First State Bank Employee Benefit Plan — Form 5500 plan (First State Bank)
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 Employee Benefit Plan is a benefit plan reported by First State Bank under EIN 75-0270410 and plan number 503. The latest loaded filing year is 2023. The filing reports 263 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First State Bank
- EIN
- 75-0270410
- Plan number
- 503
- Plan type
- 2
- Location
- Gainesville, TX
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | C | 20240722110019NAL0022574178001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $258,204 | $10,657 | 2023 |
| Acrisure LLC | BROKER | $71,250 | not reported in the loaded dataset | 2023 |
| Grizzaffi Benefit Management | BROKER | $23,750 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company Of Ame | SERVICE PROVIDER | $8,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First State Bank
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Gainesville, TX
- Umr, Inc. — Schedule C compensation
- Acrisure LLC — Schedule C compensation
- Grizzaffi Benefit Management — Schedule C compensation
- Prudential Insurance Company Of Ame — Schedule C compensation