401k Plan data: THE TAYLOR BANK 401(K) PLAN plan

THE TAYLOR BANK 401(K) PLAN 401k Plan overview

Plan Name	THE TAYLOR BANK 401(K) PLAN
Plan identification number	002

THE TAYLOR BANK 401(K) PLAN 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

CALVIN B. TAYLOR BANKING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: CALVIN B. TAYLOR BANKING COMPANY

Employer identification number (EIN): 520505410

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAYLOR BANK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 LAUREN RUHL
002 2023-01-01
002 2023-01-01 LAUREN RUHL
002 2022-01-01
002 2022-01-01 LAUREN RUHL
002 2021-01-01
002 2021-01-01 CYNTHIA MEYER
002 2020-01-01
002 2019-01-01
002 2018-01-01 ALYSSON DUPONT 2019-06-04
002 2017-01-01 ALYSSON DUPONT 2018-06-22
002 2016-01-01 ALYSSON DUPONT 2017-06-13
002 2015-01-01 ALYSSON DUPONT 2016-05-17
002 2014-01-01 ALYSSON DUPONT 2015-06-03
002 2013-01-01 ALYSSON DUPONT 2014-05-15
002 2012-01-01 ALYSSON DUPONT 2013-05-23
002 2011-01-01 ALYSSON DUPONT 2012-05-15
002 2010-01-01 ALYSSON DUPONT 2011-05-16 ALYSSON DUPONT 2011-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	LAUREN RUHL
002	2023-01-01
002	2023-01-01	LAUREN RUHL
002	2022-01-01
002	2022-01-01	LAUREN RUHL
002	2021-01-01
002	2021-01-01	CYNTHIA MEYER
002	2020-01-01
002	2019-01-01
002	2018-01-01	ALYSSON DUPONT	2019-06-04
002	2017-01-01	ALYSSON DUPONT	2018-06-22
002	2016-01-01	ALYSSON DUPONT	2017-06-13
002	2015-01-01	ALYSSON DUPONT	2016-05-17
002	2014-01-01	ALYSSON DUPONT	2015-06-03
002	2013-01-01	ALYSSON DUPONT	2014-05-15
002	2012-01-01	ALYSSON DUPONT	2013-05-23
002	2011-01-01	ALYSSON DUPONT	2012-05-15
002	2010-01-01	ALYSSON DUPONT	2011-05-16	ALYSSON DUPONT	2011-05-16

Plan Statistics for THE TAYLOR BANK 401(K) PLAN

401k plan membership statisitcs for THE TAYLOR BANK 401(K) PLAN

Measure Date Value
2023: THE TAYLOR BANK 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 105
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 29
Total of all active and inactive participants 2023-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 134
Number of participants with account balances 2023-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 7
2022: THE TAYLOR BANK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 103
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 29
Total of all active and inactive participants 2022-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 132
Number of participants with account balances 2022-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: THE TAYLOR BANK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 99
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 141
Number of participants with account balances 2021-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: THE TAYLOR BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 105
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 128
Number of participants with account balances 2020-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: THE TAYLOR BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 103
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 23
Total of all active and inactive participants 2019-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 126
Number of participants with account balances 2019-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7

Measure	Date	Value
2023: THE TAYLOR BANK 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	105
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	29
Total of all active and inactive participants	2023-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	134
Number of participants with account balances	2023-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	7
2022: THE TAYLOR BANK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	103
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	29
Total of all active and inactive participants	2022-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	132
Number of participants with account balances	2022-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: THE TAYLOR BANK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	99
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	141
Number of participants with account balances	2021-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: THE TAYLOR BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	105
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	128
Number of participants with account balances	2020-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: THE TAYLOR BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	103
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	126
Number of participants with account balances	2019-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7

Financial Data on THE TAYLOR BANK 401(K) PLAN

Measure	Date	Value
2023 : THE TAYLOR BANK 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,447,804
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$972,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$942,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$877,494
Value of total assets at end of year	2023-12-31	$11,577,502
Value of total assets at beginning of year	2023-12-31	$10,101,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$29,328
Total interest from all sources	2023-12-31	$7,985
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$330,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$330,639
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$490,319
Participant contributions at end of year	2023-12-31	$154,046
Participant contributions at beginning of year	2023-12-31	$155,933
Participant contributions at end of year	2023-12-31	$22,347
Participant contributions at beginning of year	2023-12-31	$20,727
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$18,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,475,785
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$11,577,502
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$10,101,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,463,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,013,885
Interest on participant loans	2023-12-31	$7,985
Value of interest in common/collective trusts at end of year	2023-12-31	$707,655
Value of interest in common/collective trusts at beginning of year	2023-12-31	$695,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,215,342
Net investment gain or loss from common/collective trusts	2023-12-31	$16,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$369,025
Employer contributions (assets) at end of year	2023-12-31	$229,690
Employer contributions (assets) at beginning of year	2023-12-31	$215,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$942,691
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	YOUNT HYDE & BARBOUR P.C
Accountancy firm EIN	2023-12-31	541149263
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total transfer of assets to this plan	2023-01-01	$0
Total transfer of assets from this plan	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$2,447,804
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$972,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$942,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$877,494
Value of total assets at end of year	2023-01-01	$11,577,502
Value of total assets at beginning of year	2023-01-01	$10,101,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$29,328
Total interest from all sources	2023-01-01	$7,985
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$330,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$330,639
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$490,319
Participant contributions at end of year	2023-01-01	$154,046
Participant contributions at beginning of year	2023-01-01	$155,933
Participant contributions at end of year	2023-01-01	$22,347
Participant contributions at beginning of year	2023-01-01	$20,727
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$18,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$1,475,785
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$11,577,502
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$10,101,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$10,463,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$9,013,885
Interest on participant loans	2023-01-01	$7,985
Value of interest in common/collective trusts at end of year	2023-01-01	$707,655
Value of interest in common/collective trusts at beginning of year	2023-01-01	$695,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,215,342
Net investment gain or loss from common/collective trusts	2023-01-01	$16,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$369,025
Employer contributions (assets) at end of year	2023-01-01	$229,690
Employer contributions (assets) at beginning of year	2023-01-01	$215,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$942,691
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	YOUNT HYDE & BARBOUR P.C
Accountancy firm EIN	2023-01-01	541149263
2022 : THE TAYLOR BANK 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-964,458
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,330,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,300,996
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$797,593
Value of total assets at end of year	2022-12-31	$10,101,717
Value of total assets at beginning of year	2022-12-31	$12,396,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,426
Total interest from all sources	2022-12-31	$8,446
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$310,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$310,648
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$452,487
Participant contributions at end of year	2022-12-31	$155,933
Participant contributions at beginning of year	2022-12-31	$196,635
Participant contributions at end of year	2022-12-31	$20,727
Participant contributions at beginning of year	2022-12-31	$19,721
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$432
Other income not declared elsewhere	2022-12-31	$19,945
Administrative expenses (other) incurred	2022-12-31	$29,426
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	$-2,294,884
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,101,717
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,396,601
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,013,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,169,835
Interest on participant loans	2022-12-31	$8,446
Value of interest in common/collective trusts at end of year	2022-12-31	$695,499
Value of interest in common/collective trusts at beginning of year	2022-12-31	$812,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,113,305
Net investment gain or loss from common/collective trusts	2022-12-31	$12,215
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	$344,674
Employer contributions (assets) at end of year	2022-12-31	$215,673
Employer contributions (assets) at beginning of year	2022-12-31	$197,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,300,996
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	YOUNT HYDE & BARBOUR P.C
Accountancy firm EIN	2022-12-31	541149263
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets to this plan	2022-01-01	$0
Total transfer of assets from this plan	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-964,458
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$1,330,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,300,996
Expenses. Certain deemed distributions of participant loans	2022-01-01	$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$797,593
Value of total assets at end of year	2022-01-01	$10,101,717
Value of total assets at beginning of year	2022-01-01	$12,396,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$29,426
Total interest from all sources	2022-01-01	$8,446
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$310,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$310,648
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$452,487
Participant contributions at end of year	2022-01-01	$155,933
Participant contributions at beginning of year	2022-01-01	$196,635
Participant contributions at end of year	2022-01-01	$20,727
Participant contributions at beginning of year	2022-01-01	$19,721
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$432
Other income not declared elsewhere	2022-01-01	$19,945
Administrative expenses (other) incurred	2022-01-01	$29,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-2,294,884
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$10,101,717
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$12,396,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$9,013,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$11,169,835
Interest on participant loans	2022-01-01	$8,446
Value of interest in common/collective trusts at end of year	2022-01-01	$695,499
Value of interest in common/collective trusts at beginning of year	2022-01-01	$812,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-2,113,305
Net investment gain or loss from common/collective trusts	2022-01-01	$12,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$344,674
Employer contributions (assets) at end of year	2022-01-01	$215,673
Employer contributions (assets) at beginning of year	2022-01-01	$197,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,300,996
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	YOUNT HYDE & BARBOUR P.C
Accountancy firm EIN	2022-01-01	541149263
2021 : THE TAYLOR BANK 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,082,501
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$430,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$400,507
Expenses. Certain deemed distributions of participant loans	2021-12-31	$855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$758,276
Value of total assets at end of year	2021-12-31	$12,396,601
Value of total assets at beginning of year	2021-12-31	$10,744,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,791
Total interest from all sources	2021-12-31	$7,600
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,321,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,321,523
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$435,531
Participant contributions at end of year	2021-12-31	$196,635
Participant contributions at beginning of year	2021-12-31	$136,748
Participant contributions at end of year	2021-12-31	$19,721
Participant contributions at beginning of year	2021-12-31	$18,387
Administrative expenses (other) incurred	2021-12-31	$28,791
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	$1,652,348
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,396,601
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,744,253
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,169,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,673,186
Interest on participant loans	2021-12-31	$7,600
Value of interest in common/collective trusts at end of year	2021-12-31	$812,701
Value of interest in common/collective trusts at beginning of year	2021-12-31	$735,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-10,816
Net investment gain or loss from common/collective trusts	2021-12-31	$5,918
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	$322,745
Employer contributions (assets) at end of year	2021-12-31	$197,709
Employer contributions (assets) at beginning of year	2021-12-31	$180,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$400,507
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	YOUNT HYDE & BARBOUR P.C
Accountancy firm EIN	2021-12-31	541149263
2020 : THE TAYLOR BANK 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,039,148
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$180,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$147,089
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$809,080
Value of total assets at end of year	2020-12-31	$10,744,253
Value of total assets at beginning of year	2020-12-31	$8,885,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,423
Total interest from all sources	2020-12-31	$7,531
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$285,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$285,843
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$391,357
Participant contributions at end of year	2020-12-31	$136,748
Participant contributions at beginning of year	2020-12-31	$126,196
Participant contributions at end of year	2020-12-31	$18,387
Participant contributions at beginning of year	2020-12-31	$15,143
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$129,341
Administrative expenses (other) incurred	2020-12-31	$27,423
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	$1,858,865
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,744,253
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,885,388
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,673,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,997,436
Interest on participant loans	2020-12-31	$7,531
Value of interest in common/collective trusts at end of year	2020-12-31	$735,762
Value of interest in common/collective trusts at beginning of year	2020-12-31	$572,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$925,664
Net investment gain or loss from common/collective trusts	2020-12-31	$11,030
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	$288,382
Employer contributions (assets) at end of year	2020-12-31	$180,170
Employer contributions (assets) at beginning of year	2020-12-31	$174,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$147,089
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	YOUNT, HYDE & BARBOUR, P.C
Accountancy firm EIN	2020-12-31	541149263
2019 : THE TAYLOR BANK 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,202,527
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$214,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$183,809
Value of total corrective distributions	2019-12-31	$3,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$816,687
Value of total assets at end of year	2019-12-31	$8,885,388
Value of total assets at beginning of year	2019-12-31	$6,897,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,215
Total interest from all sources	2019-12-31	$7,037
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$282,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$282,165
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	$346,118
Participant contributions at end of year	2019-12-31	$126,196
Participant contributions at beginning of year	2019-12-31	$103,195
Participant contributions at end of year	2019-12-31	$15,143
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$38,981
Administrative expenses (other) incurred	2019-12-31	$27,215
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	$1,988,168
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,885,388
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,897,220
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,997,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,206,615
Interest on participant loans	2019-12-31	$7,037
Value of interest in common/collective trusts at end of year	2019-12-31	$572,562
Value of interest in common/collective trusts at beginning of year	2019-12-31	$587,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,084,062
Net investment gain or loss from common/collective trusts	2019-12-31	$12,576
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	$431,588
Employer contributions (assets) at end of year	2019-12-31	$174,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$183,809
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
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	ROWLES & COMPANY, LLC
Accountancy firm EIN	2019-12-31	520630619

Form 5500 Responses for THE TAYLOR BANK 401(K) PLAN

2023: THE TAYLOR BANK 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE TAYLOR BANK 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE TAYLOR BANK 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE TAYLOR BANK 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE TAYLOR BANK 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CALVIN B. TAYLOR BANKING COMPANY
Employer identification number (EIN):	520505410
NAIC Classification:	522110
NAIC Description:	Commercial Banking