Plan5500

First State Bank — 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 (EIN 64-0659655) is a plan sponsor located in Waynesboro, MS 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
64-0659655
Location
Waynesboro, MS
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.5MSummed across loaded plans$8,488,446
Total reported assets$8.5M$8,493,134
Total reported participants332
Total reported liabilities$4.7K$4,688

Reported net position

Reported assets = net assets + liabilities (summed)$8.5M total assets
Net assets$8.5MLiabilities$4.7K
Contributions & income
Employer contributions$238.1K
Participant contributions$451K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1M
Net increase / (decrease)$855.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%First State Bank Profit Sharing 401(K) Plan
Participants per plan166Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    First State Bank Profit Sharing 401(K) Plan$8.5M
    Plan #002 · 174 participants · 2023
  2. 2
    First State Bank Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 158 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First State Bank
YearPlanParticipantsSchedulesFiling
2023First State Bank Welfare Benefit Plan158—20240618140007NAL0001932563002
2023First State Bank Profit Sharing 401(K) Plan174H20241011075017NAL0022372817001

Related Form 5500 pages