401k Plan data: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN plan

STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN
Plan identification number	002

STATE BANK NORTHWEST 401(K) PROFIT SHARING 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.

401k Sponsoring company profile

STATE BANK NORTHWEST has sponsored the creation of one or more 401k plans.

Company Name: STATE BANK NORTHWEST

Employer identification number (EIN): 910425440

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about STATE BANK NORTHWEST

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2007-02-28

Company Identification Number: 602699986

More information about STATE BANK NORTHWEST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 TIM CASSELS
002 2024-01-01 LORILEI BRANDENBURG
002 2023-01-01
002 2023-01-01 TIM CASSELS
002 2022-01-01
002 2022-01-01 CHAD DASHIELL
002 2021-01-01
002 2021-01-01 CHAD DASHIELL
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 CHAD DASHIELL
002 2016-01-01 CHAD DASHIELL
002 2015-01-01 CHAD DASHIELL
002 2014-01-01 CHAD DASHIELL
002 2013-01-01 CHAD DASHIELL
002 2012-01-01 CHAD DASHIELL
002 2011-01-01 CHAD DASHIELL
002 2010-01-01 CHAD DASHIELL
002 2009-01-01 CHAD DASHIELL

Financial Data on STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,151,236
Expenses. Total of all expenses incurred	2023-12-31	$233,288
Benefits paid (including direct rollovers)	2023-12-31	$213,955
Total plan assets at end of year	2023-12-31	$4,851,459
Total plan assets at beginning of year	2023-12-31	$3,933,511
Value of fidelity bond covering the plan	2023-12-31	$393,352
Total contributions received or receivable from participants	2023-12-31	$382,306
Other income received	2023-12-31	$663,523
Net income (gross income less expenses)	2023-12-31	$917,948
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,851,459
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,933,511
Assets. Value of participant loans	2023-12-31	$21,334
Assets. Value of employer securities	2023-12-31	$160,956
Total contributions received or receivable from employer(s)	2023-12-31	$105,407
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$19,333
2022 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-145,542
Expenses. Total of all expenses incurred	2022-12-31	$253,559
Benefits paid (including direct rollovers)	2022-12-31	$239,271
Total plan assets at end of year	2022-12-31	$3,933,511
Total plan assets at beginning of year	2022-12-31	$4,332,612
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$320,004
Contributions received from other sources (not participants or employers)	2022-12-31	$143,282
Other income received	2022-12-31	$-705,680
Net income (gross income less expenses)	2022-12-31	$-399,101
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,933,511
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,332,612
Assets. Value of participant loans	2022-12-31	$26,913
Assets. Value of employer securities	2022-12-31	$154,350
Total contributions received or receivable from employer(s)	2022-12-31	$96,852
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$14,288
2021 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$3,405
Total income from all sources	2021-12-31	$958,325
Expenses. Total of all expenses incurred	2021-12-31	$446,332
Benefits paid (including direct rollovers)	2021-12-31	$445,304
Total plan assets at end of year	2021-12-31	$4,332,612
Total plan assets at beginning of year	2021-12-31	$3,824,024
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$293,383
Other income received	2021-12-31	$572,693
Net income (gross income less expenses)	2021-12-31	$511,993
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,332,612
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,820,619
Assets. Value of participant loans	2021-12-31	$61,760
Assets. Value of employer securities	2021-12-31	$148,176
Total contributions received or receivable from employer(s)	2021-12-31	$92,249
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,028
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$3,405
Total plan liabilities at beginning of year	2020-12-31	$7,244
Total income from all sources	2020-12-31	$755,889
Expenses. Total of all expenses incurred	2020-12-31	$37,552
Benefits paid (including direct rollovers)	2020-12-31	$28,992
Total plan assets at end of year	2020-12-31	$3,824,024
Total plan assets at beginning of year	2020-12-31	$3,109,526
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$233,204
Expenses. Other expenses not covered elsewhere	2020-12-31	$4,963
Other income received	2020-12-31	$450,727
Net income (gross income less expenses)	2020-12-31	$718,337
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,820,619
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,102,282
Assets. Value of participant loans	2020-12-31	$57,561
Assets. Value of employer securities	2020-12-31	$113,190
Total contributions received or receivable from employer(s)	2020-12-31	$71,958
Value of corrective distributions	2020-12-31	$3,405
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$192
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$7,244
Total plan liabilities at beginning of year	2019-12-31	$6,194
Total income from all sources	2019-12-31	$800,776
Expenses. Total of all expenses incurred	2019-12-31	$78,780
Benefits paid (including direct rollovers)	2019-12-31	$68,250
Total plan assets at end of year	2019-12-31	$3,109,526
Total plan assets at beginning of year	2019-12-31	$2,386,480
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$202,747
Other income received	2019-12-31	$532,925
Net income (gross income less expenses)	2019-12-31	$721,996
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,102,282
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,380,286
Assets. Value of participant loans	2019-12-31	$67,079
Assets. Value of employer securities	2019-12-31	$120,393
Total contributions received or receivable from employer(s)	2019-12-31	$65,104
Value of corrective distributions	2019-12-31	$7,244
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$6,194
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$133,504
Expenses. Total of all expenses incurred	2018-12-31	$73,297
Benefits paid (including direct rollovers)	2018-12-31	$64,084
Total plan assets at end of year	2018-12-31	$2,386,480
Total plan assets at beginning of year	2018-12-31	$2,320,079
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$178,697
Expenses. Other expenses not covered elsewhere	2018-12-31	$2,875
Contributions received from other sources (not participants or employers)	2018-12-31	$11,895
Other income received	2018-12-31	$-117,868
Net income (gross income less expenses)	2018-12-31	$60,207
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,380,286
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,320,079
Assets. Value of participant loans	2018-12-31	$33,102
Assets. Value of employer securities	2018-12-31	$120,980
Total contributions received or receivable from employer(s)	2018-12-31	$60,780
Value of corrective distributions	2018-12-31	$6,194
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$528,198
Expenses. Total of all expenses incurred	2017-12-31	$370,151
Benefits paid (including direct rollovers)	2017-12-31	$364,435
Total plan assets at end of year	2017-12-31	$2,320,079
Total plan assets at beginning of year	2017-12-31	$2,162,032
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$154,604
Contributions received from other sources (not participants or employers)	2017-12-31	$692
Other income received	2017-12-31	$319,120
Net income (gross income less expenses)	2017-12-31	$158,047
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,320,079
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,162,032
Assets. Value of participant loans	2017-12-31	$33,414
Assets. Value of employer securities	2017-12-31	$90,243
Total contributions received or receivable from employer(s)	2017-12-31	$53,782
Value of corrective distributions	2017-12-31	$5,435
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$281
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$1,373
Total income from all sources	2016-12-31	$363,719
Expenses. Total of all expenses incurred	2016-12-31	$434,125
Benefits paid (including direct rollovers)	2016-12-31	$433,809
Total plan assets at end of year	2016-12-31	$2,162,032
Total plan assets at beginning of year	2016-12-31	$2,233,811
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$154,347
Contributions received from other sources (not participants or employers)	2016-12-31	$9,268
Other income received	2016-12-31	$147,237
Net income (gross income less expenses)	2016-12-31	$-70,406
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,162,032
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,232,438
Assets. Value of participant loans	2016-12-31	$51,533
Assets. Value of employer securities	2016-12-31	$72,493
Total contributions received or receivable from employer(s)	2016-12-31	$52,867
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,373
Total plan liabilities at beginning of year	2015-12-31	$5,389
Total income from all sources	2015-12-31	$311,640
Expenses. Total of all expenses incurred	2015-12-31	$99,169
Benefits paid (including direct rollovers)	2015-12-31	$92,909
Total plan assets at end of year	2015-12-31	$2,233,811
Total plan assets at beginning of year	2015-12-31	$2,025,356
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$136,276
Contributions received from other sources (not participants or employers)	2015-12-31	$155,465
Other income received	2015-12-31	$-31,257
Net income (gross income less expenses)	2015-12-31	$212,471
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,232,438
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,019,967
Assets. Value of participant loans	2015-12-31	$67,625
Assets. Value of employer securities	2015-12-31	$68,099
Total contributions received or receivable from employer(s)	2015-12-31	$51,156
Value of certain deemed distributions of participant loans	2015-12-31	$4,521
Value of corrective distributions	2015-12-31	$1,373
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$366
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$5,389
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$296,065
Expenses. Total of all expenses incurred	2014-12-31	$89,924
Benefits paid (including direct rollovers)	2014-12-31	$84,261
Total plan assets at end of year	2014-12-31	$2,025,356
Total plan assets at beginning of year	2014-12-31	$1,813,826
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$127,563
Other income received	2014-12-31	$124,030
Net income (gross income less expenses)	2014-12-31	$206,141
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,019,967
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,813,826
Assets. Value of participant loans	2014-12-31	$54,154
Assets. Value of employer securities	2014-12-31	$86,004
Total contributions received or receivable from employer(s)	2014-12-31	$44,472
Value of corrective distributions	2014-12-31	$5,389
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$806
Total income from all sources	2013-12-31	$456,972
Expenses. Total of all expenses incurred	2013-12-31	$4,229
Benefits paid (including direct rollovers)	2013-12-31	$4,070
Total plan assets at end of year	2013-12-31	$1,813,826
Total plan assets at beginning of year	2013-12-31	$1,361,889
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$101,061
Contributions received from other sources (not participants or employers)	2013-12-31	$68,982
Other income received	2013-12-31	$250,226
Net income (gross income less expenses)	2013-12-31	$452,743
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,813,826
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,361,083
Assets. Value of participant loans	2013-12-31	$64,932
Assets. Value of employer securities	2013-12-31	$61,442
Total contributions received or receivable from employer(s)	2013-12-31	$36,703
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$806
Total plan liabilities at beginning of year	2012-12-31	$548
Total income from all sources	2012-12-31	$259,468
Expenses. Total of all expenses incurred	2012-12-31	$98,932
Benefits paid (including direct rollovers)	2012-12-31	$98,799
Total plan assets at end of year	2012-12-31	$1,361,889
Total plan assets at beginning of year	2012-12-31	$1,201,095
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$93,331
Contributions received from other sources (not participants or employers)	2012-12-31	$4,938
Other income received	2012-12-31	$126,271
Net income (gross income less expenses)	2012-12-31	$160,536
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,361,083
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,200,547
Assets. Value of participant loans	2012-12-31	$454
Assets. Value of employer securities	2012-12-31	$59,023
Total contributions received or receivable from employer(s)	2012-12-31	$34,928
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$548
Total plan liabilities at beginning of year	2011-12-31	$856
Total income from all sources	2011-12-31	$114,144
Expenses. Total of all expenses incurred	2011-12-31	$152,533
Benefits paid (including direct rollovers)	2011-12-31	$152,505
Total plan assets at end of year	2011-12-31	$1,201,095
Total plan assets at beginning of year	2011-12-31	$1,239,792
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$97,772
Other income received	2011-12-31	$-22,922
Net income (gross income less expenses)	2011-12-31	$-38,389
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,200,547
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,238,936
Assets. Value of participant loans	2011-12-31	$1,204
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$226
Assets. Value of employer securities	2011-12-31	$54,239
Total contributions received or receivable from employer(s)	2011-12-31	$39,294
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$28
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$856
Total plan liabilities at beginning of year	2010-12-31	$1,760
Total income from all sources	2010-12-31	$283,113
Expenses. Total of all expenses incurred	2010-12-31	$64,407
Benefits paid (including direct rollovers)	2010-12-31	$64,407
Total plan assets at end of year	2010-12-31	$1,239,792
Total plan assets at beginning of year	2010-12-31	$1,021,990
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$106,679
Other income received	2010-12-31	$135,020
Net income (gross income less expenses)	2010-12-31	$218,706
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,238,936
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,020,230
Assets. Value of participant loans	2010-12-31	$5,477
Assets. Value of employer securities	2010-12-31	$56,173
Total contributions received or receivable from employer(s)	2010-12-31	$41,414
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : STATE BANK NORTHWEST 401(K) PROFIT SHARING 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 STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN

2023: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 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
2019: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STATE BANK NORTHWEST 401(K) PROFIT SHARING 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STATE BANK NORTHWEST 401(K) PROFIT SHARING 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STATE BANK NORTHWEST 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STATE BANK NORTHWEST 401(K) PROFIT SHARING 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	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

746927-01

Policy instance

Insurance contract or identification number	746927-01
Number of Individuals Covered	43
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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

Policy contract number

746927-01

Policy instance

Insurance contract or identification number	746927-01
Number of Individuals Covered	39
Insurance policy start date	2022-02-19
Insurance policy end date	2022-12-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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

Policy contract number

829364

Policy instance

Insurance contract or identification number	829364
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-02-19
Total amount of commissions paid to insurance broker	USD $936
Total amount of fees paid to insurance company	USD $1,025
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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