401k Plan data: NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN plan

NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 401k Plan overview

Plan Name	NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN
Plan identification number	002

NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: NATIONAL BANK OF ANDREWS

Employer identification number (EIN): 751867856

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 THAD COWARD 2024-09-09
002 2022-01-01 THAD COWARD 2023-07-28
002 2021-01-01 THAD COWARD 2022-06-06
002 2020-01-01 THAD COWARD 2021-05-20
002 2019-01-01 THAD COWARD 2020-06-02
002 2018-01-01 URVASHI JONES 2019-09-04
002 2017-01-01 URVASHI JONES 2018-08-15
002 2016-01-01 RICHARD RAUSSER
002 2015-01-01 RALPH VENDITTI
002 2014-01-01 SUZANNE CHOULJIAN 2015-07-24 DEBBIE RULESTEAD 2015-07-21
002 2013-01-01 SUZANNE CHOULJIAN 2014-09-08 DEBBIE RULESTEAD 2014-09-11
002 2012-01-01 DEBBIE RULESTEAD 2013-06-25
002 2011-01-01 DEBBIE RULESTEAD 2012-06-11
002 2010-01-01 DEBBIE RULESTEAD 2011-06-13
002 2009-01-01 DEBBIE RULESTEAD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	THAD COWARD	2024-09-09
002	2022-01-01	THAD COWARD	2023-07-28
002	2021-01-01	THAD COWARD	2022-06-06
002	2020-01-01	THAD COWARD	2021-05-20
002	2019-01-01	THAD COWARD	2020-06-02
002	2018-01-01	URVASHI JONES	2019-09-04
002	2017-01-01	URVASHI JONES	2018-08-15
002	2016-01-01	RICHARD RAUSSER
002	2015-01-01	RALPH VENDITTI
002	2014-01-01	SUZANNE CHOULJIAN	2015-07-24	DEBBIE RULESTEAD	2015-07-21
002	2013-01-01	SUZANNE CHOULJIAN	2014-09-08	DEBBIE RULESTEAD	2014-09-11
002	2012-01-01	DEBBIE RULESTEAD	2013-06-25
002	2011-01-01	DEBBIE RULESTEAD	2012-06-11
002	2010-01-01	DEBBIE RULESTEAD	2011-06-13
002	2009-01-01	DEBBIE RULESTEAD

Financial Data on NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN

Measure	Date	Value
2025 : NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-27	275616
Net assets as of the end of the plan year	2025-06-27	14579215
Total assets as of the beginning of the plan year	2025-06-27	11007747
Value of plan covered by a fidelity bond	2025-06-27	2050000
Participant contributions to plan in this plan year	2025-06-27	368612
Value of participant loans at end of plan year	2025-06-27	123097
Other income to plan in this plan year	2025-06-27	3171838
Plan net income in this plan year	2025-06-27	3571468
Net assets as of the end of the plan year	2025-06-27	14579215
Net assets as of the beginning of the plan year	2025-06-27	11007747
Employer contributions to plan in this plan year	2025-06-27	306634
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-27	10338
2024 : NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-09	458760
Net assets as of the end of the plan year	2024-09-09	11007747
Total assets as of the beginning of the plan year	2024-09-09	9104859
Value of plan covered by a fidelity bond	2024-09-09	2050000
Participant contributions to plan in this plan year	2024-09-09	339674
Value of participant loans at end of plan year	2024-09-09	70952
Other income to plan in this plan year	2024-09-09	1753690
Plan net income in this plan year	2024-09-09	1902888
Net assets as of the end of the plan year	2024-09-09	11007747
Net assets as of the beginning of the plan year	2024-09-09	9104859
Employer contributions to plan in this plan year	2024-09-09	268284
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-09	12928
2016 : NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$693,224
Expenses. Total of all expenses incurred	2016-12-31	$81,994
Benefits paid (including direct rollovers)	2016-12-31	$74,635
Total plan assets at end of year	2016-12-31	$4,045,260
Total plan assets at beginning of year	2016-12-31	$3,434,030
Value of fidelity bond covering the plan	2016-12-31	$2,050,000
Total contributions received or receivable from participants	2016-12-31	$198,054
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,636
Contributions received from other sources (not participants or employers)	2016-12-31	$28,411
Other income received	2016-12-31	$303,748
Net income (gross income less expenses)	2016-12-31	$611,230
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,045,260
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,434,030
Assets. Value of participant loans	2016-12-31	$63,766
Assets. Value of employer securities	2016-12-31	$1,877,949
Total contributions received or receivable from employer(s)	2016-12-31	$163,011
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,723
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$727,740
Expenses. Total of all expenses incurred	2015-12-31	$16,703
Benefits paid (including direct rollovers)	2015-12-31	$2,403
Total plan assets at end of year	2015-12-31	$3,434,030
Total plan assets at beginning of year	2015-12-31	$2,722,993
Value of fidelity bond covering the plan	2015-12-31	$2,050,000
Total contributions received or receivable from participants	2015-12-31	$163,285
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,019
Contributions received from other sources (not participants or employers)	2015-12-31	$968
Other income received	2015-12-31	$429,301
Net income (gross income less expenses)	2015-12-31	$711,037
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,434,030
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,722,993
Assets. Value of participant loans	2015-12-31	$54,093
Assets. Value of employer securities	2015-12-31	$1,553,392
Total contributions received or receivable from employer(s)	2015-12-31	$134,186
Value of corrective distributions	2015-12-31	$4,869
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,412
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2009 : NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 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 NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN

2016: NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2009: NATIONAL BANK OF ANDREWS 401(K) SAVING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number	93629
Policy instance	1

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Company Name:	NATIONAL BANK OF ANDREWS
Employer identification number (EIN):	751867856
NAIC Classification:	522110
NAIC Description:	Commercial Banking