?>
Logo

THE FIRST STATE BANK RETIREMENT PLAN 401k Plan overview

Plan NameTHE FIRST STATE BANK RETIREMENT PLAN
Plan identification number 001

THE FIRST STATE BANK RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:THE FIRST STATE BANK RETIREMENT PLAN
Employer identification number (EIN):730242040
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FIRST STATE BANK RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-11-01CHRISTOPHER TURNER2021-11-24
0012019-11-01CHRIS TURNER2021-08-09 CHRIS TURNER2021-08-09
0012018-11-01
0012017-11-01
0012016-11-01CHRIS TURNER CHRIS TURNER2018-05-08
0012015-11-01CHRIS TURNER CHRIS TURNER2017-06-08
0012014-11-01CHRIS TURNER CHRIS TURNER2016-06-07
0012013-11-01CHRIS TURNER CHRIS TURNER2015-05-29
0012012-11-01CHRIS TURNER CHRIS TURNER2014-06-24
0012011-11-01CHRIS TURNER CHRIS TURNER2014-06-18

Plan Statistics for THE FIRST STATE BANK RETIREMENT PLAN

401k plan membership statisitcs for THE FIRST STATE BANK RETIREMENT PLAN

Measure Date Value
2018: THE FIRST STATE BANK RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-0164
Total number of active participants reported on line 7a of the Form 55002018-11-0155
Number of retired or separated participants receiving benefits2018-11-011
Number of other retired or separated participants entitled to future benefits2018-11-0111
Total of all active and inactive participants2018-11-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-0167
Number of participants with account balances2018-11-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-012
2017: THE FIRST STATE BANK RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-0166
Total number of active participants reported on line 7a of the Form 55002017-11-0162
Number of retired or separated participants receiving benefits2017-11-011
Number of other retired or separated participants entitled to future benefits2017-11-0110
Total of all active and inactive participants2017-11-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-0173
Number of participants with account balances2017-11-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-012
2016: THE FIRST STATE BANK RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-0167
Total number of active participants reported on line 7a of the Form 55002016-11-0151
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-0113
Total of all active and inactive participants2016-11-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-0164
Number of participants with account balances2016-11-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-011
2015: THE FIRST STATE BANK RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-0167
Total number of active participants reported on line 7a of the Form 55002015-11-0152
Number of retired or separated participants receiving benefits2015-11-011
Number of other retired or separated participants entitled to future benefits2015-11-0114
Total of all active and inactive participants2015-11-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-0167
Number of participants with account balances2015-11-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-019
2014: THE FIRST STATE BANK RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-0155
Total number of active participants reported on line 7a of the Form 55002014-11-0153
Number of retired or separated participants receiving benefits2014-11-011
Number of other retired or separated participants entitled to future benefits2014-11-0113
Total of all active and inactive participants2014-11-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-0167
Number of participants with account balances2014-11-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-018
2013: THE FIRST STATE BANK RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-0142
Total number of active participants reported on line 7a of the Form 55002013-11-0146
Number of retired or separated participants receiving benefits2013-11-011
Number of other retired or separated participants entitled to future benefits2013-11-017
Total of all active and inactive participants2013-11-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-0154
Number of participants with account balances2013-11-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-016
2012: THE FIRST STATE BANK RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-0133
Total number of active participants reported on line 7a of the Form 55002012-11-0141
Number of retired or separated participants receiving benefits2012-11-011
Number of other retired or separated participants entitled to future benefits2012-11-012
Total of all active and inactive participants2012-11-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-0144
Number of participants with account balances2012-11-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-012
2011: THE FIRST STATE BANK RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-0128
Total number of active participants reported on line 7a of the Form 55002011-11-0124
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-010
Total of all active and inactive participants2011-11-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-0124
Number of participants with account balances2011-11-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010

Financial Data on THE FIRST STATE BANK RETIREMENT PLAN

Measure Date Value
2019 : THE FIRST STATE BANK RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-10-31$761,424
Expenses. Total of all expenses incurred2019-10-31$77,910
Benefits paid (including direct rollovers)2019-10-31$77,610
Total plan assets at end of year2019-10-31$2,474,478
Total plan assets at beginning of year2019-10-31$1,790,964
Value of fidelity bond covering the plan2019-10-31$1,000,000
Total contributions received or receivable from participants2019-10-31$292,476
Assets. Value of loans (other than to participants)2019-10-31$71,728
Contributions received from other sources (not participants or employers)2019-10-31$111,726
Other income received2019-10-31$205,707
Net income (gross income less expenses)2019-10-31$683,514
Net plan assets at end of year (total assets less liabilities)2019-10-31$2,474,478
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$1,790,964
Total contributions received or receivable from employer(s)2019-10-31$151,515
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$300
2018 : THE FIRST STATE BANK RETIREMENT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
2017 : THE FIRST STATE BANK RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-10-31$533,771
Expenses. Total of all expenses incurred2017-10-31$59,309
Benefits paid (including direct rollovers)2017-10-31$43,523
Total plan assets at end of year2017-10-31$1,429,367
Total plan assets at beginning of year2017-10-31$954,905
Value of fidelity bond covering the plan2017-10-31$1,000,000
Total contributions received or receivable from participants2017-10-31$174,899
Assets. Value of loans (other than to participants)2017-10-31$18,554
Contributions received from other sources (not participants or employers)2017-10-31$44,690
Other income received2017-10-31$198,223
Net income (gross income less expenses)2017-10-31$474,462
Net plan assets at end of year (total assets less liabilities)2017-10-31$1,429,367
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$954,905
Total contributions received or receivable from employer(s)2017-10-31$115,959
Value of certain deemed distributions of participant loans2017-10-31$15,786
2016 : THE FIRST STATE BANK RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-10-31$340,963
Expenses. Total of all expenses incurred2016-10-31$83,321
Benefits paid (including direct rollovers)2016-10-31$83,321
Total plan assets at end of year2016-10-31$954,905
Total plan assets at beginning of year2016-10-31$697,263
Value of fidelity bond covering the plan2016-10-31$1,000,000
Total contributions received or receivable from participants2016-10-31$170,353
Contributions received from other sources (not participants or employers)2016-10-31$38,534
Other income received2016-10-31$24,444
Net income (gross income less expenses)2016-10-31$257,642
Net plan assets at end of year (total assets less liabilities)2016-10-31$954,905
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$697,263
Assets. Value of participant loans2016-10-31$21,857
Total contributions received or receivable from employer(s)2016-10-31$107,632
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : THE FIRST STATE BANK RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-10-31$244,991
Expenses. Total of all expenses incurred2015-10-31$19,322
Benefits paid (including direct rollovers)2015-10-31$19,322
Total plan assets at end of year2015-10-31$697,263
Total plan assets at beginning of year2015-10-31$471,594
Value of fidelity bond covering the plan2015-10-31$1,000,000
Total contributions received or receivable from participants2015-10-31$144,354
Other income received2015-10-31$6,172
Net income (gross income less expenses)2015-10-31$225,669
Net plan assets at end of year (total assets less liabilities)2015-10-31$697,263
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$471,594
Total contributions received or receivable from employer(s)2015-10-31$94,465
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : THE FIRST STATE BANK RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-10-31$277,568
Expenses. Total of all expenses incurred2014-10-31$17,886
Benefits paid (including direct rollovers)2014-10-31$17,886
Total plan assets at end of year2014-10-31$471,594
Total plan assets at beginning of year2014-10-31$211,912
Value of fidelity bond covering the plan2014-10-31$1,000,000
Total contributions received or receivable from participants2014-10-31$149,612
Other income received2014-10-31$25,644
Net income (gross income less expenses)2014-10-31$259,682
Net plan assets at end of year (total assets less liabilities)2014-10-31$471,594
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$211,912
Total contributions received or receivable from employer(s)2014-10-31$102,312
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : THE FIRST STATE BANK RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-10-31$145,614
Expenses. Total of all expenses incurred2013-10-31$16,481
Benefits paid (including direct rollovers)2013-10-31$16,481
Total plan assets at end of year2013-10-31$211,912
Total plan assets at beginning of year2013-10-31$82,779
Value of fidelity bond covering the plan2013-10-31$1,000,000
Total contributions received or receivable from participants2013-10-31$81,834
Other income received2013-10-31$24,858
Net income (gross income less expenses)2013-10-31$129,133
Net plan assets at end of year (total assets less liabilities)2013-10-31$211,912
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$82,779
Total contributions received or receivable from employer(s)2013-10-31$38,922
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : THE FIRST STATE BANK RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-10-31$86,087
Expenses. Total of all expenses incurred2012-10-31$3,308
Benefits paid (including direct rollovers)2012-10-31$3,308
Total plan assets at end of year2012-10-31$82,779
Total plan assets at beginning of year2012-10-31$0
Value of fidelity bond covering the plan2012-10-31$1,000,000
Total contributions received or receivable from participants2012-10-31$66,364
Contributions received from other sources (not participants or employers)2012-10-31$12,215
Other income received2012-10-31$2,655
Net income (gross income less expenses)2012-10-31$82,779
Net plan assets at end of year (total assets less liabilities)2012-10-31$82,779
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$0
Total contributions received or receivable from employer(s)2012-10-31$4,853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0

Form 5500 Responses for THE FIRST STATE BANK RETIREMENT PLAN

2018: THE FIRST STATE BANK RETIREMENT PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: THE FIRST STATE BANK RETIREMENT PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: THE FIRST STATE BANK RETIREMENT PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: THE FIRST STATE BANK RETIREMENT PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: THE FIRST STATE BANK RETIREMENT PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: THE FIRST STATE BANK RETIREMENT PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: THE FIRST STATE BANK RETIREMENT PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedYes
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: THE FIRST STATE BANK RETIREMENT PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01First time form 5500 has been submittedYes
2011-11-01Submission has been amendedYes
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3