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FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameFIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST
Plan identification number 001

FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:FIRST STATE BANK OF FORSYTH
Employer identification number (EIN):810136360
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SERENA BARTA2023-07-10
0012021-01-01WAYNE M. PESTER2022-08-17
0012020-01-01WAYNE M. PESTER2021-07-21
0012019-01-01WAYNE M. PESTER2020-06-24
0012018-01-01
0012017-01-01CHERYL HERT
0012016-01-01CHERYL HERT
0012015-01-01CHERYL HERT
0012014-01-01CHERYL HERT
0012013-01-01CHERYL HERT
0012012-01-01CHERYL HERT
0012011-01-01CHERYL HERT
0012009-01-01CHERYL HERT WAYNE PESTER2010-06-21

Plan Statistics for FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST

401k plan membership statisitcs for FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2022: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0121
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0117
Number of participants with account balances2022-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0120
Total number of active participants reported on line 7a of the Form 55002021-01-0119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0121
Number of participants with account balances2021-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0119
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0118
Number of participants with account balances2020-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0118
Number of participants with account balances2019-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0115
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Number of participants with account balances2018-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0124
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0123
Number of participants with account balances2016-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0122
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0123
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0123
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0123
Number of participants with account balances2009-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2022 : FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$1,591
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-568,870
Expenses. Total of all expenses incurred2022-12-31$629,352
Benefits paid (including direct rollovers)2022-12-31$619,567
Total plan assets at end of year2022-12-31$2,895,740
Total plan assets at beginning of year2022-12-31$4,092,371
Value of fidelity bond covering the plan2022-12-31$2,500,000
Total contributions received or receivable from participants2022-12-31$82,829
Expenses. Other expenses not covered elsewhere2022-12-31$1,501
Other income received2022-12-31$-680,293
Net income (gross income less expenses)2022-12-31$-1,198,222
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,894,149
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,092,371
Assets. Value of participant loans2022-12-31$5,102
Assets. Value of employer securities2022-12-31$605,861
Total contributions received or receivable from employer(s)2022-12-31$28,594
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$8,284
2021 : FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$380,688
Expenses. Total of all expenses incurred2021-12-31$9,803
Benefits paid (including direct rollovers)2021-12-31$107
Total plan assets at end of year2021-12-31$4,092,371
Total plan assets at beginning of year2021-12-31$3,721,486
Value of fidelity bond covering the plan2021-12-31$2,500,000
Total contributions received or receivable from participants2021-12-31$85,551
Other income received2021-12-31$265,522
Net income (gross income less expenses)2021-12-31$370,885
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,092,371
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,721,486
Assets. Value of participant loans2021-12-31$14,887
Assets. Value of employer securities2021-12-31$2,449,680
Total contributions received or receivable from employer(s)2021-12-31$29,615
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$365,513
Expenses. Total of all expenses incurred2020-12-31$45,967
Benefits paid (including direct rollovers)2020-12-31$39,934
Total plan assets at end of year2020-12-31$3,721,486
Total plan assets at beginning of year2020-12-31$3,401,940
Value of fidelity bond covering the plan2020-12-31$2,500,000
Total contributions received or receivable from participants2020-12-31$82,069
Other income received2020-12-31$256,735
Net income (gross income less expenses)2020-12-31$319,546
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,721,486
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,401,940
Assets. Value of participant loans2020-12-31$32,737
Assets. Value of employer securities2020-12-31$2,277,213
Total contributions received or receivable from employer(s)2020-12-31$26,709
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$656,990
Expenses. Total of all expenses incurred2019-12-31$1,904,250
Benefits paid (including direct rollovers)2019-12-31$1,895,699
Total plan assets at end of year2019-12-31$3,401,940
Total plan assets at beginning of year2019-12-31$4,649,200
Value of fidelity bond covering the plan2019-12-31$2,500,000
Total contributions received or receivable from participants2019-12-31$80,304
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$547,740
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-1,247,260
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,401,940
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,649,200
Assets. Value of participant loans2019-12-31$47,085
Assets. Value of employer securities2019-12-31$2,131,215
Total contributions received or receivable from employer(s)2019-12-31$28,946
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,551
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$476,138
Expenses. Total of all expenses incurred2018-12-31$996,989
Benefits paid (including direct rollovers)2018-12-31$987,040
Total plan assets at end of year2018-12-31$4,649,200
Total plan assets at beginning of year2018-12-31$5,170,051
Value of fidelity bond covering the plan2018-12-31$2,500,000
Total contributions received or receivable from participants2018-12-31$80,367
Other income received2018-12-31$368,537
Net income (gross income less expenses)2018-12-31$-520,851
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,649,200
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,170,051
Assets. Value of participant loans2018-12-31$64,923
Assets. Value of employer securities2018-12-31$3,276,970
Total contributions received or receivable from employer(s)2018-12-31$27,234
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,949
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$888,034
Expenses. Total of all expenses incurred2017-12-31$522,651
Benefits paid (including direct rollovers)2017-12-31$511,187
Total plan assets at end of year2017-12-31$5,170,051
Total plan assets at beginning of year2017-12-31$4,804,668
Value of fidelity bond covering the plan2017-12-31$2,500,000
Total contributions received or receivable from participants2017-12-31$71,988
Other income received2017-12-31$790,009
Net income (gross income less expenses)2017-12-31$365,383
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,170,051
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,804,668
Assets. Value of participant loans2017-12-31$42,095
Assets. Value of employer securities2017-12-31$3,407,732
Total contributions received or receivable from employer(s)2017-12-31$26,037
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,464
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 OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$505,703
Expenses. Total of all expenses incurred2016-12-31$887,790
Benefits paid (including direct rollovers)2016-12-31$876,125
Total plan assets at end of year2016-12-31$4,804,668
Total plan assets at beginning of year2016-12-31$5,186,755
Value of fidelity bond covering the plan2016-12-31$2,500,000
Total contributions received or receivable from participants2016-12-31$73,085
Other income received2016-12-31$405,670
Net income (gross income less expenses)2016-12-31$-382,087
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,804,668
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,186,755
Assets. Value of participant loans2016-12-31$44,320
Assets. Value of employer securities2016-12-31$3,160,290
Total contributions received or receivable from employer(s)2016-12-31$26,948
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,665
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 OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$658,399
Expenses. Total of all expenses incurred2015-12-31$287,895
Benefits paid (including direct rollovers)2015-12-31$277,613
Total plan assets at end of year2015-12-31$5,186,755
Total plan assets at beginning of year2015-12-31$4,816,251
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$74,263
Other income received2015-12-31$553,738
Net income (gross income less expenses)2015-12-31$370,504
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,186,755
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,816,251
Assets. Value of participant loans2015-12-31$77,956
Assets. Value of employer securities2015-12-31$3,086,055
Total contributions received or receivable from employer(s)2015-12-31$30,398
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,282
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 OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$639,721
Expenses. Total of all expenses incurred2014-12-31$85,483
Benefits paid (including direct rollovers)2014-12-31$78,548
Total plan assets at end of year2014-12-31$4,816,251
Total plan assets at beginning of year2014-12-31$4,262,013
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$69,497
Other income received2014-12-31$545,762
Net income (gross income less expenses)2014-12-31$554,238
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,816,251
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,262,013
Assets. Value of participant loans2014-12-31$65,713
Assets. Value of employer securities2014-12-31$2,883,231
Total contributions received or receivable from employer(s)2014-12-31$24,462
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,935
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 OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$513,203
Expenses. Total of all expenses incurred2013-12-31$78,131
Benefits paid (including direct rollovers)2013-12-31$72,818
Total plan assets at end of year2013-12-31$4,262,013
Total plan assets at beginning of year2013-12-31$3,826,941
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$68,249
Other income received2013-12-31$421,554
Net income (gross income less expenses)2013-12-31$435,072
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,262,013
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,826,941
Assets. Value of participant loans2013-12-31$35,943
Assets. Value of employer securities2013-12-31$2,569,519
Total contributions received or receivable from employer(s)2013-12-31$23,400
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,313
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 OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$525,216
Expenses. Total of all expenses incurred2012-12-31$124,356
Benefits paid (including direct rollovers)2012-12-31$118,690
Total plan assets at end of year2012-12-31$3,826,941
Total plan assets at beginning of year2012-12-31$3,426,081
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$71,163
Other income received2012-12-31$431,422
Net income (gross income less expenses)2012-12-31$400,860
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,826,941
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,426,081
Assets. Value of participant loans2012-12-31$15,634
Assets. Value of employer securities2012-12-31$2,459,261
Total contributions received or receivable from employer(s)2012-12-31$22,631
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,666
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 OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$304,752
Expenses. Total of all expenses incurred2011-12-31$71,864
Benefits paid (including direct rollovers)2011-12-31$66,005
Total plan assets at end of year2011-12-31$3,426,081
Total plan assets at beginning of year2011-12-31$3,193,193
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$72,942
Other income received2011-12-31$208,603
Net income (gross income less expenses)2011-12-31$232,888
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,426,081
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,193,193
Assets. Value of participant loans2011-12-31$21,523
Assets. Value of employer securities2011-12-31$2,221,147
Total contributions received or receivable from employer(s)2011-12-31$23,207
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,859
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 OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$305,813
Expenses. Total of all expenses incurred2010-12-31$292,628
Benefits paid (including direct rollovers)2010-12-31$287,439
Total plan assets at end of year2010-12-31$3,193,193
Total plan assets at beginning of year2010-12-31$3,180,008
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$67,291
Expenses. Other expenses not covered elsewhere2010-12-31$1,573
Other income received2010-12-31$216,271
Net income (gross income less expenses)2010-12-31$13,185
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,193,193
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,180,008
Assets. Value of participant loans2010-12-31$5,870
Assets. Value of employer securities2010-12-31$2,038,650
Total contributions received or receivable from employer(s)2010-12-31$22,251
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST

2022: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST STATE BANK OF FORSYTH RETIREMENT SAVINGS PLAN AND 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND 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 OF FORSYTH RETIREMENT SAVINGS PLAN AND 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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