How big is First State Bancorp of Monticello, Inc.'s plan?

First State Bancorp of Monticello, Inc.'s plan reported $12.1M in assets and 70 participants for 2024.

Original filing (PDF)20251015125404NAL0004900977001

First State Bancorp of Monticello, Inc.

Name: First State Bancorp of Monticello, Inc. — Form 5500 Plan 001 (2024)
Creator: First State Bancorp of Monticello, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First State Bancorp of Monticello, Inc. Retirement Plan & Trust

401(k) retirement plan · First State Bancorp of Monticello, Inc.'s First State Bancorp of Monticello, Inc. Retirement Plan & Trust held $12.1M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

Plan identifiers

First State Bancorp of Monticello, Inc.'s EIN is 37-1142968.

EIN 37-1142968

Plan number 001

Plan year 2024

ACK ID 20251015125404NAL0004900977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First State Bancorp of Monticello, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First State Bancorp of Monticello, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST STATE BANCORP OF MONTICELLO, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off