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Sponsor portfolio

FIRST STATE BANK & TRUST COMPANY

EIN 75-0270360-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$24.4M assets
Welfare
0
Participants
120
PO BOX 579 - CARTHAGE, TX 75633903-693-6606
Plans on this EIN
2 filings
#002401k-$17.0M - 68 part#001MoneyPurchase-$7.4M - 52 part

Retirement portfolio analytics

2 plans aggregated / $24.4M assets / 120 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN AND TRUST (#002)70%
  • PLAN & TRUST (#001)30%
Total $24.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)68
  • PLAN & TRUST (#001)52
Total 120Click 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#002

FIRST STATE BANK & TRUST COMPANY PROFIT SHARING PLAN AND TRUST

401k

Assets$17.0M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUST

MoneyPurchase

Assets$7.4M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FIRST STATE BANK & TRUST COMPANY PROFIT SHARING PLAN AND TRUST401k$17.0M682025
001FIRST STATE BANK OF CARTHAGE EMPLOYEE MONEY PURCHASE PLAN & TRUSTMoneyPurchase$7.4M522025
Retirement plans
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