2023 Form 5500 filing — Investar Holding Corporation 401(K) Plan

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 20240729144313NAL0019511809001) for Investar Holding Corporation 401(K) Plan, reported by Investar Holding Corporation under EIN 27-1560715 and plan number 001. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22MReported net assets$22,027,115

Participants412

Provider compensation$202K4 Schedule C row(s)$202,028

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240729144313NAL0019511809001
Plan sponsor: Investar Holding Corporation
EIN: 27-1560715
Plan number: 001
Location: Baton Rouge, LA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$22M total assets

Net assets$22MLiabilities$0

Money in vs. money out

Total income / additions$5.8M

Total expenses$2.1M

Benefits paid / distributions$2M

Contributions

Employer$1M

Participant$2M

Full reported line items

Total assets (EOY): $22,027,115
Total liabilities (EOY): $0
Net assets (EOY): $22,027,115
Employer contributions: $1,001,998
Participant contributions: $2,006,412
Total income / additions: $5,830,019
Benefits paid: $1,990,855
Administrative expenses: $146,431
Total expenses: $2,137,286
Net increase / (decrease): $3,692,733

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$146.4K
CONTRACT ADMINISTRATOR · Direct $146.4K · Indirect $0
2
Kestra Advisory Services, LLC$55.6K
INVESTMENT ADVISORY · Direct $0 · Indirect $55.6K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729144313NAL0019511809001 cover?: It is the 2023 Form 5500 filing for Investar Holding Corporation 401(K) Plan, reported by Investar Holding Corporation (EIN 27-1560715).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).