2023 Form 5500 filing — First State Bank 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011192734NAL0023495921001) for First State Bank 401(K) Savings Plan, reported by First State Bank under EIN 39-0281110 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011192734NAL0023495921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First State Bank
- EIN
- 39-0281110
- Plan number
- 002
- Location
- New London, WI
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,791,607
- Net assets (EOY)
- $14,791,607
- Employer contributions
- $322,822
- Participant contributions
- $596,839
- Total income / additions
- $3,237,625
- Benefits paid
- $916,199
- Administrative expenses
- $40,241
- Total expenses
- $956,440
- Net increase / (decrease)
- $2,281,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $31,491 | $0 |
| Hawkins Ash Cpas | NONE | $8,750 | not reported in the loaded dataset |