401k Plan data: ROLFE STATE BANK PENSION TRUST plan

ROLFE STATE BANK PENSION TRUST 401k Plan overview

Plan Name	ROLFE STATE BANK PENSION TRUST
Plan identification number	001

ROLFE STATE BANK PENSION TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Benefits are primarily flat dollar (includes dollars per year of service) Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DIXON BANCSHARES, INC. has sponsored the creation of one or more 401k plans.

Company Name: DIXON BANCSHARES, INC.

Employer identification number (EIN): 421377068

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about DIXON BANCSHARES, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1991-11-13

Company Identification Number: 154065

Legal Registered Office Address: 808 THIRD AVENUE
PO BOX 130
SHELDON
United States of America (USA)
51201

More information about DIXON BANCSHARES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROLFE STATE BANK PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-02-01

Plan Statistics for ROLFE STATE BANK PENSION TRUST

401k plan membership statisitcs for ROLFE STATE BANK PENSION TRUST

Measure Date Value
2019: ROLFE STATE BANK PENSION TRUST 2019 401k membership
Total participants, beginning-of-year 2019-02-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 0
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 0
Total of all active and inactive participants 2019-02-01 0
Total participants 2019-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 1

Measure	Date	Value
2019: ROLFE STATE BANK PENSION TRUST 2019 401k membership
Total participants, beginning-of-year	2019-02-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	0
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	0
Total of all active and inactive participants	2019-02-01	0
Total participants	2019-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	1

Financial Data on ROLFE STATE BANK PENSION TRUST

Measure	Date	Value
2020 : ROLFE STATE BANK PENSION TRUST 2020 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$1,486,249

Form 5500 Responses for ROLFE STATE BANK PENSION TRUST

2019: ROLFE STATE BANK PENSION TRUST 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	Yes
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2019-02-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

02224

Policy instance

Insurance contract or identification number	02224
Number of Individuals Covered	0
Insurance policy start date	2019-02-01
Insurance policy end date	2019-11-15
Total amount of commissions paid to insurance broker	USD $1,298
Total amount of fees paid to insurance company	USD $5,134
Are there contracts with allocated funds for individual policies?	1
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 $26
Amount paid for insurance broker fees	676
Additional information about fees paid to insurance broker	SERVICING
Insurance broker organization code?	3

Potentially related plans

ROLFE STATE BANK PENSION TRUST [EIN = 420497500]

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Company Name:	DIXON BANCSHARES, INC.
Employer identification number (EIN):	421377068
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1991-11-13
Company Identification Number:	154065
Legal Registered Office Address:	808 THIRD AVENUE PO BOX 130 SHELDON United States of America (USA) 51201