401k Plan data: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST plan

FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 401k Plan overview

Plan Name	FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST
Plan identification number	005

FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: FIRST NATIONAL BANK OF ELDORADO

Employer identification number (EIN): 750251900

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01 ANDY EICHENBERG 2023-06-14
005 2021-01-01 BRIDGET WINERING 2022-08-12
005 2020-01-01 BRIDGET WINERING 2021-10-11
005 2019-01-01
005 2018-01-01 ANGIE FUENTES ANGIE FUENTES 2019-06-07
005 2017-01-01 CHARLOTTE MCMULLAN CHARLOTTE MCMULLAN 2018-05-31
005 2016-01-01 CHARLOTTE MCMULLAN CHARLOTTE MCMULLAN 2017-05-22
005 2015-01-01 CHARLOTTE MCMULLAN CHARLOTTE MCMULLAN 2016-09-16
005 2014-01-01 CHARLOTTE MCMULLAN 2015-06-24 CHARLOTTE MCMULLAN 2015-06-24
005 2013-01-01 HYMAN SAUER 2014-07-23 HYMAN SAUER 2014-07-23
005 2012-01-01 HYMAN SAUER 2013-07-17 HYMAN SAUER 2013-07-17
005 2011-01-01 HYMAN SAUER 2012-07-05
005 2010-01-01 HYMAN SAUER 2011-09-26 HYMAN SAUER 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2022-01-01	ANDY EICHENBERG	2023-06-14
005	2021-01-01	BRIDGET WINERING	2022-08-12
005	2020-01-01	BRIDGET WINERING	2021-10-11
005	2019-01-01
005	2018-01-01	ANGIE FUENTES		ANGIE FUENTES	2019-06-07
005	2017-01-01	CHARLOTTE MCMULLAN		CHARLOTTE MCMULLAN	2018-05-31
005	2016-01-01	CHARLOTTE MCMULLAN		CHARLOTTE MCMULLAN	2017-05-22
005	2015-01-01	CHARLOTTE MCMULLAN		CHARLOTTE MCMULLAN	2016-09-16
005	2014-01-01	CHARLOTTE MCMULLAN	2015-06-24	CHARLOTTE MCMULLAN	2015-06-24
005	2013-01-01	HYMAN SAUER	2014-07-23	HYMAN SAUER	2014-07-23
005	2012-01-01	HYMAN SAUER	2013-07-17	HYMAN SAUER	2013-07-17
005	2011-01-01	HYMAN SAUER	2012-07-05
005	2010-01-01	HYMAN SAUER	2011-09-26	HYMAN SAUER	2011-09-26

Plan Statistics for FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST

401k plan membership statisitcs for FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST

Measure Date Value
2019: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 15
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 0
Total of all active and inactive participants 2019-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14
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 0
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
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 1
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
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 0
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1

Measure	Date	Value
2019: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	15
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	0
Total of all active and inactive participants	2019-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14
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	0
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
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	1
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
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	0
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1

Financial Data on FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST

Measure	Date	Value
2019 : FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$524,096
Expenses. Total of all expenses incurred	2019-12-31	$29,958
Benefits paid (including direct rollovers)	2019-12-31	$8,283
Total plan assets at end of year	2019-12-31	$2,428,963
Total plan assets at beginning of year	2019-12-31	$1,934,825
Total contributions received or receivable from participants	2019-12-31	$64,853
Contributions received from other sources (not participants or employers)	2019-12-31	$23,510
Other income received	2019-12-31	$356,927
Net income (gross income less expenses)	2019-12-31	$494,138
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,428,963
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,934,825
Assets. Value of participant loans	2019-12-31	$8,767
Total contributions received or receivable from employer(s)	2019-12-31	$78,806
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$21,675
2018 : FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$34,383
Expenses. Total of all expenses incurred	2018-12-31	$332,576
Benefits paid (including direct rollovers)	2018-12-31	$307,328
Total plan assets at end of year	2018-12-31	$1,934,825
Total plan assets at beginning of year	2018-12-31	$2,233,018
Total contributions received or receivable from participants	2018-12-31	$72,656
Other income received	2018-12-31	$-107,904
Net income (gross income less expenses)	2018-12-31	$-298,193
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,934,825
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,233,018
Assets. Value of participant loans	2018-12-31	$12,099
Total contributions received or receivable from employer(s)	2018-12-31	$69,631
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25,248
2017 : FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$455,848
Expenses. Total of all expenses incurred	2017-12-31	$150,828
Benefits paid (including direct rollovers)	2017-12-31	$143,431
Total plan assets at end of year	2017-12-31	$2,233,018
Total plan assets at beginning of year	2017-12-31	$1,927,998
Total contributions received or receivable from participants	2017-12-31	$75,472
Contributions received from other sources (not participants or employers)	2017-12-31	$55,436
Other income received	2017-12-31	$252,701
Net income (gross income less expenses)	2017-12-31	$305,020
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,233,018
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,927,998
Assets. Value of participant loans	2017-12-31	$7,233
Total contributions received or receivable from employer(s)	2017-12-31	$72,239
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,397
2016 : FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$297,289
Expenses. Total of all expenses incurred	2016-12-31	$77,615
Benefits paid (including direct rollovers)	2016-12-31	$71,075
Total plan assets at end of year	2016-12-31	$1,927,998
Total plan assets at beginning of year	2016-12-31	$1,708,324
Total contributions received or receivable from participants	2016-12-31	$73,121
Other income received	2016-12-31	$126,160
Net income (gross income less expenses)	2016-12-31	$219,674
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,927,998
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,708,324
Assets. Value of participant loans	2016-12-31	$2,176
Total contributions received or receivable from employer(s)	2016-12-31	$98,008
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,540
2015 : FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$108,993
Expenses. Total of all expenses incurred	2015-12-31	$4,382
Benefits paid (including direct rollovers)	2015-12-31	$3,421
Total plan assets at end of year	2015-12-31	$1,708,324
Total plan assets at beginning of year	2015-12-31	$1,603,713
Total contributions received or receivable from participants	2015-12-31	$57,630
Other income received	2015-12-31	$-42,191
Net income (gross income less expenses)	2015-12-31	$104,611
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,708,324
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,603,713
Assets. Value of participant loans	2015-12-31	$6,739
Total contributions received or receivable from employer(s)	2015-12-31	$93,554
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$961

Form 5500 Responses for FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST

2019: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIRST NATIONAL BANK OF ELDORADO RETIREMENT TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIRST NATIONAL BANK OF ELDORADO
Employer identification number (EIN):	750251900
NAIC Classification:	522110
NAIC Description:	Commercial Banking