· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COMMUNITY STATE BANCORPORATION — COMMUNITY STATE BANCORPORATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250617091127NAL0001478721001
COMMUNITY STATE BANCORPORATION
Form 5500-SF
FILING_RECEIVED
COMMUNITY STATE BANCORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
44
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COMMUNITY STATE BANCORPORATION
.
Find decision makers
Plan sponsor
Name
COMMUNITY STATE BANCORPORATION
EIN
42-1264930
Address
1812 HIGHWAY BLVD. · SPENCER, IA · 51301
Phone
(712) 262-3030
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Commercial Banking plans
JOHNSON STATE BANK
JOHNSON STATE BANK 401(K) PROFIT SHARING PLAN
$4.6M · 18 participants
ALLIANCE BANK
ALLIANCE BANK 401(K) PLAN
$4.6M · 57 participants
FARMERS BANK AND TRUST COMPANY
FARMERS BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN
$4.6M · 40 participants
THE FIRST NATIONAL BANK OF MERTZON
THE FIRST NATIONAL BANK OF MERTZON 401K PLAN
$4.6M · 26 participants
HANA BANK USA, NATIONAL ASSOCIATION
KEB HANA BANK USA NATIONAL ASSOC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.6M · 54 participants
MERCHANTS & FARMERS BANK OF GREENE COUNTY
MERCHANTS & FARMERS BANK OF GREENE COUNTY 401(K) PLAN
$4.6M · 22 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
