IOWA STATE BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IOWA STATE BANK 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: IOWA STATE BANK 401(K) PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 104 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 26 |
| Total of all active and inactive participants | 2022-01-01 | 130 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 131 |
| Number of participants with account balances | 2022-01-01 | 129 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
| 2014: IOWA STATE BANK 401(K) PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 78 |
| 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 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 85 |
| Number of participants with account balances | 2014-01-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: IOWA STATE BANK 401(K) PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 79 |
| 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 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 87 |
| Number of participants with account balances | 2013-01-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: IOWA STATE BANK 401(K) PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 77 |
| 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 | 9 |
| Total of all active and inactive participants | 2012-01-01 | 86 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 86 |
| Number of participants with account balances | 2012-01-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
| 2011: IOWA STATE BANK 401(K) PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 83 |
| Number of participants with account balances | 2011-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: IOWA STATE BANK 401(K) PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
| Total of all active and inactive participants | 2010-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 85 |
| Number of participants with account balances | 2010-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: IOWA STATE BANK 401(K) PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 85 |
| Number of participants with account balances | 2009-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| 2007: IOWA STATE BANK 401(K) PLAN & TRUST 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 6 |
| Total of all active and inactive participants | 2007-01-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 76 |
| Number of participants with account balances | 2007-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : IOWA STATE BANK 401(K) PLAN & TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,269,579 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $574,341 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $503,189 |
| Value of total corrective distributions | 2022-12-31 | $2,418 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,177,652 |
| Value of total assets at end of year | 2022-12-31 | $17,894,797 |
| Value of total assets at beginning of year | 2022-12-31 | $19,738,717 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $68,734 |
| Total interest from all sources | 2022-12-31 | $87,145 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $317,942 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $317,942 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $736,546 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $40,113 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $774 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,843,920 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $17,894,797 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,738,717 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,394,310 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,830,461 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,539,258 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,605,455 |
| Interest earned on other investments | 2022-12-31 | $87,145 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $4,560,236 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $4,949,630 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,236,782 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-615,536 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $400,993 |
| Employer contributions (assets) at end of year | 2022-12-31 | $400,993 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $353,171 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $502,415 |
| Contract administrator fees | 2022-12-31 | $68,734 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CAIN ELLSWORTH & CO. LLP |
| Accountancy firm EIN | 2022-12-31 | 421163131 |
| 2014 : IOWA STATE BANK 401(K) PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,118,667 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $109,374 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $109,224 |
| Total plan assets at end of year | 2014-12-31 | $7,542,283 |
| Total plan assets at beginning of year | 2014-12-31 | $6,532,990 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $401,855 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $150 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $65,974 |
| Other income received | 2014-12-31 | $399,140 |
| Net income (gross income less expenses) | 2014-12-31 | $1,009,293 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,542,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,532,990 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $251,698 |
| 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 : IOWA STATE BANK 401(K) PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,482,498 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $289,485 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $289,335 |
| Total plan assets at end of year | 2013-12-31 | $6,532,990 |
| Total plan assets at beginning of year | 2013-12-31 | $5,339,977 |
| Value of fidelity bond covering the plan | 2013-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $370,186 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $150 |
| Other income received | 2013-12-31 | $889,217 |
| Net income (gross income less expenses) | 2013-12-31 | $1,193,013 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,532,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,339,977 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $223,095 |
| 2012 : IOWA STATE BANK 401(K) PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,045,394 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $142,958 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $142,858 |
| Total plan assets at end of year | 2012-12-31 | $5,339,977 |
| Total plan assets at beginning of year | 2012-12-31 | $4,437,541 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $342,955 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $408 |
| Other income received | 2012-12-31 | $495,374 |
| Net income (gross income less expenses) | 2012-12-31 | $902,436 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,339,977 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,437,541 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $206,657 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : IOWA STATE BANK 401(K) PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $345,009 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $128,498 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $128,423 |
| Total plan assets at end of year | 2011-12-31 | $4,437,541 |
| Total plan assets at beginning of year | 2011-12-31 | $4,221,030 |
| Value of fidelity bond covering the plan | 2011-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $319,494 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $75 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,966 |
| Other income received | 2011-12-31 | $23,549 |
| Net income (gross income less expenses) | 2011-12-31 | $216,511 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,437,541 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,221,030 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : IOWA STATE BANK 401(K) PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $820,964 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $86,099 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $86,099 |
| Total plan assets at end of year | 2010-12-31 | $4,221,030 |
| Total plan assets at beginning of year | 2010-12-31 | $3,486,165 |
| Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $264,590 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $3,013 |
| Other income received | 2010-12-31 | $384,785 |
| Net income (gross income less expenses) | 2010-12-31 | $734,865 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,221,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,486,165 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $168,576 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : IOWA STATE BANK 401(K) PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2007 : IOWA STATE BANK 401(K) PLAN & TRUST 2007 401k financial data |
|---|
| Total plan liabilities at end of year | 2007-12-31 | $0 |
| Total plan liabilities at beginning of year | 2007-12-31 | $0 |
| Total income from all sources | 2007-12-31 | $587,102 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $485,300 |
| Benefits paid (including direct rollovers) | 2007-12-31 | $478,178 |
| Total plan assets at end of year | 2007-12-31 | $3,347,420 |
| Total plan assets at beginning of year | 2007-12-31 | $3,245,618 |
| Value of fidelity bond covering the plan | 2007-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2007-12-31 | $228,387 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $7,122 |
| Contributions received from other sources (not participants or employers) | 2007-12-31 | $23,974 |
| Other income received | 2007-12-31 | $227,795 |
| Net income (gross income less expenses) | 2007-12-31 | $101,802 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $3,347,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $3,245,618 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2007-12-31 | $39 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $106,946 |
| 2022: IOWA STATE BANK 401(K) PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 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 |
| 2014: IOWA STATE BANK 401(K) PLAN & TRUST 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: IOWA STATE BANK 401(K) PLAN & TRUST 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: IOWA STATE BANK 401(K) PLAN & TRUST 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 |
| 2011: IOWA STATE BANK 401(K) PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: IOWA STATE BANK 401(K) PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: IOWA STATE BANK 401(K) PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: IOWA STATE BANK 401(K) PLAN & TRUST 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 723282 |
| Policy instance | 1 |
| Insurance contract or identification number | 723282 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,833 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,833 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 467968 |
| Policy instance | 2 |
| Insurance contract or identification number | 467968 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $11,877 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | 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 $11,877 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-826355 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-826355 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $17,186 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,186 | | Insurance broker organization code? | 3 | | Insurance broker name | CETERA ADVISOR NETWORKS LLC |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-826355 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-826355 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $14,573 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,573 | | Insurance broker organization code? | 3 | | Insurance broker name | CETERA ADVISOR NETWORKS LLC |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-826355 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-826355 | | Number of Individuals Covered | 77 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $9,472 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,472 | | Insurance broker organization code? | 3 | | Insurance broker name | CETERA ADVISORS NETWORKS LLC |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-826355 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-826355 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $47,591 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B1-RD38 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B1-RD38 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $573 | | Total amount of fees paid to insurance company | USD $143 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $573 | | Amount paid for insurance broker fees | 143 | | Insurance broker organization code? | 3 | | Insurance broker name | FINANCIAL NETWORK INVESTEMENTS CO |
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| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B1-RD38 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B1-RD38 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $208 | | Total amount of fees paid to insurance company | USD $63 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $208 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 63 | | Additional information about fees paid to insurance broker | ADMINSTRATIVE OVERRIDE | | Insurance broker name | R.L. BILLINGS & CO. |
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