OSB COMMUNITY BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN
401k plan membership statisitcs for OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 29 |
| Total of all active and inactive participants | 2022-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 83 |
| Number of participants with account balances | 2022-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2012: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
| 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 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 22 |
| Number of participants with account balances | 2012-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
| 2011: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 22 |
| Total participants | 2011-01-01 | 22 |
| Number of participants with account balances | 2011-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2010: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 27 |
| Number of participants with account balances | 2010-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
| 2009: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
| 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 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 26 |
| Number of participants with account balances | 2009-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-658,424 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,279,762 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,246,516 |
| Total plan assets at end of year | 2022-12-31 | $6,589,487 |
| Total plan assets at beginning of year | 2022-12-31 | $8,527,673 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $383,424 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $540 |
| Other income received | 2022-12-31 | $-1,256,159 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,938,186 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,589,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,527,673 |
| Assets. Value of employer securities | 2022-12-31 | $366,811 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $213,771 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $33,246 |
| 2012 : OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $13 |
| Total income from all sources | 2012-12-31 | $502,206 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,676 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $16,484 |
| Total plan assets at end of year | 2012-12-31 | $2,615,280 |
| Total plan assets at beginning of year | 2012-12-31 | $2,129,737 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,440,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $65,014 |
| Other income received | 2012-12-31 | $384,400 |
| Net income (gross income less expenses) | 2012-12-31 | $485,530 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,615,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,129,737 |
| Assets. Value of participant loans | 2012-12-31 | $3,546 |
| Assets. Value of employer securities | 2012-12-31 | $250,325 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $52,792 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $192 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $122,216 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $93,102 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $93,102 |
| Total plan assets at end of year | 2011-12-31 | $2,129,737 |
| Total plan assets at beginning of year | 2011-12-31 | $2,100,623 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,440,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $66,232 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $100,000 |
| Other income received | 2011-12-31 | $-99,774 |
| Net income (gross income less expenses) | 2011-12-31 | $29,114 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,129,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,100,623 |
| Assets. Value of employer securities | 2011-12-31 | $135,683 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $55,758 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $150,361 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $361,242 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $361,242 |
| Total plan assets at end of year | 2010-12-31 | $2,100,623 |
| Total plan assets at beginning of year | 2010-12-31 | $2,311,504 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,440,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $69,851 |
| Other income received | 2010-12-31 | $22,967 |
| Net income (gross income less expenses) | 2010-12-31 | $-210,881 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,100,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,311,504 |
| Assets. Value of employer securities | 2010-12-31 | $199,924 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $57,543 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OSB COMMUNITY BANK EMPLOYEE SAVINGS & PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 94415 |
| Policy instance | 1 |
| Insurance contract or identification number | 94415 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $13,711 | | Total amount of fees paid to insurance company | USD $6,405 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,711 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 7 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 94415 |
| Policy instance | 1 |
| Insurance contract or identification number | 94415 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $6,443 | | Total amount of fees paid to insurance company | USD $2,375 | | Commission paid to Insurance Broker | USD $5,426 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2375 | | Additional information about fees paid to insurance broker | TPA FEE & COMPENSATION | | Insurance broker name | ERISA INC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 94415 |
| Policy instance | 1 |
| Insurance contract or identification number | 94415 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $5,186 | | Total amount of fees paid to insurance company | USD $3,114 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 94415 |
| Policy instance | 1 |
| Insurance contract or identification number | 94415 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $6,815 | | Total amount of fees paid to insurance company | USD $2,007 | | Commission paid to Insurance Broker | USD $4,907 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2007 | | Insurance broker name | ERISA INC |
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