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THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST 401k Plan overview

Plan NameTHE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST
Plan identification number 001

THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FARMERS STATE BANK OF NEW MADISON has sponsored the creation of one or more 401k plans.

Company Name:THE FARMERS STATE BANK OF NEW MADISON
Employer identification number (EIN):344230590
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-07
0012021-05-07
0012020-05-07
0012019-05-07
0012018-05-07JACK A. COBLENTZ2020-03-16 JACK A. COBLENTZ2020-03-16
0012017-05-07JACK A. COBLENTZ2018-12-03 JACK A. COBLENTZ2018-12-03
0012017-05-07JACK A. COBLENTZ2019-01-04 JACK A. COBLENTZ2019-01-04
0012016-05-07JACK A. COBLENTZ2017-09-28 JACK A. COBLENTZ2017-09-28
0012016-05-07JACK A COBLENTZ2017-06-29 JACK A COBLENTZ2017-06-29
0012015-05-07JACK A. COBLENTZ2016-07-18 JACK A. COBLENTZ2016-07-18
0012015-05-07JACK A COBLENTZ2016-06-15 JACK A COBLENTZ2016-06-15
0012014-05-07JACK A. COBLENTZ2015-09-15 JACK A. COBLENTZ2015-09-15
0012014-05-07JACK A COBLENTZ2015-07-29 JACK A COBLENTZ2015-07-29
0012013-05-07JACK A. COBLENTZ2014-09-22 JACK A. COBLENTZ2014-09-22
0012012-05-07JACK A. COBLENTZ2013-11-18 JACK A. COBLENTZ2013-11-18
0012011-05-07JACK COBLENTZ2012-09-11 JACK COBLENTZ2012-09-11
0012010-05-07JACK COBLENTZ2011-10-13 JACK COBLENTZ2011-10-13

Plan Statistics for THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST

401k plan membership statisitcs for THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST

Measure Date Value
2023: THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST 2023 401k membership
Market value of plan assets2023-05-065,956,451
Acturial value of plan assets2023-05-065,956,451
Funding target for retired participants and beneficiaries receiving payment2023-05-060
Number of terminated vested participants2023-05-062
Fundng target for terminated vested participants2023-05-0617,543
Active participant vested funding target2023-05-062,786,311
Number of active participants2023-05-0648
Total funding liabilities for active participants2023-05-062,847,116
Total participant count2023-05-0650
Total funding target for all participants2023-05-062,864,659
Balance at beginning of prior year after applicable adjustments2023-05-060
Prefunding balance at beginning of prior year after applicable adjustments2023-05-0619,836
Carryover balanced portion elected for use to offset prior years funding requirement2023-05-060
Prefunding balanced used to offset prior years funding requirement2023-05-060
Amount remaining of carryover balance2023-05-060
Amount remaining of prefunding balance2023-05-0619,836
Present value of excess contributions2023-05-06734,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-05-06776,637
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-05-060
Reductions in caryover balances due to elections or deemed elections2023-05-060
Reductions in prefunding balances due to elections or deemed elections2023-05-060
Balance of carryovers at beginning of current year2023-05-060
Balance of prefunding at beginning of current year2023-05-0618,515
Total employer contributions2023-05-060
Total employee contributions2023-05-060
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-05-060
Unpaid minimum required contributions for all prior years2023-05-060
Remaining amount of unpaid minimum required contributions2023-05-060
Minimum required contributions for current year target normal cost2023-05-06257,326
Net shortfall amortization installment of oustanding balance2023-05-060
Waiver amortization installment2023-05-060
Total funding amount beforereflecting carryover/prefunding balances2023-05-060
Carryover balance elected to use to offset funding requirement2023-05-060
Prefunding balance elected to use to offset funding requirement2023-05-060
Additional cash requirement2023-05-060
Contributions allocatedtoward minimum required contributions for current year2023-05-060
Unpaid minimum required contributions for current year2023-05-060
Unpaid minimum required contributions for all years2023-05-060
2022: THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST 2022 401k membership
Market value of plan assets2022-05-066,481,588
Acturial value of plan assets2022-05-066,481,588
Funding target for retired participants and beneficiaries receiving payment2022-05-060
Number of terminated vested participants2022-05-062
Fundng target for terminated vested participants2022-05-0615,605
Active participant vested funding target2022-05-062,814,744
Number of active participants2022-05-0653
Total funding liabilities for active participants2022-05-062,913,142
Total participant count2022-05-0655
Total funding target for all participants2022-05-062,928,747
Balance at beginning of prior year after applicable adjustments2022-05-060
Prefunding balance at beginning of prior year after applicable adjustments2022-05-0617,140
Carryover balanced portion elected for use to offset prior years funding requirement2022-05-060
Prefunding balanced used to offset prior years funding requirement2022-05-060
Amount remaining of carryover balance2022-05-060
Amount remaining of prefunding balance2022-05-0617,140
Present value of excess contributions2022-05-06978,251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-05-061,032,250
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-05-060
Reductions in caryover balances due to elections or deemed elections2022-05-060
Reductions in prefunding balances due to elections or deemed elections2022-05-060
Balance of carryovers at beginning of current year2022-05-060
Balance of prefunding at beginning of current year2022-05-0619,836
Total employer contributions2022-05-06750,000
Total employee contributions2022-05-060
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-05-06734,895
Unpaid minimum required contributions for all prior years2022-05-060
Remaining amount of unpaid minimum required contributions2022-05-060
Minimum required contributions for current year target normal cost2022-05-06265,470
Net shortfall amortization installment of oustanding balance2022-05-060
Waiver amortization installment2022-05-060
Total funding amount beforereflecting carryover/prefunding balances2022-05-060
Carryover balance elected to use to offset funding requirement2022-05-060
Prefunding balance elected to use to offset funding requirement2022-05-060
Additional cash requirement2022-05-060
Contributions allocatedtoward minimum required contributions for current year2022-05-06734,895
Unpaid minimum required contributions for current year2022-05-060
Unpaid minimum required contributions for all years2022-05-060
2021: THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST 2021 401k membership
Market value of plan assets2021-05-064,733,248
Acturial value of plan assets2021-05-064,733,248
Funding target for retired participants and beneficiaries receiving payment2021-05-060
Number of terminated vested participants2021-05-062
Fundng target for terminated vested participants2021-05-0612,967
Active participant vested funding target2021-05-062,522,919
Number of active participants2021-05-0647
Total funding liabilities for active participants2021-05-062,628,894
Total participant count2021-05-0649
Total funding target for all participants2021-05-062,641,861
Balance at beginning of prior year after applicable adjustments2021-05-060
Prefunding balance at beginning of prior year after applicable adjustments2021-05-0617,476
Carryover balanced portion elected for use to offset prior years funding requirement2021-05-060
Prefunding balanced used to offset prior years funding requirement2021-05-060
Amount remaining of carryover balance2021-05-060
Amount remaining of prefunding balance2021-05-0617,476
Present value of excess contributions2021-05-06950,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-05-061,004,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-05-060
Reductions in caryover balances due to elections or deemed elections2021-05-060
Reductions in prefunding balances due to elections or deemed elections2021-05-060
Balance of carryovers at beginning of current year2021-05-060
Balance of prefunding at beginning of current year2021-05-0617,140
Total employer contributions2021-05-06988,049
Total employee contributions2021-05-060
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-05-06978,251
Unpaid minimum required contributions for all prior years2021-05-060
Remaining amount of unpaid minimum required contributions2021-05-060
Minimum required contributions for current year target normal cost2021-05-06240,045
Net shortfall amortization installment of oustanding balance2021-05-060
Waiver amortization installment2021-05-060
Total funding amount beforereflecting carryover/prefunding balances2021-05-060
Carryover balance elected to use to offset funding requirement2021-05-060
Prefunding balance elected to use to offset funding requirement2021-05-060
Additional cash requirement2021-05-060
Contributions allocatedtoward minimum required contributions for current year2021-05-06978,251
Unpaid minimum required contributions for current year2021-05-060
Unpaid minimum required contributions for all years2021-05-060
2020: THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST 2020 401k membership
Market value of plan assets2020-05-064,051,777
Acturial value of plan assets2020-05-064,051,777
Funding target for retired participants and beneficiaries receiving payment2020-05-060
Number of terminated vested participants2020-05-061
Fundng target for terminated vested participants2020-05-0610,128
Active participant vested funding target2020-05-062,198,741
Number of active participants2020-05-0647
Total funding liabilities for active participants2020-05-062,336,302
Total participant count2020-05-0648
Total funding target for all participants2020-05-062,346,430
Balance at beginning of prior year after applicable adjustments2020-05-060
Prefunding balance at beginning of prior year after applicable adjustments2020-05-0616,325
Carryover balanced portion elected for use to offset prior years funding requirement2020-05-060
Prefunding balanced used to offset prior years funding requirement2020-05-060
Amount remaining of carryover balance2020-05-060
Amount remaining of prefunding balance2020-05-0616,325
Present value of excess contributions2020-05-06387,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-05-06410,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-05-060
Reductions in caryover balances due to elections or deemed elections2020-05-060
Reductions in prefunding balances due to elections or deemed elections2020-05-060
Balance of carryovers at beginning of current year2020-05-060
Balance of prefunding at beginning of current year2020-05-0617,476
Total employer contributions2020-05-06985,000
Total employee contributions2020-05-060
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-05-06950,245
Unpaid minimum required contributions for all prior years2020-05-060
Remaining amount of unpaid minimum required contributions2020-05-060
Minimum required contributions for current year target normal cost2020-05-06218,978
Net shortfall amortization installment of oustanding balance2020-05-060
Waiver amortization installment2020-05-060
Total funding amount beforereflecting carryover/prefunding balances2020-05-060
Carryover balance elected to use to offset funding requirement2020-05-060
Prefunding balance elected to use to offset funding requirement2020-05-060
Additional cash requirement2020-05-060
Contributions allocatedtoward minimum required contributions for current year2020-05-06950,245
Unpaid minimum required contributions for current year2020-05-060
Unpaid minimum required contributions for all years2020-05-060
2019: THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST 2019 401k membership
Market value of plan assets2019-05-063,430,248
Acturial value of plan assets2019-05-063,430,248
Funding target for retired participants and beneficiaries receiving payment2019-05-060
Number of terminated vested participants2019-05-061
Fundng target for terminated vested participants2019-05-068,903
Active participant vested funding target2019-05-061,843,024
Number of active participants2019-05-0644
Total funding liabilities for active participants2019-05-061,924,605
Total participant count2019-05-0645
Total funding target for all participants2019-05-061,933,508
Balance at beginning of prior year after applicable adjustments2019-05-060
Prefunding balance at beginning of prior year after applicable adjustments2019-05-0614,846
Carryover balanced portion elected for use to offset prior years funding requirement2019-05-060
Prefunding balanced used to offset prior years funding requirement2019-05-060
Amount remaining of carryover balance2019-05-060
Amount remaining of prefunding balance2019-05-0614,846
Present value of excess contributions2019-05-06287,059
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-05-06304,426
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-05-060
Reductions in caryover balances due to elections or deemed elections2019-05-060
Reductions in prefunding balances due to elections or deemed elections2019-05-060
Balance of carryovers at beginning of current year2019-05-060
Balance of prefunding at beginning of current year2019-05-0616,325
Total employer contributions2019-05-06400,000
Total employee contributions2019-05-060
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-05-06387,550
Unpaid minimum required contributions for all prior years2019-05-060
Remaining amount of unpaid minimum required contributions2019-05-060
Minimum required contributions for current year target normal cost2019-05-06163,977
Net shortfall amortization installment of oustanding balance2019-05-060
Waiver amortization installment2019-05-060
Total funding amount beforereflecting carryover/prefunding balances2019-05-060
Carryover balance elected to use to offset funding requirement2019-05-060
Prefunding balance elected to use to offset funding requirement2019-05-060
Additional cash requirement2019-05-060
Contributions allocatedtoward minimum required contributions for current year2019-05-06387,550
Unpaid minimum required contributions for current year2019-05-060
Unpaid minimum required contributions for all years2019-05-060
2018: THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST 2018 401k membership
Market value of plan assets2018-05-062,980,868
Acturial value of plan assets2018-05-062,980,868
Funding target for retired participants and beneficiaries receiving payment2018-05-060
Number of terminated vested participants2018-05-061
Fundng target for terminated vested participants2018-05-068,278
Active participant vested funding target2018-05-061,580,481
Number of active participants2018-05-0646
Total funding liabilities for active participants2018-05-061,636,802
Total participant count2018-05-0647
Total funding target for all participants2018-05-061,645,080
Balance at beginning of prior year after applicable adjustments2018-05-060
Prefunding balance at beginning of prior year after applicable adjustments2018-05-0613,828
Carryover balanced portion elected for use to offset prior years funding requirement2018-05-060
Prefunding balanced used to offset prior years funding requirement2018-05-060
Amount remaining of carryover balance2018-05-060
Amount remaining of prefunding balance2018-05-0613,828
Present value of excess contributions2018-05-062,145
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-05-062,278
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-05-060
Reductions in caryover balances due to elections or deemed elections2018-05-060
Reductions in prefunding balances due to elections or deemed elections2018-05-060
Balance of carryovers at beginning of current year2018-05-060
Balance of prefunding at beginning of current year2018-05-0614,846
Total employer contributions2018-05-06300,000
Total employee contributions2018-05-060
Contributions allocated toward unpaid minimum require contributions from prior years2018-05-060
Contributions made to avoid restrictions adjusted to valuation date2018-05-060
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-05-06287,059
Unpaid minimum required contributions for all prior years2018-05-060
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-05-060
Remaining amount of unpaid minimum required contributions2018-05-060
Minimum required contributions for current year target normal cost2018-05-06168,843
Net shortfall amortization installment of oustanding balance2018-05-060
Waiver amortization installment2018-05-060
Total funding amount beforereflecting carryover/prefunding balances2018-05-060
Carryover balance elected to use to offset funding requirement2018-05-060
Prefunding balance elected to use to offset funding requirement2018-05-060
Additional cash requirement2018-05-060
Contributions allocatedtoward minimum required contributions for current year2018-05-06287,059
Unpaid minimum required contributions for current year2018-05-060
Unpaid minimum required contributions for all years2018-05-060
2017: THE FARMERS STATE BANK OF NEW MADISON EMPLOYEES' PENSION TRUST 2017 401k membership
Market value of plan assets2017-05-063,137,086
Acturial value of plan assets2017-05-063,137,086
Funding target for retired participants and beneficiaries receiving payment2017-05-060
Number of terminated vested participants2017-05-061
Fundng target for terminated vested participants2017-05-065,253
Active participant vested funding target2017-05-061,563,026
Number of active participants2017-05-0633
Total funding liabilities for active participants2017-05-061,601,770
Total participant count2017-05-0634
Total funding target for all participants2017-05-061,607,023
Balance at beginning of prior year after applicable adjustments2017-05-060
Prefunding balance at beginning of prior year after applicable adjustments2017-05-0613,755
Carryover balanced portion elected for use to offset prior years funding requirement2017-05-060
Prefunding balanced used to offset prior years funding requirement2017-05-060
Amount remaining of carryover balance2017-05-060
Amount remaining of prefunding balance2017-05-0613,755
Present value of excess contributions2017-05-06237,361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-05-06252,528
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-05-060
Reductions in caryover balances due to elections or deemed elections2017-05-060
Reductions in prefunding balances due to elections or deemed elections2017-05-060
Balance of carryovers at beginning of current year2017-05-060
Balance of prefunding at beginning of current year2017-05-0613,828
Total employer contributions2017-05-062,176
Total employee contributions2017-05-060
Contributions allocated toward unpaid minimum require contributions from prior years2017-05-060
Contributions made to avoid restrictions adjusted to valuation date2017-05-060
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-05-062,145
Unpaid minimum required contributions for all prior years2017-05-060
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-05-060
Remaining amount of unpaid minimum required contributions2017-05-060
Minimum required contributions for current year target normal cost2017-05-06126,666
Net shortfall amortization installment of oustanding balance2017-05-060
Waiver amortization installment2017-05-060
Waived amount of outstanding balance2017-05-060
Total funding amount beforereflecting carryover/prefunding balances2017-05-060
Carryover balance elected to use to offset funding requirement2017-05-060
Prefunding balance elected to use to offset funding requirement2017-05-060
Additional cash requirement2017-05-060
Contributions allocatedtoward minimum required contributions for current year2017-05-062,145
Unpaid minimum required contributions for current year2017-05-060
Unpaid minimum required contributions for all years2017-05-060

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