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BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBANK OF VERSAILLES 401(K) PROFIT SHARING PLAN
Plan identification number 001

BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

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

Company Name:THE BANK OF VERSAILLES
Employer identification number (EIN):440474105
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01BRUCE AESCHBACHER
0012023-01-01BRUCE AESCHBACHER
0012022-01-01
0012022-01-01SUE MORRISON
0012021-01-01
0012021-01-01SUE MORRISON
0012020-01-01
0012019-01-01
0012018-01-01SUE MORRISON
0012018-01-01
0012017-01-01SUE MORRISON
0012016-01-01SUE MORRISON
0012015-01-01SUE MORRISON
0012014-01-01SUE MORRISON
0012013-01-01SUE MORRISON
0012012-01-01SUE MORRISON
0012011-01-01SUE MORRISON
0012010-01-01SUE MORRISON
0012009-01-01SUE MORRISON

Financial Data on BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$904,897
Expenses. Total of all expenses incurred2023-12-31$2,214,241
Benefits paid (including direct rollovers)2023-12-31$2,183,542
Total plan assets at end of year2023-12-31$4,092,143
Total plan assets at beginning of year2023-12-31$5,401,487
Value of fidelity bond covering the plan2023-12-31$4,000,000
Total contributions received or receivable from participants2023-12-31$157,230
Contributions received from other sources (not participants or employers)2023-12-31$3
Other income received2023-12-31$608,140
Net income (gross income less expenses)2023-12-31$-1,309,344
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,092,143
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,401,487
Assets. Value of participant loans2023-12-31$102,965
Assets. Value of employer securities2023-12-31$1,146,774
Total contributions received or receivable from employer(s)2023-12-31$139,524
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$30,699
2022 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-185,184
Expenses. Total of all expenses incurred2022-12-31$39,454
Benefits paid (including direct rollovers)2022-12-31$5,894
Total plan assets at end of year2022-12-31$5,401,487
Total plan assets at beginning of year2022-12-31$5,626,125
Value of fidelity bond covering the plan2022-12-31$4,000,000
Total contributions received or receivable from participants2022-12-31$149,512
Expenses. Other expenses not covered elsewhere2022-12-31$33,560
Contributions received from other sources (not participants or employers)2022-12-31$48,460
Other income received2022-12-31$-383,156
Net income (gross income less expenses)2022-12-31$-224,638
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,401,487
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,626,125
Assets. Value of participant loans2022-12-31$75,757
Assets. Value of employer securities2022-12-31$1,951,428
2021 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$801,046
Expenses. Total of all expenses incurred2021-12-31$77,207
Benefits paid (including direct rollovers)2021-12-31$42,311
Total plan assets at end of year2021-12-31$5,626,125
Total plan assets at beginning of year2021-12-31$4,902,286
Value of fidelity bond covering the plan2021-12-31$4,000,000
Total contributions received or receivable from participants2021-12-31$148,264
Contributions received from other sources (not participants or employers)2021-12-31$3,471
Other income received2021-12-31$523,001
Net income (gross income less expenses)2021-12-31$723,839
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,626,125
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,902,286
Assets. Value of participant loans2021-12-31$44,623
Assets. Value of employer securities2021-12-31$2,033,642
Total contributions received or receivable from employer(s)2021-12-31$126,310
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$34,896
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$763,951
Expenses. Total of all expenses incurred2020-12-31$98,200
Benefits paid (including direct rollovers)2020-12-31$71,408
Total plan assets at end of year2020-12-31$4,902,286
Total plan assets at beginning of year2020-12-31$4,236,535
Value of fidelity bond covering the plan2020-12-31$4,000,000
Total contributions received or receivable from participants2020-12-31$136,856
Contributions received from other sources (not participants or employers)2020-12-31$4,815
Other income received2020-12-31$495,261
Net income (gross income less expenses)2020-12-31$665,751
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,902,286
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,236,535
Assets. Value of participant loans2020-12-31$46,955
Assets. Value of employer securities2020-12-31$1,878,922
Total contributions received or receivable from employer(s)2020-12-31$127,019
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$26,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$720,765
Expenses. Total of all expenses incurred2019-12-31$160,169
Benefits paid (including direct rollovers)2019-12-31$111,982
Total plan assets at end of year2019-12-31$4,236,535
Total plan assets at beginning of year2019-12-31$3,675,939
Value of fidelity bond covering the plan2019-12-31$4,000,000
Total contributions received or receivable from participants2019-12-31$110,099
Other income received2019-12-31$492,269
Net income (gross income less expenses)2019-12-31$560,596
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,236,535
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,675,939
Assets. Value of participant loans2019-12-31$23,651
Assets. Value of employer securities2019-12-31$1,720,455
Total contributions received or receivable from employer(s)2019-12-31$118,397
Value of certain deemed distributions of participant loans2019-12-31$24,423
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$23,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$243,531
Expenses. Total of all expenses incurred2018-12-31$39,911
Benefits paid (including direct rollovers)2018-12-31$19,891
Total plan assets at end of year2018-12-31$3,675,939
Total plan assets at beginning of year2018-12-31$3,472,319
Value of fidelity bond covering the plan2018-12-31$4,000,000
Total contributions received or receivable from participants2018-12-31$114,316
Other income received2018-12-31$10,821
Net income (gross income less expenses)2018-12-31$203,620
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,675,939
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,472,319
Assets. Value of participant loans2018-12-31$65,826
Assets. Value of employer securities2018-12-31$1,676,176
Total contributions received or receivable from employer(s)2018-12-31$118,394
Value of certain deemed distributions of participant loans2018-12-31$20,020
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$20,020
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$567,452
Expenses. Total of all expenses incurred2017-12-31$299,767
Benefits paid (including direct rollovers)2017-12-31$280,276
Total plan assets at end of year2017-12-31$3,472,319
Total plan assets at beginning of year2017-12-31$3,204,634
Value of fidelity bond covering the plan2017-12-31$4,000,000
Total contributions received or receivable from participants2017-12-31$100,083
Contributions received from other sources (not participants or employers)2017-12-31$3,888
Other income received2017-12-31$351,953
Net income (gross income less expenses)2017-12-31$267,685
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,472,319
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,204,634
Assets. Value of participant loans2017-12-31$64,283
Assets. Value of employer securities2017-12-31$1,530,996
Total contributions received or receivable from employer(s)2017-12-31$111,528
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$19,491
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$317,206
Expenses. Total of all expenses incurred2016-12-31$45,142
Benefits paid (including direct rollovers)2016-12-31$33,952
Total plan assets at end of year2016-12-31$3,204,634
Total plan assets at beginning of year2016-12-31$2,932,570
Value of fidelity bond covering the plan2016-12-31$3,425,000
Total contributions received or receivable from participants2016-12-31$96,083
Other income received2016-12-31$103,363
Net income (gross income less expenses)2016-12-31$272,064
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,204,634
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,932,570
Assets. Value of participant loans2016-12-31$66,092
Assets. Value of employer securities2016-12-31$1,482,670
Total contributions received or receivable from employer(s)2016-12-31$117,760
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$303,344
Expenses. Total of all expenses incurred2015-12-31$88,029
Benefits paid (including direct rollovers)2015-12-31$88,029
Total plan assets at end of year2015-12-31$2,932,570
Total plan assets at beginning of year2015-12-31$2,717,255
Value of fidelity bond covering the plan2015-12-31$3,425,000
Total contributions received or receivable from participants2015-12-31$87,548
Other income received2015-12-31$104,920
Net income (gross income less expenses)2015-12-31$215,315
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,932,570
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,717,255
Assets. Value of participant loans2015-12-31$53,787
Assets. Value of employer securities2015-12-31$1,510,289
Total contributions received or receivable from employer(s)2015-12-31$110,876
2014 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$302,119
Expenses. Total of all expenses incurred2014-12-31$74,443
Benefits paid (including direct rollovers)2014-12-31$74,443
Total plan assets at end of year2014-12-31$2,717,255
Total plan assets at beginning of year2014-12-31$2,489,579
Value of fidelity bond covering the plan2014-12-31$2,800,000
Total contributions received or receivable from participants2014-12-31$92,925
Contributions received from other sources (not participants or employers)2014-12-31$15,456
Other income received2014-12-31$83,215
Net income (gross income less expenses)2014-12-31$227,676
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,717,255
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,489,579
Assets. Value of participant loans2014-12-31$66,336
Assets. Value of employer securities2014-12-31$1,398,229
Total contributions received or receivable from employer(s)2014-12-31$110,523
2013 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$189,997
Expenses. Total of all expenses incurred2013-12-31$35,145
Benefits paid (including direct rollovers)2013-12-31$35,145
Total plan assets at end of year2013-12-31$2,489,739
Total plan assets at beginning of year2013-12-31$2,334,887
Value of fidelity bond covering the plan2013-12-31$2,800,000
Total contributions received or receivable from participants2013-12-31$109,895
Contributions received from other sources (not participants or employers)2013-12-31$400
Other income received2013-12-31$-30,667
Net income (gross income less expenses)2013-12-31$154,852
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,489,739
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,334,887
Assets. Value of participant loans2013-12-31$60,511
Assets. Value of employer securities2013-12-31$1,336,232
Total contributions received or receivable from employer(s)2013-12-31$110,369
2012 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$99,173
Expenses. Total of all expenses incurred2012-12-31$9,741
Benefits paid (including direct rollovers)2012-12-31$9,741
Total plan assets at end of year2012-12-31$2,334,887
Total plan assets at beginning of year2012-12-31$2,245,455
Value of fidelity bond covering the plan2012-12-31$2,800,000
Total contributions received or receivable from participants2012-12-31$98,032
Other income received2012-12-31$-103,884
Net income (gross income less expenses)2012-12-31$89,432
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,334,887
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,245,455
Assets. Value of participant loans2012-12-31$39,338
Assets. Value of employer securities2012-12-31$1,335,318
Total contributions received or receivable from employer(s)2012-12-31$105,025
2011 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-103,282
Expenses. Total of all expenses incurred2011-12-31$316,640
Benefits paid (including direct rollovers)2011-12-31$316,640
Total plan assets at end of year2011-12-31$2,245,455
Total plan assets at beginning of year2011-12-31$2,665,377
Value of fidelity bond covering the plan2011-12-31$2,800,000
Total contributions received or receivable from participants2011-12-31$61,655
Other income received2011-12-31$-250,396
Net income (gross income less expenses)2011-12-31$-419,922
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,245,455
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,665,377
Assets. Value of participant loans2011-12-31$50,046
Assets. Value of employer securities2011-12-31$1,435,938
Total contributions received or receivable from employer(s)2011-12-31$85,459
2010 : BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$84,294
Expenses. Total of all expenses incurred2010-12-31$16,006
Benefits paid (including direct rollovers)2010-12-31$16,006
Total plan assets at end of year2010-12-31$2,665,377
Total plan assets at beginning of year2010-12-31$2,597,089
Value of fidelity bond covering the plan2010-12-31$2,800,000
Total contributions received or receivable from participants2010-12-31$69,902
Other income received2010-12-31$-48,573
Net income (gross income less expenses)2010-12-31$68,288
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,665,377
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,597,089
Assets. Value of participant loans2010-12-31$53,754
Assets. Value of employer securities2010-12-31$1,683,612
Total contributions received or receivable from employer(s)2010-12-31$62,965

Form 5500 Responses for BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN

2023: BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BANK OF VERSAILLES 401(K) PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BANK OF VERSAILLES 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BANK OF VERSAILLES 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BANK OF VERSAILLES 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BANK OF VERSAILLES 401(K) PROFIT SHARING 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: BANK OF VERSAILLES 401(K) PROFIT SHARING 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: BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BANK OF VERSAILLES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
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 number623774
Policy instance 2
Insurance contract or identification number623774
Number of Individuals Covered42
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,288
Total amount of fees paid to insurance companyUSD $229
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered42
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,413
Total amount of fees paid to insurance companyUSD $141
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623774
Policy instance 2
Insurance contract or identification number623774
Number of Individuals Covered41
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,042
Total amount of fees paid to insurance companyUSD $204
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered41
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,037
Total amount of fees paid to insurance companyUSD $103
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623774
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623774
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623774
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623774
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623774
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

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