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FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN 401k Plan overview

Plan NameFIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN
Plan identification number 002

FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRST NATIONAL HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:FIRST NATIONAL HOLDING COMPANY
Employer identification number (EIN):470710405
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01KURT PICKREL2016-09-26
0022014-01-01KURT PICKREL2015-10-13
0022013-01-01KURT PICKREL2014-10-14
0022012-01-01GARY NORTHRUP2013-06-18

Plan Statistics for FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN

Measure Date Value
2025: FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-2825
Total number of particpants at end of year2025-04-2823
Number of Participants With Account Balances2025-04-2823
2024: FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-2923
Total number of particpants at end of year2024-04-2924
Number of Participants With Account Balances2024-04-2924
2022: FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2324
Total number of particpants at end of year2022-06-2324
Number of Participants With Account Balances2022-06-2323

Financial Data on FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN

Measure Date Value
2025 : FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-28597292
Net assets as of the end of the plan year2025-04-283559369
Total assets as of the beginning of the plan year2025-04-283494117
Value of plan covered by a fidelity bond2025-04-283100000
Participant contributions to plan in this plan year2025-04-28117667
Value of participant loans at end of plan year2025-04-2877850
Other contributions to plan in this plan year2025-04-2849153
Other income to plan in this plan year2025-04-28397552
Plan net income in this plan year2025-04-2865252
Net assets as of the end of the plan year2025-04-283559369
Net assets as of the beginning of the plan year2025-04-283494117
Employer contributions to plan in this plan year2025-04-2898172
2024 : FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-29253662
Net assets as of the end of the plan year2024-04-293494117
Total assets as of the beginning of the plan year2024-04-293147450
Value of plan covered by a fidelity bond2024-04-293100000
Participant contributions to plan in this plan year2024-04-29129438
Value of participant loans at end of plan year2024-04-2996459
Other contributions to plan in this plan year2024-04-299500
Other income to plan in this plan year2024-04-29371880
Plan net income in this plan year2024-04-29346667
Net assets as of the end of the plan year2024-04-293494117
Net assets as of the beginning of the plan year2024-04-293147450
Employer contributions to plan in this plan year2024-04-2989511
2022 : FIRST BANK & TRUST COMPANY OF FULLERTON PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-2333259
Net assets as of the end of the plan year2022-06-233811822
Total assets as of the beginning of the plan year2022-06-233298252
Value of plan covered by a fidelity bond2022-06-233100000
Participant contributions to plan in this plan year2022-06-2388250
Value of participant loans at end of plan year2022-06-2379068
Other contributions to plan in this plan year2022-06-2367750
Other income to plan in this plan year2022-06-23321526
Plan net income in this plan year2022-06-23513570
Net assets as of the end of the plan year2022-06-233811822
Net assets as of the beginning of the plan year2022-06-233298252
Employer contributions to plan in this plan year2022-06-2369303

Potentially related plans

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