First State Bank Of St. Charles Missouri 401(K) Plan — Form 5500 plan (First State Bank Of St. Charles Missouri)
Plain-English plan 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 Of St. Charles Missouri 401(K) Plan is a benefit plan reported by First State Bank Of St. Charles Missouri under EIN 43-0492450 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $23,299,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First State Bank Of St. Charles Missouri
- EIN
- 43-0492450
- Plan number
- 002
- Plan type
- 2
- Location
- St. Charles, MO
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $23,299,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241010082213NAL0033591760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,299,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,299,199
- Net assets (BOY)
- $20,667,822
Income & contributions
- Employer contributions
- $789,308
- Participant contributions
- $1,377,949
- Total contributions
- $2,566,363
- Total income / additions
- $5,643,383
Expenses & distributions
- Benefits paid
- $2,975,769
- Administrative expenses
- $36,237
- Total expenses
- $3,012,006
- Net increase / (decrease)
- $2,631,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $36,011 | $0 | 2023 |