STATE BANK OF CAZENOVIA DEFINED BENEFIT PLAN 401k Plan overview

STATE BANK OF CAZENOVIA DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	STATE BANK OF CAZENOVIA
Employer identification number (EIN):	390634000
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-11-15	DANIEL DEE	2017-09-02
001	2015-11-15	DANIEL DEE	2017-01-24
001	2014-11-15	DANIEL DEE	2016-01-27
001	2013-11-15	DANIEL DEE	2015-02-03
001	2012-11-15	DANIEL DEE	2014-01-24
001	2011-11-15	DANIEL DEE	2013-06-29
001	2010-11-15	DANIEL DEE	2012-01-07

Plan Statistics for STATE BANK OF CAZENOVIA DEFINED BENEFIT PLAN

Measure	Date	Value
2017: STATE BANK OF CAZENOVIA DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-07-07	677,810
Acturial value of plan assets	2017-07-07	677,810
Funding target for retired participants and beneficiaries receiving payment	2017-07-07	0
Number of terminated vested participants	2017-07-07	0
Fundng target for terminated vested participants	2017-07-07	0
Active participant vested funding target	2017-07-07	847,186
Number of active participants	2017-07-07	9
Total funding liabilities for active participants	2017-07-07	847,186
Total participant count	2017-07-07	9
Total funding target for all participants	2017-07-07	847,186
Balance at beginning of prior year after applicable adjustments	2017-07-07	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-07-07	101
Carryover balanced portion elected for use to offset prior years funding requirement	2017-07-07	0
Prefunding balanced used to offset prior years funding requirement	2017-07-07	0
Amount remaining of carryover balance	2017-07-07	0
Amount remaining of prefunding balance	2017-07-07	101
Present value of excess contributions	2017-07-07	38,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-07-07	41,011
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-07-07	41,011
Reductions in caryover balances due to elections or deemed elections	2017-07-07	0
Reductions in prefunding balances due to elections or deemed elections	2017-07-07	41,051
Balance of carryovers at beginning of current year	2017-07-07	0
Balance of prefunding at beginning of current year	2017-07-07	61
Total employer contributions	2017-07-07	403,290
Total employee contributions	2017-07-07	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-07-07	0
Contributions made to avoid restrictions adjusted to valuation date	2017-07-07	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-07-07	389,989
Liquidity shortfalls end of Q1	2017-07-07	0
Liquidity shortfalls end of Q2	2017-07-07	0
Liquidity shortfalls end of Q3	2017-07-07	0
Liquidity shortfalls end of Q4	2017-07-07	0
Unpaid minimum required contributions for all prior years	2017-07-07	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-07-07	0
Remaining amount of unpaid minimum required contributions	2017-07-07	0
Minimum required contributions for current year target normal cost	2017-07-07	0
Net shortfall amortization installment of oustanding balance	2017-07-07	169,437
Waiver amortization installment	2017-07-07	0
Total funding amount beforereflecting carryover/prefunding balances	2017-07-07	44,599
Carryover balance elected to use to offset funding requirement	2017-07-07	0
Prefunding balance elected to use to offset funding requirement	2017-07-07	0
Additional cash requirement	2017-07-07	44,599
Contributions allocatedtoward minimum required contributions for current year	2017-07-07	389,989
Unpaid minimum required contributions for current year	2017-07-07	0
Unpaid minimum required contributions for all years	2017-07-07	0

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