Other
2024 plan-year Other DOL Form 5500

First State Bancorp of Monticello, Inc. ESOP

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by First State Bancorp of Monticello, Inc. · Illinois · Finance & Insurance

What the 2023 filing shows

First State Bancorp of Monticello, Inc. ESOP holds N/A for 70 participants.

N/A
total plan assets (2024 EOY)
70
covered participants
Total Assets (2023)
N/A
Participants
70
State
Industry
Finance & Insurance

What the Filing Says About First State Bancorp of Monticello, Inc. ESOP

First State Bancorp of Monticello, Inc. ESOP is a Other retirement plan sponsored by First State Bancorp of Monticello, Inc., headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 70 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 371142968, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN371142968
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Bancorp of Monticello, Inc.)

Year Plans Participants Total Assets
2022 2 129 N/A
2023 1 70 N/A
2024 1 70 N/A

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the First State Bancorp of Monticello, Inc. ESOP?
As of the 2024 Form 5500 filing, First State Bancorp of Monticello, Inc. ESOP holds N/A in total assets with 70 participants. It is sponsored by First State Bancorp of Monticello, Inc..
What type of plan is First State Bancorp of Monticello, Inc. ESOP?
First State Bancorp of Monticello, Inc. ESOP is a Other plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 371142968.
Who sponsors the First State Bancorp of Monticello, Inc. ESOP?
First State Bancorp of Monticello, Inc. ESOP is sponsored by First State Bancorp of Monticello, Inc., located in Illinois. The sponsor's EIN is 371142968 and the plan operates in the Finance & Insurance industry.
How did First State Bancorp of Monticello, Inc. ESOP perform in 2024?
First State Bancorp of Monticello, Inc. ESOP held N/A in total assets at the end of 2024.
Where can I find official filings for First State Bancorp of Monticello, Inc. ESOP?
Official Form 5500 filings for First State Bancorp of Monticello, Inc. ESOP are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 371142968 or plan name at efast.dol.gov.
How does First State Bancorp of Monticello, Inc. ESOP compare to other plans?
You can compare First State Bancorp of Monticello, Inc. ESOP against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 371142968.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.