?>
Logo

FIRST STATE BANK OF VAN ORIN PENSION TRUST 401k Plan overview

Plan NameFIRST STATE BANK OF VAN ORIN PENSION TRUST
Plan identification number 001

FIRST STATE BANK OF VAN ORIN 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).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRST STATE BANK OF VAN ORIN has sponsored the creation of one or more 401k plans.

Company Name:FIRST STATE BANK OF VAN ORIN
Employer identification number (EIN):361079280
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST STATE BANK OF VAN ORIN PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-18GREGORY ANDERSON2023-11-14 GREGORY ANDERSON2023-11-14
0012021-01-18GREGORY ANDERSON2022-11-09 GREGORY ANDERSON2022-11-09
0012020-01-18GREGORY ANDERSON2021-10-13 GREGORY ANDERSON2021-10-13
0012019-01-18GREGORY ANDERSON2020-09-16 GREGORY ANDERSON2020-09-16
0012018-01-18GREGORY ANDERSON2019-11-01 GREGORY ANDERSON2019-11-01
0012017-01-18GREGORY ANDERSON2018-07-31 GREGORY ANDERSON2018-07-31
0012016-01-18GREGORY ANDERSON2017-09-08 GREGORY ANDERSON2017-09-08
0012015-01-18GREGORY ANDERSON2016-09-09 GREGORY ANDERSON2016-09-09
0012014-01-18GREGORY R ANDERSON2015-11-13 GREGORY R ANDERSON2015-11-13
0012013-01-18GREGORY ANDERSON2014-11-07 GREGORY ANDERSON2014-11-07
0012012-01-18GREGORY ANDERSON2013-06-03 GREGORY ANDERSON2013-06-03
0012011-01-18GREGORY ANDERSON2012-11-02 GREGORY ANDERSON2012-11-02
0012010-01-18DENNIS K. BECKER2011-05-04 DENNIS K. BECKER2011-05-04

Plan Statistics for FIRST STATE BANK OF VAN ORIN PENSION TRUST

401k plan membership statisitcs for FIRST STATE BANK OF VAN ORIN PENSION TRUST

Measure Date Value
2023: FIRST STATE BANK OF VAN ORIN PENSION TRUST 2023 401k membership
Market value of plan assets2023-01-171,338,546
Acturial value of plan assets2023-01-171,338,546
Funding target for retired participants and beneficiaries receiving payment2023-01-1721,698
Number of terminated vested participants2023-01-170
Fundng target for terminated vested participants2023-01-170
Active participant vested funding target2023-01-171,177,428
Number of active participants2023-01-175
Total funding liabilities for active participants2023-01-171,177,915
Total participant count2023-01-176
Total funding target for all participants2023-01-171,199,613
Balance at beginning of prior year after applicable adjustments2023-01-170
Prefunding balance at beginning of prior year after applicable adjustments2023-01-174,295
Carryover balanced portion elected for use to offset prior years funding requirement2023-01-170
Prefunding balanced used to offset prior years funding requirement2023-01-170
Amount remaining of carryover balance2023-01-170
Amount remaining of prefunding balance2023-01-174,295
Present value of excess contributions2023-01-1775,815
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-01-1780,000
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-01-170
Reductions in caryover balances due to elections or deemed elections2023-01-170
Reductions in prefunding balances due to elections or deemed elections2023-01-170
Balance of carryovers at beginning of current year2023-01-170
Balance of prefunding at beginning of current year2023-01-174,743
Total employer contributions2023-01-1785,000
Total employee contributions2023-01-170
Contributions allocated toward unpaid minimum require contributions from prior years2023-01-170
Contributions made to avoid restrictions adjusted to valuation date2023-01-170
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-01-1780,691
Unpaid minimum required contributions for all prior years2023-01-170
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-01-170
Remaining amount of unpaid minimum required contributions2023-01-170
Minimum required contributions for current year target normal cost2023-01-1717,558
Net shortfall amortization installment of oustanding balance2023-01-170
Waiver amortization installment2023-01-170
Total funding amount beforereflecting carryover/prefunding balances2023-01-170
Carryover balance elected to use to offset funding requirement2023-01-170
Prefunding balance elected to use to offset funding requirement2023-01-170
Additional cash requirement2023-01-170
Contributions allocatedtoward minimum required contributions for current year2023-01-1780,691
Unpaid minimum required contributions for current year2023-01-170
Unpaid minimum required contributions for all years2023-01-170
2022: FIRST STATE BANK OF VAN ORIN PENSION TRUST 2022 401k membership
Market value of plan assets2022-01-171,141,430
Acturial value of plan assets2022-01-171,141,430
Funding target for retired participants and beneficiaries receiving payment2022-01-1721,894
Number of terminated vested participants2022-01-170
Fundng target for terminated vested participants2022-01-170
Active participant vested funding target2022-01-171,050,805
Number of active participants2022-01-174
Total funding liabilities for active participants2022-01-171,055,866
Total participant count2022-01-175
Total funding target for all participants2022-01-171,077,760
Balance at beginning of prior year after applicable adjustments2022-01-170
Prefunding balance at beginning of prior year after applicable adjustments2022-01-174,237
Carryover balanced portion elected for use to offset prior years funding requirement2022-01-170
Prefunding balanced used to offset prior years funding requirement2022-01-170
Amount remaining of carryover balance2022-01-170
Amount remaining of prefunding balance2022-01-174,237
Present value of excess contributions2022-01-1794,827
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-01-1799,872
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-01-170
Reductions in caryover balances due to elections or deemed elections2022-01-170
Reductions in prefunding balances due to elections or deemed elections2022-01-170
Balance of carryovers at beginning of current year2022-01-170
Balance of prefunding at beginning of current year2022-01-174,295
Total employer contributions2022-01-1780,000
Total employee contributions2022-01-170
Contributions allocated toward unpaid minimum require contributions from prior years2022-01-170
Contributions made to avoid restrictions adjusted to valuation date2022-01-170
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-01-1775,815
Unpaid minimum required contributions for all prior years2022-01-170
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-01-170
Remaining amount of unpaid minimum required contributions2022-01-170
Minimum required contributions for current year target normal cost2022-01-1718,269
Net shortfall amortization installment of oustanding balance2022-01-170
Waiver amortization installment2022-01-170
Total funding amount beforereflecting carryover/prefunding balances2022-01-170
Carryover balance elected to use to offset funding requirement2022-01-170
Prefunding balance elected to use to offset funding requirement2022-01-170
Additional cash requirement2022-01-170
Contributions allocatedtoward minimum required contributions for current year2022-01-1775,815
Unpaid minimum required contributions for current year2022-01-170
Unpaid minimum required contributions for all years2022-01-170
2021: FIRST STATE BANK OF VAN ORIN PENSION TRUST 2021 401k membership
Market value of plan assets2021-01-171,029,154
Acturial value of plan assets2021-01-171,029,154
Funding target for retired participants and beneficiaries receiving payment2021-01-1722,754
Number of terminated vested participants2021-01-170
Fundng target for terminated vested participants2021-01-170
Active participant vested funding target2021-01-17968,578
Number of active participants2021-01-174
Total funding liabilities for active participants2021-01-17976,199
Total participant count2021-01-175
Total funding target for all participants2021-01-17998,953
Balance at beginning of prior year after applicable adjustments2021-01-170
Prefunding balance at beginning of prior year after applicable adjustments2021-01-173,859
Carryover balanced portion elected for use to offset prior years funding requirement2021-01-170
Prefunding balanced used to offset prior years funding requirement2021-01-170
Amount remaining of carryover balance2021-01-170
Amount remaining of prefunding balance2021-01-173,859
Present value of excess contributions2021-01-1763,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-01-1767,345
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-01-170
Reductions in caryover balances due to elections or deemed elections2021-01-170
Reductions in prefunding balances due to elections or deemed elections2021-01-170
Balance of carryovers at beginning of current year2021-01-170
Balance of prefunding at beginning of current year2021-01-174,237
Total employer contributions2021-01-17100,000
Total employee contributions2021-01-170
Contributions allocated toward unpaid minimum require contributions from prior years2021-01-170
Contributions made to avoid restrictions adjusted to valuation date2021-01-170
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-01-1794,827
Liquidity shortfalls end of Q12021-01-170
Liquidity shortfalls end of Q22021-01-170
Liquidity shortfalls end of Q32021-01-170
Liquidity shortfalls end of Q42021-01-170
Unpaid minimum required contributions for all prior years2021-01-170
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-01-170
Remaining amount of unpaid minimum required contributions2021-01-170
Minimum required contributions for current year target normal cost2021-01-1725,668
Net shortfall amortization installment of oustanding balance2021-01-170
Waiver amortization installment2021-01-170
Total funding amount beforereflecting carryover/prefunding balances2021-01-170
Carryover balance elected to use to offset funding requirement2021-01-170
Prefunding balance elected to use to offset funding requirement2021-01-170
Additional cash requirement2021-01-170
Contributions allocatedtoward minimum required contributions for current year2021-01-1794,827
Unpaid minimum required contributions for current year2021-01-170
Unpaid minimum required contributions for all years2021-01-170
2020: FIRST STATE BANK OF VAN ORIN PENSION TRUST 2020 401k membership
Market value of plan assets2020-01-17847,750
Acturial value of plan assets2020-01-17847,750
Funding target for retired participants and beneficiaries receiving payment2020-01-1722,848
Number of terminated vested participants2020-01-170
Fundng target for terminated vested participants2020-01-170
Active participant vested funding target2020-01-17863,080
Number of active participants2020-01-174
Total funding liabilities for active participants2020-01-17868,722
Total participant count2020-01-175
Total funding target for all participants2020-01-17891,570
Balance at beginning of prior year after applicable adjustments2020-01-170
Prefunding balance at beginning of prior year after applicable adjustments2020-01-173,843
Carryover balanced portion elected for use to offset prior years funding requirement2020-01-170
Prefunding balanced used to offset prior years funding requirement2020-01-170
Amount remaining of carryover balance2020-01-170
Amount remaining of prefunding balance2020-01-173,843
Present value of excess contributions2020-01-1724,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-01-1725,631
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-01-170
Reductions in caryover balances due to elections or deemed elections2020-01-170
Reductions in prefunding balances due to elections or deemed elections2020-01-170
Balance of carryovers at beginning of current year2020-01-170
Balance of prefunding at beginning of current year2020-01-173,859
Total employer contributions2020-01-17100,000
Total employee contributions2020-01-170
Contributions allocated toward unpaid minimum require contributions from prior years2020-01-170
Contributions made to avoid restrictions adjusted to valuation date2020-01-170
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-01-1794,390
Liquidity shortfalls end of Q12020-01-170
Liquidity shortfalls end of Q22020-01-170
Liquidity shortfalls end of Q32020-01-170
Liquidity shortfalls end of Q42020-01-170
Unpaid minimum required contributions for all prior years2020-01-170
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-01-170
Remaining amount of unpaid minimum required contributions2020-01-170
Minimum required contributions for current year target normal cost2020-01-1722,564
Net shortfall amortization installment of oustanding balance2020-01-1747,679
Waiver amortization installment2020-01-170
Total funding amount beforereflecting carryover/prefunding balances2020-01-1730,544
Carryover balance elected to use to offset funding requirement2020-01-170
Prefunding balance elected to use to offset funding requirement2020-01-170
Additional cash requirement2020-01-1730,544
Contributions allocatedtoward minimum required contributions for current year2020-01-1794,390
Unpaid minimum required contributions for current year2020-01-170
Unpaid minimum required contributions for all years2020-01-170
2019: FIRST STATE BANK OF VAN ORIN PENSION TRUST 2019 401k membership
Market value of plan assets2019-01-17748,686
Acturial value of plan assets2019-01-17748,686
Funding target for retired participants and beneficiaries receiving payment2019-01-170
Number of terminated vested participants2019-01-171
Fundng target for terminated vested participants2019-01-171,849
Active participant vested funding target2019-01-17767,707
Number of active participants2019-01-175
Total funding liabilities for active participants2019-01-17768,093
Total participant count2019-01-176
Total funding target for all participants2019-01-17769,942
Balance at beginning of prior year after applicable adjustments2019-01-170
Prefunding balance at beginning of prior year after applicable adjustments2019-01-173,690
Carryover balanced portion elected for use to offset prior years funding requirement2019-01-170
Prefunding balanced used to offset prior years funding requirement2019-01-170
Amount remaining of carryover balance2019-01-170
Amount remaining of prefunding balance2019-01-173,690
Present value of excess contributions2019-01-1732,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-01-1734,768
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-01-170
Reductions in caryover balances due to elections or deemed elections2019-01-170
Reductions in prefunding balances due to elections or deemed elections2019-01-170
Balance of carryovers at beginning of current year2019-01-170
Balance of prefunding at beginning of current year2019-01-173,843
Total employer contributions2019-01-17100,000
Total employee contributions2019-01-170
Contributions allocated toward unpaid minimum require contributions from prior years2019-01-170
Contributions made to avoid restrictions adjusted to valuation date2019-01-170
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-01-1793,718
Liquidity shortfalls end of Q12019-01-170
Liquidity shortfalls end of Q22019-01-170
Liquidity shortfalls end of Q32019-01-170
Liquidity shortfalls end of Q42019-01-170
Unpaid minimum required contributions for all prior years2019-01-170
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-01-170
Remaining amount of unpaid minimum required contributions2019-01-170
Minimum required contributions for current year target normal cost2019-01-1758,619
Net shortfall amortization installment of oustanding balance2019-01-1725,099
Waiver amortization installment2019-01-170
Total funding amount beforereflecting carryover/prefunding balances2019-01-1769,462
Carryover balance elected to use to offset funding requirement2019-01-170
Prefunding balance elected to use to offset funding requirement2019-01-170
Additional cash requirement2019-01-1769,462
Contributions allocatedtoward minimum required contributions for current year2019-01-1793,718
Unpaid minimum required contributions for current year2019-01-170
Unpaid minimum required contributions for all years2019-01-170
2018: FIRST STATE BANK OF VAN ORIN PENSION TRUST 2018 401k membership
Market value of plan assets2018-01-17623,864
Acturial value of plan assets2018-01-17623,864
Funding target for retired participants and beneficiaries receiving payment2018-01-170
Number of terminated vested participants2018-01-171
Fundng target for terminated vested participants2018-01-171,608
Active participant vested funding target2018-01-17644,779
Number of active participants2018-01-174
Total funding liabilities for active participants2018-01-17644,779
Total participant count2018-01-175
Total funding target for all participants2018-01-17646,387
Balance at beginning of prior year after applicable adjustments2018-01-170
Prefunding balance at beginning of prior year after applicable adjustments2018-01-173,292
Carryover balanced portion elected for use to offset prior years funding requirement2018-01-170
Prefunding balanced used to offset prior years funding requirement2018-01-170
Amount remaining of carryover balance2018-01-170
Amount remaining of prefunding balance2018-01-173,292
Present value of excess contributions2018-01-1741,361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-01-1743,876
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-01-170
Reductions in caryover balances due to elections or deemed elections2018-01-170
Reductions in prefunding balances due to elections or deemed elections2018-01-170
Balance of carryovers at beginning of current year2018-01-170
Balance of prefunding at beginning of current year2018-01-173,690
Total employer contributions2018-01-17100,000
Total employee contributions2018-01-170
Contributions allocated toward unpaid minimum require contributions from prior years2018-01-170
Contributions made to avoid restrictions adjusted to valuation date2018-01-170
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-01-1793,679
Liquidity shortfalls end of Q12018-01-170
Liquidity shortfalls end of Q22018-01-170
Liquidity shortfalls end of Q32018-01-170
Liquidity shortfalls end of Q42018-01-170
Unpaid minimum required contributions for all prior years2018-01-170
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-01-170
Remaining amount of unpaid minimum required contributions2018-01-170
Minimum required contributions for current year target normal cost2018-01-1740,312
Net shortfall amortization installment of oustanding balance2018-01-1726,213
Waiver amortization installment2018-01-170
Total funding amount beforereflecting carryover/prefunding balances2018-01-1760,836
Carryover balance elected to use to offset funding requirement2018-01-170
Prefunding balance elected to use to offset funding requirement2018-01-170
Additional cash requirement2018-01-1760,836
Contributions allocatedtoward minimum required contributions for current year2018-01-1793,679
Unpaid minimum required contributions for current year2018-01-170
Unpaid minimum required contributions for all years2018-01-170
2017: FIRST STATE BANK OF VAN ORIN PENSION TRUST 2017 401k membership
Market value of plan assets2017-01-17467,383
Acturial value of plan assets2017-01-17467,383
Funding target for retired participants and beneficiaries receiving payment2017-01-170
Number of terminated vested participants2017-01-170
Fundng target for terminated vested participants2017-01-170
Active participant vested funding target2017-01-17548,599
Number of active participants2017-01-174
Total funding liabilities for active participants2017-01-17549,975
Total participant count2017-01-174
Total funding target for all participants2017-01-17549,975
Balance at beginning of prior year after applicable adjustments2017-01-170
Prefunding balance at beginning of prior year after applicable adjustments2017-01-173,424
Carryover balanced portion elected for use to offset prior years funding requirement2017-01-170
Prefunding balanced used to offset prior years funding requirement2017-01-170
Amount remaining of carryover balance2017-01-170
Amount remaining of prefunding balance2017-01-173,424
Present value of excess contributions2017-01-1732,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-01-1734,435
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-01-170
Reductions in caryover balances due to elections or deemed elections2017-01-170
Reductions in prefunding balances due to elections or deemed elections2017-01-170
Balance of carryovers at beginning of current year2017-01-170
Balance of prefunding at beginning of current year2017-01-173,292
Total employer contributions2017-01-17100,000
Total employee contributions2017-01-170
Contributions allocated toward unpaid minimum require contributions from prior years2017-01-170
Contributions made to avoid restrictions adjusted to valuation date2017-01-170
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-01-1793,568
Liquidity shortfalls end of Q12017-01-170
Liquidity shortfalls end of Q22017-01-170
Liquidity shortfalls end of Q32017-01-170
Liquidity shortfalls end of Q42017-01-170
Unpaid minimum required contributions for all prior years2017-01-170
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-01-170
Remaining amount of unpaid minimum required contributions2017-01-170
Minimum required contributions for current year target normal cost2017-01-1736,383
Net shortfall amortization installment of oustanding balance2017-01-1785,884
Waiver amortization installment2017-01-170
Waived amount of outstanding balance2017-01-170
Total funding amount beforereflecting carryover/prefunding balances2017-01-1752,207
Carryover balance elected to use to offset funding requirement2017-01-170
Prefunding balance elected to use to offset funding requirement2017-01-170
Additional cash requirement2017-01-1752,207
Contributions allocatedtoward minimum required contributions for current year2017-01-1793,568
Unpaid minimum required contributions for current year2017-01-170
Unpaid minimum required contributions for all years2017-01-170

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3