401k Plan data: THE NEW WASHINGTON STATE BANK ESOP plan

THE NEW WASHINGTON STATE BANK ESOP 401k Plan overview

Plan Name	THE NEW WASHINGTON STATE BANK ESOP
Plan identification number	002

THE NEW WASHINGTON STATE BANK ESOP 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

THE NEW WASHINGTON STATE BANK has sponsored the creation of one or more 401k plans.

Company Name: THE NEW WASHINGTON STATE BANK

Employer identification number (EIN): 350546040

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW WASHINGTON STATE BANK ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 SCOTT BENNER
002 2023-01-01 SCOTT BENNER
002 2022-01-01
002 2022-01-01 SCOTT BENNER
002 2021-01-01
002 2021-01-01 SCOTT BENNER
002 2020-01-01
002 2019-01-01
002 2018-01-01 SCOTT BENNER
002 2017-01-01 SCOTT BENNER
002 2016-01-01 SCOTT BENNER
002 2015-01-01 SCOTT BENNER
002 2014-01-01 SCOTT BENNER SCOTT BENNER 2015-09-30
002 2013-01-01 SCOTT BENNER SCOTT BENNER 2014-10-14
002 2012-01-01 SCOTT BENNER
002 2011-01-01 SCOTT BENNER
002 2010-01-01 SCOTT BENNER
002 2009-01-01 SCOTT BENNER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	SCOTT BENNER
002	2023-01-01	SCOTT BENNER
002	2022-01-01
002	2022-01-01	SCOTT BENNER
002	2021-01-01
002	2021-01-01	SCOTT BENNER
002	2020-01-01
002	2019-01-01
002	2018-01-01	SCOTT BENNER
002	2017-01-01	SCOTT BENNER
002	2016-01-01	SCOTT BENNER
002	2015-01-01	SCOTT BENNER
002	2014-01-01	SCOTT BENNER	SCOTT BENNER	2015-09-30
002	2013-01-01	SCOTT BENNER	SCOTT BENNER	2014-10-14
002	2012-01-01	SCOTT BENNER
002	2011-01-01	SCOTT BENNER
002	2010-01-01	SCOTT BENNER
002	2009-01-01	SCOTT BENNER

Plan Statistics for THE NEW WASHINGTON STATE BANK ESOP

401k plan membership statisitcs for THE NEW WASHINGTON STATE BANK ESOP

Measure Date Value
2022: THE NEW WASHINGTON STATE BANK ESOP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 79
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 101
Number of participants with account balances 2022-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: THE NEW WASHINGTON STATE BANK ESOP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 84
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 100
Number of participants with account balances 2021-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE NEW WASHINGTON STATE BANK ESOP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 81
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 85
Number of participants with account balances 2020-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: THE NEW WASHINGTON STATE BANK ESOP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 76
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 76
Number of participants with account balances 2019-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE NEW WASHINGTON STATE BANK ESOP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 68
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 70
Number of participants with account balances 2018-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: THE NEW WASHINGTON STATE BANK ESOP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 70
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 85
Number of participants with account balances 2017-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: THE NEW WASHINGTON STATE BANK ESOP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 62
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 71
Number of participants with account balances 2016-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: THE NEW WASHINGTON STATE BANK ESOP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 69
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 76
Number of participants with account balances 2015-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE NEW WASHINGTON STATE BANK ESOP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 73
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 79
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE NEW WASHINGTON STATE BANK ESOP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 67
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 77
Number of participants with account balances 2013-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THE NEW WASHINGTON STATE BANK ESOP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 76
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 83
Number of participants with account balances 2012-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE NEW WASHINGTON STATE BANK ESOP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 80
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 89
Number of participants with account balances 2011-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: THE NEW WASHINGTON STATE BANK ESOP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 84
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 90
Number of participants with account balances 2010-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE NEW WASHINGTON STATE BANK ESOP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 84
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 90
Number of participants with account balances 2009-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: THE NEW WASHINGTON STATE BANK ESOP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	79
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	101
Number of participants with account balances	2022-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: THE NEW WASHINGTON STATE BANK ESOP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	84
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	100
Number of participants with account balances	2021-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE NEW WASHINGTON STATE BANK ESOP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	81
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	85
Number of participants with account balances	2020-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: THE NEW WASHINGTON STATE BANK ESOP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	76
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	76
Number of participants with account balances	2019-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE NEW WASHINGTON STATE BANK ESOP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	68
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	70
Number of participants with account balances	2018-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: THE NEW WASHINGTON STATE BANK ESOP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	70
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	85
Number of participants with account balances	2017-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: THE NEW WASHINGTON STATE BANK ESOP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	62
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	71
Number of participants with account balances	2016-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: THE NEW WASHINGTON STATE BANK ESOP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	69
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	76
Number of participants with account balances	2015-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE NEW WASHINGTON STATE BANK ESOP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	73
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	79
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE NEW WASHINGTON STATE BANK ESOP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	67
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	77
Number of participants with account balances	2013-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THE NEW WASHINGTON STATE BANK ESOP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	76
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	83
Number of participants with account balances	2012-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE NEW WASHINGTON STATE BANK ESOP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	80
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	89
Number of participants with account balances	2011-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: THE NEW WASHINGTON STATE BANK ESOP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	84
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	90
Number of participants with account balances	2010-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE NEW WASHINGTON STATE BANK ESOP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	84
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	90
Number of participants with account balances	2009-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on THE NEW WASHINGTON STATE BANK ESOP

Measure	Date	Value
2023 : THE NEW WASHINGTON STATE BANK ESOP 2023 401k financial data
Total income from all sources	2023-12-31	$2,500,072
Expenses. Total of all expenses incurred	2023-12-31	$792,452
Benefits paid (including direct rollovers)	2023-12-31	$755,287
Total plan assets at end of year	2023-12-31	$18,171,873
Total plan assets at beginning of year	2023-12-31	$16,464,253
Value of fidelity bond covering the plan	2023-12-31	$3,500,000
Total contributions received or receivable from participants	2023-12-31	$414,523
Contributions received from other sources (not participants or employers)	2023-12-31	$63,933
Other income received	2023-12-31	$1,768,564
Net income (gross income less expenses)	2023-12-31	$1,707,620
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$18,171,873
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$16,464,253
Assets. Value of participant loans	2023-12-31	$27,743
Assets. Value of employer securities	2023-12-31	$8,154,867
Total contributions received or receivable from employer(s)	2023-12-31	$253,052
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$37,165
2022 : THE NEW WASHINGTON STATE BANK ESOP 2022 401k financial data
Total income from all sources	2022-12-31	$-1,182,822
Expenses. Total of all expenses incurred	2022-12-31	$745,007
Benefits paid (including direct rollovers)	2022-12-31	$690,120
Total plan assets at end of year	2022-12-31	$16,464,253
Total plan assets at beginning of year	2022-12-31	$18,392,082
Value of fidelity bond covering the plan	2022-12-31	$3,500,000
Total contributions received or receivable from participants	2022-12-31	$350,366
Other income received	2022-12-31	$-1,854,060
Net income (gross income less expenses)	2022-12-31	$-1,927,829
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$16,464,253
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$18,392,082
Assets. Value of employer securities	2022-12-31	$8,094,103
Total contributions received or receivable from employer(s)	2022-12-31	$320,872
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$54,887
2021 : THE NEW WASHINGTON STATE BANK ESOP 2021 401k financial data
Total income from all sources	2021-12-31	$3,028,067
Expenses. Total of all expenses incurred	2021-12-31	$2,870,825
Benefits paid (including direct rollovers)	2021-12-31	$2,846,791
Total plan assets at end of year	2021-12-31	$18,392,082
Total plan assets at beginning of year	2021-12-31	$18,234,840
Value of fidelity bond covering the plan	2021-12-31	$2,500,000
Total contributions received or receivable from participants	2021-12-31	$347,566
Expenses. Other expenses not covered elsewhere	2021-12-31	$24,034
Contributions received from other sources (not participants or employers)	2021-12-31	$15,086
Other income received	2021-12-31	$2,260,816
Net income (gross income less expenses)	2021-12-31	$157,242
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$18,392,082
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$18,234,840
Assets. Value of employer securities	2021-12-31	$9,604,684
Total contributions received or receivable from employer(s)	2021-12-31	$404,599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE NEW WASHINGTON STATE BANK ESOP 2020 401k financial data
Total income from all sources	2020-12-31	$1,543,005
Expenses. Total of all expenses incurred	2020-12-31	$1,221,402
Benefits paid (including direct rollovers)	2020-12-31	$1,179,438
Total plan assets at end of year	2020-12-31	$18,234,840
Total plan assets at beginning of year	2020-12-31	$17,913,237
Value of fidelity bond covering the plan	2020-12-31	$2,500,000
Total contributions received or receivable from participants	2020-12-31	$433,028
Expenses. Other expenses not covered elsewhere	2020-12-31	$41,964
Other income received	2020-12-31	$766,673
Net income (gross income less expenses)	2020-12-31	$321,603
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$18,234,840
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$17,913,237
Assets. Value of employer securities	2020-12-31	$8,937,906
Total contributions received or receivable from employer(s)	2020-12-31	$343,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE NEW WASHINGTON STATE BANK ESOP 2019 401k financial data
Total income from all sources	2019-12-31	$3,458,619
Expenses. Total of all expenses incurred	2019-12-31	$402,116
Benefits paid (including direct rollovers)	2019-12-31	$378,634
Total plan assets at end of year	2019-12-31	$17,913,237
Total plan assets at beginning of year	2019-12-31	$14,856,734
Value of fidelity bond covering the plan	2019-12-31	$2,500,000
Total contributions received or receivable from participants	2019-12-31	$286,370
Expenses. Other expenses not covered elsewhere	2019-12-31	$23,482
Other income received	2019-12-31	$2,754,631
Net income (gross income less expenses)	2019-12-31	$3,056,503
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$17,913,237
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$14,856,734
Assets. Value of employer securities	2019-12-31	$9,644,383
Total contributions received or receivable from employer(s)	2019-12-31	$417,618
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE NEW WASHINGTON STATE BANK ESOP 2018 401k financial data
Total income from all sources	2018-12-31	$1,513,201
Expenses. Total of all expenses incurred	2018-12-31	$1,032,493
Benefits paid (including direct rollovers)	2018-12-31	$1,008,214
Total plan assets at end of year	2018-12-31	$14,856,734
Total plan assets at beginning of year	2018-12-31	$14,376,026
Value of fidelity bond covering the plan	2018-12-31	$2,500,000
Total contributions received or receivable from participants	2018-12-31	$280,117
Expenses. Other expenses not covered elsewhere	2018-12-31	$24,279
Contributions received from other sources (not participants or employers)	2018-12-31	$79,381
Other income received	2018-12-31	$750,005
Net income (gross income less expenses)	2018-12-31	$480,708
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$14,856,734
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$14,376,026
Assets. Value of employer securities	2018-12-31	$8,709,435
Total contributions received or receivable from employer(s)	2018-12-31	$403,698
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE NEW WASHINGTON STATE BANK ESOP 2017 401k financial data
Total income from all sources	2017-12-31	$2,520,241
Expenses. Total of all expenses incurred	2017-12-31	$2,033,123
Benefits paid (including direct rollovers)	2017-12-31	$2,012,139
Total plan assets at end of year	2017-12-31	$14,376,026
Total plan assets at beginning of year	2017-12-31	$13,888,908
Value of fidelity bond covering the plan	2017-12-31	$2,500,000
Total contributions received or receivable from participants	2017-12-31	$385,010
Expenses. Other expenses not covered elsewhere	2017-12-31	$20,984
Other income received	2017-12-31	$1,850,856
Net income (gross income less expenses)	2017-12-31	$487,118
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$14,376,026
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$13,888,908
Assets. Value of employer securities	2017-12-31	$8,304,345
Total contributions received or receivable from employer(s)	2017-12-31	$284,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE NEW WASHINGTON STATE BANK ESOP 2016 401k financial data
Total income from all sources	2016-12-31	$2,116,440
Expenses. Total of all expenses incurred	2016-12-31	$2,211,644
Benefits paid (including direct rollovers)	2016-12-31	$2,185,791
Total plan assets at end of year	2016-12-31	$13,888,908
Total plan assets at beginning of year	2016-12-31	$13,984,112
Value of fidelity bond covering the plan	2016-12-31	$2,500,000
Total contributions received or receivable from participants	2016-12-31	$234,291
Contributions received from other sources (not participants or employers)	2016-12-31	$21,698
Other income received	2016-12-31	$1,586,971
Net income (gross income less expenses)	2016-12-31	$-95,204
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$13,888,908
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$13,984,112
Assets. Value of employer securities	2016-12-31	$7,696,710
Total contributions received or receivable from employer(s)	2016-12-31	$273,480
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25,853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE NEW WASHINGTON STATE BANK ESOP 2015 401k financial data
Total income from all sources	2015-12-31	$1,612,728
Expenses. Total of all expenses incurred	2015-12-31	$671,090
Benefits paid (including direct rollovers)	2015-12-31	$646,020
Total plan assets at end of year	2015-12-31	$13,984,112
Total plan assets at beginning of year	2015-12-31	$13,042,474
Value of fidelity bond covering the plan	2015-12-31	$2,500,000
Total contributions received or receivable from participants	2015-12-31	$240,798
Expenses. Other expenses not covered elsewhere	2015-12-31	$25,070
Contributions received from other sources (not participants or employers)	2015-12-31	$1,626
Other income received	2015-12-31	$1,085,311
Net income (gross income less expenses)	2015-12-31	$941,638
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$13,984,112
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$13,042,474
Assets. Value of employer securities	2015-12-31	$7,089,075
Total contributions received or receivable from employer(s)	2015-12-31	$284,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE NEW WASHINGTON STATE BANK ESOP 2014 401k financial data
Total income from all sources	2014-12-31	$1,758,747
Expenses. Total of all expenses incurred	2014-12-31	$1,211,269
Benefits paid (including direct rollovers)	2014-12-31	$1,157,891
Total plan assets at end of year	2014-12-31	$13,042,474
Total plan assets at beginning of year	2014-12-31	$12,494,996
Value of fidelity bond covering the plan	2014-12-31	$3,500,000
Total contributions received or receivable from participants	2014-12-31	$240,401
Other income received	2014-12-31	$1,104,305
Net income (gross income less expenses)	2014-12-31	$547,478
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$13,042,474
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,494,996
Assets. Value of participant loans	2014-12-31	$2,700
Assets. Value of employer securities	2014-12-31	$8,148,684
Total contributions received or receivable from employer(s)	2014-12-31	$414,041
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$53,378
2013 : THE NEW WASHINGTON STATE BANK ESOP 2013 401k financial data
Total income from all sources	2013-12-31	$1,902,181
Expenses. Total of all expenses incurred	2013-12-31	$530,667
Benefits paid (including direct rollovers)	2013-12-31	$493,556
Total plan assets at end of year	2013-12-31	$12,494,996
Total plan assets at beginning of year	2013-12-31	$11,123,482
Value of fidelity bond covering the plan	2013-12-31	$2,500,000
Total contributions received or receivable from participants	2013-12-31	$241,396
Contributions received from other sources (not participants or employers)	2013-12-31	$62,044
Other income received	2013-12-31	$1,203,599
Net income (gross income less expenses)	2013-12-31	$1,371,514
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,494,996
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,123,482
Assets. Value of employer securities	2013-12-31	$6,278,896
Total contributions received or receivable from employer(s)	2013-12-31	$395,142
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$37,111
2012 : THE NEW WASHINGTON STATE BANK ESOP 2012 401k financial data
Total income from all sources	2012-12-31	$1,815,713
Expenses. Total of all expenses incurred	2012-12-31	$1,021,327
Benefits paid (including direct rollovers)	2012-12-31	$970,060
Total plan assets at end of year	2012-12-31	$11,123,482
Total plan assets at beginning of year	2012-12-31	$10,329,096
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Total contributions received or receivable from participants	2012-12-31	$240,483
Other income received	2012-12-31	$1,159,501
Net income (gross income less expenses)	2012-12-31	$794,386
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,123,482
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,329,096
Assets. Value of employer securities	2012-12-31	$5,995,332
Total contributions received or receivable from employer(s)	2012-12-31	$415,729
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$51,267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE NEW WASHINGTON STATE BANK ESOP 2011 401k financial data
Total income from all sources	2011-12-31	$538,907
Expenses. Total of all expenses incurred	2011-12-31	$343,031
Benefits paid (including direct rollovers)	2011-12-31	$272,184
Total plan assets at end of year	2011-12-31	$10,329,096
Total plan assets at beginning of year	2011-12-31	$10,133,220
Value of fidelity bond covering the plan	2011-12-31	$3,500,000
Total contributions received or receivable from participants	2011-12-31	$225,618
Other income received	2011-12-31	$-98,644
Net income (gross income less expenses)	2011-12-31	$195,876
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,329,096
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$10,133,220
Assets. Value of employer securities	2011-12-31	$5,671,260
Total contributions received or receivable from employer(s)	2011-12-31	$411,933
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$70,847
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE NEW WASHINGTON STATE BANK ESOP 2010 401k financial data
Total income from all sources	2010-12-31	$101,628
Expenses. Total of all expenses incurred	2010-12-31	$962,213
Benefits paid (including direct rollovers)	2010-12-31	$925,439
Total plan assets at end of year	2010-12-31	$10,133,220
Total plan assets at beginning of year	2010-12-31	$10,993,805
Value of fidelity bond covering the plan	2010-12-31	$3,500,000
Total contributions received or receivable from participants	2010-12-31	$226,451
Contributions received from other sources (not participants or employers)	2010-12-31	$9,327
Other income received	2010-12-31	$-540,419
Net income (gross income less expenses)	2010-12-31	$-860,585
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$10,133,220
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,993,805
Assets. Value of employer securities	2010-12-31	$6,076,350
Total contributions received or receivable from employer(s)	2010-12-31	$406,269
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$36,774
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE NEW WASHINGTON STATE BANK ESOP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE NEW WASHINGTON STATE BANK ESOP

2022: THE NEW WASHINGTON STATE BANK ESOP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE NEW WASHINGTON STATE BANK ESOP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE NEW WASHINGTON STATE BANK ESOP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE NEW WASHINGTON STATE BANK ESOP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE NEW WASHINGTON STATE BANK ESOP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE NEW WASHINGTON STATE BANK ESOP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE NEW WASHINGTON STATE BANK ESOP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE NEW WASHINGTON STATE BANK ESOP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE NEW WASHINGTON STATE BANK ESOP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE NEW WASHINGTON STATE BANK ESOP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE NEW WASHINGTON STATE BANK ESOP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE NEW WASHINGTON STATE BANK ESOP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE NEW WASHINGTON STATE BANK ESOP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE NEW WASHINGTON STATE BANK ESOP 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81N433

Policy instance

Insurance contract or identification number	81N433
Number of Individuals Covered	94
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $13,872
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE NEW WASHINGTON STATE BANK
Employer identification number (EIN):	350546040
NAIC Classification:	522110
NAIC Description:	Commercial Banking