401k Plan data: FIRST STATE BANK OF WARREN PROFIT SHARING PLAN plan

FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 401k Plan overview

Plan Name	FIRST STATE BANK OF WARREN PROFIT SHARING PLAN
Plan identification number	002

FIRST STATE BANK OF WARREN PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DEREK GRICE 2024-05-13
002 2022-01-01 DEREK GRICE 2023-05-22
002 2021-01-01 DEREK GRICE 2022-06-07
002 2020-01-01 DEREK GRICE 2021-10-05
002 2019-01-01 DEREK GRICE 2021-08-10
002 2018-01-01 DEREK GRICE 2021-08-10
002 2017-01-01 DEREK GRICE 2021-08-10
002 2016-01-01 DEREK GRICE 2021-08-10
002 2015-01-01 DEREK GRICE 2021-08-10
002 2014-01-01 DEREK GRICE 2021-08-10
002 2013-01-01 DEREK GRICE 2021-08-10
002 2012-01-01 DEREK GRICE 2021-08-10
002 2011-01-01 DEREK GRICE 2021-08-10
002 2010-01-01 DEREK GRICE 2021-08-10
002 2009-01-01
002 2008-01-01
002 2007-01-01
002 2006-01-01
002 2005-01-01
002 2004-01-01
002 2003-01-01
002 2002-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DEREK GRICE	2024-05-13
002	2022-01-01	DEREK GRICE	2023-05-22
002	2021-01-01	DEREK GRICE	2022-06-07
002	2020-01-01	DEREK GRICE	2021-10-05
002	2019-01-01	DEREK GRICE	2021-08-10
002	2018-01-01	DEREK GRICE	2021-08-10
002	2017-01-01	DEREK GRICE	2021-08-10
002	2016-01-01	DEREK GRICE	2021-08-10
002	2015-01-01	DEREK GRICE	2021-08-10
002	2014-01-01	DEREK GRICE	2021-08-10
002	2013-01-01	DEREK GRICE	2021-08-10
002	2012-01-01	DEREK GRICE	2021-08-10
002	2011-01-01	DEREK GRICE	2021-08-10
002	2010-01-01	DEREK GRICE	2021-08-10
002	2009-01-01
002	2008-01-01
002	2007-01-01
002	2006-01-01
002	2005-01-01
002	2004-01-01
002	2003-01-01
002	2002-01-01

Financial Data on FIRST STATE BANK OF WARREN PROFIT SHARING PLAN

Measure	Date	Value
2025 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-23	326460
Net assets as of the end of the plan year	2025-09-23	0
Total assets as of the beginning of the plan year	2025-09-23	312994
Value of plan covered by a fidelity bond	2025-09-23	300000
Other income to plan in this plan year	2025-09-23	13466
Plan net income in this plan year	2025-09-23	-312994
Net assets as of the end of the plan year	2025-09-23	0
Net assets as of the beginning of the plan year	2025-09-23	312994
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-23	500
Total expenses incurred by plan in this plan year	2025-02-26	669
Net assets as of the end of the plan year	2025-02-26	312994
Total assets as of the beginning of the plan year	2025-02-26	289280
Value of plan covered by a fidelity bond	2025-02-26	300000
Other expenses paid from plan in this plan year	2025-02-26	250
Other income to plan in this plan year	2025-02-26	17556
Plan net income in this plan year	2025-02-26	23714
Net assets as of the end of the plan year	2025-02-26	312994
Net assets as of the beginning of the plan year	2025-02-26	289280
Employer contributions to plan in this plan year	2025-02-26	6827
2024 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-12	134795
Net assets as of the end of the plan year	2024-05-12	289280
Total assets as of the beginning of the plan year	2024-05-12	394163
Value of plan covered by a fidelity bond	2024-05-12	300000
Participant contributions to plan in this plan year	2024-05-12	0
Other contributions to plan in this plan year	2024-05-12	0
Other income to plan in this plan year	2024-05-12	20549
Plan net income in this plan year	2024-05-12	-104883
Net assets as of the end of the plan year	2024-05-12	289280
Net assets as of the beginning of the plan year	2024-05-12	394163
Employer contributions to plan in this plan year	2024-05-12	9363
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-12	1140
2009 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources	2009-12-31	$26,978
Expenses. Total of all expenses incurred	2009-12-31	$12,061
Benefits paid (including direct rollovers)	2009-12-31	$12,061
Total plan assets at end of year	2009-12-31	$370,741
Total plan assets at beginning of year	2009-12-31	$355,824
Value of fidelity bond covering the plan	2009-12-31	$2,275,000
Other income received	2009-12-31	$12,143
Net income (gross income less expenses)	2009-12-31	$14,917
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$370,741
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$355,824
Total contributions received or receivable from employer(s)	2009-12-31	$14,835
2008 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2008 401k financial data
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$36,506
Expenses. Total of all expenses incurred	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$355,824
Total plan assets at beginning of year	2008-12-31	$319,318
Value of fidelity bond covering the plan	2008-12-31	$1,000,000
Other income received	2008-12-31	$13,970
Net income (gross income less expenses)	2008-12-31	$36,506
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$355,824
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$319,318
Total contributions received or receivable from employer(s)	2008-12-31	$22,536
2007 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2007 401k financial data
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$43,416
Expenses. Total of all expenses incurred	2007-12-31	$19,213
Benefits paid (including direct rollovers)	2007-12-31	$19,213
Total plan assets at end of year	2007-12-31	$319,318
Total plan assets at beginning of year	2007-12-31	$295,115
Value of fidelity bond covering the plan	2007-12-31	$1,000,000
Other income received	2007-12-31	$10,375
Net income (gross income less expenses)	2007-12-31	$24,203
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$319,318
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$295,115
Total contributions received or receivable from employer(s)	2007-12-31	$33,041
2006 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2006 401k financial data
Total plan liabilities at beginning of year	2006-12-31	$0
Total income from all sources	2006-12-31	$26,713
Expenses. Total of all expenses incurred	2006-12-31	$1,297
Benefits paid (including direct rollovers)	2006-12-31	$1,297
Total plan assets at end of year	2006-12-31	$295,115
Total plan assets at beginning of year	2006-12-31	$269,699
Value of fidelity bond covering the plan	2006-12-31	$1,000,000
Other income received	2006-12-31	$9,490
Net income (gross income less expenses)	2006-12-31	$25,416
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$295,115
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$269,699
Total contributions received or receivable from employer(s)	2006-12-31	$17,223
2005 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2005 401k financial data
Total plan liabilities at beginning of year	2005-12-31	$0
Total income from all sources	2005-12-31	$31,372
Expenses. Total of all expenses incurred	2005-12-31	$35,815
Benefits paid (including direct rollovers)	2005-12-31	$35,815
Total plan assets at end of year	2005-12-31	$269,699
Total plan assets at beginning of year	2005-12-31	$274,142
Value of fidelity bond covering the plan	2005-12-31	$1,000,000
Other income received	2005-12-31	$5,838
Net income (gross income less expenses)	2005-12-31	$-4,443
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$269,699
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$274,142
Total contributions received or receivable from employer(s)	2005-12-31	$25,534
2004 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2004 401k financial data
Total plan liabilities at beginning of year	2004-12-31	$0
Total income from all sources	2004-12-31	$18,881
Expenses. Total of all expenses incurred	2004-12-31	$0
Total plan assets at end of year	2004-12-31	$274,142
Total plan assets at beginning of year	2004-12-31	$255,261
Value of fidelity bond covering the plan	2004-12-31	$1,000,000
Other income received	2004-12-31	$4,415
Net income (gross income less expenses)	2004-12-31	$18,881
Net plan assets at end of year (total assets less liabilities)	2004-12-31	$274,142
Net plan assets at beginning of year (total assets less liabilities)	2004-12-31	$255,261
Total contributions received or receivable from employer(s)	2004-12-31	$14,466
2003 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2003 401k financial data
Total plan liabilities at beginning of year	2003-12-31	$0
Total income from all sources	2003-12-31	$22,669
Expenses. Total of all expenses incurred	2003-12-31	$1,091
Benefits paid (including direct rollovers)	2003-12-31	$1,091
Total plan assets at end of year	2003-12-31	$255,261
Total plan assets at beginning of year	2003-12-31	$233,683
Value of fidelity bond covering the plan	2003-12-31	$1,000,000
Other income received	2003-12-31	$5,279
Net income (gross income less expenses)	2003-12-31	$21,578
Net plan assets at end of year (total assets less liabilities)	2003-12-31	$255,261
Net plan assets at beginning of year (total assets less liabilities)	2003-12-31	$233,683
Total contributions received or receivable from employer(s)	2003-12-31	$17,390
2002 : FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2002 401k financial data
Total plan liabilities at beginning of year	2002-12-31	$0
Total income from all sources	2002-12-31	$25,587
Expenses. Total of all expenses incurred	2002-12-31	$1,269
Benefits paid (including direct rollovers)	2002-12-31	$1,269
Total plan assets at end of year	2002-12-31	$233,683
Total plan assets at beginning of year	2002-12-31	$209,365
Value of fidelity bond covering the plan	2002-12-31	$1,000,000
Other income received	2002-12-31	$6,536
Net income (gross income less expenses)	2002-12-31	$24,318
Net plan assets at end of year (total assets less liabilities)	2002-12-31	$233,683
Net plan assets at beginning of year (total assets less liabilities)	2002-12-31	$209,365
Total contributions received or receivable from employer(s)	2002-12-31	$19,051

Form 5500 Responses for FIRST STATE BANK OF WARREN PROFIT SHARING PLAN

2009: FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes
2004: FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – Trust	Yes
2004-01-01	Plan benefit arrangement - Trust	Yes
2003: FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2003-01-01	Plan funding arrangement – Trust	Yes
2003-01-01	Plan benefit arrangement - Trust	Yes
2002: FIRST STATE BANK OF WARREN PROFIT SHARING PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2002-01-01	Plan funding arrangement – Trust	Yes
2002-01-01	Plan benefit arrangement - Trust	Yes

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