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FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 401k Plan overview

Plan NameFIRST STATE BANK OF WARREN MONEY PURCHASE PLAN
Plan identification number 001

FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name:FIRST STATE BANK OF WARREN
Employer identification number (EIN):710332672
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEREK GRICE2024-05-13
0012022-01-01DEREK GRICE2023-05-22
0012021-01-01DEREK GRICE2022-06-07
0012020-01-01DEREK GRICE2021-10-05
0012019-01-01DEREK GRICE2021-08-10
0012018-01-01DEREK GRICE2021-08-10
0012017-01-01DEREK GRICE2021-08-10
0012016-01-01DEREK GRICE2021-08-10
0012015-01-01DEREK GRICE2021-08-10
0012014-01-01DEREK GRICE2021-08-10
0012013-01-01DEREK GRICE2021-08-10
0012012-01-01DEREK GRICE2021-08-10
0012011-01-01DEREK GRICE2021-08-10
0012010-01-01DEREK GRICE2021-08-10
0012009-01-01
0012008-01-01
0012007-01-01
0012006-01-01
0012005-01-01
0012004-01-01
0012003-01-01
0012002-01-01

Financial Data on FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN

Measure Date Value
2025 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-23394072
Net assets as of the end of the plan year2025-09-230
Total assets as of the beginning of the plan year2025-09-23377894
Value of plan covered by a fidelity bond2025-09-23300000
Other income to plan in this plan year2025-09-2316178
Plan net income in this plan year2025-09-23-377894
Net assets as of the end of the plan year2025-09-230
Net assets as of the beginning of the plan year2025-09-23377894
Value of funding deficiency2025-09-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-23500
Total expenses incurred by plan in this plan year2025-02-261441
Net assets as of the end of the plan year2025-02-26377894
Total assets as of the beginning of the plan year2025-02-26345379
Value of plan covered by a fidelity bond2025-02-26300000
Other expenses paid from plan in this plan year2025-02-26375
Other income to plan in this plan year2025-02-2620621
Plan net income in this plan year2025-02-2632515
Net assets as of the end of the plan year2025-02-26377894
Net assets as of the beginning of the plan year2025-02-26345379
Value of funding deficiency2025-02-260
Value of employer contributions paid2025-02-2613335
Employer contributions to plan in this plan year2025-02-2613335
2024 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-12156570
Net assets as of the end of the plan year2024-05-12345379
Total assets as of the beginning of the plan year2024-05-12455848
Value of plan covered by a fidelity bond2024-05-12300000
Participant contributions to plan in this plan year2024-05-120
Other contributions to plan in this plan year2024-05-120
Other income to plan in this plan year2024-05-1223689
Plan net income in this plan year2024-05-12-110469
Net assets as of the end of the plan year2024-05-12345379
Net assets as of the beginning of the plan year2024-05-12455848
Value of funding deficiency2024-05-120
Value of employer contributions paid2024-05-1222412
Employer contributions to plan in this plan year2024-05-1222412
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-121118
2009 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2009 401k financial data
Total income from all sources2009-12-31$32,322
Expenses. Total of all expenses incurred2009-12-31$13,329
Benefits paid (including direct rollovers)2009-12-31$13,329
Total plan assets at end of year2009-12-31$367,049
Total plan assets at beginning of year2009-12-31$348,056
Value of fidelity bond covering the plan2009-12-31$1,000,000
Other income received2009-12-31$11,493
Net income (gross income less expenses)2009-12-31$18,993
Net plan assets at end of year (total assets less liabilities)2009-12-31$367,049
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$348,056
Total contributions received or receivable from employer(s)2009-12-31$20,829
2008 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2008 401k financial data
Total income from all sources2008-12-31$31,756
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$348,056
Total plan assets at beginning of year2008-12-31$316,300
Value of fidelity bond covering the plan2008-12-31$1,000,000
Other income received2008-12-31$11,623
Net income (gross income less expenses)2008-12-31$31,756
Net plan assets at end of year (total assets less liabilities)2008-12-31$348,056
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$316,300
Total contributions received or receivable from employer(s)2008-12-31$20,133
2007 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2007 401k financial data
Total income from all sources2007-12-31$29,043
Expenses. Total of all expenses incurred2007-12-31$21,100
Benefits paid (including direct rollovers)2007-12-31$21,100
Total plan assets at end of year2007-12-31$316,300
Total plan assets at beginning of year2007-12-31$308,357
Value of fidelity bond covering the plan2007-12-31$1,000,000
Other income received2007-12-31$10,235
Net income (gross income less expenses)2007-12-31$7,943
Net plan assets at end of year (total assets less liabilities)2007-12-31$316,300
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$308,357
Total contributions received or receivable from employer(s)2007-12-31$18,808
2006 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2006 401k financial data
Total income from all sources2006-12-31$25,828
Expenses. Total of all expenses incurred2006-12-31$1,328
Benefits paid (including direct rollovers)2006-12-31$1,328
Total plan assets at end of year2006-12-31$308,357
Total plan assets at beginning of year2006-12-31$283,857
Value of fidelity bond covering the plan2006-12-31$1,000,000
Other income received2006-12-31$8,246
Net income (gross income less expenses)2006-12-31$24,500
Net plan assets at end of year (total assets less liabilities)2006-12-31$308,357
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$283,857
Total contributions received or receivable from employer(s)2006-12-31$17,582
2005 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2005 401k financial data
Total income from all sources2005-12-31$23,983
Expenses. Total of all expenses incurred2005-12-31$37,261
Benefits paid (including direct rollovers)2005-12-31$37,261
Total plan assets at end of year2005-12-31$283,857
Total plan assets at beginning of year2005-12-31$297,135
Value of fidelity bond covering the plan2005-12-31$1,000,000
Other income received2005-12-31$4,970
Net income (gross income less expenses)2005-12-31$-13,278
Net plan assets at end of year (total assets less liabilities)2005-12-31$283,857
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$297,135
Total contributions received or receivable from employer(s)2005-12-31$19,013
2004 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2004 401k financial data
Total income from all sources2004-12-31$24,964
Expenses. Total of all expenses incurred2004-12-31$0
Total plan assets at end of year2004-12-31$297,135
Total plan assets at beginning of year2004-12-31$272,171
Value of fidelity bond covering the plan2004-12-31$1,000,000
Other income received2004-12-31$4,134
Net income (gross income less expenses)2004-12-31$24,964
Net plan assets at end of year (total assets less liabilities)2004-12-31$297,135
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$272,171
Total contributions received or receivable from employer(s)2004-12-31$20,830
2003 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2003 401k financial data
Total income from all sources2003-12-31$28,386
Expenses. Total of all expenses incurred2003-12-31$1,090
Benefits paid (including direct rollovers)2003-12-31$1,090
Total plan assets at end of year2003-12-31$272,171
Total plan assets at beginning of year2003-12-31$244,875
Value of fidelity bond covering the plan2003-12-31$1,000,000
Other income received2003-12-31$5,103
Net income (gross income less expenses)2003-12-31$27,296
Net plan assets at end of year (total assets less liabilities)2003-12-31$272,171
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$244,875
Total contributions received or receivable from employer(s)2003-12-31$23,283
2002 : FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2002 401k financial data
Total income from all sources2002-12-31$28,844
Expenses. Total of all expenses incurred2002-12-31$1,395
Benefits paid (including direct rollovers)2002-12-31$1,395
Total plan assets at end of year2002-12-31$244,875
Total plan assets at beginning of year2002-12-31$217,426
Value of fidelity bond covering the plan2002-12-31$1,000,000
Other income received2002-12-31$7,186
Net income (gross income less expenses)2002-12-31$27,449
Net plan assets at end of year (total assets less liabilities)2002-12-31$244,875
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$217,426
Total contributions received or receivable from employer(s)2002-12-31$21,658

Form 5500 Responses for FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN

2009: FIRST STATE BANK OF WARREN MONEY PURCHASE 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
2008: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes
2002: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement - TrustYes

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