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BANK OF SUNSET AND TRUST CO. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameBANK OF SUNSET AND TRUST CO. 401(K) PLAN AND TRUST
Plan identification number 001

BANK OF SUNSET AND TRUST CO. 401(K) PLAN AND TRUST Benefits

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

401k Sponsoring company profile

BANK OF SUNSET AND TRUST CO. has sponsored the creation of one or more 401k plans.

Company Name:BANK OF SUNSET AND TRUST CO.
Employer identification number (EIN):720125080
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF SUNSET AND TRUST CO. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOY KOLB2015-05-28
0012013-01-01JOY KOLB2014-06-27
0012012-01-01JOY KOLB2013-03-07
0012011-01-01JOY KOLB2012-07-16
0012010-01-01JOY KOLB2011-07-12 JOY KOLB2011-07-12

Financial Data on BANK OF SUNSET AND TRUST CO. 401(K) PLAN AND TRUST

Measure Date Value
2025 : BANK OF SUNSET AND TRUST CO. 401(K) PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-170
Total liabilities as of the end of the plan year2025-03-170
Total liabilities as of the beginning of the plan year2025-03-170
Total expenses incurred by plan in this plan year2025-03-1740639
Net assets as of the end of the plan year2025-03-172993798
Total assets as of the beginning of the plan year2025-03-172584989
Value of plan covered by a fidelity bond2025-03-17500000
Participant contributions to plan in this plan year2025-03-17147729
Value of participant loans at end of plan year2025-03-1791939
Other expenses paid from plan in this plan year2025-03-170
Other contributions to plan in this plan year2025-03-170
Other income to plan in this plan year2025-03-17239616
Plan net income in this plan year2025-03-17408809
Net assets as of the end of the plan year2025-03-172993798
Net assets as of the beginning of the plan year2025-03-172584989
Employer contributions to plan in this plan year2025-03-1762103
Fees paid to broker by Benefit Provider2025-03-17965
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-17770
2024 : BANK OF SUNSET AND TRUST CO. 401(K) PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-150
Total liabilities as of the end of the plan year2024-04-150
Total liabilities as of the beginning of the plan year2024-04-150
Total expenses incurred by plan in this plan year2024-04-15138769
Net assets as of the end of the plan year2024-04-152584989
Total assets as of the beginning of the plan year2024-04-152283286
Value of plan covered by a fidelity bond2024-04-15500000
Participant contributions to plan in this plan year2024-04-15132226
Value of participant loans at end of plan year2024-04-15115884
Other expenses paid from plan in this plan year2024-04-150
Other contributions to plan in this plan year2024-04-150
Other income to plan in this plan year2024-04-15248183
Plan net income in this plan year2024-04-15301703
Net assets as of the end of the plan year2024-04-152584989
Net assets as of the beginning of the plan year2024-04-152283286
Employer contributions to plan in this plan year2024-04-1560063
Fees paid to broker by Benefit Provider2024-04-159086
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-152114
2022 : BANK OF SUNSET AND TRUST CO. 401(K) PLAN AND TRUST 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-04-010
Total expenses incurred by plan in this plan year2022-04-0179463
Net assets as of the end of the plan year2022-04-012500019
Total assets as of the beginning of the plan year2022-04-012157502
Value of plan covered by a fidelity bond2022-04-01500000
Participant contributions to plan in this plan year2022-04-01128057
Value of participant loans at end of plan year2022-04-01124537
Other income to plan in this plan year2022-04-01237946
Plan net income in this plan year2022-04-01342517
Net assets as of the end of the plan year2022-04-012500019
Net assets as of the beginning of the plan year2022-04-012157502
Employer contributions to plan in this plan year2022-04-0155977
Fees paid to broker by Benefit Provider2022-04-01594
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-01594

Potentially related plans

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