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Sponsor portfolioTH

FIRST STATE BANK

EIN 64-0659655-banking-Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$32K premiums
Participants
345
P O BOX 506, 708 AZALEA DRIVE - WAYNESBORO, MS 39367601-735-3124firststatebnk.bankLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$9.9M - 172 part#502Fully Insured-$32K - 173 lives

Benefits portfolio analytics

1 plan / $32K premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$32K
  • Other$32K
Total $32K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $32K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STOCKETT & THOMAS AGENCY100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FIRST STATE BANK PROFIT SHARING 401(K) PLAN

401k

Assets$9.9M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FIRST STATE BANK WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$32K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FIRST STATE BANK PROFIT SHARING 401(K) PLAN401k$9.9M1722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FIRST STATE BANK WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$32K1732025
Retirement plans
Welfare plans
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