State Bank 401(K) Plan — Form 5500 plan (State Bank)
Plain-English plan 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, State Bank 401(K) Plan is a benefit plan reported by State Bank under EIN 35-0683790 and plan number 002. The latest loaded filing year is 2023. The filing reports 121 participants and $8,460,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- State Bank
- EIN
- 35-0683790
- Plan number
- 002
- Plan type
- 2
- Location
- Brownsburg, IN
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $8,460,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241015110200NAL0047483632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,460,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,460,817
- Net assets (BOY)
- $7,697,405
Income & contributions
- Employer contributions
- $310,477
- Participant contributions
- $569,310
- Total contributions
- $891,700
- Total income / additions
- $2,257,176
Expenses & distributions
- Benefits paid
- $1,433,405
- Administrative expenses
- $40,731
- Total expenses
- $1,493,764
- Net increase / (decrease)
- $763,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis Mazars, Llp | AUDITOR | $15,634 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,615 | $0 | 2023 |
| Rpa Financial LLC | INVESTMENT ADVISOR | $10,212 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $270 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for State Bank
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Brownsburg, IN
- Forvis Mazars, Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation