401k Plan data: EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON plan

EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON
Plan identification number	002

EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

STATE BANK OF TOULON has sponsored the creation of one or more 401k plans.

Company Name: STATE BANK OF TOULON

Employer identification number (EIN): 361818500

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DOUGLAS E PARROTT 2024-07-09
002 2022-01-01 DOUGLAS E PARROTT 2023-07-06
002 2021-01-01 DOUGLAS E PARROTT 2022-10-12
002 2020-01-01 DOUGLAS E PARROTT 2021-02-25
002 2019-01-01 DOUGLAS E PARROTT 2020-07-30
002 2018-01-01 DOUGLAS E PARROTT 2019-04-04
002 2017-01-01 DOUGLAS E. PARROTT 2018-04-17
002 2016-01-01 DOUGLAS E PARROTT 2017-03-29 DOUGLAS E PARROTT 2017-03-29
002 2015-01-01 DOUGLAS E PARROTT 2016-05-05 DOUGLAS E PARROTT 2016-05-05
002 2014-01-01 DOUGLAS E PARROTT 2015-04-14 DOUGLAS E PARROTT 2015-04-14
002 2013-01-01 DOUGLAS E. PARROTT 2014-07-02 DOUGLAS E. PARROTT 2014-07-02
002 2012-01-01 DOUGLAS PARROTT
002 2011-01-01 DOUGLAS E PARROTT
002 2009-01-01 DOUGLAS E PARROTT DOUGLAS E PARROTT 2010-06-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DOUGLAS E PARROTT	2024-07-09
002	2022-01-01	DOUGLAS E PARROTT	2023-07-06
002	2021-01-01	DOUGLAS E PARROTT	2022-10-12
002	2020-01-01	DOUGLAS E PARROTT	2021-02-25
002	2019-01-01	DOUGLAS E PARROTT	2020-07-30
002	2018-01-01	DOUGLAS E PARROTT	2019-04-04
002	2017-01-01	DOUGLAS E. PARROTT	2018-04-17
002	2016-01-01	DOUGLAS E PARROTT	2017-03-29	DOUGLAS E PARROTT	2017-03-29
002	2015-01-01	DOUGLAS E PARROTT	2016-05-05	DOUGLAS E PARROTT	2016-05-05
002	2014-01-01	DOUGLAS E PARROTT	2015-04-14	DOUGLAS E PARROTT	2015-04-14
002	2013-01-01	DOUGLAS E. PARROTT	2014-07-02	DOUGLAS E. PARROTT	2014-07-02
002	2012-01-01	DOUGLAS PARROTT
002	2011-01-01	DOUGLAS E PARROTT
002	2009-01-01	DOUGLAS E PARROTT		DOUGLAS E PARROTT	2010-06-23

Financial Data on EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON

Measure	Date	Value
2025 : EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-07	0
Total liabilities as of the end of the plan year	2025-07-07	0
Total liabilities as of the beginning of the plan year	2025-07-07	0
Total expenses incurred by plan in this plan year	2025-07-07	441661
Net assets as of the end of the plan year	2025-07-07	8622136
Total assets as of the beginning of the plan year	2025-07-07	7326280
Value of plan covered by a fidelity bond	2025-07-07	2000000
Participant contributions to plan in this plan year	2025-07-07	115979
Value of participant loans at end of plan year	2025-07-07	175941
Other expenses paid from plan in this plan year	2025-07-07	0
Other contributions to plan in this plan year	2025-07-07	96830
Other income to plan in this plan year	2025-07-07	1200150
Plan net income in this plan year	2025-07-07	1295856
Net assets as of the end of the plan year	2025-07-07	8622136
Net assets as of the beginning of the plan year	2025-07-07	7326280
Employer contributions to plan in this plan year	2025-07-07	324558
Fees paid to broker by Benefit Provider	2025-07-07	838
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-07	538
2024 : EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-09	0
Total liabilities as of the end of the plan year	2024-07-09	0
Total liabilities as of the beginning of the plan year	2024-07-09	0
Total expenses incurred by plan in this plan year	2024-07-09	117790
Net assets as of the end of the plan year	2024-07-09	7326280
Total assets as of the beginning of the plan year	2024-07-09	6056397
Value of plan covered by a fidelity bond	2024-07-09	2000000
Participant contributions to plan in this plan year	2024-07-09	120647
Value of participant loans at end of plan year	2024-07-09	162984
Other expenses paid from plan in this plan year	2024-07-09	0
Other contributions to plan in this plan year	2024-07-09	0
Other income to plan in this plan year	2024-07-09	1036673
Plan net income in this plan year	2024-07-09	1269883
Net assets as of the end of the plan year	2024-07-09	7326280
Net assets as of the beginning of the plan year	2024-07-09	6056397
Employer contributions to plan in this plan year	2024-07-09	230353
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-09	277
2012 : EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 2012 401k financial data
Total income from all sources	2012-12-31	$474,232
Expenses. Total of all expenses incurred	2012-12-31	$19,497
Benefits paid (including direct rollovers)	2012-12-31	$14,400
Total plan assets at end of year	2012-12-31	$3,266,897
Total plan assets at beginning of year	2012-12-31	$2,812,162
Value of fidelity bond covering the plan	2012-12-31	$675,000
Total contributions received or receivable from participants	2012-12-31	$99,727
Contributions received from other sources (not participants or employers)	2012-12-31	$5,453
Other income received	2012-12-31	$174,547
Net income (gross income less expenses)	2012-12-31	$454,735
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,266,897
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,812,162
Assets. Value of participant loans	2012-12-31	$153,238
Total contributions received or receivable from employer(s)	2012-12-31	$194,505
Value of certain deemed distributions of participant loans	2012-12-31	$4,585
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 2011 401k financial data
Total income from all sources	2011-12-31	$294,119
Expenses. Total of all expenses incurred	2011-12-31	$40,619
Benefits paid (including direct rollovers)	2011-12-31	$40,100
Total plan assets at end of year	2011-12-31	$2,812,162
Total plan assets at beginning of year	2011-12-31	$2,558,662
Value of fidelity bond covering the plan	2011-12-31	$675,000
Total contributions received or receivable from participants	2011-12-31	$100,588
Contributions received from other sources (not participants or employers)	2011-12-31	$32,812
Other income received	2011-12-31	$-22,006
Net income (gross income less expenses)	2011-12-31	$253,500
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,812,162
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,558,662
Assets. Value of participant loans	2011-12-31	$133,415
Total contributions received or receivable from employer(s)	2011-12-31	$182,725
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$519
2010 : EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 2010 401k financial data
Total income from all sources	2010-12-31	$481,926
Expenses. Total of all expenses incurred	2010-12-31	$81,132
Benefits paid (including direct rollovers)	2010-12-31	$79,582
Total plan assets at end of year	2010-12-31	$2,558,662
Total plan assets at beginning of year	2010-12-31	$2,157,868
Value of fidelity bond covering the plan	2010-12-31	$675,000
Total contributions received or receivable from participants	2010-12-31	$87,749
Contributions received from other sources (not participants or employers)	2010-12-31	$2,186
Other income received	2010-12-31	$226,705
Net income (gross income less expenses)	2010-12-31	$400,794
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,558,662
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,157,868
Assets. Value of participant loans	2010-12-31	$85,808
Total contributions received or receivable from employer(s)	2010-12-31	$165,286
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,550

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON

2012: EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEE BENEFIT PLAN OF STATE BANK OF TOULON 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	016680-G
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	016680-G
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	016680-G
Policy instance	1

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Company Name:	STATE BANK OF TOULON
Employer identification number (EIN):	361818500
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing