First State Bank
Plan context: First State Bank - Stuart 401(K) Plan
EIN 42-0620579 • Stuart, IA • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$1,837,592
2025 Contributions
$127,939
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 22 | $1,837,592 | $127,939 | $5,815iApproximate average salary by contribution assumption: employee only about $145,385 at 4% or $96,923 at 6%; with 50% employer match about $96,923 at 4% or $64,616 at 6%; with 100% employer match about $72,693 at 4% or $48,462 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 22 | $1,837,592 | $127,939 | $5,815iApproximate average salary by contribution assumption: employee only about $145,385 at 4% or $96,923 at 6%; with 50% employer match about $96,923 at 4% or $64,616 at 6%; with 100% employer match about $72,693 at 4% or $48,462 at 6%. |
| 2024 | 1 | 23 | $1,890,753 | $163,602 | $7,113iApproximate average salary by contribution assumption: employee only about $177,828 at 4% or $118,552 at 6%; with 50% employer match about $118,552 at 4% or $79,035 at 6%; with 100% employer match about $88,914 at 4% or $59,276 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 23 | $1,890,753 | $163,602 | $7,113iApproximate average salary by contribution assumption: employee only about $177,828 at 4% or $118,552 at 6%; with 50% employer match about $118,552 at 4% or $79,035 at 6%; with 100% employer match about $88,914 at 4% or $59,276 at 6%. |
| 2023 | 1 | 21 | $1,770,131 | $202,917 | $9,663iApproximate average salary by contribution assumption: employee only about $241,568 at 4% or $161,045 at 6%; with 50% employer match about $161,045 at 4% or $107,363 at 6%; with 100% employer match about $120,784 at 4% or $80,523 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 21 | $1,770,131 | $202,917 | $9,663iApproximate average salary by contribution assumption: employee only about $241,568 at 4% or $161,045 at 6%; with 50% employer match about $161,045 at 4% or $107,363 at 6%; with 100% employer match about $120,784 at 4% or $80,523 at 6%. |
| 2022 | 1 | 20 | $1,544,216 | $108,680 | $5,434iApproximate average salary by contribution assumption: employee only about $135,850 at 4% or $90,567 at 6%; with 50% employer match about $90,567 at 4% or $60,378 at 6%; with 100% employer match about $67,925 at 4% or $45,283 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 20 | $1,544,216 | $108,680 | $5,434iApproximate average salary by contribution assumption: employee only about $135,850 at 4% or $90,567 at 6%; with 50% employer match about $90,567 at 4% or $60,378 at 6%; with 100% employer match about $67,925 at 4% or $45,283 at 6%. |
| 2021 | 1 | 14 | $1,870,581 | $142,697 | $10,193iApproximate average salary by contribution assumption: employee only about $254,816 at 4% or $169,877 at 6%; with 50% employer match about $169,877 at 4% or $113,252 at 6%; with 100% employer match about $127,408 at 4% or $84,939 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 14 | $1,870,581 | $142,697 | $10,193iApproximate average salary by contribution assumption: employee only about $254,816 at 4% or $169,877 at 6%; with 50% employer match about $169,877 at 4% or $113,252 at 6%; with 100% employer match about $127,408 at 4% or $84,939 at 6%. |
| 2020 | 1 | 18 | $1,819,406 | $151,997 | $8,444iApproximate average salary by contribution assumption: employee only about $211,107 at 4% or $140,738 at 6%; with 50% employer match about $140,738 at 4% or $93,825 at 6%; with 100% employer match about $105,553 at 4% or $70,369 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 18 | $1,819,406 | $151,997 | $8,444iApproximate average salary by contribution assumption: employee only about $211,107 at 4% or $140,738 at 6%; with 50% employer match about $140,738 at 4% or $93,825 at 6%; with 100% employer match about $105,553 at 4% or $70,369 at 6%. |
| 2019 | 1 | 24 | $1,737,128 | $133,150 | $5,548iApproximate average salary by contribution assumption: employee only about $138,698 at 4% or $92,465 at 6%; with 50% employer match about $92,465 at 4% or $61,644 at 6%; with 100% employer match about $69,349 at 4% or $46,233 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 24 | $1,737,128 | $133,150 | $5,548iApproximate average salary by contribution assumption: employee only about $138,698 at 4% or $92,465 at 6%; with 50% employer match about $92,465 at 4% or $61,644 at 6%; with 100% employer match about $69,349 at 4% or $46,233 at 6%. |
| 2018 | 1 | 25 | $1,449,109 | $122,427 | $4,897iApproximate average salary by contribution assumption: employee only about $122,427 at 4% or $81,618 at 6%; with 50% employer match about $81,618 at 4% or $54,412 at 6%; with 100% employer match about $61,214 at 4% or $40,809 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 25 | $1,449,109 | $122,427 | $4,897iApproximate average salary by contribution assumption: employee only about $122,427 at 4% or $81,618 at 6%; with 50% employer match about $81,618 at 4% or $54,412 at 6%; with 100% employer match about $61,214 at 4% or $40,809 at 6%. |
| 2017 | 1 | 23 | $1,537,096 | $111,730 | $4,858iApproximate average salary by contribution assumption: employee only about $121,446 at 4% or $80,964 at 6%; with 50% employer match about $80,964 at 4% or $53,976 at 6%; with 100% employer match about $60,723 at 4% or $40,482 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 23 | $1,537,096 | $111,730 | $4,858iApproximate average salary by contribution assumption: employee only about $121,446 at 4% or $80,964 at 6%; with 50% employer match about $80,964 at 4% or $53,976 at 6%; with 100% employer match about $60,723 at 4% or $40,482 at 6%. |
| 2016 | 1 | 21 | $1,326,171 | $125,463 | $5,974iApproximate average salary by contribution assumption: employee only about $149,361 at 4% or $99,574 at 6%; with 50% employer match about $99,574 at 4% or $66,383 at 6%; with 100% employer match about $74,680 at 4% or $49,787 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 21 | $1,326,171 | $125,463 | $5,974iApproximate average salary by contribution assumption: employee only about $149,361 at 4% or $99,574 at 6%; with 50% employer match about $99,574 at 4% or $66,383 at 6%; with 100% employer match about $74,680 at 4% or $49,787 at 6%. |
| 2015 | 1 | 22 | $1,499,781 | $138,799 | $6,309iApproximate average salary by contribution assumption: employee only about $157,726 at 4% or $105,151 at 6%; with 50% employer match about $105,151 at 4% or $70,101 at 6%; with 100% employer match about $78,863 at 4% or $52,575 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 22 | $1,499,781 | $138,799 | $6,309iApproximate average salary by contribution assumption: employee only about $157,726 at 4% or $105,151 at 6%; with 50% employer match about $105,151 at 4% or $70,101 at 6%; with 100% employer match about $78,863 at 4% or $52,575 at 6%. |
| 2014 | 1 | 24 | $1,556,778 | $135,259 | $5,636iApproximate average salary by contribution assumption: employee only about $140,895 at 4% or $93,930 at 6%; with 50% employer match about $93,930 at 4% or $62,620 at 6%; with 100% employer match about $70,447 at 4% or $46,965 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 24 | $1,556,778 | $135,259 | $5,636iApproximate average salary by contribution assumption: employee only about $140,895 at 4% or $93,930 at 6%; with 50% employer match about $93,930 at 4% or $62,620 at 6%; with 100% employer match about $70,447 at 4% or $46,965 at 6%. |
| 2013 | 1 | 23 | $1,531,324 | $141,009 | $6,131iApproximate average salary by contribution assumption: employee only about $153,271 at 4% or $102,180 at 6%; with 50% employer match about $102,180 at 4% or $68,120 at 6%; with 100% employer match about $76,635 at 4% or $51,090 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 23 | $1,531,324 | $141,009 | $6,131iApproximate average salary by contribution assumption: employee only about $153,271 at 4% or $102,180 at 6%; with 50% employer match about $102,180 at 4% or $68,120 at 6%; with 100% employer match about $76,635 at 4% or $51,090 at 6%. |
| 2012 | 1 | 22 | $1,275,985 | $130,357 | $5,925iApproximate average salary by contribution assumption: employee only about $148,133 at 4% or $98,755 at 6%; with 50% employer match about $98,755 at 4% or $65,837 at 6%; with 100% employer match about $74,066 at 4% or $49,378 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 22 | $1,275,985 | $130,357 | $5,925iApproximate average salary by contribution assumption: employee only about $148,133 at 4% or $98,755 at 6%; with 50% employer match about $98,755 at 4% or $65,837 at 6%; with 100% employer match about $74,066 at 4% or $49,378 at 6%. |
| 2011 | 1 | 23 | $1,357,167 | $138,332 | $6,014iApproximate average salary by contribution assumption: employee only about $150,361 at 4% or $100,241 at 6%; with 50% employer match about $100,241 at 4% or $66,827 at 6%; with 100% employer match about $75,180 at 4% or $50,120 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 23 | $1,357,167 | $138,332 | $6,014iApproximate average salary by contribution assumption: employee only about $150,361 at 4% or $100,241 at 6%; with 50% employer match about $100,241 at 4% or $66,827 at 6%; with 100% employer match about $75,180 at 4% or $50,120 at 6%. |
| 2010 | 1 | 20 | $1,239,368 | $125,814 | $6,291iApproximate average salary by contribution assumption: employee only about $157,268 at 4% or $104,845 at 6%; with 50% employer match about $104,845 at 4% or $69,897 at 6%; with 100% employer match about $78,634 at 4% or $52,423 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 20 | $1,239,368 | $125,814 | $6,291iApproximate average salary by contribution assumption: employee only about $157,268 at 4% or $104,845 at 6%; with 50% employer match about $104,845 at 4% or $69,897 at 6%; with 100% employer match about $78,634 at 4% or $52,423 at 6%. |
| 2009 | 1 | 20 | $1,127,120 | $123,024 | $6,151iApproximate average salary by contribution assumption: employee only about $153,780 at 4% or $102,520 at 6%; with 50% employer match about $102,520 at 4% or $68,347 at 6%; with 100% employer match about $76,890 at 4% or $51,260 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 20 | $1,127,120 | $123,024 | $6,151iApproximate average salary by contribution assumption: employee only about $153,780 at 4% or $102,520 at 6%; with 50% employer match about $102,520 at 4% or $68,347 at 6%; with 100% employer match about $76,890 at 4% or $51,260 at 6%. |
| 2008 | 1 | 19 | $1,031,575 | $114,126 | $6,007iApproximate average salary by contribution assumption: employee only about $150,166 at 4% or $100,111 at 6%; with 50% employer match about $100,111 at 4% or $66,740 at 6%; with 100% employer match about $75,083 at 4% or $50,055 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 19 | $1,031,575 | $114,126 | $6,007iApproximate average salary by contribution assumption: employee only about $150,166 at 4% or $100,111 at 6%; with 50% employer match about $100,111 at 4% or $66,740 at 6%; with 100% employer match about $75,083 at 4% or $50,055 at 6%. |
| 2007 | 1 | 18 | $1,283,175 | $113,800 | $6,322iApproximate average salary by contribution assumption: employee only about $158,056 at 4% or $105,370 at 6%; with 50% employer match about $105,370 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,685 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 18 | $1,283,175 | $113,800 | $6,322iApproximate average salary by contribution assumption: employee only about $158,056 at 4% or $105,370 at 6%; with 50% employer match about $105,370 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,685 at 6%. |
| 2006 | 1 | 19 | $1,121,807 | $118,976 | $6,262iApproximate average salary by contribution assumption: employee only about $156,547 at 4% or $104,365 at 6%; with 50% employer match about $104,365 at 4% or $69,577 at 6%; with 100% employer match about $78,274 at 4% or $52,182 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 19 | $1,121,807 | $118,976 | $6,262iApproximate average salary by contribution assumption: employee only about $156,547 at 4% or $104,365 at 6%; with 50% employer match about $104,365 at 4% or $69,577 at 6%; with 100% employer match about $78,274 at 4% or $52,182 at 6%. |
| 2005 | 1 | 19 | $951,474 | $114,888 | $6,047iApproximate average salary by contribution assumption: employee only about $151,168 at 4% or $100,779 at 6%; with 50% employer match about $100,779 at 4% or $67,186 at 6%; with 100% employer match about $75,584 at 4% or $50,389 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 19 | $951,474 | $114,888 | $6,047iApproximate average salary by contribution assumption: employee only about $151,168 at 4% or $100,779 at 6%; with 50% employer match about $100,779 at 4% or $67,186 at 6%; with 100% employer match about $75,584 at 4% or $50,389 at 6%. |
| 2004 | 1 | 19 | $833,251 | $112,894 | $5,942iApproximate average salary by contribution assumption: employee only about $148,545 at 4% or $99,030 at 6%; with 50% employer match about $99,030 at 4% or $66,020 at 6%; with 100% employer match about $74,272 at 4% or $49,515 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 19 | $833,251 | $112,894 | $5,942iApproximate average salary by contribution assumption: employee only about $148,545 at 4% or $99,030 at 6%; with 50% employer match about $99,030 at 4% or $66,020 at 6%; with 100% employer match about $74,272 at 4% or $49,515 at 6%. |
| 2003 | 1 | 20 | $685,499 | $105,272 | $5,264iApproximate average salary by contribution assumption: employee only about $131,590 at 4% or $87,727 at 6%; with 50% employer match about $87,727 at 4% or $58,484 at 6%; with 100% employer match about $65,795 at 4% or $43,863 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 20 | $685,499 | $105,272 | $5,264iApproximate average salary by contribution assumption: employee only about $131,590 at 4% or $87,727 at 6%; with 50% employer match about $87,727 at 4% or $58,484 at 6%; with 100% employer match about $65,795 at 4% or $43,863 at 6%. |
| 2002 | 1 | 20 | $515,840 | $100,176 | $5,009iApproximate average salary by contribution assumption: employee only about $125,220 at 4% or $83,480 at 6%; with 50% employer match about $83,480 at 4% or $55,653 at 6%; with 100% employer match about $62,610 at 4% or $41,740 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 20 | $515,840 | $100,176 | $5,009iApproximate average salary by contribution assumption: employee only about $125,220 at 4% or $83,480 at 6%; with 50% employer match about $83,480 at 4% or $55,653 at 6%; with 100% employer match about $62,610 at 4% or $41,740 at 6%. |
| 2001 | 1 | 18 | $565,311 | $99,793 | $5,544iApproximate average salary by contribution assumption: employee only about $138,601 at 4% or $92,401 at 6%; with 50% employer match about $92,401 at 4% or $61,601 at 6%; with 100% employer match about $69,301 at 4% or $46,200 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 18 | $565,311 | $99,793 | $5,544iApproximate average salary by contribution assumption: employee only about $138,601 at 4% or $92,401 at 6%; with 50% employer match about $92,401 at 4% or $61,601 at 6%; with 100% employer match about $69,301 at 4% or $46,200 at 6%. |
| 2000 | 1 | 21 | $551,622 | $107,339 | $5,111iApproximate average salary by contribution assumption: employee only about $127,785 at 4% or $85,190 at 6%; with 50% employer match about $85,190 at 4% or $56,793 at 6%; with 100% employer match about $63,892 at 4% or $42,595 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 21 | $551,622 | $107,339 | $5,111iApproximate average salary by contribution assumption: employee only about $127,785 at 4% or $85,190 at 6%; with 50% employer match about $85,190 at 4% or $56,793 at 6%; with 100% employer match about $63,892 at 4% or $42,595 at 6%. |
| 1999 | 1 | 20 | $517,658 | $88,055 | $4,403iApproximate average salary by contribution assumption: employee only about $110,069 at 4% or $73,379 at 6%; with 50% employer match about $73,379 at 4% or $48,919 at 6%; with 100% employer match about $55,034 at 4% or $36,690 at 6%. |
| First State Bank - Stuart 401(K) Plan | - | 20 | $517,658 | $88,055 | $4,403iApproximate average salary by contribution assumption: employee only about $110,069 at 4% or $73,379 at 6%; with 50% employer match about $73,379 at 4% or $48,919 at 6%; with 100% employer match about $55,034 at 4% or $36,690 at 6%. |