401k Plan data: PARK STATE BANK 401K PS PLAN plan

PARK STATE BANK 401K PS PLAN 401k Plan overview

Plan Name	PARK STATE BANK 401K PS PLAN
Plan identification number	001

PARK STATE BANK 401K PS PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

PARK STATE BANK & TRUST has sponsored the creation of one or more 401k plans.

Company Name: PARK STATE BANK & TRUST

Employer identification number (EIN): 840532259

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARK STATE BANK 401K PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARCIE ZUREK 2024-07-24
001 2022-01-01 MARCIE ZUREK 2023-07-10
001 2021-01-01 MARCIE ZUREK 2022-06-29
001 2020-01-01 MARCIE ZUREK 2021-06-23
001 2018-01-01 MARCIE ZUREK 2019-06-10
001 2017-01-01 MARCIE ZUREK 2018-07-19
001 2016-01-01 MARCIE ZUREK 2017-06-21 MARCIE ZUREK 2017-06-21
001 2014-01-01 MARCIE ZUREK MARCIE ZUREK 2015-06-26
001 2013-01-01 MARCIE ZUREK MARCIE ZUREK 2014-07-16
001 2012-01-01 JOSEPH WALNOFER
001 2011-01-01 JOSEPH WALNOFER
001 2010-01-01 JOSEPH WALNOFER
001 2009-01-01 JOSEPH WALNOFER
001 2009-01-01 JOSEPH E WALNOFER
001 2009-01-01 JOSEPH WALNOFER
001 2009-01-01 JOSEPH E WALNOFER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARCIE ZUREK	2024-07-24
001	2022-01-01	MARCIE ZUREK	2023-07-10
001	2021-01-01	MARCIE ZUREK	2022-06-29
001	2020-01-01	MARCIE ZUREK	2021-06-23
001	2018-01-01	MARCIE ZUREK	2019-06-10
001	2017-01-01	MARCIE ZUREK	2018-07-19
001	2016-01-01	MARCIE ZUREK	2017-06-21	MARCIE ZUREK	2017-06-21
001	2014-01-01	MARCIE ZUREK		MARCIE ZUREK	2015-06-26
001	2013-01-01	MARCIE ZUREK		MARCIE ZUREK	2014-07-16
001	2012-01-01	JOSEPH WALNOFER
001	2011-01-01	JOSEPH WALNOFER
001	2010-01-01	JOSEPH WALNOFER
001	2009-01-01	JOSEPH WALNOFER
001	2009-01-01	JOSEPH E WALNOFER
001	2009-01-01	JOSEPH WALNOFER
001	2009-01-01	JOSEPH E WALNOFER

Plan Statistics for PARK STATE BANK 401K PS PLAN

401k plan membership statisitcs for PARK STATE BANK 401K PS PLAN

Measure Date Value
2025: PARK STATE BANK 401K PS PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-23 46
Total number of particpants at end of year 2025-07-23 47
Number of Participants With Account Balances 2025-07-23 34
2024: PARK STATE BANK 401K PS PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-24 45
Total number of particpants at end of year 2024-07-24 44
Number of Participants With Account Balances 2024-07-24 34
2014: PARK STATE BANK 401K PS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 35
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PARK STATE BANK 401K PS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 35
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PARK STATE BANK 401K PS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 35
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: PARK STATE BANK 401K PS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 32
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 38
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: PARK STATE BANK 401K PS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 30
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 39
Total participants 2010-01-01 39
Number of participants with account balances 2010-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: PARK STATE BANK 401K PS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 45
Total participants 2009-01-01 45
Number of participants with account balances 2009-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: PARK STATE BANK 401K PS PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-23	46
Total number of particpants at end of year	2025-07-23	47
Number of Participants With Account Balances	2025-07-23	34
2024: PARK STATE BANK 401K PS PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-24	45
Total number of particpants at end of year	2024-07-24	44
Number of Participants With Account Balances	2024-07-24	34
2014: PARK STATE BANK 401K PS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	35
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PARK STATE BANK 401K PS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	35
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PARK STATE BANK 401K PS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	35
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: PARK STATE BANK 401K PS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	32
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	38
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: PARK STATE BANK 401K PS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	30
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	39
Total participants	2010-01-01	39
Number of participants with account balances	2010-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: PARK STATE BANK 401K PS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	45
Total participants	2009-01-01	45
Number of participants with account balances	2009-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PARK STATE BANK 401K PS PLAN

Measure	Date	Value
2025 : PARK STATE BANK 401K PS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-23	0
Total liabilities as of the end of the plan year	2025-07-23	0
Total liabilities as of the beginning of the plan year	2025-07-23	0
Total expenses incurred by plan in this plan year	2025-07-23	908680
Net assets as of the end of the plan year	2025-07-23	2892653
Total assets as of the beginning of the plan year	2025-07-23	3107306
Value of plan covered by a fidelity bond	2025-07-23	2000000
Participant contributions to plan in this plan year	2025-07-23	174420
Value of participant loans at end of plan year	2025-07-23	47579
Other expenses paid from plan in this plan year	2025-07-23	0
Other contributions to plan in this plan year	2025-07-23	0
Other income to plan in this plan year	2025-07-23	449023
Plan net income in this plan year	2025-07-23	-214653
Net assets as of the end of the plan year	2025-07-23	2892653
Net assets as of the beginning of the plan year	2025-07-23	3107306
Employer contributions to plan in this plan year	2025-07-23	70584
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-23	23473
2024 : PARK STATE BANK 401K PS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-24	0
Total liabilities as of the end of the plan year	2024-07-24	0
Total liabilities as of the beginning of the plan year	2024-07-24	0
Total expenses incurred by plan in this plan year	2024-07-24	224919
Net assets as of the end of the plan year	2024-07-24	3107306
Total assets as of the beginning of the plan year	2024-07-24	2640537
Value of plan covered by a fidelity bond	2024-07-24	2000000
Participant contributions to plan in this plan year	2024-07-24	149551
Value of participant loans at end of plan year	2024-07-24	68406
Other expenses paid from plan in this plan year	2024-07-24	0
Other contributions to plan in this plan year	2024-07-24	0
Other income to plan in this plan year	2024-07-24	467309
Plan net income in this plan year	2024-07-24	466769
Net assets as of the end of the plan year	2024-07-24	3107306
Net assets as of the beginning of the plan year	2024-07-24	2640537
Employer contributions to plan in this plan year	2024-07-24	74828
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-24	21366
2014 : PARK STATE BANK 401K PS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$231,122
Expenses. Total of all expenses incurred	2014-12-31	$57,955
Benefits paid (including direct rollovers)	2014-12-31	$57,880
Total plan assets at end of year	2014-12-31	$1,610,088
Total plan assets at beginning of year	2014-12-31	$1,436,921
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$94,290
Expenses. Other expenses not covered elsewhere	2014-12-31	$75
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$85,727
Net income (gross income less expenses)	2014-12-31	$173,167
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,610,088
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,436,921
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$51,105
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : PARK STATE BANK 401K PS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$308,343
Expenses. Total of all expenses incurred	2013-12-31	$142,901
Benefits paid (including direct rollovers)	2013-12-31	$142,901
Total plan assets at end of year	2013-12-31	$1,436,921
Total plan assets at beginning of year	2013-12-31	$1,271,479
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Total contributions received or receivable from participants	2013-12-31	$90,156
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$171,488
Net income (gross income less expenses)	2013-12-31	$165,442
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,436,921
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,271,479
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$46,699
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : PARK STATE BANK 401K PS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$240,795
Expenses. Total of all expenses incurred	2012-12-31	$88,642
Benefits paid (including direct rollovers)	2012-12-31	$88,642
Total plan assets at end of year	2012-12-31	$1,271,479
Total plan assets at beginning of year	2012-12-31	$1,119,326
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Total contributions received or receivable from participants	2012-12-31	$98,338
Other income received	2012-12-31	$95,731
Net income (gross income less expenses)	2012-12-31	$152,153
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,271,479
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,119,326
Total contributions received or receivable from employer(s)	2012-12-31	$46,726
2011 : PARK STATE BANK 401K PS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$139,827
Expenses. Total of all expenses incurred	2011-12-31	$80,896
Benefits paid (including direct rollovers)	2011-12-31	$80,896
Total plan assets at end of year	2011-12-31	$1,119,326
Total plan assets at beginning of year	2011-12-31	$1,060,395
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$83,594
Other income received	2011-12-31	$12,473
Net income (gross income less expenses)	2011-12-31	$58,931
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,119,326
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,060,395
Total contributions received or receivable from employer(s)	2011-12-31	$43,760
2010 : PARK STATE BANK 401K PS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$209,039
Expenses. Total of all expenses incurred	2010-12-31	$46,220
Benefits paid (including direct rollovers)	2010-12-31	$46,220
Total plan assets at end of year	2010-12-31	$1,060,395
Total plan assets at beginning of year	2010-12-31	$897,576
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Total contributions received or receivable from participants	2010-12-31	$74,496
Other income received	2010-12-31	$91,685
Net income (gross income less expenses)	2010-12-31	$162,819
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,060,395
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$897,576
Total contributions received or receivable from employer(s)	2010-12-31	$42,858

Form 5500 Responses for PARK STATE BANK 401K PS PLAN

2014: PARK STATE BANK 401K PS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: PARK STATE BANK 401K PS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: PARK STATE BANK 401K PS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PARK STATE BANK 401K PS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PARK STATE BANK 401K PS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PARK STATE BANK 401K PS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-833449
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-833449
Policy instance	1

Potentially related plans

PARK STATE BANK 401K RETIREMENT SAVINGS PLAN [EIN = 410467450]

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Company Name:	PARK STATE BANK & TRUST
Employer identification number (EIN):	840532259
NAIC Classification:	522110
NAIC Description:	Commercial Banking