2023 Form 5500 filing — Security State Bank Retirement And 401(K) Savings Plan And 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 20241007134629NAL0008931219001) for Security State Bank Retirement And 401(K) Savings Plan And Trust, reported by Security State Bank; Security State Mortgage Company under EIN 91-0404520 and plan number 001. It reports 119 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)$12MReported net assets$12,016,725
Participants119
Provider compensation$43.6K1 Schedule C row(s)$43,570
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007134629NAL0008931219001
- Plan sponsor
- Security State Bank; Security State Mortgage Company
- EIN
- 91-0404520
- Plan number
- 001
- Location
- Centralia, WA
- 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)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,016,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,016,725
- Participant contributions
- $320,820
- Total income / additions
- $1,775,794
- Benefits paid
- $904,036
- Administrative expenses
- $43,570
- Total expenses
- $965,654
- Net increase / (decrease)
- $810,140
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
Frequently asked questions
- What does EFAST2 acknowledgement 20241007134629NAL0008931219001 cover?
- It is the 2023 Form 5500 filing for Security State Bank Retirement And 401(K) Savings Plan And Trust, reported by Security State Bank; Security State Mortgage Company (EIN 91-0404520).
- 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).