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BANK OF ESTES PARK 401K P/S PLAN 401k Plan overview

Plan NameBANK OF ESTES PARK 401K P/S PLAN
Plan identification number 001

BANK OF ESTES PARK 401K P/S PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

BANK OF ESTES PARK has sponsored the creation of one or more 401k plans.

Company Name:BANK OF ESTES PARK
Employer identification number (EIN):840534976
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF ESTES PARK 401K P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES, INC.2024-07-23
0012022-01-01SCOTT APPLEGATE2023-08-07
0012021-01-01TIM R HULL2022-06-24
0012020-01-01TIM HULL2021-06-29 TIM HULL2021-06-29
0012019-01-01TIMOTHY HULL2020-06-22
0012018-01-01TIM HULL2019-10-10
0012017-01-01TIM HULL2018-07-16
0012016-01-01TIM HULL2017-06-22
0012015-01-01TIM HULL2016-06-07
0012014-01-01TIM HULL
0012013-01-01TIM HULL
0012012-01-01TIM HULL
0012011-01-01TIM HULL
0012009-01-01TIMOTHY R HULL

Plan Statistics for BANK OF ESTES PARK 401K P/S PLAN

401k plan membership statisitcs for BANK OF ESTES PARK 401K P/S PLAN

Measure Date Value
2025: BANK OF ESTES PARK 401K P/S PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-0841
Total number of particpants at end of year2025-04-0838
Number of Participants With Account Balances2025-04-0831
2024: BANK OF ESTES PARK 401K P/S PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2330
Total number of particpants at end of year2024-07-2339
Number of Participants With Account Balances2024-07-2332
2022: BANK OF ESTES PARK 401K P/S PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2445
Total number of particpants at end of year2022-06-2443
Number of Participants With Account Balances2022-06-2443
2014: BANK OF ESTES PARK 401K P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0132
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0139
Number of participants with account balances2014-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BANK OF ESTES PARK 401K P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BANK OF ESTES PARK 401K P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: BANK OF ESTES PARK 401K P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0132
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0131
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BANK OF ESTES PARK 401K P/S PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0134
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0133
Number of participants with account balances2009-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on BANK OF ESTES PARK 401K P/S PLAN

Measure Date Value
2025 : BANK OF ESTES PARK 401K P/S PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-080
Total liabilities as of the end of the plan year2025-04-080
Total liabilities as of the beginning of the plan year2025-04-080
Total expenses incurred by plan in this plan year2025-04-08437647
Net assets as of the end of the plan year2025-04-082057564
Total assets as of the beginning of the plan year2025-04-082064480
Value of plan covered by a fidelity bond2025-04-08500000
Participant contributions to plan in this plan year2025-04-0891514
Value of participant loans at end of plan year2025-04-0832966
Other expenses paid from plan in this plan year2025-04-080
Other contributions to plan in this plan year2025-04-080
Other income to plan in this plan year2025-04-08207861
Plan net income in this plan year2025-04-08-6916
Net assets as of the end of the plan year2025-04-082057564
Net assets as of the beginning of the plan year2025-04-082064480
Employer contributions to plan in this plan year2025-04-08131356
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-086547
2024 : BANK OF ESTES PARK 401K P/S PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-231408612
Net assets as of the end of the plan year2024-07-232064480
Total assets as of the beginning of the plan year2024-07-234866658
Value of plan covered by a fidelity bond2024-07-23500000
Participant contributions to plan in this plan year2024-07-2360354
Value of participant loans at end of plan year2024-07-2344262
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23-1453920
Plan net income in this plan year2024-07-23-2802178
Net assets as of the end of the plan year2024-07-232064480
Net assets as of the beginning of the plan year2024-07-234866658
Employer contributions to plan in this plan year2024-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-234135
2022 : BANK OF ESTES PARK 401K P/S PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-241165548
Net assets as of the end of the plan year2022-06-245089806
Total assets as of the beginning of the plan year2022-06-245714063
Value of plan covered by a fidelity bond2022-06-24150000
Participant contributions to plan in this plan year2022-06-2489710
Value of participant loans at end of plan year2022-06-2425681
Other expenses paid from plan in this plan year2022-06-24562
Other contributions to plan in this plan year2022-06-240
Other income to plan in this plan year2022-06-24358218
Plan net income in this plan year2022-06-24-624257
Net assets as of the end of the plan year2022-06-245089806
Net assets as of the beginning of the plan year2022-06-245714063
Employer contributions to plan in this plan year2022-06-2493363
Fees paid to broker by Benefit Provider2022-06-247356
2014 : BANK OF ESTES PARK 401K P/S PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$350,192
Expenses. Total of all expenses incurred2014-12-31$191,791
Benefits paid (including direct rollovers)2014-12-31$191,653
Total plan assets at end of year2014-12-31$4,135,131
Total plan assets at beginning of year2014-12-31$3,976,730
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$93,391
Expenses. Other expenses not covered elsewhere2014-12-31$138
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$152,110
Net income (gross income less expenses)2014-12-31$158,401
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,135,131
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,976,730
Assets. Value of participant loans2014-12-31$56,757
Total contributions received or receivable from employer(s)2014-12-31$104,691
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BANK OF ESTES PARK 401K P/S PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$470,625
Expenses. Total of all expenses incurred2013-12-31$59,230
Benefits paid (including direct rollovers)2013-12-31$59,052
Total plan assets at end of year2013-12-31$3,976,744
Total plan assets at beginning of year2013-12-31$3,565,349
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$75,295
Expenses. Other expenses not covered elsewhere2013-12-31$178
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$325,336
Net income (gross income less expenses)2013-12-31$411,395
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,976,744
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,565,349
Assets. Value of participant loans2013-12-31$59,960
Total contributions received or receivable from employer(s)2013-12-31$69,994
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BANK OF ESTES PARK 401K P/S PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-3,495
Total income from all sources2012-12-31$351,075
Expenses. Total of all expenses incurred2012-12-31$136,953
Benefits paid (including direct rollovers)2012-12-31$136,841
Total plan assets at end of year2012-12-31$3,565,349
Total plan assets at beginning of year2012-12-31$3,354,722
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$76,629
Expenses. Other expenses not covered elsewhere2012-12-31$112
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$211,852
Net income (gross income less expenses)2012-12-31$214,122
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,565,349
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,354,722
Assets. Value of participant loans2012-12-31$78,769
Total contributions received or receivable from employer(s)2012-12-31$62,594
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BANK OF ESTES PARK 401K P/S PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$238,359
Expenses. Total of all expenses incurred2011-12-31$16,557
Benefits paid (including direct rollovers)2011-12-31$16,401
Total plan assets at end of year2011-12-31$3,354,722
Total plan assets at beginning of year2011-12-31$3,132,920
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$91,247
Expenses. Other expenses not covered elsewhere2011-12-31$156
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$10,599
Net income (gross income less expenses)2011-12-31$221,802
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,354,722
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,132,920
Assets. Value of participant loans2011-12-31$109,312
Total contributions received or receivable from employer(s)2011-12-31$136,513
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BANK OF ESTES PARK 401K P/S PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$389,782
Expenses. Total of all expenses incurred2010-12-31$42,187
Benefits paid (including direct rollovers)2010-12-31$42,037
Total plan assets at end of year2010-12-31$3,132,920
Total plan assets at beginning of year2010-12-31$2,785,325
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$77,336
Expenses. Other expenses not covered elsewhere2010-12-31$150
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$151,888
Net income (gross income less expenses)2010-12-31$347,595
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,132,920
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,785,325
Assets. Value of participant loans2010-12-31$88,976
Total contributions received or receivable from employer(s)2010-12-31$160,558
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : BANK OF ESTES PARK 401K P/S PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BANK OF ESTES PARK 401K P/S PLAN

2014: BANK OF ESTES PARK 401K P/S PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BANK OF ESTES PARK 401K P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BANK OF ESTES PARK 401K P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BANK OF ESTES PARK 401K P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: BANK OF ESTES PARK 401K P/S PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026642
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026642
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026642
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026642
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026642
Policy instance 1

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