IOWA STATE BANK & TRUST CO. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : IOWA STATE BANK 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-26 | 434103 |
| Net assets as of the end of the plan year | 2025-06-26 | 4321352 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 3948099 |
| Value of plan covered by a fidelity bond | 2025-06-26 | 3000000 |
| Participant contributions to plan in this plan year | 2025-06-26 | 207913 |
| Value of participant loans at end of plan year | 2025-06-26 | 58266 |
| Other expenses paid from plan in this plan year | 2025-06-26 | 0 |
| Other contributions to plan in this plan year | 2025-06-26 | 0 |
| Other income to plan in this plan year | 2025-06-26 | 504231 |
| Plan net income in this plan year | 2025-06-26 | 373253 |
| Net assets as of the end of the plan year | 2025-06-26 | 4321352 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 3948099 |
| Employer contributions to plan in this plan year | 2025-06-26 | 95212 |
| Fees paid to broker by Benefit Provider | 2025-06-26 | 11967 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-26 | 393 |
| 2024 : IOWA STATE BANK 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-08 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-08 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-08 | 595571 |
| Net assets as of the end of the plan year | 2024-08-08 | 3948099 |
| Total assets as of the beginning of the plan year | 2024-08-08 | 3495401 |
| Value of plan covered by a fidelity bond | 2024-08-08 | 3000000 |
| Participant contributions to plan in this plan year | 2024-08-08 | 205786 |
| Value of participant loans at end of plan year | 2024-08-08 | 10368 |
| Other expenses paid from plan in this plan year | 2024-08-08 | 0 |
| Other contributions to plan in this plan year | 2024-08-08 | 159229 |
| Other income to plan in this plan year | 2024-08-08 | 479814 |
| Plan net income in this plan year | 2024-08-08 | 452698 |
| Net assets as of the end of the plan year | 2024-08-08 | 3948099 |
| Net assets as of the beginning of the plan year | 2024-08-08 | 3495401 |
| Employer contributions to plan in this plan year | 2024-08-08 | 203440 |
| Fees paid to broker by Benefit Provider | 2024-08-08 | 10871 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-08 | 648 |
| 2022 : IOWA STATE BANK 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-21 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-21 | 21025 |
| Net assets as of the end of the plan year | 2022-06-21 | 3820615 |
| Total assets as of the beginning of the plan year | 2022-06-21 | 3127098 |
| Value of plan covered by a fidelity bond | 2022-06-21 | 3000000 |
| Participant contributions to plan in this plan year | 2022-06-21 | 122272 |
| Value of participant loans at end of plan year | 2022-06-21 | 27978 |
| Other expenses paid from plan in this plan year | 2022-06-21 | 1272 |
| Other contributions to plan in this plan year | 2022-06-21 | 0 |
| Other income to plan in this plan year | 2022-06-21 | 532404 |
| Plan net income in this plan year | 2022-06-21 | 693517 |
| Net assets as of the end of the plan year | 2022-06-21 | 3820615 |
| Net assets as of the beginning of the plan year | 2022-06-21 | 3127098 |
| Employer contributions to plan in this plan year | 2022-06-21 | 59866 |
| Fees paid to broker by Benefit Provider | 2022-06-21 | 9940 |
| 2014 : IOWA STATE BANK 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $212,729 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,802 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $8,802 |
| Total plan assets at end of year | 2014-12-31 | $2,127,394 |
| Total plan assets at beginning of year | 2014-12-31 | $1,923,467 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $79,004 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $133,725 |
| Net income (gross income less expenses) | 2014-12-31 | $203,927 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,127,394 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,923,467 |
| Assets. Value of participant loans | 2014-12-31 | $9,270 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
