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BANK OF O'FALLON RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBANK OF O'FALLON RETIREMENT SAVINGS PLAN
Plan identification number 002

BANK OF O'FALLON RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

BANK OF O'FALLON has sponsored the creation of one or more 401k plans.

Company Name:BANK OF O'FALLON
Employer identification number (EIN):370795749
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF O'FALLON RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ANDREWP BLASSIE2024-05-17
0022022-01-01ANDREWP BLASSIE2023-05-16
0022021-01-01ANDREWP BLASSIE2022-04-28
0022020-01-01ANDREWP BLASSIE2021-06-29
0022019-01-01ANDREW BLASSIE2020-05-18
0022018-01-01ANDREW BLASSIE2019-04-25 ANDREW BLASSIE2019-04-25
0022017-01-01ANDREW BLASSIEA2018-05-30 ANDREW BLASSIEA2018-05-30
0022016-01-01ANDREW BLASSIE2017-05-15 ANDREW BLASSIE2017-05-15
0022015-01-01ANDREWP BLASSIE2016-05-04 ANDREWP BLASSIE2016-05-04
0022014-01-01ANDREW BLASSIE2015-06-10 ANDREW BLASSIE2015-06-10
0022013-01-01ANDREW BLASSIE2014-06-26 ANDREW BLASSIE2014-06-26
0022012-01-01ANDREW BLASSIE2013-06-20 ANDREW BLASSIE2013-06-20
0022011-01-01ANDREWP BLASSIE2012-06-21 ANDREWP BLASSIE2012-06-21
0022010-01-01ANDREW BLASSIE2011-06-08 ANDREW BLASSIE2011-06-08

Financial Data on BANK OF O'FALLON RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : BANK OF O'FALLON RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-030
Total liabilities as of the end of the plan year2025-03-030
Total liabilities as of the beginning of the plan year2025-03-030
Total expenses incurred by plan in this plan year2025-03-03396129
Net assets as of the end of the plan year2025-03-038787532
Total assets as of the beginning of the plan year2025-03-037754647
Value of plan covered by a fidelity bond2025-03-035000000
Participant contributions to plan in this plan year2025-03-03214634
Value of participant loans at end of plan year2025-03-0310278
Other expenses paid from plan in this plan year2025-03-030
Other contributions to plan in this plan year2025-03-030
Other income to plan in this plan year2025-03-031158804
Plan net income in this plan year2025-03-031032885
Net assets as of the end of the plan year2025-03-038787532
Net assets as of the beginning of the plan year2025-03-037754647
Employer contributions to plan in this plan year2025-03-0355576
Fees paid to broker by Benefit Provider2025-03-0324825
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-03654
2024 : BANK OF O'FALLON RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-170
Total liabilities as of the end of the plan year2024-05-170
Total liabilities as of the beginning of the plan year2024-05-170
Total expenses incurred by plan in this plan year2024-05-17375177
Net assets as of the end of the plan year2024-05-177754647
Total assets as of the beginning of the plan year2024-05-176567615
Value of plan covered by a fidelity bond2024-05-175000000
Participant contributions to plan in this plan year2024-05-17226372
Value of participant loans at end of plan year2024-05-1724943
Other expenses paid from plan in this plan year2024-05-170
Other contributions to plan in this plan year2024-05-1755660
Other income to plan in this plan year2024-05-171225404
Plan net income in this plan year2024-05-171187032
Net assets as of the end of the plan year2024-05-177754647
Net assets as of the beginning of the plan year2024-05-176567615
Employer contributions to plan in this plan year2024-05-1754773
Fees paid to broker by Benefit Provider2024-05-1720828
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-17705
2022 : BANK OF O'FALLON RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-280
Total liabilities as of the end of the plan year2022-04-280
Total liabilities as of the beginning of the plan year2022-04-280
Total expenses incurred by plan in this plan year2022-04-28558397
Net assets as of the end of the plan year2022-04-288379114
Total assets as of the beginning of the plan year2022-04-287167624
Value of plan covered by a fidelity bond2022-04-285000000
Participant contributions to plan in this plan year2022-04-28213138
Value of participant loans at end of plan year2022-04-2856001
Other expenses paid from plan in this plan year2022-04-280
Other contributions to plan in this plan year2022-04-280
Other income to plan in this plan year2022-04-281498087
Plan net income in this plan year2022-04-281211490
Net assets as of the end of the plan year2022-04-288379114
Net assets as of the beginning of the plan year2022-04-287167624
Employer contributions to plan in this plan year2022-04-2858662
Fees paid to broker by Benefit Provider2022-04-2822288
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-28306

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