First State Bank And Trust — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Bank And Trust (EIN 41-0257270) is a plan sponsor located in Bayport, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0257270
Location
Bayport, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,784,592
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,784,592

Contributions & income

Employer contributions
$559,934
Participant contributions
$668,279
Total income / additions
$3,653,641

Expenses & distributions

Benefits paid / distributions
$934,656
Total expenses
$951,496
Net increase / (decrease)
$2,702,145

Coverage

Total reported participants
154
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

First State Bank And Trust plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First State Bank And Trust Profit Sharing Plan001108$15,784,5922023
First State Bank And Trust Employee Beneficiary Association Health & Welfare Plan50146not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First State Bank And Trust
YearPlanParticipantsSchedulesFiling
2023First State Bank And Trust Employee Beneficiary Association Health & Welfare Plan46I20240508103620NAL0027273649002
2023First State Bank And Trust Profit Sharing Plan108I20240710151218NAL0017077601001

Related Form 5500 pages