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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
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

Plan Statistics for FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN

401k plan membership statisitcs for FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN

Measure Date Value
2009: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0172
Total number of active participants reported on line 7a of the Form 55002009-01-0137
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0172
Number of participants with account balances2009-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0169
Total number of active participants reported on line 7a of the Form 55002008-01-0136
Number of retired or separated participants receiving benefits2008-01-018
Number of other retired or separated participants entitled to future benefits2008-01-0128
Total of all active and inactive participants2008-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0172
Number of participants with account balances2008-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0164
Total number of active participants reported on line 7a of the Form 55002007-01-0132
Number of retired or separated participants receiving benefits2007-01-018
Number of other retired or separated participants entitled to future benefits2007-01-0126
Total of all active and inactive participants2007-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0166
Number of participants with account balances2007-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0162
Total number of active participants reported on line 7a of the Form 55002006-01-0129
Number of retired or separated participants receiving benefits2006-01-016
Number of other retired or separated participants entitled to future benefits2006-01-0126
Total of all active and inactive participants2006-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-0161
Number of participants with account balances2006-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-011
2005: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-0159
Total number of active participants reported on line 7a of the Form 55002005-01-0130
Number of retired or separated participants receiving benefits2005-01-015
Number of other retired or separated participants entitled to future benefits2005-01-0124
Total of all active and inactive participants2005-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-0159
Number of participants with account balances2005-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-0157
Total number of active participants reported on line 7a of the Form 55002004-01-0131
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-0125
Total of all active and inactive participants2004-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-0156
Number of participants with account balances2004-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-011
2003: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-0150
Total number of active participants reported on line 7a of the Form 55002003-01-0137
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-0119
Total of all active and inactive participants2003-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-0156
Number of participants with account balances2003-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010
2002: FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-0150
Total number of active participants reported on line 7a of the Form 55002002-01-0133
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-0119
Total of all active and inactive participants2002-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-01-010
Total participants2002-01-0152
Number of participants with account balances2002-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-011

Financial Data on FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN

Measure Date Value
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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