401k Plan data: CAMPBELL AND FETTER BANK 401(K) PLAN AND TRUST plan

CAMPBELL AND FETTER BANK 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	CAMPBELL AND FETTER BANK 401(K) PLAN AND TRUST
Plan identification number	002

CAMPBELL AND FETTER BANK 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

CAMPBELL & FETTER BANK has sponsored the creation of one or more 401k plans.

Company Name: CAMPBELL & FETTER BANK

Employer identification number (EIN): 350843168

NAIC Classification: 551111
NAIC Description: Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL AND FETTER BANK 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 DOUGLAS TARGGART 2023-07-21
002 2021-01-01 DOUGLAS TARGGART 2022-06-24
002 2020-01-01 DOUGLAS TARGGART 2021-07-13
002 2019-01-01 DOUGLAS TARGGART 2020-07-24
002 2018-01-01 DOUG TARGGART 2019-06-28
002 2017-01-01 DOUG TARGGART 2018-06-19
002 2016-01-01 DOUG TARGGART 2017-09-25
002 2015-01-01 DOUG TARGGART 2016-05-27
002 2014-01-01 DOUG TARGGART 2015-07-24
002 2013-01-01 DOUG TARGGART 2014-05-23
002 2012-01-01 DOUG TARGGART 2013-06-07
002 2011-01-01 DOUG TARGGART 2012-10-03
002 2010-01-01 DOUG TARGGART 2011-06-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01	DOUGLAS TARGGART	2023-07-21
002	2021-01-01	DOUGLAS TARGGART	2022-06-24
002	2020-01-01	DOUGLAS TARGGART	2021-07-13
002	2019-01-01	DOUGLAS TARGGART	2020-07-24
002	2018-01-01	DOUG TARGGART	2019-06-28
002	2017-01-01	DOUG TARGGART	2018-06-19
002	2016-01-01	DOUG TARGGART	2017-09-25
002	2015-01-01	DOUG TARGGART	2016-05-27
002	2014-01-01	DOUG TARGGART	2015-07-24
002	2013-01-01	DOUG TARGGART	2014-05-23
002	2012-01-01	DOUG TARGGART	2013-06-07
002	2011-01-01	DOUG TARGGART	2012-10-03
002	2010-01-01	DOUG TARGGART	2011-06-24

Financial Data on CAMPBELL AND FETTER BANK 401(K) PLAN AND TRUST

Measure	Date	Value
2025 : CAMPBELL AND FETTER BANK 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-02	5074345
Net assets as of the end of the plan year	2025-04-02	8930421
Total assets as of the beginning of the plan year	2025-04-02	11961136
Value of plan covered by a fidelity bond	2025-04-02	5000000
Participant contributions to plan in this plan year	2025-04-02	348238
Other income to plan in this plan year	2025-04-02	1565342
Plan net income in this plan year	2025-04-02	-3030715
Net assets as of the end of the plan year	2025-04-02	8930421
Net assets as of the beginning of the plan year	2025-04-02	11961136
Employer contributions to plan in this plan year	2025-04-02	130050
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-02	84267
2024 : CAMPBELL AND FETTER BANK 401(K) PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-25	527291
Net assets as of the end of the plan year	2024-09-25	11961136
Total assets as of the beginning of the plan year	2024-09-25	9997774
Value of plan covered by a fidelity bond	2024-09-25	1000000
Participant contributions to plan in this plan year	2024-09-25	357185
Other income to plan in this plan year	2024-09-25	1996036
Plan net income in this plan year	2024-09-25	1963362
Net assets as of the end of the plan year	2024-09-25	11961136
Net assets as of the beginning of the plan year	2024-09-25	9997774
Employer contributions to plan in this plan year	2024-09-25	137432
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-25	68416
2022 : CAMPBELL AND FETTER BANK 401(K) PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-24	625503
Net assets as of the end of the plan year	2022-06-24	11782540
Total assets as of the beginning of the plan year	2022-06-24	10196307
Value of plan covered by a fidelity bond	2022-06-24	1000000
Participant contributions to plan in this plan year	2022-06-24	304042
Value of participant loans at end of plan year	2022-06-24	2348
Other expenses paid from plan in this plan year	2022-06-24	66207
Other contributions to plan in this plan year	2022-06-24	389
Other income to plan in this plan year	2022-06-24	1795685
Plan net income in this plan year	2022-06-24	1586233
Net assets as of the end of the plan year	2022-06-24	11782540
Net assets as of the beginning of the plan year	2022-06-24	10196307
Employer contributions to plan in this plan year	2022-06-24	111620

Potentially related plans

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Company Name:	CAMPBELL & FETTER BANK
Employer identification number (EIN):	350843168
NAIC Classification:	551111
NAIC Description:	Offices of Bank Holding Companies