401k Plan data: FIRST WESTERN BANK & TRUST 401(K) plan

FIRST WESTERN BANK & TRUST 401(K) 401k Plan overview

Plan Name	FIRST WESTERN BANK & TRUST 401(K)
Plan identification number	002

FIRST WESTERN BANK & TRUST 401(K) 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.
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

FIRST WESTERN BANK & TRUST has sponsored the creation of one or more 401k plans.

Company Name: FIRST WESTERN BANK & TRUST

Employer identification number (EIN): 450279825

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST WESTERN BANK & TRUST 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DAWN YSTAAS 2023-10-16
002 2021-01-01 DAWN YSTAAS 2022-10-07
002 2020-01-01 DAWN YSTAAS 2021-10-07
002 2019-01-01 JAMES PASZEK 2020-07-29
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 TRENT WESTMEYER
002 2011-01-01 CHRIS LAMOUREUX
002 2009-01-01 CHRIS LAMOUREUX

Plan Statistics for FIRST WESTERN BANK & TRUST 401(K)

401k plan membership statisitcs for FIRST WESTERN BANK & TRUST 401(K)

Measure Date Value
2022: FIRST WESTERN BANK & TRUST 401(K) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 303
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 118
Total of all active and inactive participants 2022-01-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 422
Number of participants with account balances 2022-01-01 422
2021: FIRST WESTERN BANK & TRUST 401(K) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 367
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 71
Total of all active and inactive participants 2021-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 444
Number of participants with account balances 2021-01-01 402
2020: FIRST WESTERN BANK & TRUST 401(K) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 325
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 70
Total of all active and inactive participants 2020-01-01 401
Total participants 2020-01-01 401
Number of participants with account balances 2020-01-01 371
2019: FIRST WESTERN BANK & TRUST 401(K) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 181
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 30
Total of all active and inactive participants 2019-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 213
Number of participants with account balances 2019-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FIRST WESTERN BANK & TRUST 401(K) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 177
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 203
Total participants 2018-01-01 203
Number of participants with account balances 2018-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: FIRST WESTERN BANK & TRUST 401(K) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 179
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 205
Total participants 2017-01-01 205
Number of participants with account balances 2017-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: FIRST WESTERN BANK & TRUST 401(K) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 157
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 183
Total participants 2016-01-01 183
Number of participants with account balances 2016-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: FIRST WESTERN BANK & TRUST 401(K) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 130
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 150
Total participants 2015-01-01 150
Number of participants with account balances 2015-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: FIRST WESTERN BANK & TRUST 401(K) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 150
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 175
Total participants 2014-01-01 175
Number of participants with account balances 2014-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: FIRST WESTERN BANK & TRUST 401(K) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 124
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 20
Total of all active and inactive participants 2013-01-01 145
Total participants 2013-01-01 145
Number of participants with account balances 2013-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: FIRST WESTERN BANK & TRUST 401(K) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 110
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 128
Total participants 2012-01-01 128
Number of participants with account balances 2012-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: FIRST WESTERN BANK & TRUST 401(K) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 129
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 143
Total participants 2011-01-01 143
Number of participants with account balances 2011-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: FIRST WESTERN BANK & TRUST 401(K) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 116
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 119
Number of participants with account balances 2009-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: FIRST WESTERN BANK & TRUST 401(K) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	303
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	118
Total of all active and inactive participants	2022-01-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	422
Number of participants with account balances	2022-01-01	422
2021: FIRST WESTERN BANK & TRUST 401(K) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	367
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	71
Total of all active and inactive participants	2021-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	444
Number of participants with account balances	2021-01-01	402
2020: FIRST WESTERN BANK & TRUST 401(K) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	325
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	70
Total of all active and inactive participants	2020-01-01	401
Total participants	2020-01-01	401
Number of participants with account balances	2020-01-01	371
2019: FIRST WESTERN BANK & TRUST 401(K) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	181
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	30
Total of all active and inactive participants	2019-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	213
Number of participants with account balances	2019-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FIRST WESTERN BANK & TRUST 401(K) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	177
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	203
Total participants	2018-01-01	203
Number of participants with account balances	2018-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: FIRST WESTERN BANK & TRUST 401(K) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	179
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	205
Total participants	2017-01-01	205
Number of participants with account balances	2017-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: FIRST WESTERN BANK & TRUST 401(K) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	157
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	183
Total participants	2016-01-01	183
Number of participants with account balances	2016-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: FIRST WESTERN BANK & TRUST 401(K) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	130
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	150
Total participants	2015-01-01	150
Number of participants with account balances	2015-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: FIRST WESTERN BANK & TRUST 401(K) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	150
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	175
Total participants	2014-01-01	175
Number of participants with account balances	2014-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: FIRST WESTERN BANK & TRUST 401(K) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	124
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	20
Total of all active and inactive participants	2013-01-01	145
Total participants	2013-01-01	145
Number of participants with account balances	2013-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: FIRST WESTERN BANK & TRUST 401(K) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	110
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	128
Total participants	2012-01-01	128
Number of participants with account balances	2012-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: FIRST WESTERN BANK & TRUST 401(K) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	129
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	143
Total participants	2011-01-01	143
Number of participants with account balances	2011-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: FIRST WESTERN BANK & TRUST 401(K) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	116
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	119
Number of participants with account balances	2009-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FIRST WESTERN BANK & TRUST 401(K)

Measure	Date	Value
2022 : FIRST WESTERN BANK & TRUST 401(K) 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$4,825,958
Total of all expenses incurred	2022-12-31	$6,665,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,645,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$10,468,903
Value of total assets at end of year	2022-12-31	$32,842,128
Value of total assets at beginning of year	2022-12-31	$34,681,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,010
Total interest from all sources	2022-12-31	$69,780
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$551,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,136,107
Participant contributions at end of year	2022-12-31	$291,919
Participant contributions at beginning of year	2022-12-31	$293,517
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$7,133,919
Total non interest bearing cash at end of year	2022-12-31	$123,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,839,402
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$32,842,128
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$34,681,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$20,010
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$32,426,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$33,283,298
Interest on participant loans	2022-12-31	$12,435
Interest earned on other investments	2022-12-31	$57,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,104,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,104,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,264,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,198,877
Income. Dividends from common stock	2022-12-31	$551,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,645,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BRADY, MARTZ & ASSOCIATES P.C.
Accountancy firm EIN	2022-12-31	450310328
2021 : FIRST WESTERN BANK & TRUST 401(K) 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$975,935
Total unrealized appreciation/depreciation of assets	2021-12-31	$975,935
Total income from all sources (including contributions)	2021-12-31	$9,106,391
Total loss/gain on sale of assets	2021-12-31	$1,085,173
Total of all expenses incurred	2021-12-31	$3,268,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,243,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,924,920
Value of total assets at end of year	2021-12-31	$34,681,530
Value of total assets at beginning of year	2021-12-31	$28,843,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,589
Total interest from all sources	2021-12-31	$45,614
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,074,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$190,164
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,027,642
Participant contributions at end of year	2021-12-31	$293,517
Participant contributions at beginning of year	2021-12-31	$198,977
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,917,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,837,923
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,681,530
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,843,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$24,589
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$33,283,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,431,173
Interest on participant loans	2021-12-31	$13,133
Interest earned on other investments	2021-12-31	$32,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,104,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,312,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,312,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$735,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$980,109
Employer contributions (assets) at beginning of year	2021-12-31	$28,124
Income. Dividends from common stock	2021-12-31	$2,074,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,243,879
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$200,605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$4,746,581
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$1,085,173
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BRADY, MARTZ & ASSOCIATES P.C.
Accountancy firm EIN	2021-12-31	450310328
2020 : FIRST WESTERN BANK & TRUST 401(K) 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$758,250
Total unrealized appreciation/depreciation of assets	2020-12-31	$758,250
Total transfer of assets to this plan	2020-12-31	$10,593,513
Total income from all sources (including contributions)	2020-12-31	$4,979,020
Total loss/gain on sale of assets	2020-12-31	$169,308
Total of all expenses incurred	2020-12-31	$347,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$339,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,519,468
Value of total assets at end of year	2020-12-31	$28,843,607
Value of total assets at beginning of year	2020-12-31	$13,618,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,923
Total interest from all sources	2020-12-31	$32,863
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$499,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$190,164
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$308,030
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,128,396
Participant contributions at end of year	2020-12-31	$198,977
Participant contributions at beginning of year	2020-12-31	$90,487
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,793,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,631,220
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,843,607
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,618,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$7,923
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,431,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,597,333
Interest on participant loans	2020-12-31	$4,978
Interest earned on other investments	2020-12-31	$27,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,312,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$983,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$983,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$735,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$597,917
Employer contributions (assets) at end of year	2020-12-31	$28,124
Income. Dividends from common stock	2020-12-31	$499,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$339,877
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$200,605
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$279,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$4,746,581
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$4,359,802
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$169,308
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BRADY, MARTZ & ASSOCIATES P.C.
Accountancy firm EIN	2020-12-31	450310328
2019 : FIRST WESTERN BANK & TRUST 401(K) 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$858,534
Total unrealized appreciation/depreciation of assets	2019-12-31	$858,534
Total income from all sources (including contributions)	2019-12-31	$4,200,363
Total loss/gain on sale of assets	2019-12-31	$940,881
Total of all expenses incurred	2019-12-31	$926,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$920,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,989,180
Value of total assets at end of year	2019-12-31	$13,618,874
Value of total assets at beginning of year	2019-12-31	$10,345,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,393
Total interest from all sources	2019-12-31	$39,571
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$372,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$308,030
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$372,633
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$878,900
Participant contributions at end of year	2019-12-31	$90,487
Participant contributions at beginning of year	2019-12-31	$104,256
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$639,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,273,381
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,618,874
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,345,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$6,393
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,597,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,757,918
Interest on participant loans	2019-12-31	$5,549
Interest earned on other investments	2019-12-31	$34,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$983,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,237,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,237,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$470,617
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$8,340
Income. Dividends from common stock	2019-12-31	$372,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$920,589
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$279,469
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$268,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$4,359,802
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$2,596,120
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$940,881
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2019-12-31	450310328
2018 : FIRST WESTERN BANK & TRUST 401(K) 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-604,408
Total unrealized appreciation/depreciation of assets	2018-12-31	$-604,408
Total income from all sources (including contributions)	2018-12-31	$1,488,961
Total loss/gain on sale of assets	2018-12-31	$-921,194
Total of all expenses incurred	2018-12-31	$1,498,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,494,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,569,148
Value of total assets at end of year	2018-12-31	$10,345,493
Value of total assets at beginning of year	2018-12-31	$10,354,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,544
Total interest from all sources	2018-12-31	$29,926
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$415,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$372,633
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$438,060
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$890,551
Participant contributions at end of year	2018-12-31	$104,256
Participant contributions at beginning of year	2018-12-31	$107,909
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,217,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-9,132
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,345,493
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,354,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$3,544
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,757,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,811,577
Interest on participant loans	2018-12-31	$6,131
Interest earned on other investments	2018-12-31	$23,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,237,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,188,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,188,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$460,951
Employer contributions (assets) at end of year	2018-12-31	$8,340
Employer contributions (assets) at beginning of year	2018-12-31	$5,161
Income. Dividends from common stock	2018-12-31	$415,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,494,549
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$268,959
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$238,165
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$2,596,120
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$3,565,600
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$-921,194
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2018-12-31	450310328
2017 : FIRST WESTERN BANK & TRUST 401(K) 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$258,471
Total unrealized appreciation/depreciation of assets	2017-12-31	$258,471
Total income from all sources (including contributions)	2017-12-31	$2,894,367
Total loss/gain on sale of assets	2017-12-31	$779,146
Total of all expenses incurred	2017-12-31	$482,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$480,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,490,377
Value of total assets at end of year	2017-12-31	$10,354,625
Value of total assets at beginning of year	2017-12-31	$7,943,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,612
Total interest from all sources	2017-12-31	$20,997
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$345,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$438,060
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$546,593
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$836,817
Participant contributions at end of year	2017-12-31	$107,909
Participant contributions at beginning of year	2017-12-31	$92,894
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$220,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$4,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,411,538
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,354,625
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,943,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$2,612
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,811,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,786,368
Interest on participant loans	2017-12-31	$3,906
Interest earned on other investments	2017-12-31	$17,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,188,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$745,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$745,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$433,472
Employer contributions (assets) at end of year	2017-12-31	$5,161
Employer contributions (assets) at beginning of year	2017-12-31	$1,863
Income. Dividends from common stock	2017-12-31	$345,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$480,217
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$238,165
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$240,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$3,565,600
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$2,525,516
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$779,146
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2017-12-31	450310328
2016 : FIRST WESTERN BANK & TRUST 401(K) 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$145,146
Total unrealized appreciation/depreciation of assets	2016-12-31	$145,146
Total income from all sources (including contributions)	2016-12-31	$1,463,203
Total loss/gain on sale of assets	2016-12-31	$-76,887
Total of all expenses incurred	2016-12-31	$1,405,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,402,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,113,812
Value of total assets at end of year	2016-12-31	$7,943,087
Value of total assets at beginning of year	2016-12-31	$7,884,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,968
Total interest from all sources	2016-12-31	$27,881
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$253,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$546,593
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$605,281
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$727,761
Participant contributions at end of year	2016-12-31	$92,894
Participant contributions at beginning of year	2016-12-31	$122,964
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$15,457
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$4,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$58,140
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,943,087
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,884,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$2,968
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,786,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,044,164
Interest on participant loans	2016-12-31	$4,580
Interest earned on other investments	2016-12-31	$23,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$745,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,057,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,057,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$370,594
Employer contributions (assets) at end of year	2016-12-31	$1,863
Employer contributions (assets) at beginning of year	2016-12-31	$26,319
Income. Dividends from common stock	2016-12-31	$253,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,402,095
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$240,018
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$369,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$2,525,516
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$2,657,972
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$-76,887
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2016-12-31	450310328
2015 : FIRST WESTERN BANK & TRUST 401(K) 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-220,765
Total unrealized appreciation/depreciation of assets	2015-12-31	$-220,765
Total income from all sources (including contributions)	2015-12-31	$935,043
Total loss/gain on sale of assets	2015-12-31	$-348,999
Total of all expenses incurred	2015-12-31	$945,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$940,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,213,670
Value of total assets at end of year	2015-12-31	$7,884,947
Value of total assets at beginning of year	2015-12-31	$7,895,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,988
Total interest from all sources	2015-12-31	$25,798
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$265,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$605,281
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$331,800
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$746,358
Participant contributions at end of year	2015-12-31	$122,964
Participant contributions at beginning of year	2015-12-31	$113,692
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$101,246
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-10,664
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,884,947
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,895,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$4,988
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,044,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,070,497
Interest on participant loans	2015-12-31	$5,301
Interest earned on other investments	2015-12-31	$20,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,057,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$990,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$990,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$366,066
Employer contributions (assets) at end of year	2015-12-31	$26,319
Employer contributions (assets) at beginning of year	2015-12-31	$3,845
Income. Dividends from common stock	2015-12-31	$265,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$940,719
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$369,892
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$300,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$2,657,972
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$3,083,760
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$-348,999
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2015-12-31	450310328
2014 : FIRST WESTERN BANK & TRUST 401(K) 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-16,974
Total unrealized appreciation/depreciation of assets	2014-12-31	$-16,974
Total income from all sources (including contributions)	2014-12-31	$1,431,728
Total loss/gain on sale of assets	2014-12-31	$360,014
Total of all expenses incurred	2014-12-31	$314,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$313,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$830,493
Value of total assets at end of year	2014-12-31	$7,895,611
Value of total assets at beginning of year	2014-12-31	$6,778,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,156
Total interest from all sources	2014-12-31	$6,027
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$252,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$331,800
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$277,219
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$623,459
Participant contributions at end of year	2014-12-31	$113,692
Participant contributions at beginning of year	2014-12-31	$149,960
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,995
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,117,310
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,895,611
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,778,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$1,156
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,070,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,584,390
Interest on participant loans	2014-12-31	$6,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$990,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,169,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,169,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$200,039
Employer contributions (assets) at end of year	2014-12-31	$3,845
Employer contributions (assets) at beginning of year	2014-12-31	$879
Income. Dividends from common stock	2014-12-31	$252,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$313,262
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$300,565
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$366,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$3,083,760
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$2,229,546
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$360,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2014-12-31	450310328
2013 : FIRST WESTERN BANK & TRUST 401(K) 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$277,626
Total unrealized appreciation/depreciation of assets	2013-12-31	$277,626
Total transfer of assets to this plan	2013-12-31	$251,799
Total income from all sources (including contributions)	2013-12-31	$1,638,023
Total loss/gain on sale of assets	2013-12-31	$499,957
Total of all expenses incurred	2013-12-31	$315,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$315,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$645,116
Value of total assets at end of year	2013-12-31	$6,778,301
Value of total assets at beginning of year	2013-12-31	$5,204,381
Total interest from all sources	2013-12-31	$6,092
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$209,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$277,219
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$15,660
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$524,666
Participant contributions at end of year	2013-12-31	$149,960
Participant contributions at beginning of year	2013-12-31	$156,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,322,121
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,778,301
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,204,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,584,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,102,123
Interest on participant loans	2013-12-31	$6,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,169,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,087,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,087,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$120,450
Employer contributions (assets) at end of year	2013-12-31	$879
Employer contributions (assets) at beginning of year	2013-12-31	$73
Income. Dividends from common stock	2013-12-31	$209,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$315,902
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$366,962
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$357,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,229,546
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$1,484,712
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$499,957
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2013-12-31	450310328
2012 : FIRST WESTERN BANK & TRUST 401(K) 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$106,189
Total unrealized appreciation/depreciation of assets	2012-12-31	$106,189
Total transfer of assets to this plan	2012-12-31	$24,279
Total income from all sources (including contributions)	2012-12-31	$932,410
Total loss/gain on sale of assets	2012-12-31	$135,411
Total of all expenses incurred	2012-12-31	$108,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$108,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$552,492
Value of total assets at end of year	2012-12-31	$5,204,381
Value of total assets at beginning of year	2012-12-31	$4,355,698
Total interest from all sources	2012-12-31	$6,186
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$132,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$15,660
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$15,522
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$436,188
Participant contributions at end of year	2012-12-31	$156,609
Participant contributions at beginning of year	2012-12-31	$171,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$824,404
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,204,381
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,355,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,102,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,512,204
Interest on participant loans	2012-12-31	$6,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,087,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,049,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,049,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$116,304
Employer contributions (assets) at end of year	2012-12-31	$73
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$132,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$108,006
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$357,359
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$498,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,484,712
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,108,726
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$135,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BRADY MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2012-12-31	450310328
2011 : FIRST WESTERN BANK & TRUST 401(K) 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-78,085
Total unrealized appreciation/depreciation of assets	2011-12-31	$-78,085
Total transfer of assets to this plan	2011-12-31	$1,302
Total income from all sources (including contributions)	2011-12-31	$621,050
Total loss/gain on sale of assets	2011-12-31	$72,390
Total of all expenses incurred	2011-12-31	$52,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$52,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$514,065
Value of total assets at end of year	2011-12-31	$4,355,698
Value of total assets at beginning of year	2011-12-31	$3,786,296
Total interest from all sources	2011-12-31	$5,212
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$107,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$15,522
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$43,860
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$406,489
Participant contributions at end of year	2011-12-31	$171,620
Participant contributions at beginning of year	2011-12-31	$73,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$568,100
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,355,698
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,786,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,512,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,467,558
Interest on participant loans	2011-12-31	$5,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,049,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$495,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$495,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$107,576
Income. Dividends from common stock	2011-12-31	$107,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$52,950
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$498,623
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$341,215
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,108,726
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,364,215
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$72,390
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2011-12-31	450310328
2010 : FIRST WESTERN BANK & TRUST 401(K) 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$108,384
Total unrealized appreciation/depreciation of assets	2010-12-31	$108,384
Total income from all sources (including contributions)	2010-12-31	$950,144
Total loss/gain on sale of assets	2010-12-31	$262,505
Total of all expenses incurred	2010-12-31	$57,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$57,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$484,089
Value of total assets at end of year	2010-12-31	$3,786,296
Value of total assets at beginning of year	2010-12-31	$2,894,131
Total interest from all sources	2010-12-31	$3,871
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$91,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$43,860
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$38,280
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$381,111
Participant contributions at end of year	2010-12-31	$73,794
Participant contributions at beginning of year	2010-12-31	$84,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$892,165
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,786,296
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,894,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,467,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$863,017
Interest on participant loans	2010-12-31	$3,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$495,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$740,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$740,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$102,978
Income. Dividends from common stock	2010-12-31	$91,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$57,979
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$341,215
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$358,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$1,364,215
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$809,210
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$262,505
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2010-12-31	450310328

Form 5500 Responses for FIRST WESTERN BANK & TRUST 401(K)

2022: FIRST WESTERN BANK & TRUST 401(K) 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FIRST WESTERN BANK & TRUST 401(K) 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FIRST WESTERN BANK & TRUST 401(K) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FIRST WESTERN BANK & TRUST 401(K) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FIRST WESTERN BANK & TRUST 401(K) 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FIRST WESTERN BANK & TRUST 401(K) 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FIRST WESTERN BANK & TRUST 401(K) 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIRST WESTERN BANK & TRUST 401(K) 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST WESTERN BANK & TRUST 401(K) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIRST WESTERN BANK & TRUST 401(K) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIRST WESTERN BANK & TRUST 401(K) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FIRST WESTERN BANK & TRUST 401(K) 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FIRST WESTERN BANK & TRUST 401(K) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61238

Policy instance

Insurance contract or identification number	MR 61238
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61238

Policy instance

Insurance contract or identification number	MR 61238
Number of Individuals Covered	151
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	FIRST WESTERN BANK & TRUST
Employer identification number (EIN):	450279825
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	DAWN YSTAAS	2023-10-16
002	2021-01-01	DAWN YSTAAS	2022-10-07
002	2020-01-01	DAWN YSTAAS	2021-10-07
002	2019-01-01	JAMES PASZEK	2020-07-29
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	TRENT WESTMEYER
002	2011-01-01	CHRIS LAMOUREUX
002	2009-01-01	CHRIS LAMOUREUX