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

FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: FIRST BANK

Employer identification number (EIN): 640226300

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JAMES COVINGTON 2023-10-07
002 2021-01-01
002 2021-01-01 JAMES COVINGTON 2023-10-07
002 2020-01-01
002 2020-01-01 JAMES COVINGTON 2021-02-11
002 2019-01-01
002 2018-01-01 JAMES COVINGTON 2019-10-15
002 2017-01-01
002 2016-01-01 JAMES W COVINGTON JAMES W COVINGTON 2017-06-13
002 2015-01-01 JAMES W COVINGTON JAMES W COVINGTON 2016-07-22
002 2014-01-01 JAMES COVINGTON JAMES COVINGTON 2015-06-22
002 2013-01-01 JAMES COVINGTON JAMES COVINGTON 2014-05-20
002 2012-01-01 JAMES W CPVOMGTPM JAMES W CPVOMGTPM 2013-07-09
002 2011-01-01 VICKIE WEBB VICKIE WEBB 2012-07-06
002 2009-01-01 VICKIE WEBB VICKIE WEBB 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JAMES COVINGTON	2023-10-07
002	2021-01-01
002	2021-01-01	JAMES COVINGTON	2023-10-07
002	2020-01-01
002	2020-01-01	JAMES COVINGTON	2021-02-11
002	2019-01-01
002	2018-01-01	JAMES COVINGTON	2019-10-15
002	2017-01-01
002	2016-01-01	JAMES W COVINGTON		JAMES W COVINGTON	2017-06-13
002	2015-01-01	JAMES W COVINGTON		JAMES W COVINGTON	2016-07-22
002	2014-01-01	JAMES COVINGTON		JAMES COVINGTON	2015-06-22
002	2013-01-01	JAMES COVINGTON		JAMES COVINGTON	2014-05-20
002	2012-01-01	JAMES W CPVOMGTPM		JAMES W CPVOMGTPM	2013-07-09
002	2011-01-01	VICKIE WEBB		VICKIE WEBB	2012-07-06
002	2009-01-01	VICKIE WEBB		VICKIE WEBB	2010-07-27

Plan Statistics for FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

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

Measure Date Value
2022: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 100
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 28
Total of all active and inactive participants 2022-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 128
Number of participants with account balances 2022-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
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 32
Total of all active and inactive participants 2021-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 135
Number of participants with account balances 2021-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 103
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 46
Total of all active and inactive participants 2020-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 149
Number of participants with account balances 2020-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 115
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 27
Total of all active and inactive participants 2019-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 142
Number of participants with account balances 2019-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 100
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 36
Total of all active and inactive participants 2018-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 136
Number of participants with account balances 2018-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
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 32
Total of all active and inactive participants 2017-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 125
Number of participants with account balances 2017-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 94
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 15
Total of all active and inactive participants 2016-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 109
Number of participants with account balances 2016-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 81
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 20
Total of all active and inactive participants 2015-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 101
Number of participants with account balances 2015-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 92
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 14
Total of all active and inactive participants 2014-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 106
Number of participants with account balances 2014-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 84
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 10
Total of all active and inactive participants 2013-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 94
Number of participants with account balances 2013-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 86
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 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 99
Number of participants with account balances 2012-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
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 9
Total of all active and inactive participants 2011-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 92
Number of participants with account balances 2011-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 79
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 7
Total of all active and inactive participants 2009-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 86
Number of participants with account balances 2009-01-01 86
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: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	100
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	28
Total of all active and inactive participants	2022-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	128
Number of participants with account balances	2022-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
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	32
Total of all active and inactive participants	2021-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	135
Number of participants with account balances	2021-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	103
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	46
Total of all active and inactive participants	2020-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	149
Number of participants with account balances	2020-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	115
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	27
Total of all active and inactive participants	2019-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	142
Number of participants with account balances	2019-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	100
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	36
Total of all active and inactive participants	2018-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	136
Number of participants with account balances	2018-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
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	32
Total of all active and inactive participants	2017-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	125
Number of participants with account balances	2017-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	94
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	15
Total of all active and inactive participants	2016-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	109
Number of participants with account balances	2016-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	81
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	20
Total of all active and inactive participants	2015-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	101
Number of participants with account balances	2015-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	92
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	14
Total of all active and inactive participants	2014-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	106
Number of participants with account balances	2014-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	84
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	10
Total of all active and inactive participants	2013-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	94
Number of participants with account balances	2013-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	86
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	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	99
Number of participants with account balances	2012-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
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	9
Total of all active and inactive participants	2011-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	92
Number of participants with account balances	2011-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	79
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	7
Total of all active and inactive participants	2009-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	86
Number of participants with account balances	2009-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2022 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$311,834
Total unrealized appreciation/depreciation of assets	2022-12-31	$311,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$500
Total income from all sources (including contributions)	2022-12-31	$1,853,166
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$890,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$864,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$600,119
Value of total assets at end of year	2022-12-31	$13,777,917
Value of total assets at beginning of year	2022-12-31	$12,815,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,547
Total interest from all sources	2022-12-31	$3,626
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$183,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$323,019
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$16,775
Administrative expenses (other) incurred	2022-12-31	$25,547
Liabilities. Value of operating payables at end of year	2022-12-31	$350
Liabilities. Value of operating payables at beginning of year	2022-12-31	$500
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$962,981
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,777,567
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,814,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,314,020
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,571,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,226,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,236,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,236,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,318,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,200,399
Net investment gain/loss from pooled separate accounts	2022-12-31	$754,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$8,918,956
Assets. Invements in employer securities at beginning of year	2022-12-31	$7,790,760
Contributions received in cash from employer	2022-12-31	$277,100
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$183,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$864,638
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Qualified
Accountancy firm name	2022-12-31	T. E LOTT & COMPANY
Accountancy firm EIN	2022-12-31	640575804
2021 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$683,399
Total unrealized appreciation/depreciation of assets	2021-12-31	$683,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$39,474
Total income from all sources (including contributions)	2021-12-31	$1,944,143
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$558,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$532,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$716,725
Value of total assets at end of year	2021-12-31	$12,815,086
Value of total assets at beginning of year	2021-12-31	$11,468,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,041
Total interest from all sources	2021-12-31	$5,828
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$226,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$314,491
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$135,423
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$16,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$20,169
Administrative expenses (other) incurred	2021-12-31	$26,041
Liabilities. Value of operating payables at end of year	2021-12-31	$500
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$82,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,385,813
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,814,586
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,428,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,571,142
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,321,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,236,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$751,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$751,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$5,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,200,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,154,950
Net investment gain/loss from pooled separate accounts	2021-12-31	$311,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$7,790,760
Assets. Invements in employer securities at beginning of year	2021-12-31	$7,107,360
Contributions received in cash from employer	2021-12-31	$266,811
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$30,487
Income. Dividends from common stock	2021-12-31	$226,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$532,289
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$39,474
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Qualified
Accountancy firm name	2021-12-31	T. E LOTT & COMPANY
Accountancy firm EIN	2021-12-31	640575804
2020 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$-1,640,072
Total unrealized appreciation/depreciation of assets	2020-12-31	$-1,640,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$39,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3,820
Total income from all sources (including contributions)	2020-12-31	$-254,472
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,389,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,340,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$617,232
Value of total assets at end of year	2020-12-31	$11,468,247
Value of total assets at beginning of year	2020-12-31	$14,076,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$49,055
Total interest from all sources	2020-12-31	$22,218
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$404,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$329,325
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$20,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$8,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$3,811
Administrative expenses (other) incurred	2020-12-31	$49,055
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$9
Total non interest bearing cash at end of year	2020-12-31	$82,809
Total non interest bearing cash at beginning of year	2020-12-31	$313,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-2,644,218
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,428,773
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,072,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,321,097
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,327,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$751,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$757,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$757,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$22,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,154,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,338,950
Net investment gain/loss from pooled separate accounts	2020-12-31	$341,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$7,107,360
Assets. Invements in employer securities at beginning of year	2020-12-31	$9,330,432
Contributions received in cash from employer	2020-12-31	$287,907
Employer contributions (assets) at end of year	2020-12-31	$30,487
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$404,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,340,691
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$39,474
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Qualified
Accountancy firm name	2020-12-31	T. E LOTT & COMPANY
Accountancy firm EIN	2020-12-31	640575804
2019 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-142,428
Total unrealized appreciation/depreciation of assets	2019-12-31	$-142,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$30,621
Total income from all sources (including contributions)	2019-12-31	$1,379,732
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,474,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,419,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$603,957
Value of total assets at end of year	2019-12-31	$14,076,811
Value of total assets at beginning of year	2019-12-31	$15,198,649
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$55,302
Total interest from all sources	2019-12-31	$12,488
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$564,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$317,560
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$8,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$3,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$7,279
Administrative expenses (other) incurred	2019-12-31	$55,302
Liabilities. Value of operating payables at end of year	2019-12-31	$9
Liabilities. Value of operating payables at beginning of year	2019-12-31	$23,342
Total non interest bearing cash at end of year	2019-12-31	$313,920
Total non interest bearing cash at beginning of year	2019-12-31	$330,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-1,095,037
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,072,991
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,168,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,327,182
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,150,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$757,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$712,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$712,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$12,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,338,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,331,561
Net investment gain/loss from pooled separate accounts	2019-12-31	$341,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$9,330,432
Assets. Invements in employer securities at beginning of year	2019-12-31	$10,672,545
Contributions received in cash from employer	2019-12-31	$286,397
Income. Dividends from common stock	2019-12-31	$564,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,419,467
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Qualified
Accountancy firm name	2019-12-31	T. E LOTT & COMPANY
Accountancy firm EIN	2019-12-31	640575804
2018 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$81,731
Total unrealized appreciation/depreciation of assets	2018-12-31	$81,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$30,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$11,617
Total income from all sources (including contributions)	2018-12-31	$1,223,428
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$871,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$812,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$513,373
Value of total assets at end of year	2018-12-31	$15,198,649
Value of total assets at beginning of year	2018-12-31	$14,827,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$58,767
Total interest from all sources	2018-12-31	$6,283
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$625,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$263,744
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$7,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$6,644
Administrative expenses (other) incurred	2018-12-31	$58,767
Liabilities. Value of operating payables at end of year	2018-12-31	$23,342
Liabilities. Value of operating payables at beginning of year	2018-12-31	$4,973
Total non interest bearing cash at end of year	2018-12-31	$330,058
Total non interest bearing cash at beginning of year	2018-12-31	$213,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$352,087
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,168,028
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,815,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,150,196
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,054,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$712,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$666,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$666,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$6,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,331,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,344,641
Net investment gain/loss from pooled separate accounts	2018-12-31	$-3,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$10,672,545
Assets. Invements in employer securities at beginning of year	2018-12-31	$10,520,814
Contributions received in cash from employer	2018-12-31	$249,629
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$28,568
Income. Dividends from common stock	2018-12-31	$625,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$812,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Qualified
Accountancy firm name	2018-12-31	T. E LOTT & COMPANY
Accountancy firm EIN	2018-12-31	640575804
2017 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$1,392,591
Total unrealized appreciation/depreciation of assets	2017-12-31	$1,392,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$11,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$357
Total income from all sources (including contributions)	2017-12-31	$2,697,728
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$728,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$689,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$448,294
Value of total assets at end of year	2017-12-31	$14,827,558
Value of total assets at beginning of year	2017-12-31	$12,846,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$38,984
Total interest from all sources	2017-12-31	$3,849
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$581,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$200,115
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$33,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$6,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$357
Administrative expenses (other) incurred	2017-12-31	$38,984
Liabilities. Value of operating payables at end of year	2017-12-31	$4,973
Total non interest bearing cash at end of year	2017-12-31	$213,102
Total non interest bearing cash at beginning of year	2017-12-31	$140,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,969,381
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,815,941
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,846,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,398,889
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,065,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$666,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$622,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$622,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,849
Net investment gain/loss from pooled separate accounts	2017-12-31	$271,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$214,623
Employer contributions (assets) at end of year	2017-12-31	$28,568
Employer contributions (assets) at beginning of year	2017-12-31	$12,805
Income. Dividends from common stock	2017-12-31	$581,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$689,363
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$10,520,814
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$9,005,503
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Qualified
Accountancy firm name	2017-12-31	T.E. LOTT & COMPANY
Accountancy firm EIN	2017-12-31	640575804
2016 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$357
Total plan liabilities at beginning of year	2016-12-31	$4,276
Total income from all sources	2016-12-31	$1,653,956
Expenses. Total of all expenses incurred	2016-12-31	$470,007
Benefits paid (including direct rollovers)	2016-12-31	$427,121
Total plan assets at end of year	2016-12-31	$12,846,917
Total plan assets at beginning of year	2016-12-31	$11,666,887
Value of fidelity bond covering the plan	2016-12-31	$4,000,000
Total contributions received or receivable from participants	2016-12-31	$194,231
Expenses. Other expenses not covered elsewhere	2016-12-31	$42,761
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$1,274,583
Net income (gross income less expenses)	2016-12-31	$1,183,949
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$12,846,560
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,662,611
Assets. Value of employer securities	2016-12-31	$9,005,503
Total contributions received or receivable from employer(s)	2016-12-31	$185,142
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$4,276
Total plan liabilities at beginning of year	2015-12-31	$44
Total income from all sources	2015-12-31	$1,619,095
Expenses. Total of all expenses incurred	2015-12-31	$1,676,411
Benefits paid (including direct rollovers)	2015-12-31	$1,650,031
Total plan assets at end of year	2015-12-31	$11,666,887
Total plan assets at beginning of year	2015-12-31	$11,719,971
Value of fidelity bond covering the plan	2015-12-31	$4,000,000
Total contributions received or receivable from participants	2015-12-31	$183,023
Expenses. Other expenses not covered elsewhere	2015-12-31	$26,380
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$1,265,342
Net income (gross income less expenses)	2015-12-31	$-57,316
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,662,611
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,719,927
Assets. Value of employer securities	2015-12-31	$8,222,080
Total contributions received or receivable from employer(s)	2015-12-31	$170,730
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$44
Total plan liabilities at beginning of year	2014-12-31	$44
Total income from all sources	2014-12-31	$1,414,453
Expenses. Total of all expenses incurred	2014-12-31	$127,562
Benefits paid (including direct rollovers)	2014-12-31	$113,048
Total plan assets at end of year	2014-12-31	$11,719,971
Total plan assets at beginning of year	2014-12-31	$10,433,080
Value of fidelity bond covering the plan	2014-12-31	$2,500,000
Total contributions received or receivable from participants	2014-12-31	$190,958
Expenses. Other expenses not covered elsewhere	2014-12-31	$14,514
Contributions received from other sources (not participants or employers)	2014-12-31	$46,915
Other income received	2014-12-31	$1,001,058
Net income (gross income less expenses)	2014-12-31	$1,286,891
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,719,927
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,433,036
Assets. Value of employer securities	2014-12-31	$7,671,278
Total contributions received or receivable from employer(s)	2014-12-31	$175,522
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$44
Total plan liabilities at beginning of year	2013-12-31	$44
Total income from all sources	2013-12-31	$1,564,717
Expenses. Total of all expenses incurred	2013-12-31	$300,854
Benefits paid (including direct rollovers)	2013-12-31	$293,400
Total plan assets at end of year	2013-12-31	$10,433,080
Total plan assets at beginning of year	2013-12-31	$9,169,217
Value of fidelity bond covering the plan	2013-12-31	$2,500,000
Total contributions received or receivable from participants	2013-12-31	$178,826
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,454
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,231,949
Net income (gross income less expenses)	2013-12-31	$1,263,863
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,433,036
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,169,173
Assets. Value of employer securities	2013-12-31	$7,034,512
Total contributions received or receivable from employer(s)	2013-12-31	$153,942
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$44
Total plan liabilities at beginning of year	2012-12-31	$6,647
Total income from all sources	2012-12-31	$602,088
Expenses. Total of all expenses incurred	2012-12-31	$472,156
Benefits paid (including direct rollovers)	2012-12-31	$472,156
Total plan assets at end of year	2012-12-31	$9,169,217
Total plan assets at beginning of year	2012-12-31	$9,045,888
Value of fidelity bond covering the plan	2012-12-31	$2,500,000
Total contributions received or receivable from participants	2012-12-31	$192,512
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$263,127
Net income (gross income less expenses)	2012-12-31	$129,932
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,169,173
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,039,241
Assets. Value of employer securities	2012-12-31	$6,463,616
Total contributions received or receivable from employer(s)	2012-12-31	$146,449
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$6,647
Total plan liabilities at beginning of year	2011-12-31	$83,979
Total income from all sources	2011-12-31	$-199,252
Expenses. Total of all expenses incurred	2011-12-31	$865,395
Benefits paid (including direct rollovers)	2011-12-31	$856,845
Total plan assets at end of year	2011-12-31	$9,045,888
Total plan assets at beginning of year	2011-12-31	$10,187,867
Value of fidelity bond covering the plan	2011-12-31	$2,500,000
Total contributions received or receivable from participants	2011-12-31	$191,863
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-544,349
Net income (gross income less expenses)	2011-12-31	$-1,064,647
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,039,241
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$10,103,888
Assets. Value of employer securities	2011-12-31	$6,665,604
Total contributions received or receivable from employer(s)	2011-12-31	$153,234
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$83,979
Total plan liabilities at beginning of year	2010-12-31	$222,174
Total income from all sources	2010-12-31	$1,623,209
Expenses. Total of all expenses incurred	2010-12-31	$1,173,930
Benefits paid (including direct rollovers)	2010-12-31	$1,157,995
Total plan assets at end of year	2010-12-31	$10,187,867
Total plan assets at beginning of year	2010-12-31	$9,876,783
Value of fidelity bond covering the plan	2010-12-31	$2,500,000
Total contributions received or receivable from participants	2010-12-31	$185,880
Expenses. Other expenses not covered elsewhere	2010-12-31	$15,935
Other income received	2010-12-31	$1,277,548
Net income (gross income less expenses)	2010-12-31	$449,279
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$10,103,888
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$9,654,609
Assets. Value of employer securities	2010-12-31	$7,954,776
Total contributions received or receivable from employer(s)	2010-12-31	$159,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : FIRST BANK 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 FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: FIRST BANK 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 – 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: FIRST BANK 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 – 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: FIRST BANK 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 – 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: FIRST BANK 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 – 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: FIRST BANK 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 – 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: FIRST BANK 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 – 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: FIRST BANK 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 – 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: FIRST BANK 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST BANK 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	Yes
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIRST BANK 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIRST BANK 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FIRST BANK 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FIRST BANK 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR493

Policy instance

Insurance contract or identification number	PHR493
Number of Individuals Covered	82
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,381
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
Amount paid for insurance broker fees	1381
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR493

Policy instance

Insurance contract or identification number	PHR493
Number of Individuals Covered	82
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,365
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
Amount paid for insurance broker fees	1365
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR493

Policy instance

Insurance contract or identification number	PHR493
Number of Individuals Covered	93
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,803
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
Amount paid for insurance broker fees	1803
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR493

Policy instance

Insurance contract or identification number	PHR493
Number of Individuals Covered	92
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,807
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 $0
Amount paid for insurance broker fees	1807
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR493

Policy instance

Insurance contract or identification number	PHR493
Number of Individuals Covered	75
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,718
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 $0
Amount paid for insurance broker fees	1718
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR493

Policy instance

Insurance contract or identification number	PHR493
Number of Individuals Covered	69
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,205
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1205
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5
Insurance broker name	ERISA SPECIALIST, LLC

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Company Name:	FIRST BANK
Employer identification number (EIN):	640226300
NAIC Classification:	522110
NAIC Description:	Commercial Banking