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BANK OF WHITTIER 401(K) PLAN 401k Plan overview

Plan NameBANK OF WHITTIER 401(K) PLAN
Plan identification number 001

BANK OF WHITTIER 401(K) 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.
  • 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 WHITTIER has sponsored the creation of one or more 401k plans.

Company Name:BANK OF WHITTIER
Employer identification number (EIN):953741119
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about BANK OF WHITTIER

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0270161

More information about BANK OF WHITTIER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF WHITTIER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JUDY KINGMA PRACTICIONER NOT FIDUC.2015-08-20
0012013-01-01
0012012-01-01JUDY KINGMA PRACTICIONER NOT FIDUC.2013-09-19
0012011-01-01JUDY KINGMA2012-09-25
0012010-01-01YAHIA ABDUL-RAHMAN2011-08-02

Financial Data on BANK OF WHITTIER 401(K) PLAN

Measure Date Value
2025 : BANK OF WHITTIER 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2410004
Net assets as of the end of the plan year2025-07-241568297
Total assets as of the beginning of the plan year2025-07-241320373
Value of plan covered by a fidelity bond2025-07-24133000
Participant contributions to plan in this plan year2025-07-2485242
Other expenses paid from plan in this plan year2025-07-240
Other income to plan in this plan year2025-07-24141041
Plan net income in this plan year2025-07-24247924
Net assets as of the end of the plan year2025-07-241568297
Net assets as of the beginning of the plan year2025-07-241320373
Employer contributions to plan in this plan year2025-07-2431645
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-24218
2024 : BANK OF WHITTIER 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-142042
Net assets as of the end of the plan year2024-10-141320373
Total assets as of the beginning of the plan year2024-10-141072128
Value of plan covered by a fidelity bond2024-10-14128036
Participant contributions to plan in this plan year2024-10-1454404
Value of participant loans at end of plan year2024-10-1441706
Other expenses paid from plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14169326
Plan net income in this plan year2024-10-14248245
Net assets as of the end of the plan year2024-10-141320373
Net assets as of the beginning of the plan year2024-10-141072128
Employer contributions to plan in this plan year2024-10-1426557
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-140
2022 : BANK OF WHITTIER 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-077696
Net assets as of the end of the plan year2022-10-071280359
Total assets as of the beginning of the plan year2022-10-071121881
Value of plan covered by a fidelity bond2022-10-07128036
Participant contributions to plan in this plan year2022-10-0741442
Value of participant loans at end of plan year2022-10-0743305
Other expenses paid from plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-07106459
Plan net income in this plan year2022-10-07158478
Net assets as of the end of the plan year2022-10-071280359
Net assets as of the beginning of the plan year2022-10-071121881
Employer contributions to plan in this plan year2022-10-0718273
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-070

Potentially related plans

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