401k Plan data: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST plan

FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 401k Plan overview

Plan Name	FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST
Plan identification number	002

FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.
Life insurance

401k Sponsoring company profile

FIRST STATE BANK SOUTHWEST has sponsored the creation of one or more 401k plans.

Company Name: FIRST STATE BANK SOUTHWEST

Employer identification number (EIN): 410514195

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 MARK VIS
002 2023-01-01
002 2023-01-01 GREGORY R RAYMO
002 2022-01-01
002 2022-01-01 GREGORY R RAYMO
002 2021-01-01
002 2021-01-01 GREGORY R RAYMO
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 GREG RAYMO GREG RAYMO 2018-08-07
002 2017-01-01 GREG RAYMO GREG RAYMO 2018-08-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 GREG R. RAYMO
002 2013-01-01 GREG R. RAYMO
002 2012-01-01 GREG R. RAYMO
002 2011-01-01 ALVIN D.KOOIMAN
002 2010-01-01 ALVIN D.KOOIMAN ALVIN D.KOOIMAN 2011-07-26
002 2009-10-01 ALVIN D.KOOIMAN ALVIN D.KOOIMAN 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	MARK VIS
002	2023-01-01
002	2023-01-01	GREGORY R RAYMO
002	2022-01-01
002	2022-01-01	GREGORY R RAYMO
002	2021-01-01
002	2021-01-01	GREGORY R RAYMO
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	GREG RAYMO	GREG RAYMO	2018-08-07
002	2017-01-01	GREG RAYMO	GREG RAYMO	2018-08-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	GREG R. RAYMO
002	2013-01-01	GREG R. RAYMO
002	2012-01-01	GREG R. RAYMO
002	2011-01-01	ALVIN D.KOOIMAN
002	2010-01-01	ALVIN D.KOOIMAN	ALVIN D.KOOIMAN	2011-07-26
002	2009-10-01	ALVIN D.KOOIMAN	ALVIN D.KOOIMAN	2010-07-27

Financial Data on FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST

Measure	Date	Value
2023 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$2,507,540
Expenses. Total of all expenses incurred	2023-12-31	$528,503
Benefits paid (including direct rollovers)	2023-12-31	$479,103
Total plan assets at end of year	2023-12-31	$21,014,066
Total plan assets at beginning of year	2023-12-31	$19,035,029
Value of fidelity bond covering the plan	2023-12-31	$3,500,000
Total contributions received or receivable from participants	2023-12-31	$295,667
Other income received	2023-12-31	$1,753,455
Net income (gross income less expenses)	2023-12-31	$1,979,037
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$21,014,066
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$19,035,029
Assets. Value of employer securities	2023-12-31	$9,028,737
Total contributions received or receivable from employer(s)	2023-12-31	$458,418
Value of corrective distributions	2023-12-31	$11,455
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$37,945
2022 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$139,939
Total income from all sources	2022-12-31	$-2,571,169
Expenses. Total of all expenses incurred	2022-12-31	$542,117
Benefits paid (including direct rollovers)	2022-12-31	$530,857
Total plan assets at end of year	2022-12-31	$19,035,029
Total plan assets at beginning of year	2022-12-31	$22,288,254
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Total contributions received or receivable from participants	2022-12-31	$293,881
Expenses. Other expenses not covered elsewhere	2022-12-31	$2,913
Other income received	2022-12-31	$-3,450,158
Net income (gross income less expenses)	2022-12-31	$-3,113,286
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$19,035,029
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$22,148,315
Assets. Value of employer securities	2022-12-31	$9,017,978
Total contributions received or receivable from employer(s)	2022-12-31	$585,108
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,347
2021 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$139,939
Total plan liabilities at beginning of year	2021-12-31	$275,000
Total income from all sources	2021-12-31	$3,044,285
Expenses. Total of all expenses incurred	2021-12-31	$1,282,491
Benefits paid (including direct rollovers)	2021-12-31	$1,233,631
Total plan assets at end of year	2021-12-31	$22,288,254
Total plan assets at beginning of year	2021-12-31	$20,661,521
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Total contributions received or receivable from participants	2021-12-31	$313,926
Assets. Value of loans (other than to participants)	2021-12-31	$137,500
Expenses. Other expenses not covered elsewhere	2021-12-31	$48,860
Other income received	2021-12-31	$2,559,483
Net income (gross income less expenses)	2021-12-31	$1,761,794
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$22,148,315
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$20,386,521
Assets. Value of employer securities	2021-12-31	$11,579,170
Total contributions received or receivable from employer(s)	2021-12-31	$170,876
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$275,000
Total plan liabilities at beginning of year	2020-12-31	$412,500
Total income from all sources	2020-12-31	$2,186,960
Expenses. Total of all expenses incurred	2020-12-31	$838,074
Benefits paid (including direct rollovers)	2020-12-31	$793,582
Total plan assets at end of year	2020-12-31	$20,661,521
Total plan assets at beginning of year	2020-12-31	$19,450,135
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Total contributions received or receivable from participants	2020-12-31	$286,561
Assets. Value of loans (other than to participants)	2020-12-31	$275,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$44,492
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,737,767
Net income (gross income less expenses)	2020-12-31	$1,348,886
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$20,386,521
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$19,037,635
Assets. Value of employer securities	2020-12-31	$11,019,581
Total contributions received or receivable from employer(s)	2020-12-31	$162,632
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$412,500
Total plan liabilities at beginning of year	2019-12-31	$550,384
Total income from all sources	2019-12-31	$3,519,450
Expenses. Total of all expenses incurred	2019-12-31	$1,156,373
Benefits paid (including direct rollovers)	2019-12-31	$1,109,470
Total plan assets at end of year	2019-12-31	$19,450,135
Total plan assets at beginning of year	2019-12-31	$17,224,942
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$284,174
Assets. Value of loans (other than to participants)	2019-12-31	$412,500
Expenses. Other expenses not covered elsewhere	2019-12-31	$46,903
Other income received	2019-12-31	$3,077,624
Net income (gross income less expenses)	2019-12-31	$2,363,077
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$19,037,635
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$16,674,558
Assets. Value of employer securities	2019-12-31	$11,665,260
Total contributions received or receivable from employer(s)	2019-12-31	$157,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$550,384
Total plan liabilities at beginning of year	2018-12-31	$687,500
Total income from all sources	2018-12-31	$1,585,611
Expenses. Total of all expenses incurred	2018-12-31	$1,078,016
Benefits paid (including direct rollovers)	2018-12-31	$1,024,972
Total plan assets at end of year	2018-12-31	$17,224,942
Total plan assets at beginning of year	2018-12-31	$16,854,463
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$263,605
Assets. Value of loans (other than to participants)	2018-12-31	$550,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$53,044
Other income received	2018-12-31	$1,179,133
Net income (gross income less expenses)	2018-12-31	$507,595
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$16,674,558
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$16,166,963
Assets. Value of employer securities	2018-12-31	$10,664,458
Total contributions received or receivable from employer(s)	2018-12-31	$142,873
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$687,500
Total plan liabilities at beginning of year	2017-12-31	$825,000
Total income from all sources	2017-12-31	$3,078,825
Expenses. Total of all expenses incurred	2017-12-31	$748,566
Benefits paid (including direct rollovers)	2017-12-31	$712,605
Total plan assets at end of year	2017-12-31	$16,854,463
Total plan assets at beginning of year	2017-12-31	$14,661,704
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$233,331
Assets. Value of loans (other than to participants)	2017-12-31	$687,500
Expenses. Other expenses not covered elsewhere	2017-12-31	$35,961
Other income received	2017-12-31	$2,715,116
Net income (gross income less expenses)	2017-12-31	$2,330,259
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$16,166,963
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$13,836,704
Assets. Value of employer securities	2017-12-31	$10,094,216
Total contributions received or receivable from employer(s)	2017-12-31	$130,378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$825,000
Total plan liabilities at beginning of year	2016-12-31	$962,500
Total income from all sources	2016-12-31	$2,192,483
Expenses. Total of all expenses incurred	2016-12-31	$668,636
Benefits paid (including direct rollovers)	2016-12-31	$634,547
Total plan assets at end of year	2016-12-31	$14,661,704
Total plan assets at beginning of year	2016-12-31	$13,275,357
Value of fidelity bond covering the plan	2016-12-31	$5,000,000
Total contributions received or receivable from participants	2016-12-31	$235,670
Assets. Value of loans (other than to participants)	2016-12-31	$-825,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$34,089
Other income received	2016-12-31	$1,832,935
Net income (gross income less expenses)	2016-12-31	$1,523,847
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$13,836,704
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$12,312,857
Assets. Value of employer securities	2016-12-31	$9,233,634
Total contributions received or receivable from employer(s)	2016-12-31	$123,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$962,500
Total plan liabilities at beginning of year	2015-12-31	$1,100,000
Total income from all sources	2015-12-31	$1,714,975
Expenses. Total of all expenses incurred	2015-12-31	$823,527
Benefits paid (including direct rollovers)	2015-12-31	$781,379
Total plan assets at end of year	2015-12-31	$13,275,357
Total plan assets at beginning of year	2015-12-31	$12,521,409
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$218,109
Assets. Value of loans (other than to participants)	2015-12-31	$-962,500
Expenses. Other expenses not covered elsewhere	2015-12-31	$39,202
Other income received	2015-12-31	$1,384,247
Net income (gross income less expenses)	2015-12-31	$891,448
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$12,312,857
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,421,409
Assets. Value of employer securities	2015-12-31	$8,581,607
Total contributions received or receivable from employer(s)	2015-12-31	$112,619
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,946
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,100,000
Total plan liabilities at beginning of year	2014-12-31	$840,000
Total income from all sources	2014-12-31	$2,005,210
Expenses. Total of all expenses incurred	2014-12-31	$1,162,709
Benefits paid (including direct rollovers)	2014-12-31	$1,111,542
Total plan assets at end of year	2014-12-31	$12,521,409
Total plan assets at beginning of year	2014-12-31	$11,418,908
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$198,172
Assets. Value of loans (other than to participants)	2014-12-31	$-1,100,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$51,167
Other income received	2014-12-31	$1,695,010
Net income (gross income less expenses)	2014-12-31	$842,501
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,421,409
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,578,908
Assets. Value of employer securities	2014-12-31	$8,059,145
Total contributions received or receivable from employer(s)	2014-12-31	$112,028
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$840,000
Total plan liabilities at beginning of year	2013-12-31	$960,000
Total income from all sources	2013-12-31	$1,825,145
Expenses. Total of all expenses incurred	2013-12-31	$719,846
Benefits paid (including direct rollovers)	2013-12-31	$674,167
Total plan assets at end of year	2013-12-31	$11,418,908
Total plan assets at beginning of year	2013-12-31	$10,433,609
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$195,558
Assets. Value of loans (other than to participants)	2013-12-31	$-840,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$45,650
Other income received	2013-12-31	$1,509,087
Net income (gross income less expenses)	2013-12-31	$1,105,299
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,578,908
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,473,609
Assets. Value of employer securities	2013-12-31	$7,288,528
Total contributions received or receivable from employer(s)	2013-12-31	$120,500
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$29
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$960,000
Total plan liabilities at beginning of year	2012-12-31	$1,080,000
Total income from all sources	2012-12-31	$1,910,864
Expenses. Total of all expenses incurred	2012-12-31	$759,225
Benefits paid (including direct rollovers)	2012-12-31	$706,108
Total plan assets at end of year	2012-12-31	$10,433,609
Total plan assets at beginning of year	2012-12-31	$9,401,970
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$187,533
Assets. Value of loans (other than to participants)	2012-12-31	$-960,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$53,117
Other income received	2012-12-31	$1,609,156
Net income (gross income less expenses)	2012-12-31	$1,151,639
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,473,609
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,321,970
Assets. Value of employer securities	2012-12-31	$6,980,862
Total contributions received or receivable from employer(s)	2012-12-31	$114,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,080,000
Total plan liabilities at beginning of year	2011-12-31	$1,200,000
Total income from all sources	2011-12-31	$1,195,445
Expenses. Total of all expenses incurred	2011-12-31	$435,354
Benefits paid (including direct rollovers)	2011-12-31	$376,320
Total plan assets at end of year	2011-12-31	$9,401,970
Total plan assets at beginning of year	2011-12-31	$8,761,879
Value of fidelity bond covering the plan	2011-12-31	$2,800,000
Total contributions received or receivable from participants	2011-12-31	$183,900
Assets. Value of loans (other than to participants)	2011-12-31	$-1,080,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$59,034
Other income received	2011-12-31	$1,058,027
Net income (gross income less expenses)	2011-12-31	$760,091
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,321,970
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,561,879
Assets. Value of employer securities	2011-12-31	$6,282,668
Total contributions received or receivable from employer(s)	2011-12-31	$-46,482
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,200,000
Total income from all sources	2010-12-31	$730,673
Expenses. Total of all expenses incurred	2010-12-31	$156,105
Benefits paid (including direct rollovers)	2010-12-31	$117,154
Total plan assets at end of year	2010-12-31	$8,761,879
Total plan assets at beginning of year	2010-12-31	$6,987,311
Value of fidelity bond covering the plan	2010-12-31	$2,800,000
Total contributions received or receivable from participants	2010-12-31	$180,859
Assets. Value of loans (other than to participants)	2010-12-31	$-1,200,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$38,951
Other income received	2010-12-31	$476,581
Net income (gross income less expenses)	2010-12-31	$574,568
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,561,879
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,987,311
Assets. Value of employer securities	2010-12-31	$5,741,805
Total contributions received or receivable from employer(s)	2010-12-31	$73,233

Form 5500 Responses for FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST

2023: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FIRST STATE BANK SOUTHWEST KSOP PLAN AND TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	67725
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	67725
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	67725
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	67725
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	909003
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	67725
Policy instance	2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	909003
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	67725
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	67725
Policy instance	2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	909003
Policy instance	1

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Company Name:	FIRST STATE BANK SOUTHWEST
Employer identification number (EIN):	410514195
NAIC Classification:	522110
NAIC Description:	Commercial Banking