401k Plan data: BANKERS FINANCIAL CORP. 401K PLAN plan

BANKERS FINANCIAL CORP. 401K PLAN 401k Plan overview

Plan Name	BANKERS FINANCIAL CORP. 401K PLAN
Plan identification number	001

BANKERS FINANCIAL CORP. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE BANKERS FINANCIAL CORP. has sponsored the creation of one or more 401k plans.

Company Name: THE BANKERS FINANCIAL CORP.

Employer identification number (EIN): 221424738

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANKERS FINANCIAL CORP. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICHELINA DE MATTEO 2024-05-30
001 2022-01-01 MICHELINA DE MATTEO 2023-07-07
001 2021-01-01 MICHELINA DE MATTEO 2022-05-31
001 2020-01-01 MICHELINA DE MATTEO 2021-06-09
001 2019-01-01 MICHELINA DE MATTEO 2020-06-30
001 2018-01-01 MICHELINA DE MATTEO 2019-05-29
001 2017-01-01 MICHELINA DE MATTEO 2018-06-01
001 2016-01-01 DENNIS SARTORIO 2017-07-11
001 2015-01-01 DENNIS SARTORIO 2016-06-01
001 2014-01-01 DENNIS SARTORIO 2015-06-04
001 2013-01-01 DENNIS SARTORIO 2014-06-25
001 2012-01-01 DENNIS SARTORIO 2013-06-13
001 2011-01-01 DENNIS SARTORIO 2012-06-06
001 2010-01-01 DENNIS SARTORIO 2011-06-13
001 2009-01-01 2010-06-14
001 2009-01-01 DENNIS SARTORIO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MICHELINA DE MATTEO	2024-05-30
001	2022-01-01	MICHELINA DE MATTEO	2023-07-07
001	2021-01-01	MICHELINA DE MATTEO	2022-05-31
001	2020-01-01	MICHELINA DE MATTEO	2021-06-09
001	2019-01-01	MICHELINA DE MATTEO	2020-06-30
001	2018-01-01	MICHELINA DE MATTEO	2019-05-29
001	2017-01-01	MICHELINA DE MATTEO	2018-06-01
001	2016-01-01	DENNIS SARTORIO	2017-07-11
001	2015-01-01	DENNIS SARTORIO	2016-06-01
001	2014-01-01	DENNIS SARTORIO	2015-06-04
001	2013-01-01	DENNIS SARTORIO	2014-06-25
001	2012-01-01	DENNIS SARTORIO	2013-06-13
001	2011-01-01	DENNIS SARTORIO	2012-06-06
001	2010-01-01	DENNIS SARTORIO	2011-06-13
001	2009-01-01		2010-06-14
001	2009-01-01	DENNIS SARTORIO

Financial Data on BANKERS FINANCIAL CORP. 401K PLAN

Measure	Date	Value
2025 : BANKERS FINANCIAL CORP. 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-04	5078
Net assets as of the end of the plan year	2025-06-04	658789
Total assets as of the beginning of the plan year	2025-06-04	550774
Value of plan covered by a fidelity bond	2025-06-04	56000
Participant contributions to plan in this plan year	2025-06-04	56710
Other income to plan in this plan year	2025-06-04	56383
Plan net income in this plan year	2025-06-04	108015
Net assets as of the end of the plan year	2025-06-04	658789
Net assets as of the beginning of the plan year	2025-06-04	550774
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-04	65
2024 : BANKERS FINANCIAL CORP. 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-30	14606
Net assets as of the end of the plan year	2024-05-30	550774
Total assets as of the beginning of the plan year	2024-05-30	458005
Value of plan covered by a fidelity bond	2024-05-30	46000
Participant contributions to plan in this plan year	2024-05-30	52440
Other income to plan in this plan year	2024-05-30	54935
Plan net income in this plan year	2024-05-30	92769
Net assets as of the end of the plan year	2024-05-30	550774
Net assets as of the beginning of the plan year	2024-05-30	458005
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-30	150
2022 : BANKERS FINANCIAL CORP. 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-31	158705
Net assets as of the end of the plan year	2022-05-31	586247
Total assets as of the beginning of the plan year	2022-05-31	604030
Value of plan covered by a fidelity bond	2022-05-31	61000
Participant contributions to plan in this plan year	2022-05-31	57076
Other contributions to plan in this plan year	2022-05-31	9841
Other income to plan in this plan year	2022-05-31	74005
Plan net income in this plan year	2022-05-31	-17783
Net assets as of the end of the plan year	2022-05-31	586247
Net assets as of the beginning of the plan year	2022-05-31	604030
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-31	100

Form 5500 Responses for BANKERS FINANCIAL CORP. 401K PLAN

2009: BANKERS FINANCIAL CORP. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	THE BANKERS FINANCIAL CORP.
Employer identification number (EIN):	221424738
NAIC Classification:	531310