401k Plan data: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON plan

EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 401k Plan overview

Plan Name	EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON
Plan identification number	002

EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

FIRST CITIZENS BANK OF POLSON has sponsored the creation of one or more 401k plans.

Company Name: FIRST CITIZENS BANK OF POLSON

Employer identification number (EIN): 816028842

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 JEFF BETCHWARS 2020-12-30 JEFF BETCHWARS 2020-12-30
002 2019-01-01 JEFF BETCHWARS 2020-09-24 JEFF BETCHWARS 2020-09-24
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 ROBERT SLOAN ROBERT SLOAN 2015-10-05
002 2013-01-01 ROBERT SLOAN ROBERT SLOAN 2014-10-08
002 2012-01-01 ROBERT SLOAN ROBERT SLOAN 2013-07-15
002 2011-01-01 ROBERT SLOAN ROBERT SLOAN 2012-07-17
002 2009-01-01 ROBERT SLOAN ROBERT SLOAN 2010-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	JEFF BETCHWARS	2020-12-30	JEFF BETCHWARS	2020-12-30
002	2019-01-01	JEFF BETCHWARS	2020-09-24	JEFF BETCHWARS	2020-09-24
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	ROBERT SLOAN		ROBERT SLOAN	2015-10-05
002	2013-01-01	ROBERT SLOAN		ROBERT SLOAN	2014-10-08
002	2012-01-01	ROBERT SLOAN		ROBERT SLOAN	2013-07-15
002	2011-01-01	ROBERT SLOAN		ROBERT SLOAN	2012-07-17
002	2009-01-01	ROBERT SLOAN		ROBERT SLOAN	2010-07-14

Plan Statistics for EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON

401k plan membership statisitcs for EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON

Measure Date Value
2020: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2019 401k membership
Total participants, beginning-of-year 2019-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 20
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2018 401k membership
Total participants, beginning-of-year 2018-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
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 13
Total of all active and inactive participants 2018-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 20
Number of participants with account balances 2018-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 10
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 9
Total of all active and inactive participants 2016-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 19
Number of participants with account balances 2016-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 18
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 17
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 16
2013: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 14
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 15
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 17
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 19
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2020: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2019 401k membership
Total participants, beginning-of-year	2019-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	20
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2018 401k membership
Total participants, beginning-of-year	2018-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
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	13
Total of all active and inactive participants	2018-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	20
Number of participants with account balances	2018-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	10
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	9
Total of all active and inactive participants	2016-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	19
Number of participants with account balances	2016-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	18
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	17
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	16
2013: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	14
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	15
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	17
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	19
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON

Measure	Date	Value
2020 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2020 401k financial data
Total plan liabilities at end of year	2020-12-21	$0
Total plan liabilities at beginning of year	2020-12-21	$59,241
Total income from all sources	2020-12-21	$86,780
Expenses. Total of all expenses incurred	2020-12-21	$59,671
Benefits paid (including direct rollovers)	2020-12-21	$59,671
Total plan assets at end of year	2020-12-21	$0
Total plan assets at beginning of year	2020-12-21	$32,132
Value of fidelity bond covering the plan	2020-12-21	$500,000
Other income received	2020-12-21	$86,780
Net income (gross income less expenses)	2020-12-21	$27,109
Net plan assets at end of year (total assets less liabilities)	2020-12-21	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-21	$-27,109
Assets. Value of employer securities	2020-12-21	$0
2019 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$59,241
Total plan liabilities at beginning of year	2019-12-31	$59,242
Total income from all sources	2019-12-31	$-80,455
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$32,132
Total plan assets at beginning of year	2019-12-31	$112,588
Value of fidelity bond covering the plan	2019-12-31	$1,525,000
Other income received	2019-12-31	$-80,455
Net income (gross income less expenses)	2019-12-31	$-80,455
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$-27,109
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$53,346
Assets. Value of employer securities	2019-12-31	$30,862
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$59,242
Total plan liabilities at beginning of year	2018-12-31	$59,242
Total income from all sources	2018-12-31	$0
Expenses. Total of all expenses incurred	2018-12-31	$202
Benefits paid (including direct rollovers)	2018-12-31	$202
Total plan assets at end of year	2018-12-31	$112,588
Total plan assets at beginning of year	2018-12-31	$112,790
Value of fidelity bond covering the plan	2018-12-31	$1,525,000
Other income received	2018-12-31	$-3,921
Net income (gross income less expenses)	2018-12-31	$-202
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$53,346
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$53,548
Assets. Value of employer securities	2018-12-31	$111,317
Total contributions received or receivable from employer(s)	2018-12-31	$3,921
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$59,242
Total plan liabilities at beginning of year	2017-12-31	$65,872
Total income from all sources	2017-12-31	$62,109
Expenses. Total of all expenses incurred	2017-12-31	$3,083
Total plan assets at end of year	2017-12-31	$112,790
Total plan assets at beginning of year	2017-12-31	$60,394
Value of fidelity bond covering the plan	2017-12-31	$1,525,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,083
Other income received	2017-12-31	$52,396
Net income (gross income less expenses)	2017-12-31	$59,026
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$53,548
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$-5,478
Assets. Value of employer securities	2017-12-31	$111,317
Total contributions received or receivable from employer(s)	2017-12-31	$9,713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$65,872
Total plan liabilities at beginning of year	2016-12-31	$73,180
Total income from all sources	2016-12-31	$63,163
Expenses. Total of all expenses incurred	2016-12-31	$3,501
Total plan assets at end of year	2016-12-31	$60,394
Total plan assets at beginning of year	2016-12-31	$8,040
Value of fidelity bond covering the plan	2016-12-31	$1,525,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,501
Other income received	2016-12-31	$54,163
Net income (gross income less expenses)	2016-12-31	$59,662
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$-5,478
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$-65,140
Assets. Value of employer securities	2016-12-31	$58,921
Total contributions received or receivable from employer(s)	2016-12-31	$9,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$73,180
Total plan liabilities at beginning of year	2015-12-31	$81,323
Total income from all sources	2015-12-31	$-41,871
Expenses. Total of all expenses incurred	2015-12-31	$3,873
Total plan assets at end of year	2015-12-31	$8,040
Total plan assets at beginning of year	2015-12-31	$61,927
Value of fidelity bond covering the plan	2015-12-31	$1,525,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$3,873
Other income received	2015-12-31	$-56,875
Net income (gross income less expenses)	2015-12-31	$-45,744
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$-65,140
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$-19,396
Assets. Value of employer securities	2015-12-31	$4,760
Total contributions received or receivable from employer(s)	2015-12-31	$15,004
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$81,323
Total plan liabilities at beginning of year	2014-12-31	$90,361
Total income from all sources	2014-12-31	$-85,205
Expenses. Total of all expenses incurred	2014-12-31	$4,292
Total plan assets at end of year	2014-12-31	$61,927
Total plan assets at beginning of year	2014-12-31	$160,462
Value of fidelity bond covering the plan	2014-12-31	$1,525,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$4,292
Other income received	2014-12-31	$-98,535
Net income (gross income less expenses)	2014-12-31	$-89,497
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$-19,396
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$70,101
Assets. Value of employer securities	2014-12-31	$61,647
Total contributions received or receivable from employer(s)	2014-12-31	$13,330
2013 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$90,361
Total plan liabilities at beginning of year	2013-12-31	$100,474
Total income from all sources	2013-12-31	$-83,915
Expenses. Total of all expenses incurred	2013-12-31	$11,537
Benefits paid (including direct rollovers)	2013-12-31	$828
Total plan assets at end of year	2013-12-31	$160,462
Total plan assets at beginning of year	2013-12-31	$266,027
Value of fidelity bond covering the plan	2013-12-31	$1,525,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,834
Other income received	2013-12-31	$-102,992
Net income (gross income less expenses)	2013-12-31	$-95,452
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$70,101
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$165,553
Assets. Value of employer securities	2013-12-31	$160,182
Total contributions received or receivable from employer(s)	2013-12-31	$19,077
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,875
2012 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$100,474
Total plan liabilities at beginning of year	2012-12-31	$111,638
Total income from all sources	2012-12-31	$-53,230
Expenses. Total of all expenses incurred	2012-12-31	$13,974
Benefits paid (including direct rollovers)	2012-12-31	$3,411
Total plan assets at end of year	2012-12-31	$266,027
Total plan assets at beginning of year	2012-12-31	$344,395
Value of fidelity bond covering the plan	2012-12-31	$1,525,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,463
Other income received	2012-12-31	$-67,048
Net income (gross income less expenses)	2012-12-31	$-67,204
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$165,553
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$232,757
Assets. Value of employer securities	2012-12-31	$238,879
Total contributions received or receivable from employer(s)	2012-12-31	$13,818
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,100
2011 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$111,638
Total plan liabilities at beginning of year	2011-12-31	$124,224
Total income from all sources	2011-12-31	$-105,223
Expenses. Total of all expenses incurred	2011-12-31	$10,216
Benefits paid (including direct rollovers)	2011-12-31	$1,461
Total plan assets at end of year	2011-12-31	$344,395
Total plan assets at beginning of year	2011-12-31	$472,420
Value of fidelity bond covering the plan	2011-12-31	$1,525,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,755
Other income received	2011-12-31	$-132,859
Net income (gross income less expenses)	2011-12-31	$-115,439
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$232,757
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$348,196
Assets. Value of employer securities	2011-12-31	$330,305
Total contributions received or receivable from employer(s)	2011-12-31	$27,636
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,000
2010 : EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$124,224
Total plan liabilities at beginning of year	2010-12-31	$138,047
Total income from all sources	2010-12-31	$-65,867
Expenses. Total of all expenses incurred	2010-12-31	$12,951
Benefits paid (including direct rollovers)	2010-12-31	$3,335
Total plan assets at end of year	2010-12-31	$472,420
Total plan assets at beginning of year	2010-12-31	$565,061
Value of fidelity bond covering the plan	2010-12-31	$1,525,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,566
Other income received	2010-12-31	$-101,786
Net income (gross income less expenses)	2010-12-31	$-78,818
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$348,196
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$427,014
Assets. Value of employer securities	2010-12-31	$463,195
Total contributions received or receivable from employer(s)	2010-12-31	$35,919
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,050

Form 5500 Responses for EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON

2020: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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
2014: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 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: EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST OF FIRST CITIZENS BANK OF POLSON 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIRST CITIZENS BANK OF POLSON
Employer identification number (EIN):	816028842
NAIC Classification:	522110
NAIC Description:	Commercial Banking