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FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameFIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

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

Company Name:FIRST STATE BANK
Employer identification number (EIN):640156720
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLES R. MCCLATCHY, JR.2023-09-11 CHARLES R. MCCLATCHY, JR.2023-09-11
0012022-01-01CHARLES MCCLATCHY, JR.2023-03-07 CHARLES MCCLATCHY, JR.2023-03-07
0012021-01-01CHARLES MCCLATCHY, JR.2022-06-01 CHARLES MCCLATCHY, JR.2022-06-01
0012020-01-01CHARLES MCCLATCHY, JR.2021-05-03 CHARLES MCCLATCHY, JR.2021-05-03
0012019-01-01CHARLES MCCLATCHY, JR.2020-05-28 CHARLES MCCLATCHY, JR.2020-05-28
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CHARLES MCCLATCHY, JR.2013-03-21 CHARLES MCCLATCHY, JR.2013-03-21
0012011-01-01JEANNA SPIERS JEANNA SPIERS2012-05-09
0012009-01-01JEANNA SPIERS JEANNA SPIERS2010-08-27

Financial Data on FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Expenses. Total of all expenses incurred2023-07-20$834,362
Benefits paid (including direct rollovers)2023-07-20$834,362
Total plan assets at end of year2023-07-20$0
Total plan assets at beginning of year2023-07-20$834,362
Net income (gross income less expenses)2023-07-20$-834,362
Net plan assets at end of year (total assets less liabilities)2023-07-20$0
Net plan assets at beginning of year (total assets less liabilities)2023-07-20$834,362
Assets. Value of employer securities2023-07-20$0
2022 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources2022-12-31$23,581
Expenses. Total of all expenses incurred2022-12-31$213,311
Benefits paid (including direct rollovers)2022-12-31$213,311
Total plan assets at end of year2022-12-31$834,362
Total plan assets at beginning of year2022-12-31$1,024,092
Other income received2022-12-31$23,581
Net income (gross income less expenses)2022-12-31$-189,730
Net plan assets at end of year (total assets less liabilities)2022-12-31$834,362
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,024,092
Assets. Value of employer securities2022-12-31$0
2021 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources2021-12-31$333,612
Expenses. Total of all expenses incurred2021-12-31$132,378
Benefits paid (including direct rollovers)2021-12-31$132,378
Total plan assets at end of year2021-12-31$1,024,092
Total plan assets at beginning of year2021-12-31$822,858
Other income received2021-12-31$261,612
Net income (gross income less expenses)2021-12-31$201,234
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,024,092
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$822,858
Assets. Value of employer securities2021-12-31$999,810
Total contributions received or receivable from employer(s)2021-12-31$72,000
2020 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources2020-12-31$20,817
Expenses. Total of all expenses incurred2020-12-31$92,958
Benefits paid (including direct rollovers)2020-12-31$78,341
Total plan assets at end of year2020-12-31$822,858
Total plan assets at beginning of year2020-12-31$894,999
Expenses. Other expenses not covered elsewhere2020-12-31$14,617
Other income received2020-12-31$-39,183
Net income (gross income less expenses)2020-12-31$-72,141
Net plan assets at end of year (total assets less liabilities)2020-12-31$822,858
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$894,999
Assets. Value of employer securities2020-12-31$731,745
Total contributions received or receivable from employer(s)2020-12-31$60,000
2019 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources2019-12-31$99,291
Expenses. Total of all expenses incurred2019-12-31$129,876
Benefits paid (including direct rollovers)2019-12-31$122,848
Total plan assets at end of year2019-12-31$894,999
Total plan assets at beginning of year2019-12-31$925,584
Other income received2019-12-31$39,291
Net income (gross income less expenses)2019-12-31$-30,585
Net plan assets at end of year (total assets less liabilities)2019-12-31$894,999
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$925,584
Assets. Value of employer securities2019-12-31$782,460
Total contributions received or receivable from employer(s)2019-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,028
2018 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total income from all sources2018-12-31$80,121
Expenses. Total of all expenses incurred2018-12-31$38,053
Benefits paid (including direct rollovers)2018-12-31$38,053
Total plan assets at end of year2018-12-31$925,584
Total plan assets at beginning of year2018-12-31$883,516
Other income received2018-12-31$20,121
Net income (gross income less expenses)2018-12-31$42,068
Net plan assets at end of year (total assets less liabilities)2018-12-31$925,584
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$883,516
Assets. Value of employer securities2018-12-31$753,480
Total contributions received or receivable from employer(s)2018-12-31$60,000
2017 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$96,067
Expenses. Total of all expenses incurred2017-12-31$5,325
Benefits paid (including direct rollovers)2017-12-31$5,325
Total plan assets at end of year2017-12-31$883,516
Total plan assets at beginning of year2017-12-31$792,774
Other income received2017-12-31$36,067
Net income (gross income less expenses)2017-12-31$90,742
Net plan assets at end of year (total assets less liabilities)2017-12-31$883,516
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$792,774
Assets. Value of employer securities2017-12-31$735,367
Total contributions received or receivable from employer(s)2017-12-31$60,000
2016 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total income from all sources2016-12-31$100,229
Expenses. Total of all expenses incurred2016-12-31$83,257
Benefits paid (including direct rollovers)2016-12-31$65,016
Total plan assets at end of year2016-12-31$792,774
Total plan assets at beginning of year2016-12-31$775,802
Other income received2016-12-31$29,361
Net income (gross income less expenses)2016-12-31$16,972
Net plan assets at end of year (total assets less liabilities)2016-12-31$792,774
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$775,802
Assets. Value of employer securities2016-12-31$695,520
Total contributions received or receivable from employer(s)2016-12-31$70,868
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$18,241
2015 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$169,050
Expenses. Total of all expenses incurred2015-12-31$201
Benefits paid (including direct rollovers)2015-12-31$201
Total plan assets at end of year2015-12-31$775,802
Total plan assets at beginning of year2015-12-31$606,953
Other income received2015-12-31$101,805
Net income (gross income less expenses)2015-12-31$168,849
Net plan assets at end of year (total assets less liabilities)2015-12-31$775,802
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$606,953
Assets. Value of employer securities2015-12-31$666,540
Total contributions received or receivable from employer(s)2015-12-31$67,245
2014 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$103,763
Expenses. Total of all expenses incurred2014-12-31$83,842
Benefits paid (including direct rollovers)2014-12-31$76,642
Total plan assets at end of year2014-12-31$606,953
Total plan assets at beginning of year2014-12-31$587,032
Other income received2014-12-31$43,763
Net income (gross income less expenses)2014-12-31$19,921
Net plan assets at end of year (total assets less liabilities)2014-12-31$606,953
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$587,032
Assets. Value of employer securities2014-12-31$557,865
Total contributions received or receivable from employer(s)2014-12-31$60,000
Value of certain deemed distributions of participant loans2014-12-31$7,200
2013 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources2013-12-31$67,245
Expenses. Total of all expenses incurred2013-12-31$37,155
Benefits paid (including direct rollovers)2013-12-31$28,507
Total plan assets at end of year2013-12-31$587,032
Total plan assets at beginning of year2013-12-31$556,942
Other income received2013-12-31$7,245
Net income (gross income less expenses)2013-12-31$30,090
Net plan assets at end of year (total assets less liabilities)2013-12-31$587,032
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$556,942
Assets. Value of employer securities2013-12-31$514,395
Total contributions received or receivable from employer(s)2013-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,648
2011 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$77,342
Total plan liabilities at beginning of year2011-12-31$205,691
Total income from all sources2011-12-31$26,565
Expenses. Total of all expenses incurred2011-12-31$47,397
Benefits paid (including direct rollovers)2011-12-31$25,619
Total plan assets at end of year2011-12-31$529,080
Total plan assets at beginning of year2011-12-31$678,261
Expenses. Other expenses not covered elsewhere2011-12-31$21,778
Other income received2011-12-31$-166,635
Net income (gross income less expenses)2011-12-31$-20,832
Net plan assets at end of year (total assets less liabilities)2011-12-31$451,738
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$472,570
Assets. Value of employer securities2011-12-31$73,140
Total contributions received or receivable from employer(s)2011-12-31$193,200
2010 : FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$205,691
Total plan liabilities at beginning of year2010-12-31$330,816
Total income from all sources2010-12-31$88,672
Expenses. Total of all expenses incurred2010-12-31$17,454
Benefits paid (including direct rollovers)2010-12-31$750
Total plan assets at end of year2010-12-31$678,261
Total plan assets at beginning of year2010-12-31$732,168
Expenses. Other expenses not covered elsewhere2010-12-31$16,704
Other income received2010-12-31$-43,471
Net income (gross income less expenses)2010-12-31$71,218
Net plan assets at end of year (total assets less liabilities)2010-12-31$472,570
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$401,352
Total contributions received or receivable from employer(s)2010-12-31$132,143

Form 5500 Responses for FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN

2023: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIRST STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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