Original filing (PDF)20250821125251NAL0008265202001

IOWA STATE BANK

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

Form 5500-SF

FILING_RECEIVED

IOWA STATE BANK 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

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 IOWA STATE BANK.

Plan sponsor

Name

IOWA STATE BANK

EIN

42-0335294

Address

627 E LOCUST · DES MOINES, IA · 50309

Phone

(515) 288-0111

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

2025-08-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

BUILTWELL BANCORP INC.

BUILTWELL BANCORP INC. 401(K) PLAN

$22.0M · 246 participants

UNITED BANCSHARES, INC.

UNITED BANCSHARES, INC. RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

$22.0M · 149 participants

COMMUNITY BANCSHARES, INC.

COMMUNITY BANCSHARES, INC. 401(K) SAVINGS PLAN & T

$22.0M · 246 participants

NORTH SHORE BANK OF COMMERCE

NORTH SHORE BANK 401(K) PLAN

$21.9M · 120 participants

THE YELLOWSTONE BANK

YELLOWSTONE BANK 401(K) PLAN