Farmers State Financial Corporation Cash Or Deferred Profit Sharing Plan And Trust — Form 5500 plan (Farmers State Financial Corporation)
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, Farmers State Financial Corporation Cash Or Deferred Profit Sharing Plan And Trust is a benefit plan reported by Farmers State Financial Corporation under EIN 81-0488654 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $12,375,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers State Financial Corporation
- EIN
- 81-0488654
- Plan number
- 001
- Plan type
- 2
- Location
- Victor, MT
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $12,375,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240827114258NAL0019624288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,375,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,375,457
- Net assets (BOY)
- $11,731,068
Income & contributions
- Employer contributions
- $161,530
- Participant contributions
- $311,353
- Total contributions
- $493,303
- Total income / additions
- $2,229,265
Expenses & distributions
- Benefits paid
- $1,580,801
- Administrative expenses
- $4,075
- Total expenses
- $1,584,876
- Net increase / (decrease)
- $644,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $46,909 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,700 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $950 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Farmers State Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Victor, MT
- Da Davidson & Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation