COMMUNITY STATE BANKSHARES, INC. has sponsored the creation of one or more 401k plans.
Additional information about COMMUNITY STATE BANKSHARES, INC.
| Measure | Date | Value |
|---|
| 2023: COMMUNITY STATE BANK 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 31 |
| Number of participants with account balances | 2023-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: COMMUNITY STATE BANK 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 31 |
| Number of participants with account balances | 2022-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: COMMUNITY STATE BANK 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 29 |
| Number of participants with account balances | 2021-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: COMMUNITY STATE BANK 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 28 |
| Number of participants with account balances | 2020-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: COMMUNITY STATE BANK 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 27 |
| Number of participants with account balances | 2019-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: COMMUNITY STATE BANK 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 23 |
| Number of participants with account balances | 2018-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: COMMUNITY STATE BANK 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 22 |
| Number of participants with account balances | 2017-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: COMMUNITY STATE BANK 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 22 |
| Number of participants with account balances | 2016-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: COMMUNITY STATE BANK 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 18 |
| Number of participants with account balances | 2015-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: COMMUNITY STATE BANK 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| 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 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 21 |
| Number of participants with account balances | 2014-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: COMMUNITY STATE BANK 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| 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 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 20 |
| Number of participants with account balances | 2013-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: COMMUNITY STATE BANK 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 15 |
| Number of participants with account balances | 2012-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : COMMUNITY STATE BANK 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $718,423 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $437,498 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $437,498 |
| Total plan assets at end of year | 2023-12-31 | $4,818,686 |
| Total plan assets at beginning of year | 2023-12-31 | $4,537,761 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $90,370 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $15,816 |
| Other income received | 2023-12-31 | $553,928 |
| Net income (gross income less expenses) | 2023-12-31 | $280,925 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,818,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,537,761 |
| Assets. Value of employer securities | 2023-12-31 | $2,007,375 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $58,309 |
| 2022 : COMMUNITY STATE BANK 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-47,672 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $119,279 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $119,279 |
| Total plan assets at end of year | 2022-12-31 | $4,537,761 |
| Total plan assets at beginning of year | 2022-12-31 | $4,704,712 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $94,179 |
| Other income received | 2022-12-31 | $-201,425 |
| Net income (gross income less expenses) | 2022-12-31 | $-166,951 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,537,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,704,712 |
| Assets. Value of employer securities | 2022-12-31 | $1,891,680 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $59,574 |
| 2021 : COMMUNITY STATE BANK 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $391,695 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,849,846 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,849,846 |
| Total plan assets at end of year | 2021-12-31 | $4,704,712 |
| Total plan assets at beginning of year | 2021-12-31 | $6,162,863 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,050,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $94,612 |
| Other income received | 2021-12-31 | $239,808 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,458,151 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,704,712 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,162,863 |
| Assets. Value of employer securities | 2021-12-31 | $1,747,966 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $57,275 |
| 2020 : COMMUNITY STATE BANK 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,681,527 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $78,926 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $78,926 |
| Total plan assets at end of year | 2020-12-31 | $6,162,863 |
| Total plan assets at beginning of year | 2020-12-31 | $4,560,262 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,050,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $91,655 |
| Other income received | 2020-12-31 | $1,534,544 |
| Net income (gross income less expenses) | 2020-12-31 | $1,602,601 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,162,863 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,560,262 |
| Assets. Value of employer securities | 2020-12-31 | $1,720,763 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $55,328 |
| 2019 : COMMUNITY STATE BANK 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,044,785 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $34,212 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $34,212 |
| Total plan assets at end of year | 2019-12-31 | $4,560,262 |
| Total plan assets at beginning of year | 2019-12-31 | $3,549,689 |
| Value of fidelity bond covering the plan | 2019-12-31 | $2,050,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $105,924 |
| Other income received | 2019-12-31 | $881,683 |
| Net income (gross income less expenses) | 2019-12-31 | $1,010,573 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,560,262 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,549,689 |
| Assets. Value of employer securities | 2019-12-31 | $1,657,360 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $57,178 |
| 2018 : COMMUNITY STATE BANK 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $238,924 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $43,995 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $43,995 |
| Total plan assets at end of year | 2018-12-31 | $3,549,689 |
| Total plan assets at beginning of year | 2018-12-31 | $3,354,760 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $104,943 |
| Other income received | 2018-12-31 | $79,475 |
| Net income (gross income less expenses) | 2018-12-31 | $194,929 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,549,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,354,760 |
| Assets. Value of employer securities | 2018-12-31 | $1,364,014 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $54,506 |
| 2017 : COMMUNITY STATE BANK 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $696,940 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $137,284 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $137,284 |
| Total plan assets at end of year | 2017-12-31 | $3,354,760 |
| Total plan assets at beginning of year | 2017-12-31 | $2,795,104 |
| Value of fidelity bond covering the plan | 2017-12-31 | $2,050,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $104,902 |
| Other income received | 2017-12-31 | $539,583 |
| Net income (gross income less expenses) | 2017-12-31 | $559,656 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,354,760 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,795,104 |
| Assets. Value of employer securities | 2017-12-31 | $1,229,177 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $52,455 |
| 2016 : COMMUNITY STATE BANK 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $451,962 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $121 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $121 |
| Total plan assets at end of year | 2016-12-31 | $2,795,104 |
| Total plan assets at beginning of year | 2016-12-31 | $2,343,263 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,050,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $77,587 |
| Other income received | 2016-12-31 | $335,751 |
| Net income (gross income less expenses) | 2016-12-31 | $451,841 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,795,104 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,343,263 |
| Assets. Value of employer securities | 2016-12-31 | $1,021,365 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $38,624 |
| 2015 : COMMUNITY STATE BANK 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $336,884 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $15,098 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $9,699 |
| Total plan assets at end of year | 2015-12-31 | $2,344,832 |
| Total plan assets at beginning of year | 2015-12-31 | $2,023,046 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,050,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $72,552 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $76,396 |
| Other income received | 2015-12-31 | $159,203 |
| Net income (gross income less expenses) | 2015-12-31 | $321,786 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,344,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,023,046 |
| Assets. Value of employer securities | 2015-12-31 | $801,009 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $28,733 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,399 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : COMMUNITY STATE BANK 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $217,245 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $32,045 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $27,518 |
| Total plan assets at end of year | 2014-12-31 | $2,023,046 |
| Total plan assets at beginning of year | 2014-12-31 | $1,837,846 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,050,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $67,506 |
| Other income received | 2014-12-31 | $119,626 |
| Net income (gross income less expenses) | 2014-12-31 | $185,200 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,023,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,837,846 |
| Assets. Value of employer securities | 2014-12-31 | $595,700 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,113 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,527 |
| 2013 : COMMUNITY STATE BANK 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $282,034 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,615 |
| Total plan assets at end of year | 2013-12-31 | $1,837,846 |
| Total plan assets at beginning of year | 2013-12-31 | $1,559,427 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,050,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $65,823 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,908 |
| Other income received | 2013-12-31 | $186,382 |
| Net income (gross income less expenses) | 2013-12-31 | $278,419 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,837,846 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,559,427 |
| Assets. Value of employer securities | 2013-12-31 | $561,550 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $27,921 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,615 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : COMMUNITY STATE BANK 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $261,773 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $4,593 |
| Total plan assets at end of year | 2012-12-31 | $1,559,427 |
| Total plan assets at beginning of year | 2012-12-31 | $1,302,247 |
| Value of fidelity bond covering the plan | 2012-12-31 | $2,050,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $64,641 |
| Other income received | 2012-12-31 | $169,608 |
| Net income (gross income less expenses) | 2012-12-31 | $257,180 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,559,427 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,302,247 |
| Assets. Value of employer securities | 2012-12-31 | $546,925 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $27,524 |
| Value of corrective distributions | 2012-12-31 | $4,593 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2023: COMMUNITY STATE BANK 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: COMMUNITY STATE BANK 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: COMMUNITY STATE BANK 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: COMMUNITY STATE BANK 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: COMMUNITY STATE BANK 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: COMMUNITY STATE BANK 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: COMMUNITY STATE BANK 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: COMMUNITY STATE BANK 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: COMMUNITY STATE BANK 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: COMMUNITY STATE BANK 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 |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: COMMUNITY STATE BANK 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 |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: COMMUNITY STATE BANK 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $6,111 | | Total amount of fees paid to insurance company | USD $1,232 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $6,241 | | Total amount of fees paid to insurance company | USD $1,242 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,241 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1242 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $7,769 | | Total amount of fees paid to insurance company | USD $1,573 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,769 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1573 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $8,138 | | Total amount of fees paid to insurance company | USD $1,645 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,138 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1645 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $6,159 | | Total amount of fees paid to insurance company | USD $1,246 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,720 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1246 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $5,591 | | Total amount of fees paid to insurance company | USD $1,125 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,591 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1125 | | Insurance broker name | KCOE ISOM, LLP |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,788 | | Total amount of fees paid to insurance company | USD $959 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,788 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 959 | | Insurance broker name | KCOE ISOM, LLP |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $4,007 | | Total amount of fees paid to insurance company | USD $971 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,440 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 619 | | Insurance broker name | KCOE ISOM, LLP |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $3,659 | | Total amount of fees paid to insurance company | USD $720 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,659 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | NORTH AMERICAN EMPLOYER SOLUTIONS |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,318 | | Total amount of fees paid to insurance company | USD $654 | | Commission paid to Insurance Broker | USD $3,318 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | NORTH AMERICAN EMPLOYER SOLUTIONS |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,807 | | Total amount of fees paid to insurance company | USD $545 | | Commission paid to Insurance Broker | USD $2,807 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 545 | | Insurance broker name | BENEFITS ADMINISTRATORS & CONS |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802045-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802045-000 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,942 | | Total amount of fees paid to insurance company | USD $492 | | Commission paid to Insurance Broker | USD $1,942 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 492 | | Insurance broker name | BENEFITS ADMINISTRATORS & CONS |
|
