Plan5500

First State Bancshares, Inc. 401(K) Profit Sharing And Trust — Form 5500 plan (First State Bancshares, Inc.)

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, First State Bancshares, Inc. 401(K) Profit Sharing And Trust is a benefit plan reported by First State Bancshares, Inc. under EIN 43-1345560 and plan number 002. The latest loaded filing year is 2023. The filing reports 754 participants and $46,101,547 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First State Bancshares, Inc.
EIN
43-1345560
Plan number
002
Plan type
2
Location
Farmington, MO
Latest filing year
2023
Participants
754
End-of-year plan assets
$46,101,547

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023754H, C20241009162320NAL0009399459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,101,547
Total liabilities (EOY)
$0
Net assets (EOY)
$46,101,547
Net assets (BOY)
$38,602,086

Income & contributions

Employer contributions
$2,322,488
Participant contributions
$2,734,515
Total contributions
$5,542,278
Total income / additions
$12,134,511

Expenses & distributions

Benefits paid
$4,507,799
Administrative expenses
$127,251
Total expenses
$4,635,050
Net increase / (decrease)
$7,499,461

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nbc Securities IncADVISOR$82,255not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$44,996$02023

Related Form 5500 pages