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FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 401k Plan overview

Plan NameFIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST
Plan identification number 001

FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 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

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

Company Name:FIRST STATE BANK
Employer identification number (EIN):730963813
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about FIRST STATE BANK

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 1112143249

More information about FIRST STATE BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LORI OSMUS2024-10-04
0012022-01-01LORI OSMUS2023-10-03
0012021-01-01LORI OSMUS2022-04-06 LORI OSMUS2022-04-06
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LORI OSMUS
0012016-01-01LORI OSMUS
0012015-01-01LORI OSMUS
0012014-01-01LORI OSMUS LORI OSMUS2015-09-24
0012013-01-01LORI OSMUS LORI OSMUS2014-07-21
0012012-01-01LORI OSMUS LORI OSMUS2013-04-03
0012011-01-01LORI OSMUS LORI OSMUS2012-07-09
0012009-01-01LORI OSMUS LORI OSMUS2010-10-07

Financial Data on FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST

Measure Date Value
2025 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-10109176
Net assets as of the end of the plan year2025-10-102003805
Total assets as of the beginning of the plan year2025-10-101754995
Value of plan covered by a fidelity bond2025-10-103000000
Participant contributions to plan in this plan year2025-10-1026784
Value of participant loans at end of plan year2025-10-1045729
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10308849
Plan net income in this plan year2025-10-10248810
Net assets as of the end of the plan year2025-10-102003805
Net assets as of the beginning of the plan year2025-10-101754995
Employer contributions to plan in this plan year2025-10-1022353
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10175
2024 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-04388374
Net assets as of the end of the plan year2024-10-041754995
Total assets as of the beginning of the plan year2024-10-041770783
Value of plan covered by a fidelity bond2024-10-043000000
Participant contributions to plan in this plan year2024-10-0429589
Value of participant loans at end of plan year2024-10-0453866
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-04318173
Plan net income in this plan year2024-10-04-15788
Net assets as of the end of the plan year2024-10-041754995
Net assets as of the beginning of the plan year2024-10-041770783
Employer contributions to plan in this plan year2024-10-0424824
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-04450
2020 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$380,097
Expenses. Total of all expenses incurred2020-12-31$45,759
Benefits paid (including direct rollovers)2020-12-31$45,759
Total plan assets at end of year2020-12-31$1,932,745
Total plan assets at beginning of year2020-12-31$1,598,407
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$24,340
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$346,902
Net income (gross income less expenses)2020-12-31$334,338
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,932,745
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,598,407
Assets. Value of participant loans2020-12-31$51,135
Total contributions received or receivable from employer(s)2020-12-31$8,855
2019 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$337,729
Expenses. Total of all expenses incurred2019-12-31$50,077
Benefits paid (including direct rollovers)2019-12-31$49,907
Total plan assets at end of year2019-12-31$1,598,407
Total plan assets at beginning of year2019-12-31$1,310,755
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$25,150
Expenses. Other expenses not covered elsewhere2019-12-31$170
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$303,401
Net income (gross income less expenses)2019-12-31$287,652
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,598,407
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,310,755
Assets. Value of participant loans2019-12-31$44,760
Total contributions received or receivable from employer(s)2019-12-31$9,178
2018 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-13,218
Expenses. Total of all expenses incurred2018-12-31$43,863
Benefits paid (including direct rollovers)2018-12-31$43,638
Total plan assets at end of year2018-12-31$1,310,755
Total plan assets at beginning of year2018-12-31$1,367,836
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$21,547
Other income received2018-12-31$-42,549
Net income (gross income less expenses)2018-12-31$-57,081
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,310,755
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,367,836
Assets. Value of participant loans2018-12-31$43,319
Total contributions received or receivable from employer(s)2018-12-31$7,784
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$225
2017 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$248,514
Expenses. Total of all expenses incurred2017-12-31$34,894
Benefits paid (including direct rollovers)2017-12-31$34,894
Total plan assets at end of year2017-12-31$1,367,836
Total plan assets at beginning of year2017-12-31$1,154,216
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$21,483
Other income received2017-12-31$219,772
Net income (gross income less expenses)2017-12-31$213,620
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,367,836
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,154,216
Assets. Value of participant loans2017-12-31$39,496
Total contributions received or receivable from employer(s)2017-12-31$7,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$99,134
Expenses. Total of all expenses incurred2016-12-31$32,836
Benefits paid (including direct rollovers)2016-12-31$32,836
Total plan assets at end of year2016-12-31$1,154,216
Total plan assets at beginning of year2016-12-31$1,087,918
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$19,668
Other income received2016-12-31$73,000
Net income (gross income less expenses)2016-12-31$66,298
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,154,216
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,087,918
Assets. Value of participant loans2016-12-31$59,068
Total contributions received or receivable from employer(s)2016-12-31$6,466
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$47,936
Expenses. Total of all expenses incurred2015-12-31$62,290
Benefits paid (including direct rollovers)2015-12-31$62,290
Total plan assets at end of year2015-12-31$1,087,918
Total plan assets at beginning of year2015-12-31$1,102,272
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$14,149
Contributions received from other sources (not participants or employers)2015-12-31$934
Other income received2015-12-31$27,504
Net income (gross income less expenses)2015-12-31$-14,354
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,087,918
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,102,272
Assets. Value of participant loans2015-12-31$72,089
Total contributions received or receivable from employer(s)2015-12-31$5,349
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$107,721
Expenses. Total of all expenses incurred2014-12-31$9,688
Benefits paid (including direct rollovers)2014-12-31$9,688
Total plan assets at end of year2014-12-31$1,102,272
Total plan assets at beginning of year2014-12-31$1,004,239
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$17,187
Other income received2014-12-31$85,426
Net income (gross income less expenses)2014-12-31$98,033
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,102,272
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,004,239
Assets. Value of participant loans2014-12-31$66,661
Total contributions received or receivable from employer(s)2014-12-31$5,108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$218,266
Expenses. Total of all expenses incurred2013-12-31$26,727
Benefits paid (including direct rollovers)2013-12-31$26,652
Total plan assets at end of year2013-12-31$1,004,239
Total plan assets at beginning of year2013-12-31$812,700
Value of fidelity bond covering the plan2013-12-31$1,825,000
Total contributions received or receivable from participants2013-12-31$37,198
Contributions received from other sources (not participants or employers)2013-12-31$1,314
Other income received2013-12-31$173,074
Net income (gross income less expenses)2013-12-31$191,539
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,004,239
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$812,700
Assets. Value of participant loans2013-12-31$44,172
Total contributions received or receivable from employer(s)2013-12-31$6,680
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$128,273
Expenses. Total of all expenses incurred2012-12-31$8,491
Benefits paid (including direct rollovers)2012-12-31$8,491
Total plan assets at end of year2012-12-31$812,700
Total plan assets at beginning of year2012-12-31$692,918
Value of fidelity bond covering the plan2012-12-31$1,825,000
Total contributions received or receivable from participants2012-12-31$38,695
Other income received2012-12-31$83,165
Net income (gross income less expenses)2012-12-31$119,782
Net plan assets at end of year (total assets less liabilities)2012-12-31$812,700
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$692,918
Assets. Value of participant loans2012-12-31$39,977
Total contributions received or receivable from employer(s)2012-12-31$6,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$47,190
Expenses. Total of all expenses incurred2011-12-31$10,002
Benefits paid (including direct rollovers)2011-12-31$10,002
Total plan assets at end of year2011-12-31$692,918
Total plan assets at beginning of year2011-12-31$655,730
Value of fidelity bond covering the plan2011-12-31$1,675,000
Total contributions received or receivable from participants2011-12-31$36,314
Other income received2011-12-31$5,045
Net income (gross income less expenses)2011-12-31$37,188
Net plan assets at end of year (total assets less liabilities)2011-12-31$692,918
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$655,730
Assets. Value of participant loans2011-12-31$38,385
Total contributions received or receivable from employer(s)2011-12-31$5,831
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$200,199
Expenses. Total of all expenses incurred2010-12-31$15,491
Benefits paid (including direct rollovers)2010-12-31$15,491
Total plan assets at end of year2010-12-31$655,730
Total plan assets at beginning of year2010-12-31$471,022
Value of fidelity bond covering the plan2010-12-31$1,675,000
Total contributions received or receivable from participants2010-12-31$30,671
Contributions received from other sources (not participants or employers)2010-12-31$107,832
Other income received2010-12-31$55,383
Net income (gross income less expenses)2010-12-31$184,708
Net plan assets at end of year (total assets less liabilities)2010-12-31$655,730
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$471,022
Assets. Value of participant loans2010-12-31$36,710
Total contributions received or receivable from employer(s)2010-12-31$6,313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST

2020: FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 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 PROFIT SHARING/401(K)PLAN & TRUST 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 PROFIT SHARING/401(K)PLAN & TRUST 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 PROFIT SHARING/401(K)PLAN & TRUST 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 PROFIT SHARING/401(K)PLAN & TRUST 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 PROFIT SHARING/401(K)PLAN & TRUST 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 PROFIT SHARING/401(K)PLAN & TRUST 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 PROFIT SHARING/401(K)PLAN & TRUST 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
2012: FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST STATE BANK PROFIT SHARING/401(K)PLAN & TRUST 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 PROFIT SHARING/401(K)PLAN & TRUST 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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