401k Plan data: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN plan

FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN
Plan identification number	002

FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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 BANK OF CONROE, N.A. has sponsored the creation of one or more 401k plans.

Company Name: FIRST BANK OF CONROE, N.A.

Employer identification number (EIN): 760102142

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 LEE WARREN
002 2014-01-01 LEE WARREN
002 2013-01-01 LEE WARREN
002 2012-01-01 LEE WARREN
002 2011-01-01 LEE WARREN
002 2009-01-01 LEE WARREN
002 2009-01-01 LEE WARREN

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01	LEE WARREN
002	2014-01-01	LEE WARREN
002	2013-01-01	LEE WARREN
002	2012-01-01	LEE WARREN
002	2011-01-01	LEE WARREN
002	2009-01-01	LEE WARREN
002	2009-01-01	LEE WARREN

Plan Statistics for FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN

Measure Date Value
2015: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 96
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
2014: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 83
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 96
Total participants 2014-01-01 96
Number of participants with account balances 2014-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 82
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 105
Total participants 2013-01-01 105
Number of participants with account balances 2013-01-01 105
2012: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 89
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 99
Total participants 2012-01-01 99
Number of participants with account balances 2012-01-01 99
2011: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 88
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 97
Total participants 2011-01-01 97
Number of participants with account balances 2011-01-01 97
2009: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 89
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 99
Total participants 2009-01-01 99
Number of participants with account balances 2009-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2015: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	96
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
2014: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	83
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	96
Total participants	2014-01-01	96
Number of participants with account balances	2014-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	82
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	105
Total participants	2013-01-01	105
Number of participants with account balances	2013-01-01	105
2012: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	89
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	99
Total participants	2012-01-01	99
Number of participants with account balances	2012-01-01	99
2011: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	88
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	97
Total participants	2011-01-01	97
Number of participants with account balances	2011-01-01	97
2009: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	89
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	99
Total participants	2009-01-01	99
Number of participants with account balances	2009-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN

Measure	Date	Value
2015 : FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-10-09	$409,843
Expenses. Total of all expenses incurred	2015-10-09	$7,679,943
Benefits paid (including direct rollovers)	2015-10-09	$7,652,014
Total plan assets at end of year	2015-10-09	$0
Total plan assets at beginning of year	2015-10-09	$7,270,100
Total contributions received or receivable from participants	2015-10-09	$235,492
Expenses. Other expenses not covered elsewhere	2015-10-09	$984
Contributions received from other sources (not participants or employers)	2015-10-09	$27,928
Other income received	2015-10-09	$-79,628
Net income (gross income less expenses)	2015-10-09	$-7,270,100
Net plan assets at end of year (total assets less liabilities)	2015-10-09	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-10-09	$7,270,100
Total contributions received or receivable from employer(s)	2015-10-09	$226,051
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-09	$26,945
2014 : FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$15,499
Total income from all sources	2014-12-31	$1,121,336
Expenses. Total of all expenses incurred	2014-12-31	$681,436
Benefits paid (including direct rollovers)	2014-12-31	$681,436
Total plan assets at end of year	2014-12-31	$7,270,100
Total plan assets at beginning of year	2014-12-31	$6,814,701
Total contributions received or receivable from participants	2014-12-31	$357,572
Other income received	2014-12-31	$406,175
Net income (gross income less expenses)	2014-12-31	$439,900
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,270,100
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,814,701
Total contributions received or receivable from employer(s)	2014-12-31	$357,589
2013 : FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,452,186
Expenses. Total of all expenses incurred	2013-12-31	$639,249
Benefits paid (including direct rollovers)	2013-12-31	$639,249
Total plan assets at end of year	2013-12-31	$6,814,701
Total plan assets at beginning of year	2013-12-31	$6,001,764
Total contributions received or receivable from participants	2013-12-31	$348,729
Other income received	2013-12-31	$734,575
Net income (gross income less expenses)	2013-12-31	$812,937
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,814,701
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,001,764
Total contributions received or receivable from employer(s)	2013-12-31	$368,882
2012 : FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,138,566
Expenses. Total of all expenses incurred	2012-12-31	$539,341
Benefits paid (including direct rollovers)	2012-12-31	$539,030
Total plan assets at end of year	2012-12-31	$6,001,764
Total plan assets at beginning of year	2012-12-31	$5,402,539
Total contributions received or receivable from participants	2012-12-31	$329,915
Expenses. Other expenses not covered elsewhere	2012-12-31	$311
Contributions received from other sources (not participants or employers)	2012-12-31	$61,356
Other income received	2012-12-31	$383,708
Net income (gross income less expenses)	2012-12-31	$599,225
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,001,764
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,402,539
Total contributions received or receivable from employer(s)	2012-12-31	$363,587
2011 : FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$681,454
Expenses. Total of all expenses incurred	2011-12-31	$125,975
Benefits paid (including direct rollovers)	2011-12-31	$125,912
Total plan assets at end of year	2011-12-31	$5,402,539
Total plan assets at beginning of year	2011-12-31	$4,847,060
Total contributions received or receivable from participants	2011-12-31	$320,969
Expenses. Other expenses not covered elsewhere	2011-12-31	$63
Other income received	2011-12-31	$11,714
Net income (gross income less expenses)	2011-12-31	$555,479
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,402,539
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,847,060
Total contributions received or receivable from employer(s)	2011-12-31	$348,771
2010 : FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$990,392
Expenses. Total of all expenses incurred	2010-12-31	$394,910
Benefits paid (including direct rollovers)	2010-12-31	$374,328
Total plan assets at end of year	2010-12-31	$4,847,060
Total plan assets at beginning of year	2010-12-31	$4,251,578
Total contributions received or receivable from participants	2010-12-31	$315,462
Expenses. Other expenses not covered elsewhere	2010-12-31	$20,582
Other income received	2010-12-31	$344,591
Net income (gross income less expenses)	2010-12-31	$595,482
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,847,060
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,251,578
Total contributions received or receivable from employer(s)	2010-12-31	$330,339
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN

2015: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FIRST BANK OF CONROE, N.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIRST BANK OF CONROE, N.A.
Employer identification number (EIN):	760102142
NAIC Classification:	522110
NAIC Description:	Commercial Banking