401k Plan data: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN plan

SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 401k Plan overview

Plan Name	SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN
Plan identification number	002

SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SCOTTDALE BANK & TRUST has sponsored the creation of one or more 401k plans.

Company Name: SCOTTDALE BANK & TRUST

Employer identification number (EIN): 250784150

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 DONALD F KIEFER 2022-03-22 DONALD F KIEFER 2022-03-22
002 2021-01-01 DONALD F KIEFER 2022-01-03 DONALD F KIEFER 2022-01-03
002 2020-01-01 DONALD F KIEFER 2021-05-28 DONALD F KIEFER 2021-05-28
002 2019-01-01 DONALD F KIEFER 2020-10-09 DONALD F KIEFER 2020-10-09
002 2017-01-01 DONNALD F KIEFER 2018-07-18 DONALD F KIEFER 2018-07-18
002 2016-01-01 DONALD KIEFER 2017-07-10
002 2015-01-01 DONALD F KIEFER 2016-07-06 DONALD F KIEFER 2016-07-06
002 2014-01-01 DONALD F KIEFER
002 2014-01-01 DONALD F KIEFER
002 2013-01-01 DONALD KIEFER DONALD KIEFER 2014-07-21
002 2012-01-01 DONALD KIEFER DONALD KIEFER 2013-07-15
002 2009-01-01 DONALD KIEFER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	DONALD F KIEFER	2022-03-22	DONALD F KIEFER	2022-03-22
002	2021-01-01	DONALD F KIEFER	2022-01-03	DONALD F KIEFER	2022-01-03
002	2020-01-01	DONALD F KIEFER	2021-05-28	DONALD F KIEFER	2021-05-28
002	2019-01-01	DONALD F KIEFER	2020-10-09	DONALD F KIEFER	2020-10-09
002	2017-01-01	DONNALD F KIEFER	2018-07-18	DONALD F KIEFER	2018-07-18
002	2016-01-01	DONALD KIEFER	2017-07-10
002	2015-01-01	DONALD F KIEFER	2016-07-06	DONALD F KIEFER	2016-07-06
002	2014-01-01	DONALD F KIEFER
002	2014-01-01	DONALD F KIEFER
002	2013-01-01	DONALD KIEFER		DONALD KIEFER	2014-07-21
002	2012-01-01	DONALD KIEFER		DONALD KIEFER	2013-07-15
002	2009-01-01	DONALD KIEFER

Plan Statistics for SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN

401k plan membership statisitcs for SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN

Measure Date Value
2014: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 51
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 58
Number of participants with account balances 2014-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 48
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 53
Number of participants with account balances 2013-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 47
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 42
Number of participants with account balances 2009-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	51
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	58
Number of participants with account balances	2014-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	48
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	53
Number of participants with account balances	2013-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	47
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	42
Number of participants with account balances	2009-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN

Measure	Date	Value
2014 : SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$324,305
Expenses. Total of all expenses incurred	2014-12-31	$41,668
Benefits paid (including direct rollovers)	2014-12-31	$41,293
Total plan assets at end of year	2014-12-31	$4,242,471
Total plan assets at beginning of year	2014-12-31	$3,959,834
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$138,753
Expenses. Other expenses not covered elsewhere	2014-12-31	$375
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$150,862
Net income (gross income less expenses)	2014-12-31	$282,637
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,242,471
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,959,834
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$34,690
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$2,422,596
Expenses. Total of all expenses incurred	2013-12-31	$173,248
Benefits paid (including direct rollovers)	2013-12-31	$172,848
Total plan assets at end of year	2013-12-31	$3,959,834
Total plan assets at beginning of year	2013-12-31	$1,710,486
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$132,576
Expenses. Other expenses not covered elsewhere	2013-12-31	$400
Contributions received from other sources (not participants or employers)	2013-12-31	$2,002,621
Other income received	2013-12-31	$254,254
Net income (gross income less expenses)	2013-12-31	$2,249,348
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,959,834
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,710,486
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$33,145
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$293,622
Expenses. Total of all expenses incurred	2012-12-31	$55,519
Benefits paid (including direct rollovers)	2012-12-31	$52,389
Total plan assets at end of year	2012-12-31	$1,710,486
Total plan assets at beginning of year	2012-12-31	$1,472,383
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$120,548
Expenses. Other expenses not covered elsewhere	2012-12-31	$75
Contributions received from other sources (not participants or employers)	2012-12-31	$4,000
Other income received	2012-12-31	$137,193
Net income (gross income less expenses)	2012-12-31	$238,103
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,710,486
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,472,383
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$31,881
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$3,055
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2009 : SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN

2014: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2009: SCOTTDALE BANK & TRUST CO. 401K PLAN 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-820215
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-820215
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-820215
Policy instance	1

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Company Name:	SCOTTDALE BANK & TRUST
Employer identification number (EIN):	250784150
NAIC Classification:	522120
NAIC Description:	Savings Institutions