2023 Form 5500 filing — First State Bank 401(K) Profit Sharing 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 20241011075011NAL0022372657001) for First State Bank 401(K) Profit Sharing Plan, reported by First State Bank under EIN 31-4344400 and plan number 002. It reports 159 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)$10.3MReported net assets$10,324,414
Participants159
Provider compensation$19.4K2 Schedule C row(s)$19,382
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011075011NAL0022372657001
Plan sponsor
First State Bank
EIN
31-4344400
Plan number
002
Location
Winchester, OH
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$113.8K
Benefits paid / distributions$104.2K
Contributions
Employer$387.9K
Participant$519.9K
Full reported line items
Total assets (EOY)
$10,324,414
Total liabilities (EOY)
$0
Net assets (EOY)
$10,324,414
Employer contributions
$387,908
Participant contributions
$519,899
Total income / additions
$2,301,768
Benefits paid
$104,165
Administrative expenses
$9,594
Total expenses
$113,759
Net increase / (decrease)
$2,188,009
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $0 · Indirect $17.3K
  2. 2
    RECORDKEEPER · Direct $2.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011075011NAL0022372657001 cover?
It is the 2023 Form 5500 filing for First State Bank 401(K) Profit Sharing Plan, reported by First State Bank (EIN 31-4344400).
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