Original filing (PDF)20251011154439NAL0009002337001

FIRST TRUST & SAVINGS BANK OF WHEATLAND

Name: FIRST TRUST & SAVINGS BANK OF WHEATLAND — FIRST TRUST & SAVINGS BANK OF WHEATLAND 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FIRST TRUST & SAVINGS BANK OF WHEATLAND

Form 5500-SF

FILING_RECEIVED

FIRST TRUST & SAVINGS BANK OF WHEATLAND 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST TRUST & SAVINGS BANK OF WHEATLAND.

Plan sponsor

Name

FIRST TRUST & SAVINGS BANK OF WHEATLAND

EIN

42-0219180

Address

123 S MAIN · WHEATLAND, IA · 52777

Phone

(563) 374-1247

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

COMMUNITY FIRST BANKING COMPANY

COMMUNITY FIRST BANKING COMPANY 401(K) PLAN

$3.4M · 46 participants

CITIZENS BANK AND TRUST, INC.

CITIZENS BANK AND TRUST, INC. SECTION 401(K) PROFIT SHARING PLAN

$3.4M · 36 participants

MUIR X LLC

MUIR X LLC 401(K) PLAN

$3.4M · 79 participants

THE BANK OF JACKSON

THE BANK OF JACKSON 401(K) PROFIT SHARING PLAN

$3.3M · 17 participants

UNION BANK

UNION BANK EMPLOYEES 401(K) PROFIT SHARING PLAN

$3.3M · 39 participants