401k Plan data: EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST plan

EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

EL DORADO FINANCIAL INC has sponsored the creation of one or more 401k plans.

Company Name: EL DORADO FINANCIAL INC

Employer identification number (EIN): 760721637

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MATTHEW MULLIGAN 2023-05-22
001 2021-01-01 CHRISSY STEPHENS 2022-06-30
001 2020-01-01 CHRISSY STEPHENS 2021-10-04
001 2019-01-01 MATT MULLIGAN 2020-07-13
001 2018-01-01 MATT MULLIGAN 2019-05-15
001 2017-01-01 MATTEW MULLIGAN 2018-05-16
001 2016-01-01 MATT MULLIGAN 2017-06-14
001 2015-01-01 MATTHEW MULLIGAN 2016-05-19
001 2014-01-01 ANDREW RUSSELL 2015-06-18
001 2013-01-01 ANDREW RUSSELL 2014-05-12 MATT MULLIGAN 2014-05-12
001 2012-01-01 EL DORADO FINANCIAL, INC.
001 2011-01-01 ANDREW RUSSELL 2012-02-08 MATTHEW MULLIGAN 2012-02-08
001 2010-01-01 ANDREW RUSSELL 2011-02-28 MATTHEW MULLIGAN 2011-02-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MATTHEW MULLIGAN	2023-05-22
001	2021-01-01	CHRISSY STEPHENS	2022-06-30
001	2020-01-01	CHRISSY STEPHENS	2021-10-04
001	2019-01-01	MATT MULLIGAN	2020-07-13
001	2018-01-01	MATT MULLIGAN	2019-05-15
001	2017-01-01	MATTEW MULLIGAN	2018-05-16
001	2016-01-01	MATT MULLIGAN	2017-06-14
001	2015-01-01	MATTHEW MULLIGAN	2016-05-19
001	2014-01-01	ANDREW RUSSELL	2015-06-18
001	2013-01-01	ANDREW RUSSELL	2014-05-12	MATT MULLIGAN	2014-05-12
001	2012-01-01	EL DORADO FINANCIAL, INC.
001	2011-01-01	ANDREW RUSSELL	2012-02-08	MATTHEW MULLIGAN	2012-02-08
001	2010-01-01	ANDREW RUSSELL	2011-02-28	MATTHEW MULLIGAN	2011-02-28

Plan Statistics for EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2020: EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 73
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 18
Total of all active and inactive participants 2020-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 91
Number of participants with account balances 2020-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2012: EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 107
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 2012-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 120
Number of participants with account balances 2012-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2020: EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	73
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	18
Total of all active and inactive participants	2020-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	91
Number of participants with account balances	2020-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2012: EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	107
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	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	120
Number of participants with account balances	2012-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2020 : EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$321,811
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$136,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$131,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$198,169
Value of total assets at end of year	2020-12-31	$1,256,024
Value of total assets at beginning of year	2020-12-31	$1,070,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,956
Total interest from all sources	2020-12-31	$1,005
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$57,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$57,773
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$125,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$121,313
Participant contributions at end of year	2020-12-31	$15,419
Participant contributions at beginning of year	2020-12-31	$27,238
Other income not declared elsewhere	2020-12-31	$-1,296
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	$185,800
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,256,024
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,070,224
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,237,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,033,703
Interest on participant loans	2020-12-31	$1,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$9,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$9,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$66,160
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	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$76,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$131,055
Contract administrator fees	2020-12-31	$4,956
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	2020-12-31	Yes
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	Unqualified
Accountancy firm name	2020-12-31	BROCK BROCK AND COMPANY CPAS P.C.
Accountancy firm EIN	2020-12-31	840930288
2012 : EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$58,939
Expenses. Total of all expenses incurred	2012-12-31	$29,920
Benefits paid (including direct rollovers)	2012-12-31	$29,429
Total plan assets at end of year	2012-12-31	$202,820
Total plan assets at beginning of year	2012-12-31	$173,801
Value of fidelity bond covering the plan	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$45,430
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$13,509
Net income (gross income less expenses)	2012-12-31	$29,019
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$202,820
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$173,801
Assets. Value of participant loans	2012-12-31	$11,793
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$491
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN TRUST

2020: EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN 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
2012: EL DORADO FINANCIAL INC 401 K PROFIT SHARING PLAN 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

849636

Policy instance

Insurance contract or identification number	849636
Number of Individuals Covered	75
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,335
Total amount of fees paid to insurance company	USD $0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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 $2,335
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	TPA SERVICE FEE
Insurance broker organization code?	5

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Company Name:	EL DORADO FINANCIAL INC
Employer identification number (EIN):	760721637
NAIC Classification:	561110
NAIC Description:	Office Administrative Services