Original filing (PDF)20250415095402NAL0001415379001

HOME STATE BANK

Name: HOME STATE BANK — HOME STATE BANK PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: HOME STATE BANK

Form 5500-SF

FILING_RECEIVED

HOME STATE BANK PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 HOME STATE BANK.

Plan sponsor

Name

HOME STATE BANK

EIN

42-0316460

Address

202 3RD AVE PO BOX 79 · ROYAL, IA · 513570079

Phone

(712) 933-5511

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

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

COMMUNITY STATE BANK

$1.6M · 4 participants

WORDBANK LLC

WORDBANK LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 51 participants

FARMERS & MERCHANTS BANK

FARMERS & MERCHANTS BANK 401(K) PLAN

$1.6M · 45 participants

CENTRAL SERVICE CORPORATION

CENTRAL SERVICE CORPORATION EMPLOYEE GROUP BENEFIT PLAN

$1.6M · 300 participants

LIBERTY BANK

LIBERTY BANK 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 20 participants