Original filing (PDF)20251230170222NAL0019021105001

THE FIRST STATE BANK OF SHELBY

Name: THE FIRST STATE BANK OF SHELBY — FIRST STATE BANK OF SHELBY 401(K) PLAN, Form 5500 (2024)
Creator: THE FIRST STATE BANK OF SHELBY

Form 5500-SF

FILING_RECEIVED

FIRST STATE BANK OF SHELBY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 THE FIRST STATE BANK OF SHELBY.

Plan sponsor

Name

THE FIRST STATE BANK OF SHELBY

EIN

81-0135470

Address

P O BOX 913 · SHELBY, MT · 594740913

Phone

(406) 434-5567

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2025-12-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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