401k Plan data: DELTA TRUST RETIREMENT PLAN plan

DELTA TRUST RETIREMENT PLAN 401k Plan overview

Plan Name	DELTA TRUST RETIREMENT PLAN
Plan identification number	001

DELTA TRUST RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

DELTA TRUST CO. OF SD, INC. has sponsored the creation of one or more 401k plans.

Company Name: DELTA TRUST CO. OF SD, INC.

Employer identification number (EIN): 460423804

NAIC Classification: 525920
NAIC Description: Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DELTA TRUST RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 TODD J. BERNHARD
001 2017-01-01
001 2016-01-01 TODD J. BERNHARD
001 2015-01-01 TODD J. BERNHARD
001 2014-01-01
001 2013-01-01
001 2012-01-01 TODD BERNHARD
001 2011-01-01 TODD BERNHARD
001 2010-01-01 TODD BERNHARD
001 2009-01-01 TODD BERNHARD
001 2009-01-01 TODD BERNHARD

Plan Statistics for DELTA TRUST RETIREMENT PLAN

401k plan membership statisitcs for DELTA TRUST RETIREMENT PLAN

Measure Date Value
2017: DELTA TRUST RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DELTA TRUST RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DELTA TRUST RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DELTA TRUST RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: DELTA TRUST RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: DELTA TRUST RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: DELTA TRUST RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: DELTA TRUST RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: DELTA TRUST RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2017: DELTA TRUST RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DELTA TRUST RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DELTA TRUST RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DELTA TRUST RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: DELTA TRUST RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: DELTA TRUST RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: DELTA TRUST RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: DELTA TRUST RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: DELTA TRUST RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on DELTA TRUST RETIREMENT PLAN

Measure	Date	Value
2017 : DELTA TRUST RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$124,981
Expenses. Total of all expenses incurred	2017-12-31	$150,152
Benefits paid (including direct rollovers)	2017-12-31	$150,000
Total plan assets at end of year	2017-12-31	$608,153
Total plan assets at beginning of year	2017-12-31	$633,324
Total contributions received or receivable from participants	2017-12-31	$3,220
Expenses. Other expenses not covered elsewhere	2017-12-31	$152
Other income received	2017-12-31	$75,640
Net income (gross income less expenses)	2017-12-31	$-25,171
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$608,153
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$633,324
Assets. Value of participant loans	2017-12-31	$15,177
Total contributions received or receivable from employer(s)	2017-12-31	$46,121
2016 : DELTA TRUST RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$106,009
Total plan assets at end of year	2016-12-31	$633,324
Total plan assets at beginning of year	2016-12-31	$527,315
Total contributions received or receivable from participants	2016-12-31	$3,500
Other income received	2016-12-31	$48,059
Net income (gross income less expenses)	2016-12-31	$106,009
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$633,324
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$527,315
Assets. Value of participant loans	2016-12-31	$26,529
Total contributions received or receivable from employer(s)	2016-12-31	$54,450
2015 : DELTA TRUST RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$33,869
Expenses. Total of all expenses incurred	2015-12-31	$1,122
Benefits paid (including direct rollovers)	2015-12-31	$1,122
Total plan assets at end of year	2015-12-31	$527,315
Total plan assets at beginning of year	2015-12-31	$494,568
Total contributions received or receivable from participants	2015-12-31	$3,360
Other income received	2015-12-31	$-12,152
Net income (gross income less expenses)	2015-12-31	$32,747
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$527,315
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$494,568
Assets. Value of participant loans	2015-12-31	$37,405
Total contributions received or receivable from employer(s)	2015-12-31	$42,661
2014 : DELTA TRUST RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$85,904
Expenses. Total of all expenses incurred	2014-12-31	$24,807
Total plan assets at end of year	2014-12-31	$494,568
Total plan assets at beginning of year	2014-12-31	$433,471
Expenses. Other expenses not covered elsewhere	2014-12-31	$24,807
Other income received	2014-12-31	$12,950
Net income (gross income less expenses)	2014-12-31	$61,097
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$494,568
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$433,471
Assets. Value of participant loans	2014-12-31	$20,563
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$143
Total contributions received or receivable from employer(s)	2014-12-31	$72,954
2013 : DELTA TRUST RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$101,559
Expenses. Total of all expenses incurred	2013-12-31	$30,150
Total plan assets at end of year	2013-12-31	$433,471
Total plan assets at beginning of year	2013-12-31	$362,062
Expenses. Other expenses not covered elsewhere	2013-12-31	$30,150
Other income received	2013-12-31	$31,659
Net income (gross income less expenses)	2013-12-31	$71,409
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$433,471
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$362,062
Assets. Value of participant loans	2013-12-31	$31,178
Total contributions received or receivable from employer(s)	2013-12-31	$69,900
2012 : DELTA TRUST RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$73,023
Total plan assets at end of year	2012-12-31	$362,062
Total plan assets at beginning of year	2012-12-31	$289,038
Total contributions received or receivable from participants	2012-12-31	$1,575
Other income received	2012-12-31	$35,373
Net income (gross income less expenses)	2012-12-31	$73,023
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$362,062
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$289,038
Assets. Value of participant loans	2012-12-31	$10,972
Total contributions received or receivable from employer(s)	2012-12-31	$36,075
2011 : DELTA TRUST RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$17,458
Expenses. Total of all expenses incurred	2011-12-31	$14
Total plan assets at end of year	2011-12-31	$289,038
Total plan assets at beginning of year	2011-12-31	$271,594
Other income received	2011-12-31	$-12,852
Net income (gross income less expenses)	2011-12-31	$17,444
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$289,038
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$271,594
Assets. Value of participant loans	2011-12-31	$21,296
Total contributions received or receivable from employer(s)	2011-12-31	$30,310
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14
2010 : DELTA TRUST RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$55,745
Expenses. Total of all expenses incurred	2010-12-31	$1
Total plan assets at end of year	2010-12-31	$271,594
Total plan assets at beginning of year	2010-12-31	$215,850
Other income received	2010-12-31	$27,935
Net income (gross income less expenses)	2010-12-31	$55,744
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$271,594
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$215,850
Assets. Value of participant loans	2010-12-31	$31,017
Total contributions received or receivable from employer(s)	2010-12-31	$27,810
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1

Form 5500 Responses for DELTA TRUST RETIREMENT PLAN

2017: DELTA TRUST RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DELTA TRUST RETIREMENT PLAN 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: DELTA TRUST RETIREMENT PLAN 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: DELTA TRUST RETIREMENT PLAN 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: DELTA TRUST RETIREMENT PLAN 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: DELTA TRUST RETIREMENT PLAN 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: DELTA TRUST RETIREMENT PLAN 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
2010: DELTA TRUST RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DELTA TRUST RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

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Company Name:	DELTA TRUST CO. OF SD, INC.
Employer identification number (EIN):	460423804
NAIC Classification:	525920
NAIC Description:	Trusts, Estates, and Agency Accounts

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	TODD J. BERNHARD
001	2017-01-01
001	2016-01-01	TODD J. BERNHARD
001	2015-01-01	TODD J. BERNHARD
001	2014-01-01
001	2013-01-01
001	2012-01-01	TODD BERNHARD
001	2011-01-01	TODD BERNHARD
001	2010-01-01	TODD BERNHARD
001	2009-01-01	TODD BERNHARD
001	2009-01-01	TODD BERNHARD