2023 Form 5500 filing — First State Bancorp, Inc. Combined Retirement Benefit 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 20241015090104NAL0047120576001) for First State Bancorp, Inc. Combined Retirement Benefit Plan, reported by First State Bancorp, Inc. under EIN 43-1281074 and plan number 003. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090104NAL0047120576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First State Bancorp, Inc.
- EIN
- 43-1281074
- Plan number
- 003
- Location
- Caruthersville, MO
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,848,258
- Total liabilities (EOY)
- $5,299,589
- Net assets (EOY)
- $34,548,669
- Employer contributions
- $547,349
- Participant contributions
- $330,349
- Total income / additions
- $6,298,614
- Benefits paid
- $2,887,693
- Administrative expenses
- $343,102
- Total expenses
- $3,554,632
- Net increase / (decrease)
- $2,743,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Polsinelli Pc | NONE | $127,020 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $52,259 | not reported in the loaded dataset |
| Ti-Trust, Inc. | NONE | $40,000 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,630 | $0 |
| Prairie Capital Advisors | NONE | $30,000 | not reported in the loaded dataset |
| Forvis, Llp | NONE | $23,201 | not reported in the loaded dataset |
| Cetera | INVESTMENT ADVISORY | $0 | $16,915 |
| Stevens & Lee | NONE | $15,077 | not reported in the loaded dataset |