First State Bancorp of Monticello, Inc. 401(k) Plan

The First State Bancorp of Monticello, Inc. 401(k) on its latest Form 5500

First State Bancorp of Monticello, Inc. (EIN 37-1142968) reports FIRST STATE BANCORP OF MONTICELLO, INC. RETIREMENT PLAN & TRUST on its most recent Form 5500, with $12.1M in plan assets across 70 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full First State Bancorp of Monticello, Inc. filing — schedules, fees, and providers.

Who runs the First State Bancorp of Monticello, Inc. 401(k)?

First State Bancorp of Monticello, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask First State Bancorp of Monticello, Inc.HR for the recordkeeper’s name and login.

How to check your First State Bancorp of Monticello, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask First State Bancorp of Monticello, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).