2023 Form 5500 filing — First State Bank Employee Savings 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 20240903124106NAL0038842626001) for First State Bank Employee Savings Plan, reported by First State Bank under EIN 74-1258875 and plan number 001. It reports 170 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)$14.1MReported net assets$14,148,199
Participants170
Provider compensation$60.1K3 Schedule C row(s)$60,114
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240903124106NAL0038842626001
Plan sponsor
First State Bank
EIN
74-1258875
Plan number
001
Location
Louise, TX
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)$14.1M total assets
Net assets$14.1MLiabilities
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$306.1K
Participant$596.3K
Full reported line items
Total assets (EOY)
$14,148,199
Net assets (EOY)
$14,148,199
Employer contributions
$306,120
Participant contributions
$596,312
Total income / additions
$3,435,938
Benefits paid
$1,398,296
Administrative expenses
$48,926
Total expenses
$1,457,947
Net increase / (decrease)
$1,977,991
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $28.7K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $18.5K · Indirect $0
  3. 3
    THIRD PARTY ADMINISTRATOR · Direct $2.9K · Indirect $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903124106NAL0038842626001 cover?
It is the 2023 Form 5500 filing for First State Bank Employee Savings Plan, reported by First State Bank (EIN 74-1258875).
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).

Related Form 5500 pages