How big is Security State Corporation's plan?

Security State Corporation's plan reported $11.2M in assets and 78 participants for 2022.

Original filing (PDF)20231016115752NAL0037690561001

Security State Corporation

Name: Security State Corporation — Security State Bank, Form 5500 (2022)
Creator: Security State Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Security State Bank Retirement and 401(k) Savings Plan and Trust

401(k) retirement plan · Security State Corporation's Security State Bank Retirement and 401(k) Savings Plan and Trust held $11.2M in plan assets for 78 participants in 2022, with The Standard (StanCorp) as recordkeeper.

Signals · 2

20% employer stockCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan identifiers

Security State Corporation's EIN is 91-2011590.

EIN 91-2011590

Plan number 001

Plan year 2022

ACK ID 20231016115752NAL0037690561001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Security State Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Security State Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

16 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

SECURITY STATE CORPORATION

EIN

all filings

Address

PO BOX 1050 · CENTRALIA, WA · 98531

Phone

(360) 330-2790

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$41K	—

Investments

16 direct securities · 1 pooled fund· $19.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$8.6M

1 holding

Common Collective Trusts

$8.6M

13 holdings

Common Stocks

$2.2M

1 holding

Mutual Funds

$271K

1 holding

Bonds / Notes

$128K

1 holding

					% of plan
RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001	Common Collective Trust	—	—	$8.6M	76.6%
Standard Stable Asset Fund A Group annuity contract N/A	Common Stocks	—	—	$2.2M	19.8%
Reliance Advisory Trust INVLC Common collective fund N/A	Common Collective Trusts	—	—	$1.7M	15.1%
Reliance Advisory Trust INV40 Common collective fund N/A	Common Collective Trusts	—	—	$1.4M	12.2%
Reliance Advisory Trust INV20 Common collective fund N/A	Common Collective Trusts	—	—	$1.1M	10.1%
Reliance Advisory Trust INV100 Common collective fund N/A	Common Collective Trusts	—	—	$978K	8.7%
Reliance Advisory Trust INVFI Common collective fund N/A	Common Collective Trusts	—	—	$916K	8.2%
Reliance Advisory Trust INVSM Common collective fund N/A	Common Collective Trusts	—	—	$712K	6.3%
Reliance Advisory Trust INV60 Common collective fund N/A	Common Collective Trusts	—	—	$617K	5.5%
Reliance Advisory Trust INVIE Common collective fund N/A	Common Collective Trusts	—	—	$357K	3.2%
Reliance Advisory Trust INV80 Common collective fund N/A	Common Collective Trusts	—	—	$307K	2.7%
Vanguard Balanced Index Mutual fund N/A	Mutual Funds	—	—	$271K	2.4%
Reliance Advisory Trust INV00 Common collective fund N/A	Common Collective Trusts	—	—	$239K	2.1%
Reliance Advisory Trust INV70 Common collective fund N/A	Common Collective Trusts	—	—	$202K	1.8%
Notes receivable from participants Maturing 2023‐2027 at interest rates of 3.25% ‐ 6.25% ‐	Bonds / Notes	—	—	$128K	1.1%
Reliance Advisory Trust INV30 Common collective fund N/A	Common Collective Trusts	—	—	$61K	0.5%
Reliance Advisory Trust INV50 Common collective fund N/A	Common Collective Trusts	—	—	$9K	<0.1%