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| Plan Name | FLEETWOOD BANK EMPLOYEE BENEFIT PLAN |
| Plan identification number | 503 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | FLEETWOOD BANK |
| Employer identification number (EIN): | 230586213 |
| NAIC Classification: | 522120 |
| NAIC Description: | Savings Institutions |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 503 | 2023-10-01 | JENNIFER CLARK | |||
| 503 | 2023-01-01 | ||||
| 503 | 2023-01-01 | JENNIFER CLARK |
| Measure | Date | Value |
|---|---|---|
| 2023 : FLEETWOOD BANK EMPLOYEE BENEFIT PLAN 2023 401k financial data | ||
| Total plan liabilities at end of year | 2023-09-30 | $107,802 |
| Total plan liabilities at beginning of year | 2023-09-30 | $0 |
| Total income from all sources | 2023-09-30 | $1,086,339 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $1,026,841 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $704,175 |
| Total plan assets at end of year | 2023-09-30 | $167,300 |
| Total plan assets at beginning of year | 2023-09-30 | $0 |
| Value of fidelity bond covering the plan | 2023-09-30 | $155,000,000 |
| Total contributions received or receivable from participants | 2023-09-30 | $292,850 |
| Expenses. Other expenses not covered elsewhere | 2023-09-30 | $269,128 |
| Other income received | 2023-09-30 | $117 |
| Net income (gross income less expenses) | 2023-09-30 | $59,498 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $59,498 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $793,372 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $53,538 |
| 2023: FLEETWOOD BANK EMPLOYEE BENEFIT PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | First time form 5500 has been submitted | Yes |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 000000 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 00029731 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 746 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | G000AZ5Y | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 4 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | G000AZ5Y | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 5 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | G000AZ5Y | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 6 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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