401k Plan data: STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST plan

STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: STOCKMENS BANK

Employer identification number (EIN): 470306960

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JUDY INGELS 2018-07-31
001 2016-01-01 JUDY INGELS 2017-07-28
001 2013-01-01 JUDITH INGELS 2014-07-31
001 2012-01-01 JUDITH INGELS 2013-09-03 JUDITH INGELS 2013-09-03
001 2011-01-01 JUDITH INGELS
001 2010-01-01 REBECCA RAY 2011-02-15 REBECCA RAY 2011-02-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JUDY INGELS	2018-07-31
001	2016-01-01	JUDY INGELS	2017-07-28
001	2013-01-01	JUDITH INGELS	2014-07-31
001	2012-01-01	JUDITH INGELS	2013-09-03	JUDITH INGELS	2013-09-03
001	2011-01-01	JUDITH INGELS
001	2010-01-01	REBECCA RAY	2011-02-15	REBECCA RAY	2011-02-15

Plan Statistics for STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011: STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Total of all active and inactive participants 2011-01-01 15
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2011: STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Total of all active and inactive participants	2011-01-01	15
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2011 : STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$41,110
Expenses. Total of all expenses incurred	2011-12-31	$573
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$247,253
Total plan assets at beginning of year	2011-12-31	$213,601
Total contributions received or receivable from participants	2011-12-31	$36,520
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-17,642
Net income (gross income less expenses)	2011-12-31	$40,537
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$247,253
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$213,601
Assets. Value of participant loans	2011-12-31	$13,500
Total contributions received or receivable from employer(s)	2011-12-31	$22,232
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$573

Form 5500 Responses for STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST

2011: STATE BANK OF BARTLEY 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	STOCKMENS BANK
Employer identification number (EIN):	470306960
NAIC Classification:	522120
NAIC Description:	Savings Institutions