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Sponsor portfolio

FIRST STATE BANK OF WARREN

EIN 71-0332672-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$691K assets
Welfare
0
Participants
60
104 S. MAIN STREET - WARREN, AR 71671870-226-2601
Plans on this EIN
2 filings
#001MoneyPurchase-$378K - 30 part#002ProfitSharing-$313K - 30 part

Retirement portfolio analytics

2 plans aggregated / $691K assets / 60 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • MONEY PURCHASE PLAN (#001)55%
  • PROFIT SHARING TRUST (#002)45%
Total $691KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PLAN (#001)30
  • PROFIT SHARING TRUST (#002)30
Total 60Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIRST STATE BANK OF WARREN MONEY PURCHASE PLAN

MoneyPurchase

Assets$378K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIRST STATE BANK OF WARREN PROFIT SHARING TRUST

ProfitSharing

Assets$313K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST STATE BANK OF WARREN MONEY PURCHASE PLANMoneyPurchase$378K302024
002FIRST STATE BANK OF WARREN PROFIT SHARING TRUSTProfitSharing$313K302024
Retirement plans
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