Original filing (PDF)20251015084419NAL0004100465001

FIRST STATE BANK

Name: FIRST STATE BANK — RETIREMENT PLAN FOR EMPLOYEES OF THE FIRST STATE BANK, Form 5500 (2024)
Creator: FIRST STATE BANK

Form 5500-SF

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF THE FIRST STATE BANK

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.1M

Net assets (EOY)

$24.1M

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 STATE BANK.

Plan sponsor

Name

FIRST STATE BANK

EIN

75-0270410

Address

1818 N. I-35 · GAINESVILLE, TX · 76240

Phone

(940) 665-1711

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

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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