FARMERS & MERCHANTS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2019: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 0 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 42 |
| 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 | 6 |
| Total of all active and inactive participants | 2018-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 48 |
| Number of participants with account balances | 2018-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 44 |
| 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 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 48 |
| Number of participants with account balances | 2017-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
| Total of all active and inactive participants | 2016-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 59 |
| Number of participants with account balances | 2016-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
| Total of all active and inactive participants | 2015-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 57 |
| Number of participants with account balances | 2015-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
| Total of all active and inactive participants | 2014-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 61 |
| Number of participants with account balances | 2014-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 51 |
| 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 | 12 |
| Total of all active and inactive participants | 2013-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 64 |
| 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: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 48 |
| 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 | 19 |
| Total of all active and inactive participants | 2012-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 67 |
| Number of participants with account balances | 2012-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
| 2011: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 44 |
| 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 | 20 |
| Total of all active and inactive participants | 2011-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 64 |
| Number of participants with account balances | 2011-01-01 | 63 |
| 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 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-11-30 | $290,025 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $1,863,305 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $1,861,430 |
| Total plan assets at end of year | 2019-11-30 | $0 |
| Total plan assets at beginning of year | 2019-11-30 | $1,573,280 |
| Value of fidelity bond covering the plan | 2019-11-30 | $3,500,000 |
| Total contributions received or receivable from participants | 2019-11-30 | $55,549 |
| Other income received | 2019-11-30 | $206,235 |
| Net income (gross income less expenses) | 2019-11-30 | $-1,573,280 |
| Net plan assets at end of year (total assets less liabilities) | 2019-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-11-30 | $1,573,280 |
| Assets. Value of employer securities | 2019-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-11-30 | $28,241 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-11-30 | $1,875 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-11-30 | $0 |
| 2018 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $43,406 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $39,121 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $38,061 |
| Total plan assets at end of year | 2018-12-31 | $1,573,280 |
| Total plan assets at beginning of year | 2018-12-31 | $1,568,995 |
| Value of fidelity bond covering the plan | 2018-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $98,580 |
| Other income received | 2018-12-31 | $-108,610 |
| Net income (gross income less expenses) | 2018-12-31 | $4,285 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,573,280 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,568,995 |
| Assets. Value of employer securities | 2018-12-31 | $52,376 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $53,436 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,060 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $414,103 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $390,938 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $389,130 |
| Total plan assets at end of year | 2017-12-31 | $1,568,995 |
| Total plan assets at beginning of year | 2017-12-31 | $1,545,830 |
| Value of fidelity bond covering the plan | 2017-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $97,463 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $42,715 |
| Other income received | 2017-12-31 | $226,613 |
| Net income (gross income less expenses) | 2017-12-31 | $23,165 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,568,995 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,545,830 |
| Assets. Value of employer securities | 2017-12-31 | $48,594 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $47,312 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,808 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $360,171 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $214,802 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $212,513 |
| Total plan assets at end of year | 2016-12-31 | $1,545,830 |
| Total plan assets at beginning of year | 2016-12-31 | $1,400,461 |
| Value of fidelity bond covering the plan | 2016-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $88,479 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $103,971 |
| Other income received | 2016-12-31 | $125,303 |
| Net income (gross income less expenses) | 2016-12-31 | $145,369 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,545,830 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,400,461 |
| Assets. Value of employer securities | 2016-12-31 | $48,198 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $42,418 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,289 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $70,932 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $125,306 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $112,326 |
| Total plan assets at end of year | 2015-12-31 | $1,400,461 |
| Total plan assets at beginning of year | 2015-12-31 | $1,454,835 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $73,102 |
| Other income received | 2015-12-31 | $-45,641 |
| Net income (gross income less expenses) | 2015-12-31 | $-54,374 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,400,461 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,454,835 |
| Assets. Value of employer securities | 2015-12-31 | $44,548 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $43,471 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $12,980 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $125,695 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $286,365 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $267,675 |
| Total plan assets at end of year | 2014-12-31 | $1,454,835 |
| Total plan assets at beginning of year | 2014-12-31 | $1,615,505 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $66,456 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $1,155 |
| Other income received | 2014-12-31 | $18,317 |
| Net income (gross income less expenses) | 2014-12-31 | $-160,670 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,454,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,615,505 |
| Assets. Value of employer securities | 2014-12-31 | $40,950 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $39,767 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $18,690 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $297,539 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $693,718 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $672,355 |
| Total plan assets at end of year | 2013-12-31 | $1,615,505 |
| Total plan assets at beginning of year | 2013-12-31 | $2,011,684 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $68,079 |
| Other income received | 2013-12-31 | $185,814 |
| Net income (gross income less expenses) | 2013-12-31 | $-396,179 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,615,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,011,684 |
| Assets. Value of employer securities | 2013-12-31 | $37,185 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $43,646 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $21,363 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $316,715 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $379,986 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $358,338 |
| Total plan assets at end of year | 2012-12-31 | $2,011,684 |
| Total plan assets at beginning of year | 2012-12-31 | $2,074,955 |
| Value of fidelity bond covering the plan | 2012-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $80,359 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $7,628 |
| Other income received | 2012-12-31 | $179,309 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-63,271 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,011,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,074,955 |
| Assets. Value of employer securities | 2012-12-31 | $28,800 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $49,419 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $21,648 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $82,625 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $349,905 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $325,804 |
| Total plan assets at end of year | 2011-12-31 | $2,074,955 |
| Total plan assets at beginning of year | 2011-12-31 | $2,342,235 |
| Value of fidelity bond covering the plan | 2011-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $115,592 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $8,858 |
| Other income received | 2011-12-31 | $-85,679 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-267,280 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,074,955 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,342,235 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $43,854 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $24,101 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $-2,329,578 |
| Total income from all sources | 2010-12-31 | $405,704 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,021,032 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,020,574 |
| Total plan assets at end of year | 2010-12-31 | $0 |
| Total plan assets at beginning of year | 2010-12-31 | $2,944,906 |
| Value of fidelity bond covering the plan | 2010-12-31 | $2,800,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $99,026 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $458 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $136 |
| Other income received | 2010-12-31 | $213,016 |
| Net income (gross income less expenses) | 2010-12-31 | $-615,328 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,944,906 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $93,526 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2019: FARMERS & MERCHANTS BANK 401(K) SAVINGS 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 | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: FARMERS & MERCHANTS BANK 401(K) SAVINGS 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: FARMERS & MERCHANTS BANK 401(K) SAVINGS 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: FARMERS & MERCHANTS BANK 401(K) SAVINGS 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FARMERS & MERCHANTS BANK 401(K) SAVINGS 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FARMERS & MERCHANTS BANK 401(K) SAVINGS 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FARMERS & MERCHANTS BANK 401(K) SAVINGS 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FARMERS & MERCHANTS BANK 401(K) SAVINGS 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FARMERS & MERCHANTS BANK 401(K) SAVINGS PLAN 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 funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA 838120 |
| Policy instance | 1 |
| Insurance contract or identification number | GA 838120 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-11-30 | | Total amount of commissions paid to insurance broker | USD $2,733 | | Total amount of fees paid to insurance company | USD $195 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,733 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 195 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA 838120 |
| Policy instance | 1 |
| Insurance contract or identification number | GA 838120 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,935 | | Total amount of fees paid to insurance company | USD $592 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,935 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 592 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA 838120 |
| Policy instance | 1 |
| Insurance contract or identification number | GA 838120 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,797 | | Total amount of fees paid to insurance company | USD $759 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,797 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 563 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | | Insurance broker name | EVOLUTION RETIREMENT SERVICES INC |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | GA 838120 |
| Policy instance | 1 |
| Insurance contract or identification number | GA 838120 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $7,990 | | Total amount of fees paid to insurance company | USD $5,000 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,767 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 5000 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | AMERIPRISE FINANCIAL SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 77997 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 77997 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,100 | | Total amount of fees paid to insurance company | USD $1,943 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,100 | | Amount paid for insurance broker fees | 30 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | EVOLUTION RETIREMENT SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 77997 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 77997 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,392 | | Total amount of fees paid to insurance company | USD $1,533 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,392 | | Amount paid for insurance broker fees | 36 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | EVOLUTION RETIREMENT SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 77997 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 77997 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,992 | | Total amount of fees paid to insurance company | USD $2,480 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,873 | | Amount paid for insurance broker fees | 13 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | COORDINATED CAPITAL SECURITIES |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 77997 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 77997 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $5,846 | | Total amount of fees paid to insurance company | USD $26 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,846 | | Amount paid for insurance broker fees | 26 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | WOODBURY FINANCIAL SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 77997 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 77997 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $3,446 | | Total amount of fees paid to insurance company | USD $5,702 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-710478 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-710478 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $8,241 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
