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ST. MARY'S BANK 401(K) PLAN 401k Plan overview

Plan NameST. MARY'S BANK 401(K) PLAN
Plan identification number 002

ST. MARY'S BANK 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. MARY'S BANK has sponsored the creation of one or more 401k plans.

Company Name:ST. MARY'S BANK
Employer identification number (EIN):020187390
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. MARY'S BANK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PAMELA ROY
0022016-01-01PAMELA ROY
0022015-01-01PAMELA ROY
0022014-01-01PAMELA ROY
0022013-01-01PAMELA ROY
0022012-01-01PAMELA ROY
0022011-01-01DONALD G. STEVENS DONALD G. STEVENS2012-10-03
0022010-01-01DONALD G. STEVENS
0022009-01-01DONALD STEVENS

Plan Statistics for ST. MARY'S BANK 401(K) PLAN

401k plan membership statisitcs for ST. MARY'S BANK 401(K) PLAN

Measure Date Value
2022: ST. MARY'S BANK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01393
Total number of active participants reported on line 7a of the Form 55002022-01-01269
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01119
Total of all active and inactive participants2022-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01389
Number of participants with account balances2022-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: ST. MARY'S BANK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01255
Total number of active participants reported on line 7a of the Form 55002021-01-01284
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01393
Number of participants with account balances2021-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: ST. MARY'S BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01357
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01382
Number of participants with account balances2020-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: ST. MARY'S BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01331
Total number of active participants reported on line 7a of the Form 55002019-01-01249
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01357
Number of participants with account balances2019-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: ST. MARY'S BANK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01308
Total number of active participants reported on line 7a of the Form 55002018-01-01242
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01332
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: ST. MARY'S BANK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01292
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01306
Number of participants with account balances2017-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: ST. MARY'S BANK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01303
Total number of active participants reported on line 7a of the Form 55002016-01-01221
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0166
Total of all active and inactive participants2016-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01292
Number of participants with account balances2016-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: ST. MARY'S BANK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01302
Total number of active participants reported on line 7a of the Form 55002015-01-01227
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01304
Number of participants with account balances2015-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: ST. MARY'S BANK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01274
Total number of active participants reported on line 7a of the Form 55002014-01-01176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0191
Total of all active and inactive participants2014-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01267
Number of participants with account balances2014-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: ST. MARY'S BANK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01259
Total number of active participants reported on line 7a of the Form 55002013-01-01215
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01283
Number of participants with account balances2013-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: ST. MARY'S BANK 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01215
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01259
Number of participants with account balances2012-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: ST. MARY'S BANK 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01231
Total number of active participants reported on line 7a of the Form 55002011-01-01175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01219
Number of participants with account balances2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: ST. MARY'S BANK 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01247
Total number of active participants reported on line 7a of the Form 55002010-01-01171
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0158
Total of all active and inactive participants2010-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01229
Number of participants with account balances2010-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: ST. MARY'S BANK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01239
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01247
Number of participants with account balances2009-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on ST. MARY'S BANK 401(K) PLAN

Measure Date Value
2022 : ST. MARY'S BANK 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-374,997
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,864,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,801,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,215,584
Value of total assets at end of year2022-12-31$20,473,941
Value of total assets at beginning of year2022-12-31$22,713,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,269
Total interest from all sources2022-12-31$33,076
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$527,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$527,154
Administrative expenses professional fees incurred2022-12-31$7,981
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,531,768
Participant contributions at end of year2022-12-31$284,593
Participant contributions at beginning of year2022-12-31$195,381
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,160,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,239,404
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,473,941
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,713,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,043,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,706,179
Interest on participant loans2022-12-31$11,102
Interest earned on other investments2022-12-31$21,974
Value of interest in common/collective trusts at end of year2022-12-31$1,878,823
Value of interest in common/collective trusts at beginning of year2022-12-31$2,163,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,251,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,648,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,809,704
Net investment gain or loss from common/collective trusts2022-12-31$-341,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$523,308
Employer contributions (assets) at end of year2022-12-31$15,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,801,138
Contract administrator fees2022-12-31$55,288
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : ST. MARY'S BANK 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,251,344
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,764,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,701,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,555,895
Value of total assets at end of year2021-12-31$22,713,345
Value of total assets at beginning of year2021-12-31$19,226,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,785
Total interest from all sources2021-12-31$33,717
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$407,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$407,978
Administrative expenses professional fees incurred2021-12-31$1,634
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,430,407
Participant contributions at end of year2021-12-31$195,381
Participant contributions at beginning of year2021-12-31$184,763
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$116,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,487,206
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,713,345
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,226,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,706,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,368,935
Interest on participant loans2021-12-31$9,248
Interest earned on other investments2021-12-31$24,469
Value of interest in common/collective trusts at end of year2021-12-31$2,163,231
Value of interest in common/collective trusts at beginning of year2021-12-31$1,996,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,648,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,675,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,979,180
Net investment gain or loss from common/collective trusts2021-12-31$274,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,008,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,701,353
Contract administrator fees2021-12-31$61,151
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : ST. MARY'S BANK 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,102,987
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$563,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$505,221
Value of total corrective distributions2020-12-31$827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,768,073
Value of total assets at end of year2020-12-31$19,226,139
Value of total assets at beginning of year2020-12-31$15,686,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,551
Total interest from all sources2020-12-31$11,347
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$348,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$348,951
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,268,499
Participant contributions at end of year2020-12-31$184,763
Participant contributions at beginning of year2020-12-31$208,761
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,539,388
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,226,139
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,686,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,368,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,880,639
Interest on participant loans2020-12-31$11,347
Value of interest in common/collective trusts at end of year2020-12-31$1,996,533
Value of interest in common/collective trusts at beginning of year2020-12-31$1,769,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,675,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$827,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,731,907
Net investment gain or loss from common/collective trusts2020-12-31$242,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$450,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$505,221
Contract administrator fees2020-12-31$57,551
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : ST. MARY'S BANK 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,158,214
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$347,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$290,703
Value of total corrective distributions2019-12-31$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,550,231
Value of total assets at end of year2019-12-31$15,686,751
Value of total assets at beginning of year2019-12-31$11,875,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,750
Total interest from all sources2019-12-31$26,586
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$286,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$286,598
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,110,533
Participant contributions at end of year2019-12-31$208,761
Participant contributions at beginning of year2019-12-31$187,674
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,810,761
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,686,751
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,875,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,880,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,697,176
Interest on participant loans2019-12-31$11,374
Interest earned on other investments2019-12-31$15,212
Value of interest in common/collective trusts at end of year2019-12-31$1,769,487
Value of interest in common/collective trusts at beginning of year2019-12-31$1,350,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$827,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$640,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,997,788
Net investment gain or loss from common/collective trusts2019-12-31$297,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$400,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$290,703
Contract administrator fees2019-12-31$55,750
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : ST. MARY'S BANK 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$746,955
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$977,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$925,880
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,350,001
Value of total assets at end of year2018-12-31$11,875,990
Value of total assets at beginning of year2018-12-31$12,106,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,293
Total interest from all sources2018-12-31$19,609
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$250,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$250,283
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$944,392
Participant contributions at end of year2018-12-31$187,674
Participant contributions at beginning of year2018-12-31$154,464
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-230,218
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,875,990
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,106,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,697,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,863,370
Interest on participant loans2018-12-31$9,515
Interest earned on other investments2018-12-31$10,094
Value of interest in common/collective trusts at end of year2018-12-31$1,350,709
Value of interest in common/collective trusts at beginning of year2018-12-31$1,429,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$640,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$658,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-786,588
Net investment gain or loss from common/collective trusts2018-12-31$-86,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$402,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$925,880
Contract administrator fees2018-12-31$51,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : ST. MARY'S BANK 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,082,016
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,341,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,298,427
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,455,339
Value of total assets at end of year2017-12-31$12,106,208
Value of total assets at beginning of year2017-12-31$10,366,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,404
Total interest from all sources2017-12-31$17,736
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$188,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$188,401
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$873,036
Participant contributions at end of year2017-12-31$154,464
Participant contributions at beginning of year2017-12-31$145,960
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$391,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,740,185
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,106,208
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,366,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,863,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,126,117
Interest on participant loans2017-12-31$7,133
Interest earned on other investments2017-12-31$10,603
Value of interest in common/collective trusts at end of year2017-12-31$1,429,570
Value of interest in common/collective trusts at beginning of year2017-12-31$1,476,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$658,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$617,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,194,259
Net investment gain or loss from common/collective trusts2017-12-31$226,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$191,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,298,427
Contract administrator fees2017-12-31$43,404
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : ST. MARY'S BANK 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,820,869
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$208,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$169,205
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,168,751
Value of total assets at end of year2016-12-31$10,366,023
Value of total assets at beginning of year2016-12-31$8,753,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,269
Total interest from all sources2016-12-31$15,767
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$126,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$126,352
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$842,315
Participant contributions at end of year2016-12-31$145,960
Participant contributions at beginning of year2016-12-31$121,262
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$141,733
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,612,395
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,366,023
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,753,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,126,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,118,229
Interest on participant loans2016-12-31$7,199
Interest earned on other investments2016-12-31$8,568
Value of interest in common/collective trusts at end of year2016-12-31$1,476,109
Value of interest in common/collective trusts at beginning of year2016-12-31$1,197,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$617,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$316,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$509,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$184,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$169,205
Contract administrator fees2016-12-31$39,269
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : ST. MARY'S BANK 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$981,072
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,261,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,223,125
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$932,889
Value of total assets at end of year2015-12-31$8,753,628
Value of total assets at beginning of year2015-12-31$9,034,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,843
Total interest from all sources2015-12-31$14,330
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$265,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$265,396
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$738,656
Participant contributions at end of year2015-12-31$121,262
Participant contributions at beginning of year2015-12-31$118,315
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$32,764
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$32,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-280,896
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,753,628
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,034,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,118,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,250,602
Interest on participant loans2015-12-31$6,527
Interest earned on other investments2015-12-31$7,803
Value of interest in common/collective trusts at end of year2015-12-31$1,197,741
Value of interest in common/collective trusts at beginning of year2015-12-31$1,099,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$316,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$533,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-209,019
Net investment gain or loss from common/collective trusts2015-12-31$-22,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$161,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,223,125
Contract administrator fees2015-12-31$38,843
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : ST. MARY'S BANK 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,556,105
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$750,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$715,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$960,624
Value of total assets at end of year2014-12-31$9,034,524
Value of total assets at beginning of year2014-12-31$8,228,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,389
Total interest from all sources2014-12-31$14,796
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$195,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$195,297
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$731,216
Participant contributions at end of year2014-12-31$118,315
Participant contributions at beginning of year2014-12-31$123,696
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$71,090
Total non interest bearing cash at end of year2014-12-31$32,088
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$805,788
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,034,524
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,228,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,250,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,579,127
Interest on participant loans2014-12-31$6,315
Interest earned on other investments2014-12-31$8,481
Value of interest in common/collective trusts at end of year2014-12-31$1,099,575
Value of interest in common/collective trusts at beginning of year2014-12-31$1,085,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$533,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$440,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$335,326
Net investment gain or loss from common/collective trusts2014-12-31$50,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$158,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$715,928
Contract administrator fees2014-12-31$34,389
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : ST. MARY'S BANK 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,132,959
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,310,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,269,110
Value of total corrective distributions2013-12-31$1,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$969,482
Value of total assets at end of year2013-12-31$8,228,736
Value of total assets at beginning of year2013-12-31$7,406,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,431
Total interest from all sources2013-12-31$13,032
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$104,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$104,071
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$8,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$704,869
Participant contributions at end of year2013-12-31$123,696
Participant contributions at beginning of year2013-12-31$102,678
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$104,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$822,004
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,228,736
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,406,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,579,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,588,832
Interest on participant loans2013-12-31$5,667
Interest earned on other investments2013-12-31$7,365
Value of interest in common/collective trusts at end of year2013-12-31$1,085,586
Value of interest in common/collective trusts at beginning of year2013-12-31$1,373,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$440,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$341,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$905,994
Net investment gain or loss from common/collective trusts2013-12-31$140,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$159,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,269,110
Contract administrator fees2013-12-31$40,431
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : ST. MARY'S BANK 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,689
Total income from all sources (including contributions)2012-12-31$1,475,290
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$353,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$316,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$822,695
Value of total assets at end of year2012-12-31$7,406,732
Value of total assets at beginning of year2012-12-31$6,286,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,792
Total interest from all sources2012-12-31$15,826
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$120,375
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$120,375
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$669,423
Participant contributions at end of year2012-12-31$102,678
Participant contributions at beginning of year2012-12-31$66,189
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,689
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$4,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,122,286
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,406,732
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,284,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,588,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,574,875
Interest on participant loans2012-12-31$4,528
Interest earned on other investments2012-12-31$11,298
Value of interest in common/collective trusts at end of year2012-12-31$1,373,783
Value of interest in common/collective trusts at beginning of year2012-12-31$641,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$341,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$426,633
Net investment gain or loss from common/collective trusts2012-12-31$89,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$140,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$316,212
Contract administrator fees2012-12-31$36,792
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : ST. MARY'S BANK 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,272
Total income from all sources (including contributions)2011-12-31$529,025
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$480,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$464,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$615,481
Value of total assets at end of year2011-12-31$6,286,135
Value of total assets at beginning of year2011-12-31$6,241,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,577
Total interest from all sources2011-12-31$3,520
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$182,660
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$182,660
Administrative expenses professional fees incurred2011-12-31$12,170
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$504,807
Participant contributions at end of year2011-12-31$66,189
Participant contributions at beginning of year2011-12-31$73,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,272
Other income not declared elsewhere2011-12-31$16,003
Administrative expenses (other) incurred2011-12-31$1,050
Total non interest bearing cash at end of year2011-12-31$4,014
Total non interest bearing cash at beginning of year2011-12-31$7,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$48,029
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,284,446
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,236,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,574,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,370,774
Interest on participant loans2011-12-31$3,520
Value of interest in common/collective trusts at end of year2011-12-31$641,057
Value of interest in common/collective trusts at beginning of year2011-12-31$783,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-283,497
Net investment gain or loss from common/collective trusts2011-12-31$-5,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$110,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$464,419
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : ST. MARY'S BANK 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,427,987
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$475,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$467,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$780,516
Value of total assets at end of year2010-12-31$6,241,689
Value of total assets at beginning of year2010-12-31$5,283,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,839
Total interest from all sources2010-12-31$4,711
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$105,822
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$105,822
Administrative expenses professional fees incurred2010-12-31$7,839
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$509,649
Participant contributions at end of year2010-12-31$73,645
Participant contributions at beginning of year2010-12-31$80,113
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$152,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,272
Other income not declared elsewhere2010-12-31$9,075
Total non interest bearing cash at end of year2010-12-31$7,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$952,450
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,236,417
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,283,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,370,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,530,444
Interest on participant loans2010-12-31$4,711
Value of interest in common/collective trusts at end of year2010-12-31$783,208
Value of interest in common/collective trusts at beginning of year2010-12-31$673,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$496,974
Net investment gain or loss from common/collective trusts2010-12-31$30,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$118,329
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$467,698
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : ST. MARY'S BANK 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. MARY'S BANK 401(K) PLAN

2022: ST. MARY'S BANK 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. MARY'S BANK 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. MARY'S BANK 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. MARY'S BANK 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. MARY'S BANK 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. MARY'S BANK 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. MARY'S BANK 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. MARY'S BANK 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. MARY'S BANK 401(K) 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
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. MARY'S BANK 401(K) 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
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. MARY'S BANK 401(K) 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
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. MARY'S BANK 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. MARY'S BANK 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. MARY'S BANK 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number028-0099-4
Policy instance 1
Insurance contract or identification number028-0099-4
Number of Individuals Covered389
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number028-0099-4
Policy instance 1
Insurance contract or identification number028-0099-4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number028-0099-4
Policy instance 1
Insurance contract or identification number028-0099-4
Number of Individuals Covered382
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number028-0099-4
Policy instance 1
Insurance contract or identification number028-0099-4
Number of Individuals Covered357
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number028-0099-4
Policy instance 1
Insurance contract or identification number028-0099-4
Number of Individuals Covered306
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number028-0099-4
Policy instance 1
Insurance contract or identification number028-0099-4
Number of Individuals Covered304
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number028-0099-4
Policy instance 1
Insurance contract or identification number028-0099-4
Number of Individuals Covered267
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number028-0099-4
Policy instance 1
Insurance contract or identification number028-0099-4
Number of Individuals Covered283
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number028-0099-4
Policy instance 1
Insurance contract or identification number028-0099-4
Number of Individuals Covered259
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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