First State Bank & Trust Company — 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 & Trust Company (EIN 75-0270360) is a plan sponsor located in Carthage, TX with 1 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
75-0270360
Location
Carthage, TX
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.4MSummed across loaded plans$9,442,361
Total reported assets$9.4M$9,442,361
Total reported participants57
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities
Contributions & income
Employer contributions$288.1K
Participant contributions$108K
Total income / additions$605.6K
Expenses & distributions
Benefits paid / distributions$720.8K
Total expenses$720.8K
Net increase / (decrease)-$115.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 & Trust Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First State Bank Of Carthage Employee Money Purchase Plan & Trust00157$9,442,3612023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First State Bank & Trust Company
YearPlanParticipantsSchedulesFiling
2023First State Bank Of Carthage Employee Money Purchase Plan & Trust57I20240726132825NAL0016030001001

Related Form 5500 pages