401k Plan data: BANK OF CARBONDALE 401(K) PLAN plan

BANK OF CARBONDALE 401(K) PLAN 401k Plan overview

Plan Name	BANK OF CARBONDALE 401(K) PLAN
Plan identification number	001

BANK OF CARBONDALE 401(K) 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.
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.
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 BANK OF CARBONDALE has sponsored the creation of one or more 401k plans.

Company Name: THE BANK OF CARBONDALE

Employer identification number (EIN): 370564500

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF CARBONDALE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 PENNY BRADLEY 2022-06-13
001 2020-01-01 PENNY BRADLEY 2021-08-18
001 2019-01-01
001 2018-01-01
001 2017-01-01 PENNY BRADLEY
001 2016-01-01 PENNY BRADLEY
001 2015-01-01 PENNY BRADLEY
001 2014-01-01 PENNY BRADLEY
001 2013-01-01 PENNY BRADLEY
001 2012-01-01 PENNY BARRAS
001 2011-01-01 PENNY BARRAS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	PENNY BRADLEY	2022-06-13
001	2020-01-01	PENNY BRADLEY	2021-08-18
001	2019-01-01
001	2018-01-01
001	2017-01-01	PENNY BRADLEY
001	2016-01-01	PENNY BRADLEY
001	2015-01-01	PENNY BRADLEY
001	2014-01-01	PENNY BRADLEY
001	2013-01-01	PENNY BRADLEY
001	2012-01-01	PENNY BARRAS
001	2011-01-01	PENNY BARRAS

Plan Statistics for BANK OF CARBONDALE 401(K) PLAN

401k plan membership statisitcs for BANK OF CARBONDALE 401(K) PLAN

Measure Date Value
2019: BANK OF CARBONDALE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 47
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 7
Total of all active and inactive participants 2019-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 55
Number of participants with account balances 2019-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: BANK OF CARBONDALE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 52
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 3
Total of all active and inactive participants 2018-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 55
Number of participants with account balances 2018-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: BANK OF CARBONDALE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 56
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 1
Total of all active and inactive participants 2017-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 57
Number of participants with account balances 2017-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BANK OF CARBONDALE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 54
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 4
Total of all active and inactive participants 2016-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 58
Number of participants with account balances 2016-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: BANK OF CARBONDALE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 54
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 0
Total of all active and inactive participants 2015-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 55
Number of participants with account balances 2015-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: BANK OF CARBONDALE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 55
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 57
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: BANK OF CARBONDALE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 56
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 1
Total of all active and inactive participants 2013-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 57
Number of participants with account balances 2013-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: BANK OF CARBONDALE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
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 2
Total of all active and inactive participants 2012-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 55
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BANK OF CARBONDALE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 47
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 1
Total of all active and inactive participants 2011-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 48
Number of participants with account balances 2011-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2019: BANK OF CARBONDALE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	47
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	7
Total of all active and inactive participants	2019-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	55
Number of participants with account balances	2019-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: BANK OF CARBONDALE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	52
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	3
Total of all active and inactive participants	2018-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	55
Number of participants with account balances	2018-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: BANK OF CARBONDALE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	56
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	1
Total of all active and inactive participants	2017-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	57
Number of participants with account balances	2017-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BANK OF CARBONDALE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	54
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	4
Total of all active and inactive participants	2016-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	58
Number of participants with account balances	2016-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: BANK OF CARBONDALE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	54
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	0
Total of all active and inactive participants	2015-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	55
Number of participants with account balances	2015-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: BANK OF CARBONDALE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	55
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	57
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: BANK OF CARBONDALE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	56
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	1
Total of all active and inactive participants	2013-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	57
Number of participants with account balances	2013-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: BANK OF CARBONDALE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
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	2
Total of all active and inactive participants	2012-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	55
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BANK OF CARBONDALE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	47
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	1
Total of all active and inactive participants	2011-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	48
Number of participants with account balances	2011-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on BANK OF CARBONDALE 401(K) PLAN

Measure	Date	Value
2019 : BANK OF CARBONDALE 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$790,076
Expenses. Total of all expenses incurred	2019-12-31	$2,857,299
Benefits paid (including direct rollovers)	2019-12-31	$2,841,974
Total plan assets at end of year	2019-12-31	$2,981,143
Total plan assets at beginning of year	2019-12-31	$5,048,366
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Total contributions received or receivable from participants	2019-12-31	$158,302
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$544,240
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-2,067,223
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,981,143
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,048,366
Assets. Value of employer securities	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$87,534
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BANK OF CARBONDALE 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$23,408
Expenses. Total of all expenses incurred	2018-12-31	$591,135
Benefits paid (including direct rollovers)	2018-12-31	$576,387
Total plan assets at end of year	2018-12-31	$5,048,366
Total plan assets at beginning of year	2018-12-31	$5,616,093
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$156,598
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-223,412
Net income (gross income less expenses)	2018-12-31	$-567,727
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,048,366
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,616,093
Assets. Value of employer securities	2018-12-31	$2,590,746
Total contributions received or receivable from employer(s)	2018-12-31	$90,222
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14,748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BANK OF CARBONDALE 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,062,721
Expenses. Total of all expenses incurred	2017-12-31	$617,199
Benefits paid (including direct rollovers)	2017-12-31	$603,584
Total plan assets at end of year	2017-12-31	$5,616,093
Total plan assets at beginning of year	2017-12-31	$5,170,571
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$151,761
Contributions received from other sources (not participants or employers)	2017-12-31	$7,454
Other income received	2017-12-31	$818,399
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$445,522
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,616,093
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,170,571
Assets. Value of employer securities	2017-12-31	$3,054,872
Total contributions received or receivable from employer(s)	2017-12-31	$85,107
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$13,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BANK OF CARBONDALE 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$222,047
Expenses. Total of all expenses incurred	2016-12-31	$375,988
Benefits paid (including direct rollovers)	2016-12-31	$364,069
Total plan assets at end of year	2016-12-31	$5,170,571
Total plan assets at beginning of year	2016-12-31	$5,324,512
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$164,124
Other income received	2016-12-31	$-33,389
Net income (gross income less expenses)	2016-12-31	$-153,941
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,170,571
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,324,512
Assets. Value of employer securities	2016-12-31	$2,920,280
Total contributions received or receivable from employer(s)	2016-12-31	$91,312
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BANK OF CARBONDALE 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$815,621
Expenses. Total of all expenses incurred	2015-12-31	$523,521
Benefits paid (including direct rollovers)	2015-12-31	$511,695
Total plan assets at end of year	2015-12-31	$5,324,512
Total plan assets at beginning of year	2015-12-31	$5,032,412
Value of fidelity bond covering the plan	2015-12-31	$2,500,000
Total contributions received or receivable from participants	2015-12-31	$142,565
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Noncash contributions received	2015-12-31	$593,972
Net income (gross income less expenses)	2015-12-31	$292,100
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,324,512
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,032,412
Assets. Value of employer securities	2015-12-31	$3,408,831
Total contributions received or receivable from employer(s)	2015-12-31	$79,084
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BANK OF CARBONDALE 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$307,281
Expenses. Total of all expenses incurred	2014-12-31	$684,677
Benefits paid (including direct rollovers)	2014-12-31	$673,528
Total plan assets at end of year	2014-12-31	$5,032,412
Total plan assets at beginning of year	2014-12-31	$5,409,808
Value of fidelity bond covering the plan	2014-12-31	$2,500,000
Total contributions received or receivable from participants	2014-12-31	$139,925
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Noncash contributions received	2014-12-31	$86,997
Net income (gross income less expenses)	2014-12-31	$-377,396
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,032,412
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,409,808
Assets. Value of employer securities	2014-12-31	$3,083,730
Total contributions received or receivable from employer(s)	2014-12-31	$80,359
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,149
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BANK OF CARBONDALE 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,186,176
Expenses. Total of all expenses incurred	2013-12-31	$914,518
Benefits paid (including direct rollovers)	2013-12-31	$905,199
Total plan assets at end of year	2013-12-31	$5,409,808
Total plan assets at beginning of year	2013-12-31	$5,138,150
Value of fidelity bond covering the plan	2013-12-31	$2,500,000
Total contributions received or receivable from participants	2013-12-31	$138,114
Other income received	2013-12-31	$969,787
Net income (gross income less expenses)	2013-12-31	$271,658
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,409,808
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,138,150
Assets. Value of employer securities	2013-12-31	$3,378,738
Total contributions received or receivable from employer(s)	2013-12-31	$78,275
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BANK OF CARBONDALE 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,058,825
Expenses. Total of all expenses incurred	2012-12-31	$333,641
Benefits paid (including direct rollovers)	2012-12-31	$325,596
Total plan assets at end of year	2012-12-31	$5,138,150
Total plan assets at beginning of year	2012-12-31	$4,412,966
Value of fidelity bond covering the plan	2012-12-31	$2,500,000
Total contributions received or receivable from participants	2012-12-31	$131,317
Other income received	2012-12-31	$855,123
Net income (gross income less expenses)	2012-12-31	$725,184
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,138,150
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,412,966
Assets. Value of employer securities	2012-12-31	$3,357,036
Total contributions received or receivable from employer(s)	2012-12-31	$72,385
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,045
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BANK OF CARBONDALE 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$300,711
Expenses. Total of all expenses incurred	2011-12-31	$274,245
Benefits paid (including direct rollovers)	2011-12-31	$269,869
Total plan assets at end of year	2011-12-31	$4,690,377
Total plan assets at beginning of year	2011-12-31	$4,663,911
Value of fidelity bond covering the plan	2011-12-31	$2,500,000
Total contributions received or receivable from participants	2011-12-31	$123,529
Contributions received from other sources (not participants or employers)	2011-12-31	$33,962
Other income received	2011-12-31	$29,472
Noncash contributions received	2011-12-31	$75,840
Net income (gross income less expenses)	2011-12-31	$26,466
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,690,377
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,663,911
Assets. Value of employer securities	2011-12-31	$3,357,036
Total contributions received or receivable from employer(s)	2011-12-31	$67,380
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,376
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BANK OF CARBONDALE 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$4,480,000
Total income from all sources	2010-12-31	$204,239
Expenses. Total of all expenses incurred	2010-12-31	$20,328
Benefits paid (including direct rollovers)	2010-12-31	$17,253
Total plan assets at end of year	2010-12-31	$4,663,911
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Total contributions received or receivable from participants	2010-12-31	$84,815
Other income received	2010-12-31	$245,256
Noncash contributions received	2010-12-31	$71,369
Net income (gross income less expenses)	2010-12-31	$183,911
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,663,911
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$3,204,900
Total contributions received or receivable from employer(s)	2010-12-31	$48,055
Value of certain deemed distributions of participant loans	2010-12-31	$3,075
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,408
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for BANK OF CARBONDALE 401(K) PLAN

2019: BANK OF CARBONDALE 401(K) PLAN 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: BANK OF CARBONDALE 401(K) PLAN 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: BANK OF CARBONDALE 401(K) PLAN 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: BANK OF CARBONDALE 401(K) PLAN 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: BANK OF CARBONDALE 401(K) PLAN 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: BANK OF CARBONDALE 401(K) PLAN 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: BANK OF CARBONDALE 401(K) PLAN 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: BANK OF CARBONDALE 401(K) PLAN 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: BANK OF CARBONDALE 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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

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Company Name:	THE BANK OF CARBONDALE
Employer identification number (EIN):	370564500
NAIC Classification:	522110
NAIC Description:	Commercial Banking