401k Plan data: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	003

BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: BANK OF FOREST

Employer identification number (EIN): 640157923

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about BANK OF FOREST

Jurisdiction of Incorporation: Mississippi Secretary of State

Incorporation Date:

Company Identification Number: 711546

More information about BANK OF FOREST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01 ANGEL BRADLEY 2020-08-12
003 2018-01-01
003 2017-01-01 ALLEN BRELAND ALLEN BRELAND 2018-07-27
003 2016-01-01 ALLEN BRELAND ALLEN BRELAND 2017-06-08
003 2015-01-01 ALLEN BRELAND ALLEN BRELAND 2016-06-02
003 2014-01-01 CINDY MCKINLEY CINDY MCKINLEY 2015-07-29
003 2013-01-01 THOMAS WALKER THOMAS WALKER 2014-06-17
003 2012-01-01 T. E. WALKER T. E. WALKER 2013-06-20
003 2011-01-01 T. E. WALKER T. E. WALKER 2012-04-03
003 2010-01-01 T. E. WALKER T. E. WALKER 2011-03-24
003 2009-01-01 T. E. WALKER T. E. WALKER 2010-08-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01	ANGEL BRADLEY	2020-08-12
003	2018-01-01
003	2017-01-01	ALLEN BRELAND		ALLEN BRELAND	2018-07-27
003	2016-01-01	ALLEN BRELAND		ALLEN BRELAND	2017-06-08
003	2015-01-01	ALLEN BRELAND		ALLEN BRELAND	2016-06-02
003	2014-01-01	CINDY MCKINLEY		CINDY MCKINLEY	2015-07-29
003	2013-01-01	THOMAS WALKER		THOMAS WALKER	2014-06-17
003	2012-01-01	T. E. WALKER		T. E. WALKER	2013-06-20
003	2011-01-01	T. E. WALKER		T. E. WALKER	2012-04-03
003	2010-01-01	T. E. WALKER		T. E. WALKER	2011-03-24
003	2009-01-01	T. E. WALKER		T. E. WALKER	2010-08-20

Plan Statistics for BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 45
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 20
Total of all active and inactive participants 2022-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 65
Number of participants with account balances 2022-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 50
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 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 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 46
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 13
Total of all active and inactive participants 2020-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 59
Number of participants with account balances 2020-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 48
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 12
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 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 52
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 57
Number of participants with account balances 2018-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 39
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 10
Total of all active and inactive participants 2017-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 49
Number of participants with account balances 2017-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 41
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 51
Number of participants with account balances 2016-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 44
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 5
Total of all active and inactive participants 2015-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 49
Number of participants with account balances 2015-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
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 8
Total of all active and inactive participants 2014-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 47
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
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 4
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Number of participants with account balances 2013-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 47
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 2
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
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 3
2011: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 50
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 2
Total of all active and inactive participants 2011-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 52
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 52
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 54
Number of participants with account balances 2010-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 49
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 51
Number of participants with account balances 2009-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	45
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	20
Total of all active and inactive participants	2022-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	65
Number of participants with account balances	2022-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	50
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	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	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	46
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	13
Total of all active and inactive participants	2020-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	59
Number of participants with account balances	2020-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	48
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	12
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	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	52
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	57
Number of participants with account balances	2018-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	39
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	10
Total of all active and inactive participants	2017-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	49
Number of participants with account balances	2017-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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	41
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	51
Number of participants with account balances	2016-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	44
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	5
Total of all active and inactive participants	2015-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	49
Number of participants with account balances	2015-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
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	8
Total of all active and inactive participants	2014-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	47
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
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	4
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Number of participants with account balances	2013-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	47
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	2
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
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	3
2011: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	50
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	2
Total of all active and inactive participants	2011-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	52
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	52
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	54
Number of participants with account balances	2010-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	49
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	51
Number of participants with account balances	2009-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2022 : BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$86,522
Expenses. Total of all expenses incurred	2022-12-31	$18,778
Benefits paid (including direct rollovers)	2022-12-31	$15,233
Total plan assets at end of year	2022-12-31	$1,480,993
Total plan assets at beginning of year	2022-12-31	$1,413,249
Value of fidelity bond covering the plan	2022-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$3,545
Other income received	2022-12-31	$-53,701
Net income (gross income less expenses)	2022-12-31	$67,744
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,480,993
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,413,249
Assets. Value of employer securities	2022-12-31	$723,900
Total contributions received or receivable from employer(s)	2022-12-31	$140,223
2021 : BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$100,000
Total income from all sources	2021-12-31	$193,022
Expenses. Total of all expenses incurred	2021-12-31	$9,538
Benefits paid (including direct rollovers)	2021-12-31	$6,926
Total plan assets at end of year	2021-12-31	$1,413,249
Total plan assets at beginning of year	2021-12-31	$1,329,765
Value of fidelity bond covering the plan	2021-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$2,612
Other income received	2021-12-31	$58,522
Net income (gross income less expenses)	2021-12-31	$183,484
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,413,249
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,229,765
Assets. Value of employer securities	2021-12-31	$815,100
Total contributions received or receivable from employer(s)	2021-12-31	$134,500
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$100,000
Total income from all sources	2020-12-31	$158,558
Expenses. Total of all expenses incurred	2020-12-31	$195,168
Benefits paid (including direct rollovers)	2020-12-31	$190,723
Total plan assets at end of year	2020-12-31	$1,329,765
Total plan assets at beginning of year	2020-12-31	$1,266,375
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$4,445
Other income received	2020-12-31	$32,858
Net income (gross income less expenses)	2020-12-31	$-36,610
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,229,765
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,266,375
Assets. Value of employer securities	2020-12-31	$795,720
Total contributions received or receivable from employer(s)	2020-12-31	$125,700
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$150,495
Expenses. Total of all expenses incurred	2019-12-31	$6,220
Benefits paid (including direct rollovers)	2019-12-31	$2,502
Total plan assets at end of year	2019-12-31	$1,266,375
Total plan assets at beginning of year	2019-12-31	$1,122,100
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,718
Other income received	2019-12-31	$50,495
Net income (gross income less expenses)	2019-12-31	$144,275
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,266,375
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,122,100
Assets. Value of employer securities	2019-12-31	$804,840
Total contributions received or receivable from employer(s)	2019-12-31	$100,000
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$166,349
Expenses. Total of all expenses incurred	2018-12-31	$82,460
Benefits paid (including direct rollovers)	2018-12-31	$80,159
Total plan assets at end of year	2018-12-31	$1,122,100
Total plan assets at beginning of year	2018-12-31	$1,038,211
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$2,301
Other income received	2018-12-31	$91,349
Net income (gross income less expenses)	2018-12-31	$83,889
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,122,100
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,038,211
Assets. Value of employer securities	2018-12-31	$794,580
Total contributions received or receivable from employer(s)	2018-12-31	$75,000
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$3,546
Total income from all sources	2017-12-31	$189,267
Expenses. Total of all expenses incurred	2017-12-31	$29,718
Benefits paid (including direct rollovers)	2017-12-31	$27,302
Total plan assets at end of year	2017-12-31	$1,038,211
Total plan assets at beginning of year	2017-12-31	$882,208
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,416
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$153,267
Net income (gross income less expenses)	2017-12-31	$159,549
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,038,211
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$878,662
Assets. Value of employer securities	2017-12-31	$745,560
Total contributions received or receivable from employer(s)	2017-12-31	$36,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$3,546
Total income from all sources	2016-12-31	$66,492
Expenses. Total of all expenses incurred	2016-12-31	$18,530
Benefits paid (including direct rollovers)	2016-12-31	$17,730
Total plan assets at end of year	2016-12-31	$882,208
Total plan assets at beginning of year	2016-12-31	$830,700
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$800
Other income received	2016-12-31	$30,492
Net income (gross income less expenses)	2016-12-31	$47,962
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$878,662
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$830,700
Assets. Value of employer securities	2016-12-31	$619,020
Total contributions received or receivable from employer(s)	2016-12-31	$36,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$23,000
Total income from all sources	2015-12-31	$68,124
Expenses. Total of all expenses incurred	2015-12-31	$43,458
Benefits paid (including direct rollovers)	2015-12-31	$41,552
Total plan assets at end of year	2015-12-31	$830,700
Total plan assets at beginning of year	2015-12-31	$829,034
Value of fidelity bond covering the plan	2015-12-31	$1,275,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,906
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$32,124
Net income (gross income less expenses)	2015-12-31	$24,666
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$830,700
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$806,034
Assets. Value of employer securities	2015-12-31	$618,450
Total contributions received or receivable from employer(s)	2015-12-31	$36,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$23,000
Total plan liabilities at beginning of year	2014-12-31	$48,000
Total income from all sources	2014-12-31	$94,507
Expenses. Total of all expenses incurred	2014-12-31	$51,371
Benefits paid (including direct rollovers)	2014-12-31	$45,962
Total plan assets at end of year	2014-12-31	$829,034
Total plan assets at beginning of year	2014-12-31	$810,898
Value of fidelity bond covering the plan	2014-12-31	$1,275,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$5,409
Other income received	2014-12-31	$58,507
Net income (gross income less expenses)	2014-12-31	$43,136
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$806,034
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$762,898
Assets. Value of employer securities	2014-12-31	$618,450
Total contributions received or receivable from employer(s)	2014-12-31	$36,000
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$48,000
Total plan liabilities at beginning of year	2013-12-31	$73,000
Total income from all sources	2013-12-31	$49,536
Expenses. Total of all expenses incurred	2013-12-31	$5,182
Benefits paid (including direct rollovers)	2013-12-31	$110
Total plan assets at end of year	2013-12-31	$810,898
Total plan assets at beginning of year	2013-12-31	$791,544
Value of fidelity bond covering the plan	2013-12-31	$1,275,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,072
Other income received	2013-12-31	$13,536
Net income (gross income less expenses)	2013-12-31	$44,354
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$762,898
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$718,544
Assets. Value of employer securities	2013-12-31	$589,380
Total contributions received or receivable from employer(s)	2013-12-31	$36,000
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$73,000
Total plan liabilities at beginning of year	2012-12-31	$98,000
Total income from all sources	2012-12-31	$98,565
Expenses. Total of all expenses incurred	2012-12-31	$7,400
Benefits paid (including direct rollovers)	2012-12-31	$2,539
Total plan assets at end of year	2012-12-31	$791,544
Total plan assets at beginning of year	2012-12-31	$725,379
Value of fidelity bond covering the plan	2012-12-31	$1,275,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,662
Other income received	2012-12-31	$62,565
Net income (gross income less expenses)	2012-12-31	$91,165
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$718,544
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$627,379
Assets. Value of employer securities	2012-12-31	$598,500
Total contributions received or receivable from employer(s)	2012-12-31	$36,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,199
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$98,000
Total plan liabilities at beginning of year	2011-12-31	$125,216
Total income from all sources	2011-12-31	$42,071
Expenses. Total of all expenses incurred	2011-12-31	$28,433
Benefits paid (including direct rollovers)	2011-12-31	$23,966
Total plan assets at end of year	2011-12-31	$725,379
Total plan assets at beginning of year	2011-12-31	$738,957
Value of fidelity bond covering the plan	2011-12-31	$1,275,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$810
Other income received	2011-12-31	$3,855
Net income (gross income less expenses)	2011-12-31	$13,638
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$627,379
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$613,741
Assets. Value of employer securities	2011-12-31	$571,710
Total contributions received or receivable from employer(s)	2011-12-31	$38,216
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,657
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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$125,216
Total plan liabilities at beginning of year	2010-12-31	$150,627
Total income from all sources	2010-12-31	$-4,930
Expenses. Total of all expenses incurred	2010-12-31	$33,761
Benefits paid (including direct rollovers)	2010-12-31	$26,784
Total plan assets at end of year	2010-12-31	$738,957
Total plan assets at beginning of year	2010-12-31	$803,059
Value of fidelity bond covering the plan	2010-12-31	$1,275,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,365
Other income received	2010-12-31	$-43,557
Net income (gross income less expenses)	2010-12-31	$-38,691
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$613,741
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$652,432
Assets. Value of employer securities	2010-12-31	$589,380
Total contributions received or receivable from employer(s)	2010-12-31	$38,627
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,612
2009 : BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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
2018: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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

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Company Name:	BANK OF FOREST
Employer identification number (EIN):	640157923
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Mississippi Secretary of State
Incorporation Date:
Company Identification Number:	711546