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STATE BANK OF LISMORE MONEY PURCHASE PLAN - ICBM 401k Plan overview

Plan NameSTATE BANK OF LISMORE MONEY PURCHASE PLAN - ICBM
Plan identification number 001

STATE BANK OF LISMORE MONEY PURCHASE PLAN - ICBM Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:STATE BANK OF LISMORE
Employer identification number (EIN):410557110
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE BANK OF LISMORE MONEY PURCHASE PLAN - ICBM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARK LOOSBROCK2024-11-15
0012023-01-01MARK LOOSBROCK2024-06-13
0012022-01-01MARK LOOSBROCK2023-07-12
0012021-01-01MARK LOOSBROCK2022-07-22
0012020-01-01MARK LOOSBROCK2021-07-09
0012019-01-01MARK LOOSBROCK2020-07-28
0012018-01-01MARK LOOSBROCK2019-07-24 MARK LOOSBROCK2019-07-24
0012017-01-01MARK LOOSBROCK2018-07-24 MARK LOOSBROCK2018-07-24
0012016-01-01MARK LOOSBROCK2017-07-25 MARK LOOSBROCK2017-07-25
0012015-01-01MARK LOOSBROCK2016-10-04 MARK LOOSBROCK2016-10-04
0012014-01-01MARK LOOSBROCK2015-10-07 MARK LOOSBROCK2015-10-07
0012013-01-01MARK LOOSBROCK2014-07-16 MARK LOOSBROCK2014-07-16
0012012-01-01MARK LOOSBROCK2014-07-17 MARK LOOSBROCK2014-07-17
0012011-01-01MARK L. LOOSBROCK2012-06-27
0012010-01-01MARK LOOSBROCK2011-06-25

Financial Data on STATE BANK OF LISMORE MONEY PURCHASE PLAN - ICBM

Measure Date Value
2024 : STATE BANK OF LISMORE MONEY PURCHASE PLAN - ICBM 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-150
Total liabilities as of the beginning of the plan year2024-11-150
Total expenses incurred by plan in this plan year2024-11-153409704
Net assets as of the end of the plan year2024-11-150
Total assets as of the beginning of the plan year2024-11-153388399
Value of plan covered by a fidelity bond2024-11-15330000
Other income to plan in this plan year2024-11-1521305
Plan net income in this plan year2024-11-15-3388399
Net assets as of the end of the plan year2024-11-150
Net assets as of the beginning of the plan year2024-11-153388399
Value of funding deficiency2024-11-150
Value of employer contributions paid2024-11-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-152266
Total expenses incurred by plan in this plan year2024-06-1362005
Net assets as of the end of the plan year2024-06-133388399
Total assets as of the beginning of the plan year2024-06-132978232
Value of plan covered by a fidelity bond2024-06-13330000
Other income to plan in this plan year2024-06-13339787
Plan net income in this plan year2024-06-13410167
Net assets as of the end of the plan year2024-06-133388399
Net assets as of the beginning of the plan year2024-06-132978232
Value of funding deficiency2024-06-130
Value of employer contributions paid2024-06-13132385
Employer contributions to plan in this plan year2024-06-13132385
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1316538
2022 : STATE BANK OF LISMORE MONEY PURCHASE PLAN - ICBM 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-221107030
Net assets as of the end of the plan year2022-07-223311839
Total assets as of the beginning of the plan year2022-07-224053819
Value of plan covered by a fidelity bond2022-07-22330000
Other income to plan in this plan year2022-07-22233791
Plan net income in this plan year2022-07-22-741980
Net assets as of the end of the plan year2022-07-223311839
Net assets as of the beginning of the plan year2022-07-224053819
Value of funding deficiency2022-07-220
Value of employer contributions paid2022-07-22131259
Employer contributions to plan in this plan year2022-07-22131259
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2216781

Potentially related plans

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