401k Plan data: BANK OF WALTERBORO RETIREMENT PLAN plan

BANK OF WALTERBORO RETIREMENT PLAN 401k Plan overview

Plan Name	BANK OF WALTERBORO RETIREMENT PLAN
Plan identification number	001

BANK OF WALTERBORO 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

BANK OF THE LOWCOUNTRY has sponsored the creation of one or more 401k plans.

Company Name: BANK OF THE LOWCOUNTRY

Employer identification number (EIN): 570883963

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF WALTERBORO RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GWENDOLYN BUNTON
001 2016-01-01 GWENDOLYN BUNTON
001 2015-01-01 GWENDOLYN BUNTON
001 2014-01-01 GWENDOLYN BUNTON
001 2013-01-01 GWENDOLYN BUNTON
001 2012-01-01 GWENDOLYN BUNTON
001 2011-01-01 GWENDOLYN BUNTON
001 2009-01-01 GWENDOLYN BUNTON GWENDOLYN BUNTON 2010-06-28
001 2009-01-01 GWENDOLYN BUNTON GWENDOLYN BUNTON 2010-06-28

Plan Statistics for BANK OF WALTERBORO RETIREMENT PLAN

401k plan membership statisitcs for BANK OF WALTERBORO RETIREMENT PLAN

Measure Date Value
2022: BANK OF WALTERBORO RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
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 18
Total of all active and inactive participants 2022-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 67
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: BANK OF WALTERBORO RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 45
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 65
Number of participants with account balances 2021-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: BANK OF WALTERBORO RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 45
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 10
Total of all active and inactive participants 2020-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 61
Number of participants with account balances 2020-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: BANK OF WALTERBORO RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 46
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 60
Number of participants with account balances 2019-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: BANK OF WALTERBORO RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 46
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 60
Number of participants with account balances 2018-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: BANK OF WALTERBORO RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
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 13
Total of all active and inactive participants 2017-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 55
Number of participants with account balances 2017-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: BANK OF WALTERBORO RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 46
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 58
Number of participants with account balances 2016-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: BANK OF WALTERBORO RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 42
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 12
Total of all active and inactive participants 2015-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 54
Number of participants with account balances 2015-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: BANK OF WALTERBORO RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 49
Number of participants with account balances 2014-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: BANK OF WALTERBORO RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 36
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: BANK OF WALTERBORO RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BANK OF WALTERBORO RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 40
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 58
Number of participants with account balances 2011-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: BANK OF WALTERBORO RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 56
Number of participants with account balances 2009-01-01 56
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: BANK OF WALTERBORO RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
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	18
Total of all active and inactive participants	2022-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	67
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: BANK OF WALTERBORO RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	45
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	65
Number of participants with account balances	2021-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: BANK OF WALTERBORO RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	45
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	10
Total of all active and inactive participants	2020-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	61
Number of participants with account balances	2020-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: BANK OF WALTERBORO RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	46
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	60
Number of participants with account balances	2019-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: BANK OF WALTERBORO RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	46
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	60
Number of participants with account balances	2018-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: BANK OF WALTERBORO RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
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	13
Total of all active and inactive participants	2017-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	55
Number of participants with account balances	2017-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: BANK OF WALTERBORO RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	46
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	58
Number of participants with account balances	2016-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: BANK OF WALTERBORO RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	42
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	12
Total of all active and inactive participants	2015-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	54
Number of participants with account balances	2015-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: BANK OF WALTERBORO RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	49
Number of participants with account balances	2014-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: BANK OF WALTERBORO RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	36
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: BANK OF WALTERBORO RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BANK OF WALTERBORO RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	40
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	58
Number of participants with account balances	2011-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: BANK OF WALTERBORO RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	56
Number of participants with account balances	2009-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BANK OF WALTERBORO RETIREMENT PLAN

Measure	Date	Value
2022 : BANK OF WALTERBORO RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$35,654
Expenses. Total of all expenses incurred	2022-12-31	$414,674
Benefits paid (including direct rollovers)	2022-12-31	$395,800
Total plan assets at end of year	2022-12-31	$2,075,643
Total plan assets at beginning of year	2022-12-31	$2,454,663
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Total contributions received or receivable from participants	2022-12-31	$105,138
Other income received	2022-12-31	$-144,777
Net income (gross income less expenses)	2022-12-31	$-379,020
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,075,643
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,454,663
Assets. Value of participant loans	2022-12-31	$23,082
Assets. Value of employer securities	2022-12-31	$359,915
Total contributions received or receivable from employer(s)	2022-12-31	$75,293
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$18,874
2021 : BANK OF WALTERBORO RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$369,722
Expenses. Total of all expenses incurred	2021-12-31	$388,538
Benefits paid (including direct rollovers)	2021-12-31	$368,712
Total plan assets at end of year	2021-12-31	$2,454,663
Total plan assets at beginning of year	2021-12-31	$2,473,479
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Total contributions received or receivable from participants	2021-12-31	$104,338
Other income received	2021-12-31	$178,475
Net income (gross income less expenses)	2021-12-31	$-18,816
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,454,663
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,473,479
Assets. Value of employer securities	2021-12-31	$282,575
Total contributions received or receivable from employer(s)	2021-12-31	$86,909
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$19,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BANK OF WALTERBORO RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$418,910
Expenses. Total of all expenses incurred	2020-12-31	$138,929
Benefits paid (including direct rollovers)	2020-12-31	$124,485
Total plan assets at end of year	2020-12-31	$2,473,479
Total plan assets at beginning of year	2020-12-31	$2,193,498
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Total contributions received or receivable from participants	2020-12-31	$111,710
Other income received	2020-12-31	$208,767
Net income (gross income less expenses)	2020-12-31	$279,981
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,473,479
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,193,498
Assets. Value of employer securities	2020-12-31	$258,390
Total contributions received or receivable from employer(s)	2020-12-31	$98,433
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BANK OF WALTERBORO RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$364,707
Expenses. Total of all expenses incurred	2019-12-31	$96,603
Benefits paid (including direct rollovers)	2019-12-31	$84,250
Total plan assets at end of year	2019-12-31	$2,193,498
Total plan assets at beginning of year	2019-12-31	$1,925,394
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$106,772
Other income received	2019-12-31	$257,935
Net income (gross income less expenses)	2019-12-31	$268,104
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,193,498
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,925,394
Assets. Value of employer securities	2019-12-31	$309,096
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BANK OF WALTERBORO RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$152,309
Expenses. Total of all expenses incurred	2018-12-31	$168,454
Benefits paid (including direct rollovers)	2018-12-31	$155,673
Total plan assets at end of year	2018-12-31	$1,925,394
Total plan assets at beginning of year	2018-12-31	$1,941,539
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$105,533
Expenses. Other expenses not covered elsewhere	2018-12-31	$2,450
Other income received	2018-12-31	$-24,686
Net income (gross income less expenses)	2018-12-31	$-16,145
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,925,394
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,941,539
Assets. Value of employer securities	2018-12-31	$274,120
Total contributions received or receivable from employer(s)	2018-12-31	$71,462
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BANK OF WALTERBORO RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$296,349
Expenses. Total of all expenses incurred	2017-12-31	$38,603
Benefits paid (including direct rollovers)	2017-12-31	$29,802
Total plan assets at end of year	2017-12-31	$1,941,539
Total plan assets at beginning of year	2017-12-31	$1,683,793
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$64,786
Expenses. Other expenses not covered elsewhere	2017-12-31	$813
Other income received	2017-12-31	$166,779
Net income (gross income less expenses)	2017-12-31	$257,746
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,941,539
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,683,793
Assets. Value of employer securities	2017-12-31	$263,900
Total contributions received or receivable from employer(s)	2017-12-31	$64,784
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BANK OF WALTERBORO RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$346,641
Expenses. Total of all expenses incurred	2016-12-31	$61,134
Benefits paid (including direct rollovers)	2016-12-31	$54,098
Total plan assets at end of year	2016-12-31	$1,683,793
Total plan assets at beginning of year	2016-12-31	$1,398,286
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$64,324
Contributions received from other sources (not participants or employers)	2016-12-31	$99,154
Other income received	2016-12-31	$120,986
Net income (gross income less expenses)	2016-12-31	$285,507
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,683,793
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,398,286
Assets. Value of employer securities	2016-12-31	$235,032
Total contributions received or receivable from employer(s)	2016-12-31	$62,177
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,036
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BANK OF WALTERBORO RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$13,167
Total income from all sources	2015-12-31	$127,163
Expenses. Total of all expenses incurred	2015-12-31	$23,113
Benefits paid (including direct rollovers)	2015-12-31	$17,752
Total plan assets at end of year	2015-12-31	$1,398,286
Total plan assets at beginning of year	2015-12-31	$1,307,403
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$63,097
Other income received	2015-12-31	$-13,618
Noncash contributions received	2015-12-31	$13,167
Net income (gross income less expenses)	2015-12-31	$104,050
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,398,286
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,294,236
Assets. Value of employer securities	2015-12-31	$167,880
Total contributions received or receivable from employer(s)	2015-12-31	$64,517
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BANK OF WALTERBORO RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$13,167
Total plan liabilities at beginning of year	2014-12-31	$5,883
Total income from all sources	2014-12-31	$120,934
Expenses. Total of all expenses incurred	2014-12-31	$299,418
Benefits paid (including direct rollovers)	2014-12-31	$292,932
Total plan assets at end of year	2014-12-31	$1,307,403
Total plan assets at beginning of year	2014-12-31	$1,478,603
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$51,330
Expenses. Other expenses not covered elsewhere	2014-12-31	$351
Other income received	2014-12-31	$11,900
Net income (gross income less expenses)	2014-12-31	$-178,484
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,294,236
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,472,720
Assets. Value of employer securities	2014-12-31	$167,800
Total contributions received or receivable from employer(s)	2014-12-31	$57,704
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BANK OF WALTERBORO RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$5,883
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$195,171
Expenses. Total of all expenses incurred	2013-12-31	$211,582
Benefits paid (including direct rollovers)	2013-12-31	$199,848
Total plan assets at end of year	2013-12-31	$1,478,603
Total plan assets at beginning of year	2013-12-31	$1,489,131
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$59,625
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,809
Other income received	2013-12-31	$75,751
Net income (gross income less expenses)	2013-12-31	$-16,411
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,472,720
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,489,131
Assets. Value of employer securities	2013-12-31	$167,880
Total contributions received or receivable from employer(s)	2013-12-31	$59,795
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BANK OF WALTERBORO RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$14,710
Total income from all sources	2012-12-31	$22,873
Expenses. Total of all expenses incurred	2012-12-31	$213,469
Benefits paid (including direct rollovers)	2012-12-31	$206,892
Total plan assets at end of year	2012-12-31	$1,489,131
Total plan assets at beginning of year	2012-12-31	$1,694,437
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,813
Contributions received from other sources (not participants or employers)	2012-12-31	$54,731
Other income received	2012-12-31	$-88,880
Net income (gross income less expenses)	2012-12-31	$-190,596
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,489,131
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,679,727
Assets. Value of employer securities	2012-12-31	$155,600
Total contributions received or receivable from employer(s)	2012-12-31	$57,022
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BANK OF WALTERBORO RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$14,710
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$145,359
Expenses. Total of all expenses incurred	2011-12-31	$203,357
Benefits paid (including direct rollovers)	2011-12-31	$186,138
Total plan assets at end of year	2011-12-31	$1,694,437
Total plan assets at beginning of year	2011-12-31	$1,737,725
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$53,290
Expenses. Other expenses not covered elsewhere	2011-12-31	$14,710
Other income received	2011-12-31	$26,767
Net income (gross income less expenses)	2011-12-31	$-57,998
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,679,727
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,737,725
Assets. Value of employer securities	2011-12-31	$296,492
Total contributions received or receivable from employer(s)	2011-12-31	$65,302
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,509
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BANK OF WALTERBORO RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$178,026
Expenses. Total of all expenses incurred	2010-12-31	$5,929
Benefits paid (including direct rollovers)	2010-12-31	$5,929
Total plan assets at end of year	2010-12-31	$1,640,075
Total plan assets at beginning of year	2010-12-31	$1,467,978
Value of fidelity bond covering the plan	2010-12-31	$1,900,000
Total contributions received or receivable from participants	2010-12-31	$54,160
Contributions received from other sources (not participants or employers)	2010-12-31	$13,819
Other income received	2010-12-31	$42,396
Net income (gross income less expenses)	2010-12-31	$172,097
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,640,075
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,467,978
Assets. Value of employer securities	2010-12-31	$250,668
Total contributions received or receivable from employer(s)	2010-12-31	$81,470
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for BANK OF WALTERBORO RETIREMENT PLAN

2022: BANK OF WALTERBORO RETIREMENT 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BANK OF WALTERBORO RETIREMENT 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 – 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: BANK OF WALTERBORO RETIREMENT 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 – 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: BANK OF WALTERBORO RETIREMENT 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BANK OF WALTERBORO RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BANK OF WALTERBORO RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BANK OF WALTERBORO RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BANK OF WALTERBORO RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BANK OF WALTERBORO RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BANK OF WALTERBORO RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BANK OF WALTERBORO RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BANK OF WALTERBORO RETIREMENT PLAN 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
2009: BANK OF WALTERBORO RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

372846-01

Policy instance

Insurance contract or identification number	372846-01
Number of Individuals Covered	14
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,271
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,271
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

372846-01

Policy instance

Insurance contract or identification number	372846-01
Number of Individuals Covered	16
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,891
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,891
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

372846-01

Policy instance

Insurance contract or identification number	372846-01
Number of Individuals Covered	16
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,098
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,098
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

372846-01

Policy instance

Insurance contract or identification number	372846-01
Number of Individuals Covered	14
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,973
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,973
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

372846-01

Policy instance

Insurance contract or identification number	372846-01
Number of Individuals Covered	17
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,783
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,783
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

372846-01

Policy instance

Insurance contract or identification number	372846-01
Number of Individuals Covered	14
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,802
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,802
Insurance broker organization code?	3
Insurance broker name	KEVIN BROWN

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Company Name:	BANK OF THE LOWCOUNTRY
Employer identification number (EIN):	570883963
NAIC Classification:	522110
NAIC Description:	Commercial Banking