Plan5500

First State Bank & Trust — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, First State Bank & Trust (EIN 48-0451049) is a plan sponsor located in Tonganoxie, KS with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
48-0451049
Location
Tonganoxie, KS
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for First State Bank & Trust

  • 2 loaded plans hold $13.5M in reported assets.
  • The largest, First State Bank And Trust Of Tonganoxie 401(K) Profit Sharing Plan And Trust, holds 67% of this company's reported plan assets.
  • Plans cover 246 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.5MSummed across loaded plans$13,477,973
Total reported assets$13.5M$13,477,973
Total reported participants246
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.5M total assets
Net assets$13.5MLiabilities$0
Contributions & income
Employer contributions$262.7K
Participant contributions$395K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$689.2K
Total expenses$699.7K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets67%First State Bank And Trust Of Tonganoxie 401(K) Profit Sharing Plan And Trust
Participants per plan123Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    First State Bank And Trust Of Tonganoxie 401(K) Profit Sharing Plan And Trust$9M
    Plan #001 · 127 participants · 2023
  2. 2
    First State Bank & Trust Employee Stock Ownership Plan And Trust$4.5M
    Plan #002 · 119 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for First State Bank & Trust. Open one for its full reported snapshot.

  1. 2023
    First State Bank And Trust Of Tonganoxie 401(K) Profit Sharing Plan And Trust127 participants · 2Sch HSch C
    View filing →
  2. 2023
    First State Bank & Trust Employee Stock Ownership Plan And Trust119 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does First State Bank & Trust report on Form 5500?
First State Bank & Trust (EIN 48-0451049) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for First State Bank & Trust?
The Employer Identification Number (EIN) reported for First State Bank & Trust is 48-0451049.
What is the latest Form 5500 filing year for First State Bank & Trust?
The latest loaded Form 5500 filing year for First State Bank & Trust is 2023.

Related Form 5500 pages