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BANK OF WESTON 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBANK OF WESTON 401(K) RETIREMENT PLAN
Plan identification number 001

BANK OF WESTON 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BANK OF WESTON
Employer identification number (EIN):440162480
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about BANK OF WESTON

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: K00001010

More information about BANK OF WESTON

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF WESTON 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01KAREN M. PHILLIPS2023-06-13
0012021-01-01KAREN M. PHILLIPS2022-07-11
0012020-01-01KAREN M. PHILLIPS2021-05-10
0012019-01-01KAREN M. PHILLIPS2020-07-27
0012018-01-01KAREN M. PHILLIPS2019-07-16
0012017-01-01STACIE HENRY2018-07-16
0012016-01-01STACI HENRY2017-08-28
0012015-01-01STACIE HENRY STACIE HENRY2016-06-15
0012014-01-01STACIE HENRY STACIE HENRY2015-06-19
0012013-01-01STACIE HENRY STACIE HENRY2014-07-02
0012012-01-01JEFF ELSEA JEFF ELSEA2013-06-21
0012011-01-01JEFF ELSEA JEFF ELSEA2012-06-05
0012010-01-01JEFF L. ELSEA JEFF L. ELSEA2011-06-01
0012009-01-01JEFF L. ELSEA JEFF L. ELSEA2010-09-15

Plan Statistics for BANK OF WESTON 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BANK OF WESTON 401(K) RETIREMENT PLAN

Measure Date Value
2025: BANK OF WESTON 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-3142
Total number of particpants at end of year2025-07-3154
Number of Participants With Account Balances2025-07-3148
2024: BANK OF WESTON 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1448
Total number of particpants at end of year2024-10-1452
Number of Participants With Account Balances2024-10-1447
2015: BANK OF WESTON 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0140
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BANK OF WESTON 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0147
Total number of active participants reported on line 7a of the Form 55002014-01-0138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0144
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: BANK OF WESTON 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0144
Total number of active participants reported on line 7a of the Form 55002013-01-0139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0143
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BANK OF WESTON 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0146
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0142
Number of participants with account balances2012-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BANK OF WESTON 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0141
Total number of active participants reported on line 7a of the Form 55002011-01-0137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: BANK OF WESTON 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0142
Total number of active participants reported on line 7a of the Form 55002010-01-0136
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0139
Number of participants with account balances2010-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BANK OF WESTON 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0138
Total number of active participants reported on line 7a of the Form 55002009-01-0137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0137
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BANK OF WESTON 401(K) RETIREMENT PLAN

Measure Date Value
2025 : BANK OF WESTON 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-31251106
Net assets as of the end of the plan year2025-07-313577697
Total assets as of the beginning of the plan year2025-07-313154289
Value of plan covered by a fidelity bond2025-07-312050000
Participant contributions to plan in this plan year2025-07-31110748
Value of participant loans at end of plan year2025-07-3169570
Other income to plan in this plan year2025-07-31344787
Plan net income in this plan year2025-07-31423408
Net assets as of the end of the plan year2025-07-313577697
Net assets as of the beginning of the plan year2025-07-313154289
Employer contributions to plan in this plan year2025-07-31218979
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3112165
2024 : BANK OF WESTON 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-14251655
Net assets as of the end of the plan year2024-10-143154289
Total assets as of the beginning of the plan year2024-10-142819058
Value of plan covered by a fidelity bond2024-10-142050000
Participant contributions to plan in this plan year2024-10-14103978
Value of participant loans at end of plan year2024-10-1421204
Other contributions to plan in this plan year2024-10-1426503
Other income to plan in this plan year2024-10-14346909
Plan net income in this plan year2024-10-14335231
Net assets as of the end of the plan year2024-10-143154289
Net assets as of the beginning of the plan year2024-10-142819058
Employer contributions to plan in this plan year2024-10-14109496
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1415004
2015 : BANK OF WESTON 401(K) RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$245,632
Expenses. Total of all expenses incurred2015-12-31$53,203
Benefits paid (including direct rollovers)2015-12-31$44,560
Total plan assets at end of year2015-12-31$1,929,300
Total plan assets at beginning of year2015-12-31$1,736,871
Value of fidelity bond covering the plan2015-12-31$2,050,000
Total contributions received or receivable from participants2015-12-31$117,275
Expenses. Other expenses not covered elsewhere2015-12-31$8,643
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$43,733
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$192,429
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,929,300
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,736,871
Assets. Value of employer securities2015-12-31$689,864
Total contributions received or receivable from employer(s)2015-12-31$84,624
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : BANK OF WESTON 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$270,465
Expenses. Total of all expenses incurred2014-12-31$59,593
Benefits paid (including direct rollovers)2014-12-31$32,830
Total plan assets at end of year2014-12-31$1,736,871
Total plan assets at beginning of year2014-12-31$1,525,999
Value of fidelity bond covering the plan2014-12-31$2,050,000
Total contributions received or receivable from participants2014-12-31$95,268
Expenses. Other expenses not covered elsewhere2014-12-31$26,763
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$93,415
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$210,872
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,736,871
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,525,999
Assets. Value of employer securities2014-12-31$644,245
Total contributions received or receivable from employer(s)2014-12-31$81,782
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : BANK OF WESTON 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$262,810
Expenses. Total of all expenses incurred2013-12-31$49,958
Benefits paid (including direct rollovers)2013-12-31$32,102
Total plan assets at end of year2013-12-31$1,525,999
Total plan assets at beginning of year2013-12-31$1,313,147
Value of fidelity bond covering the plan2013-12-31$2,050,000
Total contributions received or receivable from participants2013-12-31$88,762
Expenses. Other expenses not covered elsewhere2013-12-31$17,856
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$95,847
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$212,852
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,525,999
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,313,147
Assets. Value of employer securities2013-12-31$617,296
Total contributions received or receivable from employer(s)2013-12-31$78,201
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : BANK OF WESTON 401(K) RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$1,970
Total income from all sources2012-12-31$212,319
Expenses. Total of all expenses incurred2012-12-31$9,852
Benefits paid (including direct rollovers)2012-12-31$6,934
Total plan assets at end of year2012-12-31$1,313,147
Total plan assets at beginning of year2012-12-31$1,112,650
Value of fidelity bond covering the plan2012-12-31$2,050,000
Total contributions received or receivable from participants2012-12-31$85,401
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$4,015
Other income received2012-12-31$46,784
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$202,467
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,313,147
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,110,680
Assets. Value of employer securities2012-12-31$572,949
Total contributions received or receivable from employer(s)2012-12-31$76,119
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BANK OF WESTON 401(K) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,970
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$201,584
Expenses. Total of all expenses incurred2011-12-31$8,052
Benefits paid (including direct rollovers)2011-12-31$7,830
Total plan assets at end of year2011-12-31$1,112,650
Total plan assets at beginning of year2011-12-31$917,148
Value of fidelity bond covering the plan2011-12-31$2,050,000
Total contributions received or receivable from participants2011-12-31$85,269
Expenses. Other expenses not covered elsewhere2011-12-31$222
Contributions received from other sources (not participants or employers)2011-12-31$25,253
Other income received2011-12-31$19,373
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$193,532
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,110,680
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$917,148
Assets. Value of employer securities2011-12-31$549,957
Total contributions received or receivable from employer(s)2011-12-31$71,689
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BANK OF WESTON 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$142,712
Expenses. Total of all expenses incurred2010-12-31$26
Total plan assets at end of year2010-12-31$917,148
Total plan assets at beginning of year2010-12-31$774,462
Value of fidelity bond covering the plan2010-12-31$2,050,000
Total contributions received or receivable from participants2010-12-31$62,232
Contributions received from other sources (not participants or employers)2010-12-31$4,848
Other income received2010-12-31$3,525
Net income (gross income less expenses)2010-12-31$142,686
Net plan assets at end of year (total assets less liabilities)2010-12-31$917,148
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$774,462
Assets. Value of employer securities2010-12-31$523,511
Total contributions received or receivable from employer(s)2010-12-31$72,107
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$26

Form 5500 Responses for BANK OF WESTON 401(K) RETIREMENT PLAN

2015: BANK OF WESTON 401(K) RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BANK OF WESTON 401(K) RETIREMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BANK OF WESTON 401(K) RETIREMENT 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BANK OF WESTON 401(K) RETIREMENT 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BANK OF WESTON 401(K) RETIREMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BANK OF WESTON 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BANK OF WESTON 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number457684
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number457684
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number457684
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number457684
Policy instance 1
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE791931
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number457684
Policy instance 2
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE791931
Policy instance 1

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