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WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameWESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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
  • 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 AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01
0032021-01-01STEPHEN LEWIS
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01STEPHEN H. LEWIS
0032016-01-01STEPHEN H. LEWIS
0032015-01-01STEPHEN H. LEWIS
0032014-01-01STEPHEN H. LEWIS
0032013-01-01STEPHEN H. LEWIS
0032012-01-01STEPHEN H. LEWIS
0032011-01-01STEPHEN H. LEWIS
0032010-01-01STEPHEN H. LEWIS STEPHEN H. LEWIS2011-08-24

Financial Data on WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$75,012
Expenses. Total of all expenses incurred2021-12-31$73,666
Benefits paid (including direct rollovers)2021-12-31$63,301
Total plan assets at end of year2021-12-31$1,127,983
Total plan assets at beginning of year2021-12-31$1,126,637
Value of fidelity bond covering the plan2021-12-31$1,050,000
Other income received2021-12-31$-14,928
Net income (gross income less expenses)2021-12-31$1,346
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,127,983
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,126,637
Assets. Value of employer securities2021-12-31$398,126
Total contributions received or receivable from employer(s)2021-12-31$89,940
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$10,365
2020 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$101,603
Expenses. Total of all expenses incurred2020-12-31$103,249
Benefits paid (including direct rollovers)2020-12-31$71,739
Total plan assets at end of year2020-12-31$1,126,637
Total plan assets at beginning of year2020-12-31$1,128,283
Value of fidelity bond covering the plan2020-12-31$1,050,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$250
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$6,381
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-1,646
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,126,637
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,128,283
Assets. Value of employer securities2020-12-31$427,275
Total contributions received or receivable from employer(s)2020-12-31$95,222
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$31,260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources2019-12-31$412
Expenses. Total of all expenses incurred2019-12-31$75,544
Benefits paid (including direct rollovers)2019-12-31$53,843
Total plan assets at end of year2019-12-31$1,128,283
Total plan assets at beginning of year2019-12-31$1,203,415
Value of fidelity bond covering the plan2019-12-31$1,050,000
Other income received2019-12-31$-87,723
Net income (gross income less expenses)2019-12-31$-75,132
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,128,283
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,203,415
Assets. Value of employer securities2019-12-31$431,097
Total contributions received or receivable from employer(s)2019-12-31$88,135
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$21,701
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources2018-12-31$158,739
Expenses. Total of all expenses incurred2018-12-31$61,375
Benefits paid (including direct rollovers)2018-12-31$39,421
Total plan assets at end of year2018-12-31$1,203,415
Total plan assets at beginning of year2018-12-31$1,106,051
Value of fidelity bond covering the plan2018-12-31$1,050,000
Other income received2018-12-31$86,508
Net income (gross income less expenses)2018-12-31$97,364
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,203,415
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,106,051
Assets. Value of employer securities2018-12-31$552,391
Total contributions received or receivable from employer(s)2018-12-31$72,231
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$21,954
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-12-31$133,631
Expenses. Total of all expenses incurred2017-12-31$56,430
Benefits paid (including direct rollovers)2017-12-31$44,985
Total plan assets at end of year2017-12-31$1,106,051
Total plan assets at beginning of year2017-12-31$1,028,850
Value of fidelity bond covering the plan2017-12-31$1,050,000
Other income received2017-12-31$60,089
Net income (gross income less expenses)2017-12-31$77,201
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,106,051
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,028,850
Assets. Value of employer securities2017-12-31$515,358
Total contributions received or receivable from employer(s)2017-12-31$73,542
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-12-31$154,906
Expenses. Total of all expenses incurred2016-12-31$23,938
Benefits paid (including direct rollovers)2016-12-31$15,081
Total plan assets at end of year2016-12-31$1,028,850
Total plan assets at beginning of year2016-12-31$897,882
Value of fidelity bond covering the plan2016-12-31$1,050,000
Expenses. Other expenses not covered elsewhere2016-12-31$8,857
Other income received2016-12-31$59,381
Net income (gross income less expenses)2016-12-31$130,968
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,028,850
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$897,882
Assets. Value of employer securities2016-12-31$503,650
Total contributions received or receivable from employer(s)2016-12-31$95,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-12-31$109,054
Expenses. Total of all expenses incurred2015-12-31$46,664
Benefits paid (including direct rollovers)2015-12-31$33,191
Total plan assets at end of year2015-12-31$897,882
Total plan assets at beginning of year2015-12-31$835,492
Value of fidelity bond covering the plan2015-12-31$1,050,000
Other income received2015-12-31$32,231
Net income (gross income less expenses)2015-12-31$62,390
Net plan assets at end of year (total assets less liabilities)2015-12-31$897,882
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$835,492
Assets. Value of employer securities2015-12-31$477,926
Total contributions received or receivable from employer(s)2015-12-31$76,823
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$13,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources2014-12-31$172,641
Expenses. Total of all expenses incurred2014-12-31$51,397
Benefits paid (including direct rollovers)2014-12-31$36,494
Total plan assets at end of year2014-12-31$835,492
Total plan assets at beginning of year2014-12-31$714,248
Value of fidelity bond covering the plan2014-12-31$1,050,000
Other income received2014-12-31$65,135
Net income (gross income less expenses)2014-12-31$121,244
Net plan assets at end of year (total assets less liabilities)2014-12-31$835,492
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$714,248
Assets. Value of employer securities2014-12-31$491,465
Total contributions received or receivable from employer(s)2014-12-31$107,506
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$14,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources2013-12-31$129,819
Expenses. Total of all expenses incurred2013-12-31$35,333
Benefits paid (including direct rollovers)2013-12-31$24,662
Total plan assets at end of year2013-12-31$714,248
Total plan assets at beginning of year2013-12-31$619,762
Value of fidelity bond covering the plan2013-12-31$1,050,000
Other income received2013-12-31$29,819
Net income (gross income less expenses)2013-12-31$94,486
Net plan assets at end of year (total assets less liabilities)2013-12-31$714,248
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$619,762
Assets. Value of employer securities2013-12-31$477,687
Total contributions received or receivable from employer(s)2013-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,671
2012 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources2012-12-31$186,893
Expenses. Total of all expenses incurred2012-12-31$25,382
Benefits paid (including direct rollovers)2012-12-31$8,806
Total plan assets at end of year2012-12-31$619,762
Total plan assets at beginning of year2012-12-31$458,251
Value of fidelity bond covering the plan2012-12-31$1,050,000
Expenses. Other expenses not covered elsewhere2012-12-31$16,576
Other income received2012-12-31$86,893
Net income (gross income less expenses)2012-12-31$161,511
Net plan assets at end of year (total assets less liabilities)2012-12-31$619,762
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$458,251
Assets. Value of employer securities2012-12-31$496,562
Total contributions received or receivable from employer(s)2012-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources2011-12-31$153,650
Expenses. Total of all expenses incurred2011-12-31$37,243
Benefits paid (including direct rollovers)2011-12-31$20,961
Total plan assets at end of year2011-12-31$458,251
Total plan assets at beginning of year2011-12-31$341,844
Value of fidelity bond covering the plan2011-12-31$10,000
Other income received2011-12-31$53,650
Net income (gross income less expenses)2011-12-31$116,407
Net plan assets at end of year (total assets less liabilities)2011-12-31$458,251
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$341,844
Assets. Value of employer securities2011-12-31$368,608
Total contributions received or receivable from employer(s)2011-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources2010-12-31$77,816
Expenses. Total of all expenses incurred2010-12-31$28,532
Benefits paid (including direct rollovers)2010-12-31$9,372
Total plan assets at end of year2010-12-31$341,844
Total plan assets at beginning of year2010-12-31$292,560
Value of fidelity bond covering the plan2010-12-31$10,000
Other income received2010-12-31$-2,184
Net income (gross income less expenses)2010-12-31$49,284
Net plan assets at end of year (total assets less liabilities)2010-12-31$341,844
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$292,560
Assets. Value of employer securities2010-12-31$338,538
Total contributions received or receivable from employer(s)2010-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$19,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN

2021: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WESTERN NATIONAL BANK AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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