401(k) match vested?
The vesting schedule for the Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lone Star National Bancshares-Texas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Lone Star National Bancshares-Texas, Inc.
I left Lone Star National Bancshares-Texas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lone Star National Bancshares-Texas, Inc, (856) 984-2866) or the recordkeeper, John Hancock Life Insurance Company. The Lone Star National Bancshares-Texas old 401(k) page lists the contacts from every plan filing. Find an old Lone Star National Bancshares-Texas 401(k)
Data from the public Form 5500 annual reports Lone Star National Bancshares-Texas filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lone Star National Bancshares-Texas. Not financial advice. Report a correction · Methodology