How big is First Security Bank's plan?

First Security Bank's plan reported $21.6M in assets and 189 participants for 2024.

Original filing (PDF)20251013094726NAL0002281730001

First Security Bank

Name: First Security Bank — First Security Bank 401(k), Form 5500 (2024)
Creator: First Security Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

First Security Bank 401(k) Profit Sharing Plan

401(k) retirement plan · First Security Bank's First Security Bank 401(k) Profit Sharing Plan held $21.6M in plan assets for 189 participants in 2024.

Signals · 2

40% employer stockSelf-directed brokerage offered

Active participants

189

Accounts w/ balance

292

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

People on this filing

Tony Maples signed First Security Bank's 2024 Form 5500 as plan administrator.

Tony Maples — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

First Security Bank's EIN is 64-0322079.

EIN 64-0322079

Plan number 003

Plan year 2024

ACK ID 20251013094726NAL0002281730001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Security Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Security Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST SECURITY BANK.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

FIRST SECURITY BANK

EIN

all filings

Address

295 HIGHWAY 6 WEST · BATESVILLE, MS · 38606

Phone

(662) 563-9311

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SJS INVESTMENT SERVICES	—	SYLVANIA, OH	NONE	$45K	—

Investments

32 direct securities· $21.3M(99% of reported assets)

Mutual Funds

$11.2M

18 holdings

Common Stocks

$8.6M

7 holdings

Other securities

$982K

5 holdings

Self-Directed Brokerage

$492K

2 holdings

					% of plan
8/1/2034 STANDARD INSURANCE COMPANY Standard Stable Asset Fund	Common Stocks	—	—	$3.0M	13.9%
MODERN PORTFOLIO MANAGEMENT INC. MPM Marketplus Invest 60/40	Common Stocks	—	—	$2.9M	13.4%
DIMENSIONAL FUND ADVISORS Dimensional 2040 Trg Date Ret	Mutual Funds	—	—	$2.4M	11.3%
DIMENSIONAL FUND ADVISORS Dimensional 2030 Trg Date Ret	Mutual Funds	—	—	$2.2M	10.4%
DIMENSIONAL FUND ADVISORS Dimensional 2045 Trg Date Ret	Mutual Funds	—	—	$1.6M	7.4%
DIMENSIONAL FUND ADVISORS Dimensional Retirement Inc	Mutual Funds	—	—	$1.1M	5.1%
DIMENSIONAL FUND ADVISORS Dimensional 2050 Trg Date Ret	Mutual Funds	—	—	$963K	4.5%
SECURITY CAPITAL CORP Private Stock	Common Stocks	—	—	$951K	4.4%
DIMENSIONAL FUND ADVISORS Dimensional 2035 Trg Date Ret	Mutual Funds	—	—	$892K	4.1%
DIMENSIONAL FUND ADVISORS Dimensional 2025 Trg Date Ret	Mutual Funds	—	—	$862K	4.0%
MODERN PORTFOLIO MANAGEMENT INC. MPM Marketplus Invest Equity	Common Stocks	—	—	$840K	3.9%
FIRST SECURITY BANK Notes Receivable from participants	Other securities	—	—	$548K	2.5%
MODERN PORTFOLIO MANAGEMENT INC. MPM Marketplus Invest 70/30	Common Stocks	—	—	$424K	2.0%
MODERN PORTFOLIO MANAGEMENT INC. MPM Marketplus Invest 80/20	Common Stocks	—	—	$357K	1.7%
DIMENSIONAL FUND ADVISORS Dimensional 2060 Trg Date Ret	Mutual Funds	—	—	$335K	1.6%
CHARLES SCHWAB PCRA Brokerage Account	Self-Directed Brokerage	—	—	$314K	1.5%
STONE RIDGE ASSET MANAGEMENT Diversified Alternative Fund I	Other securities	—	—	$278K	1.3%
DIMENSIONAL FUND ADVISORS DFA Us Core Equity	Mutual Funds	—	—	$273K	1.3%
DIMENSIONAL FUND ADVISORS Dimensional 2055 Trg Date Ret	Mutual Funds	—	—	$191K	0.9%
CHARLES SCHWAB Self Directed Brokerage Acct	Self-Directed Brokerage	—	—	$178K	0.8%
THE VANGUARD GROUP, INC. Vanguard Total Stock Mkt Index	Mutual Funds	—	—	$157K	0.7%
MODERN PORTFOLIO MANAGEMENT INC. MPM Marketplus Invest Income	Common Stocks	—	—	$142K	0.7%
FIRST SECURITY BANK 11.19 AC Lakewood Drive, Batesville, MS	Other securities	—	—	$140K	0.7%
DIMENSIONAL FUND ADVISORS Dimensional 2065 Trg Date Ret	Mutual Funds	—	—	$88K	0.4%
RUSSELL BOLES	Other securities	—	—	$11K	<0.1%
THE VANGUARD GROUP, INC. Vanguard Total Bond Mkt Index	Mutual Funds	—	—	$10K	<0.1%
DIMENSIONAL FUND ADVISORS DFA Intl Core Equity	Mutual Funds	—	—	$10K	<0.1%
DIMENSIONAL FUND ADVISORS DFA Intl Real Estate Sec 19 DIMENSIONAL FUND ADVISORS DFA Real Estate Securities 473 DIMENSIONAL FUND ADVISORS DFA Targeted Credit	Mutual Funds	—	—	$8K	<0.1%
AMERICAN CENTURY INVESTMENTS Avantis Emerging Markets Eqty	Other securities	—	—	$5K	<0.1%
THE VANGUARD GROUP, INC. Vanguard Emerg Mkts Stk Ind	Mutual Funds	—	—	$4K	<0.1%
THE VANGUARD GROUP, INC. Vanguard Interm Term Inves Grd	Mutual Funds	—	—	$2K	<0.1%
THE VANGUARD GROUP, INC. Vanguard Core Bond Admiral	Mutual Funds	—	—	$1K	<0.1%