2023 Form 5500 filing — First State Bank Of Carthage Employee Money Purchase Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726132825NAL0016030001001) for First State Bank Of Carthage Employee Money Purchase Plan & Trust, reported by First State Bank & Trust Company under EIN 75-0270360 and plan number 001. It reports 57 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.4MReported net assets$9,442,361
Participants57
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240726132825NAL0016030001001
- Plan sponsor
- First State Bank & Trust Company
- EIN
- 75-0270360
- Plan number
- 001
- Location
- Carthage, TX
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $9,442,361
- Net assets (EOY)
- $9,442,361
- Employer contributions
- $288,142
- Participant contributions
- $108,033
- Total income / additions
- $605,640
- Benefits paid
- $720,825
- Total expenses
- $720,825
- Net increase / (decrease)
- -$115,185