| Plan Name | CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CLEAR LAKE BANK AND TRUST COMPANY |
| Employer identification number (EIN): | 420185531 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
Additional information about CLEAR LAKE BANK AND TRUST COMPANY
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 1939-10-19 |
| Company Identification Number: | 084751 |
| Legal Registered Office Address: |
322 MAIN AVE. CLEAR LAKE United States of America (USA) 50428 |
More information about CLEAR LAKE BANK AND TRUST COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | AIMEE KERN | 2024-06-07 | ||
| 001 | 2022-01-01 | AIMEE KERN | 2023-09-14 | ||
| 001 | 2021-01-01 | AIMEE KERN | 2022-06-08 | AIMEE KERN | 2022-06-08 |
| 001 | 2020-01-01 | AIMEE KERN | 2021-06-07 | AIMEE KERN | 2021-06-07 |
| 001 | 2019-01-01 | AIMEE KERN | 2020-10-13 | AIMEE KERN | 2020-10-13 |
| 001 | 2018-01-01 | AIMEE KERN | 2019-07-25 | AIMEE KERN | 2019-07-25 |
| 001 | 2017-01-01 | AIMEE KERN | 2018-07-20 | ||
| 001 | 2016-01-01 | AIMEE KERN | 2017-10-12 | ||
| 001 | 2015-01-01 | KATHRYN A. KADOLPH | 2016-07-19 | MARK HEWITT | 2016-07-19 |
| 001 | 2014-01-01 | KATHRYN A. KADOLPH | |||
| 001 | 2013-01-01 | KATHRYN A. KADOLPH | |||
| 001 | 2012-01-01 | KATHRYN KADOLPH | |||
| 001 | 2011-01-01 | KATHRYN KADOLPH | KATHRYN KADOLPH | 2012-07-25 | |
| 001 | 2010-01-01 | KATHRYN A KADOLPH | KATHRYN A KADOLPH | 2011-10-12 | |
| 001 | 2009-01-01 | KATHRYN A. KADOLPH |
| Measure | Date | Value |
|---|---|---|
| 2025 : CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-04 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-04 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-04 | 437039 |
| Net assets as of the end of the plan year | 2025-09-04 | 23132587 |
| Total assets as of the beginning of the plan year | 2025-09-04 | 19272218 |
| Value of plan covered by a fidelity bond | 2025-09-04 | 400000 |
| Participant contributions to plan in this plan year | 2025-09-04 | 615778 |
| Other expenses paid from plan in this plan year | 2025-09-04 | 0 |
| Other contributions to plan in this plan year | 2025-09-04 | 0 |
| Other income to plan in this plan year | 2025-09-04 | 3290601 |
| Plan net income in this plan year | 2025-09-04 | 3860369 |
| Net assets as of the end of the plan year | 2025-09-04 | 23132587 |
| Net assets as of the beginning of the plan year | 2025-09-04 | 19272218 |
| Employer contributions to plan in this plan year | 2025-09-04 | 391029 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-04 | 92668 |
| 2024 : CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-06-07 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-07 | 1365024 |
| Net assets as of the end of the plan year | 2024-06-07 | 19272218 |
| Total assets as of the beginning of the plan year | 2024-06-07 | 16363923 |
| Value of plan covered by a fidelity bond | 2024-06-07 | 400000 |
| Participant contributions to plan in this plan year | 2024-06-07 | 558959 |
| Other expenses paid from plan in this plan year | 2024-06-07 | 0 |
| Other contributions to plan in this plan year | 2024-06-07 | 65877 |
| Other income to plan in this plan year | 2024-06-07 | 3299207 |
| Plan net income in this plan year | 2024-06-07 | 2908295 |
| Net assets as of the end of the plan year | 2024-06-07 | 19272218 |
| Net assets as of the beginning of the plan year | 2024-06-07 | 16363923 |
| Employer contributions to plan in this plan year | 2024-06-07 | 349276 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-07 | 94243 |
| 2022 : CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-08 | 530498 |
| Net assets as of the end of the plan year | 2022-06-08 | 18908428 |
| Total assets as of the beginning of the plan year | 2022-06-08 | 15869280 |
| Value of plan covered by a fidelity bond | 2022-06-08 | 400000 |
| Participant contributions to plan in this plan year | 2022-06-08 | 530702 |
| Other expenses paid from plan in this plan year | 2022-06-08 | 94901 |
| Other income to plan in this plan year | 2022-06-08 | 2697723 |
| Plan net income in this plan year | 2022-06-08 | 3039148 |
| Net assets as of the end of the plan year | 2022-06-08 | 18908428 |
| Net assets as of the beginning of the plan year | 2022-06-08 | 15869280 |
| Employer contributions to plan in this plan year | 2022-06-08 | 341221 |
| Fees paid to broker by Benefit Provider | 2022-06-08 | 50762 |
| 2014 : CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $1,139,520 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $132,716 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $132,591 |
| Total plan assets at end of year | 2014-12-31 | $9,940,061 |
| Total plan assets at beginning of year | 2014-12-31 | $8,933,257 |
| Value of fidelity bond covering the plan | 2014-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $329,049 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $38,785 |
| Other income received | 2014-12-31 | $552,486 |
| Net income (gross income less expenses) | 2014-12-31 | $1,006,804 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,940,061 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,933,257 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $219,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $125 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $2,072,835 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $323,968 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $323,743 |
| Total plan assets at end of year | 2013-12-31 | $8,933,257 |
| Total plan assets at beginning of year | 2013-12-31 | $7,184,390 |
| Value of fidelity bond covering the plan | 2013-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $321,348 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $78,877 |
| Other income received | 2013-12-31 | $1,479,378 |
| Net income (gross income less expenses) | 2013-12-31 | $1,748,867 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,933,257 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,184,390 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $193,232 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $1,275,818 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $270,187 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $270,112 |
| Total plan assets at end of year | 2012-12-31 | $7,184,390 |
| Total plan assets at beginning of year | 2012-12-31 | $6,178,759 |
| Value of fidelity bond covering the plan | 2012-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $295,600 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $2,871 |
| Other income received | 2012-12-31 | $778,589 |
| Net income (gross income less expenses) | 2012-12-31 | $1,005,631 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,184,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,178,759 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $198,758 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $75 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $236,146 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,730 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,705 |
| Total plan assets at end of year | 2011-12-31 | $6,178,759 |
| Total plan assets at beginning of year | 2011-12-31 | $5,944,343 |
| Value of fidelity bond covering the plan | 2011-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $264,437 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $25 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-207,377 |
| Net income (gross income less expenses) | 2011-12-31 | $234,416 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,178,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,944,343 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $179,086 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $1,027,914 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $494,008 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $493,908 |
| Total plan assets at end of year | 2010-12-31 | $5,944,343 |
| Total plan assets at beginning of year | 2010-12-31 | $5,410,437 |
| Value of fidelity bond covering the plan | 2010-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $242,476 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $11,188 |
| Other income received | 2010-12-31 | $600,822 |
| Net income (gross income less expenses) | 2010-12-31 | $533,906 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,944,343 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,410,437 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $173,428 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 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 |
| 2009 : CLEAR LAKE BANK AND TRUST CO. 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-710442 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-710442 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-710442 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-710442 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-710442 |
| Policy instance | 1 |