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FIRST STATE BANK OF UVALDE RETIREMENT PLAN, AS ADOPTED BY ZAVALA COUNTY BANK (ZAVALA COUNTY BANK RETIREMENT PLAN) 401k Plan overview

Plan NameFIRST STATE BANK OF UVALDE RETIREMENT PLAN, AS ADOPTED BY ZAVALA COUNTY BANK (ZAVALA COUNTY BANK RETIREMENT PLAN)
Plan identification number 001

FIRST STATE BANK OF UVALDE RETIREMENT PLAN, AS ADOPTED BY ZAVALA COUNTY BANK (ZAVALA COUNTY BANK RETIREMENT PLAN) Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ZAVALA COUNTY BANK has sponsored the creation of one or more 401k plans.

Company Name:ZAVALA COUNTY BANK
Employer identification number (EIN):740998930
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST STATE BANK OF UVALDE RETIREMENT PLAN, AS ADOPTED BY ZAVALA COUNTY BANK (ZAVALA COUNTY BANK RETIREMENT PLAN)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANENE N. COOK2024-08-19 TAMMY S RITCHIE2024-07-30
0012022-01-01MARTY ANGERMILLER2023-10-16 TAMMY S RITCHIE2023-10-16
0012021-01-01MARTY ANGERMILLER2022-10-03 TAMMY S RITCHIE2022-10-03
0012020-01-01MARTY ANGERMILLER2021-07-27 TAMMY S RITCHIE2021-07-27
0012019-01-01CODY SMITH2020-10-15 TAMMY S RITCHIE2020-10-15
0012018-01-01CODY SMITH2019-10-09 TAMMY S RITCHIE2019-10-09
0012018-01-01CODY SMITH2019-12-04 TAMMY S RITCHIE2019-12-06
0012017-01-01CODY SMITH2018-10-12 TAMMY S RITCHIE2018-10-11
0012016-01-01CODY SMITH2018-01-31 TAMMY S RITCHIE2018-01-31
0012015-01-01ROBERT K BAEN2016-10-12 TAMMY S RITCHIE2016-10-12
0012014-01-01ROBERT K BAEN2015-10-13 TAMMY S RITCHIE2015-10-13
0012013-01-01ROBERT K. BAEN2014-10-14 TAMMY S. RITCHIE2014-10-14
0012012-01-01ROBERT K. BAEN2013-10-12 TAMMY S. RITCHIE2013-10-12
0012011-01-01ROBERT K. BAEN2012-10-12 TAMMY S. RITCHIE2012-10-12
0012010-01-01ROBERT K. BAEN2011-10-14 TAMMY S. RITCHIE2011-10-13

Financial Data on FIRST STATE BANK OF UVALDE RETIREMENT PLAN, AS ADOPTED BY ZAVALA COUNTY BANK (ZAVALA COUNTY BANK RETIREMENT PLAN)

Measure Date Value
2025 : FIRST STATE BANK OF UVALDE RETIREMENT PLAN, AS ADOPTED BY ZAVALA COUNTY BANK (ZAVALA COUNTY BANK RETIREMENT PLAN) 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-14-1761939
Total expenses incurred by plan in this plan year2025-10-142063318
Net assets as of the end of the plan year2025-10-140
Total assets as of the beginning of the plan year2025-10-143711117
Value of plan covered by a fidelity bond2025-10-143000000
Other income to plan in this plan year2025-10-14114140
Plan net income in this plan year2025-10-14-1949178
Net assets as of the end of the plan year2025-10-140
Net assets as of the beginning of the plan year2025-10-143711117
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14191722
2024 : FIRST STATE BANK OF UVALDE RETIREMENT PLAN, AS ADOPTED BY ZAVALA COUNTY BANK (ZAVALA COUNTY BANK RETIREMENT PLAN) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-191739939
Net assets as of the end of the plan year2024-08-193711117
Total assets as of the beginning of the plan year2024-08-195286486
Value of plan covered by a fidelity bond2024-08-193000000
Other income to plan in this plan year2024-08-19164570
Plan net income in this plan year2024-08-19-1575369
Net assets as of the end of the plan year2024-08-193711117
Net assets as of the beginning of the plan year2024-08-195286486
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-19208596
2022 : FIRST STATE BANK OF UVALDE RETIREMENT PLAN, AS ADOPTED BY ZAVALA COUNTY BANK (ZAVALA COUNTY BANK RETIREMENT PLAN) 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-03168585
Net assets as of the end of the plan year2022-10-035830574
Total assets as of the beginning of the plan year2022-10-035088821
Value of plan covered by a fidelity bond2022-10-033000000
Other income to plan in this plan year2022-10-03910338
Plan net income in this plan year2022-10-03741753
Net assets as of the end of the plan year2022-10-035830574
Net assets as of the beginning of the plan year2022-10-035088821

Potentially related plans

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