401k Plan data: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS plan

IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 401k Plan overview

Plan Name	IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS
Plan identification number	003

IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

UNITED BANK OF IOWA has sponsored the creation of one or more 401k plans.

Company Name: UNITED BANK OF IOWA

Employer identification number (EIN): 420326042

NAIC Classification: 551111
NAIC Description: Offices of Bank Holding Companies

Additional information about UNITED BANK OF IOWA

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1932-02-03

Company Identification Number: 084935

Legal Registered Office Address: 501 2ND ST

IDA GROVE
United States of America (USA)
51445

More information about UNITED BANK OF IOWA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 DANIEL DOTZLER DANIEL DOTZLER 2018-09-05
003 2016-01-01 DANIEL DOTZLER DANIEL DOTZLER 2017-10-11
003 2015-01-01 DAN DOTZLER DAN DOTZLER 2016-08-03
003 2014-01-01 DAN DOTZLER DAN DOTZLER 2015-07-29
003 2013-01-01 DAN DOTZLER DAN DOTZLER 2014-07-25
003 2012-01-01 DAN DOTZLER DAN DOTZLER 2013-09-27
003 2011-01-01 DAN DOTZLER DAN DOTZLER 2012-07-31
003 2009-01-01 DAN DOTZLER DAN DOTZLER 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	DANIEL DOTZLER	DANIEL DOTZLER	2018-09-05
003	2016-01-01	DANIEL DOTZLER	DANIEL DOTZLER	2017-10-11
003	2015-01-01	DAN DOTZLER	DAN DOTZLER	2016-08-03
003	2014-01-01	DAN DOTZLER	DAN DOTZLER	2015-07-29
003	2013-01-01	DAN DOTZLER	DAN DOTZLER	2014-07-25
003	2012-01-01	DAN DOTZLER	DAN DOTZLER	2013-09-27
003	2011-01-01	DAN DOTZLER	DAN DOTZLER	2012-07-31
003	2009-01-01	DAN DOTZLER	DAN DOTZLER	2010-10-12

Plan Statistics for IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS

401k plan membership statisitcs for IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS

Measure Date Value
2017: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 241
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 56
Total of all active and inactive participants 2017-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 298
Number of participants with account balances 2017-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 231
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 275
Number of participants with account balances 2016-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 233
Number of retired or separated participants receiving benefits 2015-01-01 21
Number of other retired or separated participants entitled to future benefits 2015-01-01 30
Total of all active and inactive participants 2015-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 284
Number of participants with account balances 2015-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 220
Number of retired or separated participants receiving benefits 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 266
Number of participants with account balances 2014-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 220
Number of retired or separated participants receiving benefits 2013-01-01 9
Number of other retired or separated participants entitled to future benefits 2013-01-01 29
Total of all active and inactive participants 2013-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 258
Number of participants with account balances 2013-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 216
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 27
Total of all active and inactive participants 2012-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 248
Number of participants with account balances 2012-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 204
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 231
Number of participants with account balances 2011-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 188
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 211
Number of participants with account balances 2009-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2017: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	241
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	56
Total of all active and inactive participants	2017-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	298
Number of participants with account balances	2017-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	231
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	275
Number of participants with account balances	2016-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	233
Number of retired or separated participants receiving benefits	2015-01-01	21
Number of other retired or separated participants entitled to future benefits	2015-01-01	30
Total of all active and inactive participants	2015-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	284
Number of participants with account balances	2015-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	220
Number of retired or separated participants receiving benefits	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	266
Number of participants with account balances	2014-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	220
Number of retired or separated participants receiving benefits	2013-01-01	9
Number of other retired or separated participants entitled to future benefits	2013-01-01	29
Total of all active and inactive participants	2013-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	258
Number of participants with account balances	2013-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	216
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	27
Total of all active and inactive participants	2012-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	248
Number of participants with account balances	2012-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	204
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	231
Number of participants with account balances	2011-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	188
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	211
Number of participants with account balances	2009-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS

Measure	Date	Value
2017 : IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$2,454,902
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,454,902
Total transfer of assets to this plan	2017-12-31	$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
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,859,436
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,846,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,735,142
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,556,983
Value of total assets at end of year	2017-12-31	$49,910,288
Value of total assets at beginning of year	2017-12-31	$42,897,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$111,448
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$62,397
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$6,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$6,991
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$1,246,639
Participant contributions at end of year	2017-12-31	$147,278
Participant contributions at beginning of year	2017-12-31	$68,048
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$297,422
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$8,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$17,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$977,919
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$7,012,846
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$49,910,288
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$42,897,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$518,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$215,583
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,526,364
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,092,054
Interest on participant loans	2017-12-31	$3,593
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$17,963
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$20,521,534
Value of interest in common/collective trusts at beginning of year	2017-12-31	$17,024,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$4,984,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$6,344,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$6,344,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$40,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,196,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$583,942
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$71,254
Net investment gain/loss from pooled separate accounts	2017-12-31	$260,689
Net investment gain or loss from common/collective trusts	2017-12-31	$2,468,301
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$20,006,623
Assets. Invements in employer securities at beginning of year	2017-12-31	$17,551,720
Contributions received in cash from employer	2017-12-31	$1,012,922
Employer contributions (assets) at end of year	2017-12-31	$236
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,735,142
Contract administrator fees	2017-12-31	$111,448
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2017-12-31	450250958
2016 : IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,820,302
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,820,302
Total transfer of assets to this plan	2016-12-31	$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	$4,286
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,298,414
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,859,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,776,944
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,953,308
Value of total assets at end of year	2016-12-31	$42,897,442
Value of total assets at beginning of year	2016-12-31	$37,463,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$82,961
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$63,339
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$43,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$43,370
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$1,149,806
Participant contributions at end of year	2016-12-31	$68,048
Participant contributions at beginning of year	2016-12-31	$19,307
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$849,463
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$17,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$4,286
Other income not declared elsewhere	2016-12-31	$969,830
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$5,438,509
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$42,897,442
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$37,458,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$215,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$16,482,959
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,092,054
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$1,349
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$5,877
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$17,024,566
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$6,344,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$5,322,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$5,322,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$56,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$583,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$479,119
Net investment gain/loss from pooled separate accounts	2016-12-31	$68,137
Net investment gain or loss from common/collective trusts	2016-12-31	$901,009
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$17,551,720
Assets. Invements in employer securities at beginning of year	2016-12-31	$15,637,218
Contributions received in cash from employer	2016-12-31	$954,039
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,776,944
Contract administrator fees	2016-12-31	$82,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2016-12-31	450250958
2015 : IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$199,200
Total unrealized appreciation/depreciation of assets	2015-12-31	$199,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$374
Total income from all sources (including contributions)	2015-12-31	$3,580,359
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,246,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,208,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,397,759
Value of total assets at end of year	2015-12-31	$37,463,219
Value of total assets at beginning of year	2015-12-31	$35,125,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$37,960
Total interest from all sources	2015-12-31	$11,970
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$989,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,114,936
Participant contributions at end of year	2015-12-31	$19,307
Participant contributions at beginning of year	2015-12-31	$20,715
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$349,100
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$5,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$4,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$374
Other income not declared elsewhere	2015-12-31	$31,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,334,227
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$37,458,933
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$35,124,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$16,482,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,516,657
Interest on participant loans	2015-12-31	$849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$5,322,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$4,144,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$4,144,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$11,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-50,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$15,637,218
Assets. Invements in employer securities at beginning of year	2015-12-31	$15,438,018
Contributions received in cash from employer	2015-12-31	$933,723
Income. Dividends from common stock	2015-12-31	$989,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,208,172
Contract administrator fees	2015-12-31	$37,960
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2015-12-31	450250958
2014 : IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$581,001
Total unrealized appreciation/depreciation of assets	2014-12-31	$581,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$693
Total income from all sources (including contributions)	2014-12-31	$4,491,707
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,016,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$974,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,951,542
Value of total assets at end of year	2014-12-31	$35,125,080
Value of total assets at beginning of year	2014-12-31	$31,650,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$42,263
Total interest from all sources	2014-12-31	$15,992
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$999,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,039,981
Participant contributions at end of year	2014-12-31	$20,715
Participant contributions at beginning of year	2014-12-31	$50,105
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$36,493
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$5,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$8,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$693
Other income not declared elsewhere	2014-12-31	$29,036
Administrative expenses (other) incurred	2014-12-31	$42,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,475,345
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$35,124,706
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$31,649,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$15,516,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,983,466
Interest on participant loans	2014-12-31	$2,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$4,144,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,750,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,750,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$13,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$915,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$15,438,018
Assets. Invements in employer securities at beginning of year	2014-12-31	$14,857,017
Contributions received in cash from employer	2014-12-31	$875,068
Income. Dividends from common stock	2014-12-31	$999,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$974,099
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2014-12-31	450250958
2013 : IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,361,201
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,361,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$693
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	$6,454,986
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,262,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,226,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,831,737
Value of total assets at end of year	2013-12-31	$31,650,054
Value of total assets at beginning of year	2013-12-31	$26,457,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$36,478
Total interest from all sources	2013-12-31	$9,468
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$979,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$988,632
Participant contributions at end of year	2013-12-31	$50,105
Participant contributions at beginning of year	2013-12-31	$60,541
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,522
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$8,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$693
Other income not declared elsewhere	2013-12-31	$38,935
Administrative expenses (other) incurred	2013-12-31	$2,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,192,266
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$31,649,361
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$26,457,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,983,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,881,824
Interest on participant loans	2013-12-31	$3,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,750,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,014,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,014,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$5,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,234,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$14,857,017
Assets. Invements in employer securities at beginning of year	2013-12-31	$13,495,816
Contributions received in cash from employer	2013-12-31	$838,583
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$4,057
Income. Dividends from common stock	2013-12-31	$979,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,226,242
Contract administrator fees	2013-12-31	$33,943
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2013-12-31	450250958
2012 : IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$979,401
Total unrealized appreciation/depreciation of assets	2012-12-31	$979,401
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	$282,682
Expenses. Interest paid	2012-12-31	$12,247
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$12,247
Total income from all sources (including contributions)	2012-12-31	$4,756,485
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$219,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$165,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,764,961
Value of total assets at end of year	2012-12-31	$26,457,095
Value of total assets at beginning of year	2012-12-31	$22,202,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$42,260
Total interest from all sources	2012-12-31	$10,265
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$923,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$914,280
Participant contributions at end of year	2012-12-31	$60,541
Participant contributions at beginning of year	2012-12-31	$76,200
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$54,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$3,402
Other income not declared elsewhere	2012-12-31	$19,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,536,835
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$26,457,095
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,920,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,881,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,762,394
Interest on participant loans	2012-12-31	$3,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,014,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$847,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$847,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$6,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,059,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$13,495,816
Assets. Invements in employer securities at beginning of year	2012-12-31	$12,516,414
Contributions received in cash from employer	2012-12-31	$796,612
Employer contributions (assets) at end of year	2012-12-31	$4,057
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$923,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$165,143
Contract administrator fees	2012-12-31	$42,260
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$279,280
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2012-12-31	450250958
2011 : IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$861,366
Total unrealized appreciation/depreciation of assets	2011-12-31	$861,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$282,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$630,030
Expenses. Interest paid	2011-12-31	$43,827
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$43,827
Total income from all sources (including contributions)	2011-12-31	$3,534,029
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,215,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,117,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,817,476
Value of total assets at end of year	2011-12-31	$22,202,942
Value of total assets at beginning of year	2011-12-31	$20,232,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$54,086
Total interest from all sources	2011-12-31	$6,041
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$856,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$813,287
Participant contributions at end of year	2011-12-31	$76,200
Participant contributions at beginning of year	2011-12-31	$71,960
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$270,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$3,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,318,235
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,920,260
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,602,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,762,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,007,176
Interest on participant loans	2011-12-31	$5,747
Interest earned on other investments	2011-12-31	$14
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$847,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$496,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$496,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-7,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$12,516,414
Assets. Invements in employer securities at beginning of year	2011-12-31	$11,653,213
Contributions received in cash from employer	2011-12-31	$733,770
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$3,557
Income. Dividends from common stock	2011-12-31	$856,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,117,881
Contract administrator fees	2011-12-31	$54,086
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$279,280
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$630,030
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2011-12-31	420250958
2010 : IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$980,705
Total unrealized appreciation/depreciation of assets	2010-12-31	$980,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$630,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$292,423
Expenses. Interest paid	2010-12-31	$45,972
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$45,972
Total income from all sources (including contributions)	2010-12-31	$3,854,650
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,762,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,708,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,371,604
Value of total assets at end of year	2010-12-31	$20,232,055
Value of total assets at beginning of year	2010-12-31	$17,802,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,061
Total interest from all sources	2010-12-31	$5,419
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$736,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$8,061
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$724,936
Participant contributions at end of year	2010-12-31	$71,960
Participant contributions at beginning of year	2010-12-31	$124,410
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,091,686
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,602,025
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,510,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,007,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,520,478
Interest on participant loans	2010-12-31	$5,101
Interest earned on other investments	2010-12-31	$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$496,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$510,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$510,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$759,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$11,653,213
Assets. Invements in employer securities at beginning of year	2010-12-31	$10,647,252
Contributions received in cash from employer	2010-12-31	$646,668
Employer contributions (assets) at end of year	2010-12-31	$3,557
Income. Dividends from common stock	2010-12-31	$736,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,708,931
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$630,030
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$290,514
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2010-12-31	450250958

Form 5500 Responses for IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS

2017: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IDA GROVE BANCSHARES, INC. ESOP WITH 401(K) PROVISIONS 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	298
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,748
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,457
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	CISMOSKI, GREGORY V.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

812996

Policy instance

Insurance contract or identification number	812996
Number of Individuals Covered	298
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,496
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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 $2,950
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	CISMOSKI, GREGORY V.

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNITED BANK OF IOWA
Employer identification number (EIN):	420326042
NAIC Classification:	551111
NAIC Description:	Offices of Bank Holding Companies

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1932-02-03
Company Identification Number:	084935
Legal Registered Office Address:	501 2ND ST IDA GROVE United States of America (USA) 51445