401k Plan data: WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN plan

WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN 401k Plan overview

Plan Name	WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN
Plan identification number	002

WESTERN NATIONAL BANK RETIREMENT INVESTMENT 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.
Stock bonus
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

WESTERNBANK N.A. has sponsored the creation of one or more 401k plans.

Company Name: WESTERNBANK N.A.

Employer identification number (EIN): 410607570

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 STEPHEN H. LEWIS 2023-09-19
002 2022-01-01
002 2021-01-01 STEPHEN H. LEWIS 2022-07-18
002 2020-01-01 STEPHEN H. LEWIS 2022-07-18
002 2019-01-01 STEPHEN H. LEWIS 2020-10-15
002 2018-01-01 STEPHEN H. LEWIS 2019-10-14
002 2017-01-01 STEPHEN H. LEWIS 2018-06-07
002 2016-01-01 STEPHEN H. LEWIS 2017-09-07
002 2015-01-01 STEPHEN H. LEWIS 2016-08-04
002 2014-01-01 STEPHEN H. LEWIS 2015-07-03
002 2013-01-01 STEPHEN H. LEWIS 2014-05-16
002 2012-01-01 STEPHEN H. LEWIS 2013-07-16
002 2011-01-01 STEPHEN H. LEWIS 2012-06-02
002 2010-01-01 STEPHEN H. LEWIS 2011-05-26 LAVONNE SULLIVAN 2011-05-26
002 2009-01-01 STEPHEN H. LEWIS STEPHEN H. LEWIS 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	STEPHEN H. LEWIS	2023-09-19
002	2022-01-01
002	2021-01-01	STEPHEN H. LEWIS	2022-07-18
002	2020-01-01	STEPHEN H. LEWIS	2022-07-18
002	2019-01-01	STEPHEN H. LEWIS	2020-10-15
002	2018-01-01	STEPHEN H. LEWIS	2019-10-14
002	2017-01-01	STEPHEN H. LEWIS	2018-06-07
002	2016-01-01	STEPHEN H. LEWIS	2017-09-07
002	2015-01-01	STEPHEN H. LEWIS	2016-08-04
002	2014-01-01	STEPHEN H. LEWIS	2015-07-03
002	2013-01-01	STEPHEN H. LEWIS	2014-05-16
002	2012-01-01	STEPHEN H. LEWIS	2013-07-16
002	2011-01-01	STEPHEN H. LEWIS	2012-06-02
002	2010-01-01	STEPHEN H. LEWIS	2011-05-26	LAVONNE SULLIVAN	2011-05-26
002	2009-01-01	STEPHEN H. LEWIS		STEPHEN H. LEWIS	2010-10-05

Plan Statistics for WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN

401k plan membership statisitcs for WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN

Measure Date Value
2022: WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 25
Total of all active and inactive participants 2022-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 44
Number of participants with account balances 2022-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2009: WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
Number of retired or separated participants receiving benefits 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 41
Number of participants with account balances 2009-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	25
Total of all active and inactive participants	2022-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	44
Number of participants with account balances	2022-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2009: WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
Number of retired or separated participants receiving benefits	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	41
Number of participants with account balances	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN

Measure	Date	Value
2022 : WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$88,532
Expenses. Total of all expenses incurred	2022-12-31	$152,791
Benefits paid (including direct rollovers)	2022-12-31	$145,791
Total plan assets at end of year	2022-12-31	$1,063,724
Total plan assets at beginning of year	2022-12-31	$1,127,983
Value of fidelity bond covering the plan	2022-12-31	$1,050,000
Other income received	2022-12-31	$-8,356
Net income (gross income less expenses)	2022-12-31	$-64,259
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,063,724
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,127,983
Assets. Value of employer securities	2022-12-31	$383,950
Total contributions received or receivable from employer(s)	2022-12-31	$96,888
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$7,000
2009 : WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN

2022: WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2009: WESTERN NATIONAL BANK RETIREMENT INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WESTERNBANK N.A.
Employer identification number (EIN):	410607570
NAIC Classification:	522110
NAIC Description:	Commercial Banking