2023 Form 5500 filing — First State Bank 401(K) 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 20241011192734NAL0023495921001) for First State Bank 401(K) Savings Plan, reported by First State Bank under EIN 39-0281110 and plan number 002. It reports 135 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)$14.8MReported net assets$14,791,607
Participants135
Provider compensation$40.2K2 Schedule C row(s)$40,241
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011192734NAL0023495921001
Plan sponsor
First State Bank
EIN
39-0281110
Plan number
002
Location
New London, WI
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)$14.8M total assets
Net assets$14.8MLiabilities
Money in vs. money out
Total income / additions$3.2M
Total expenses$956.4K
Benefits paid / distributions$916.2K
Contributions
Employer$322.8K
Participant$596.8K
Full reported line items
Total assets (EOY)
$14,791,607
Net assets (EOY)
$14,791,607
Employer contributions
$322,822
Participant contributions
$596,839
Total income / additions
$3,237,625
Benefits paid
$916,199
Administrative expenses
$40,241
Total expenses
$956,440
Net increase / (decrease)
$2,281,185
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $31.5K · Indirect $0
  2. 2
    NONE · Direct $8.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011192734NAL0023495921001 cover?
It is the 2023 Form 5500 filing for First State Bank 401(K) Savings Plan, reported by First State Bank (EIN 39-0281110).
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