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WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 401k Plan overview

Plan NameWOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN
Plan identification number 002

WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOOD & HUSTON BANCORPORATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOOD & HUSTON BANCORPORATION, INC.
Employer identification number (EIN):431163996
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JANICE CHASTINE2023-07-27
0022021-01-01JANICE CHASTINE2022-07-26
0022020-01-01JANICE CHASTINE2021-09-22
0022019-01-01JANICE CHASTINE2020-09-30
0022018-01-01
0022017-01-01
0022016-01-01JANICE CHASTINE
0022015-01-01JANICE CHASTINE
0022014-01-01JANICE CHASTINE
0022013-01-01JANICE CHASTINE
0022012-01-01JANICE CHASTINE
0022011-01-01JANICE CHASTINE
0022010-01-01JANICE CHASTINE
0022009-01-01JANICE CHASTINE

Plan Statistics for WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN

401k plan membership statisitcs for WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN

Measure Date Value
2022: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01202
Total number of active participants reported on line 7a of the Form 55002022-01-01165
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01205
Number of participants with account balances2022-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01196
Total number of active participants reported on line 7a of the Form 55002021-01-01159
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01190
Number of participants with account balances2021-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01188
Number of participants with account balances2020-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01169
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01175
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01162
Number of participants with account balances2018-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01175
Total number of active participants reported on line 7a of the Form 55002017-01-01146
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-01151
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01166
Number of participants with account balances2016-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01163
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01164
Number of participants with account balances2015-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01162
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01163
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01151
Number of participants with account balances2013-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01156
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01167
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01163
Number of participants with account balances2011-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01178
Total number of active participants reported on line 7a of the Form 55002010-01-01150
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01162
Number of participants with account balances2010-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01164
Number of participants with account balances2009-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN

Measure Date Value
2022 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,826,829
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$905,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$838,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,045,995
Value of total assets at end of year2022-12-31$14,920,228
Value of total assets at beginning of year2022-12-31$17,652,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,281
Total interest from all sources2022-12-31$42,406
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$463,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$463,918
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$761,296
Participant contributions at end of year2022-12-31$279,824
Participant contributions at beginning of year2022-12-31$298,292
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,672
Total non interest bearing cash at end of year2022-12-31$5
Total non interest bearing cash at beginning of year2022-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,732,216
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,920,228
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,652,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,108,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,866,192
Interest on participant loans2022-12-31$10,029
Interest earned on other investments2022-12-31$32,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,531,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,487,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,379,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$279,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$838,106
Contract administrator fees2022-12-31$67,281
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FULLINWIDER FIRM LLC
Accountancy firm EIN2022-12-31462738081
2021 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,041,936
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,766,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,701,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,488,025
Value of total assets at end of year2021-12-31$17,652,444
Value of total assets at beginning of year2021-12-31$15,377,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,312
Total interest from all sources2021-12-31$40,349
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$804,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$804,545
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$715,344
Participant contributions at end of year2021-12-31$298,292
Participant contributions at beginning of year2021-12-31$286,417
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$515,252
Total non interest bearing cash at end of year2021-12-31$4
Total non interest bearing cash at beginning of year2021-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,275,409
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,652,444
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,377,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,866,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,744,210
Interest on participant loans2021-12-31$10,071
Interest earned on other investments2021-12-31$30,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,487,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,346,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,709,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$257,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,701,215
Contract administrator fees2021-12-31$65,312
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,887,040
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$577,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$517,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$946,565
Value of total assets at end of year2020-12-31$15,377,035
Value of total assets at beginning of year2020-12-31$13,067,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,079
Total interest from all sources2020-12-31$51,028
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$388,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$388,132
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$696,506
Participant contributions at end of year2020-12-31$286,417
Participant contributions at beginning of year2020-12-31$279,824
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,685
Total non interest bearing cash at end of year2020-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,309,120
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,377,035
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,067,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,744,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,960,977
Interest on participant loans2020-12-31$11,688
Interest earned on other investments2020-12-31$39,340
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,346,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,827,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,501,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$248,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$517,841
Contract administrator fees2020-12-31$60,079
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2020-12-31430831507
2019 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,072,000
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$539,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$477,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$879,898
Value of total assets at end of year2019-12-31$13,067,915
Value of total assets at beginning of year2019-12-31$10,535,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,350
Total interest from all sources2019-12-31$18,936
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$316,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$316,987
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$616,467
Participant contributions at end of year2019-12-31$279,824
Participant contributions at beginning of year2019-12-31$265,486
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,532,440
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,067,915
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,535,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,960,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,788,054
Interest on participant loans2019-12-31$12,425
Interest earned on other investments2019-12-31$6,511
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$1,481,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,827,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,856,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$230,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$477,210
Contract administrator fees2019-12-31$62,350
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANDERS, MINKLER, HUBER & HELM LLP
Accountancy firm EIN2019-12-31430831507
2018 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$177,756
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$613,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$556,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$759,678
Value of total assets at end of year2018-12-31$10,535,475
Value of total assets at beginning of year2018-12-31$10,971,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,318
Total interest from all sources2018-12-31$10,673
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$808,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$808,591
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$544,250
Participant contributions at end of year2018-12-31$265,486
Participant contributions at beginning of year2018-12-31$307,648
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-436,231
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,535,475
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,971,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,788,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,754,987
Interest on participant loans2018-12-31$10,673
Value of interest in common/collective trusts at end of year2018-12-31$1,481,935
Value of interest in common/collective trusts at beginning of year2018-12-31$1,909,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,389,963
Net investment gain or loss from common/collective trusts2018-12-31$-11,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$214,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$556,669
Contract administrator fees2018-12-31$57,318
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CUMMINGS, RISTAU & ASSOCIATES PC
Accountancy firm EIN2018-12-31431738226
2017 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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
Total income from all sources (including contributions)2017-12-31$2,175,725
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$339,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$291,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$811,406
Value of total assets at end of year2017-12-31$10,971,706
Value of total assets at beginning of year2017-12-31$9,135,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,673
Total interest from all sources2017-12-31$11,036
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$553,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$553,162
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$518,858
Participant contributions at end of year2017-12-31$307,648
Participant contributions at beginning of year2017-12-31$324,272
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$84,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,836,043
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,971,706
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,135,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,754,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,353,478
Interest on participant loans2017-12-31$11,036
Value of interest in common/collective trusts at end of year2017-12-31$1,909,071
Value of interest in common/collective trusts at beginning of year2017-12-31$1,457,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$710,793
Net investment gain or loss from common/collective trusts2017-12-31$89,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$208,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$291,009
Contract administrator fees2017-12-31$48,673
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CUMMINGS, RISTAU & ASSOCIATES PC
Accountancy firm EIN2017-12-31431738226
2016 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$3,908
Total income from all sources (including contributions)2016-12-31$1,339,783
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,032,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$988,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$719,789
Value of total assets at end of year2016-12-31$9,135,663
Value of total assets at beginning of year2016-12-31$8,832,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,784
Total interest from all sources2016-12-31$10,710
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$225,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$225,817
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$509,506
Participant contributions at end of year2016-12-31$324,272
Participant contributions at beginning of year2016-12-31$313,942
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,908
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$3,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$307,216
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,135,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,828,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,353,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,241,232
Interest on participant loans2016-12-31$10,710
Value of interest in common/collective trusts at end of year2016-12-31$1,457,913
Value of interest in common/collective trusts at beginning of year2016-12-31$1,273,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$337,058
Net investment gain or loss from common/collective trusts2016-12-31$46,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$202,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$988,783
Contract administrator fees2016-12-31$43,784
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CUMMINGS, RISTAU & ASSOCIATES PC
Accountancy firm EIN2016-12-31431738226
2015 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,135
Total income from all sources (including contributions)2015-12-31$680,031
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$704,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$661,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$650,201
Value of total assets at end of year2015-12-31$8,832,355
Value of total assets at beginning of year2015-12-31$8,856,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,781
Total interest from all sources2015-12-31$8,680
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$392,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$392,860
Administrative expenses professional fees incurred2015-12-31$43,781
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$457,248
Participant contributions at end of year2015-12-31$313,942
Participant contributions at beginning of year2015-12-31$256,431
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,135
Total non interest bearing cash at end of year2015-12-31$3,907
Total non interest bearing cash at beginning of year2015-12-31$3,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-24,949
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,828,447
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,853,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,241,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,363,410
Interest on participant loans2015-12-31$8,680
Value of interest in common/collective trusts at end of year2015-12-31$1,273,274
Value of interest in common/collective trusts at beginning of year2015-12-31$1,233,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-370,087
Net investment gain or loss from common/collective trusts2015-12-31$-1,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$192,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$661,199
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CUMMINGS, RISTAU, & ASSOCIATES PC
Accountancy firm EIN2015-12-31431738226
2014 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,851
Total income from all sources (including contributions)2014-12-31$1,202,203
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$305,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$265,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$628,675
Value of total assets at end of year2014-12-31$8,856,531
Value of total assets at beginning of year2014-12-31$7,958,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,455
Total interest from all sources2014-12-31$7,536
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$336,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$336,961
Administrative expenses professional fees incurred2014-12-31$35,698
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$444,236
Participant contributions at end of year2014-12-31$256,431
Participant contributions at beginning of year2014-12-31$216,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,851
Administrative expenses (other) incurred2014-12-31$4,757
Total non interest bearing cash at end of year2014-12-31$3,134
Total non interest bearing cash at beginning of year2014-12-31$1,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$896,570
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,853,396
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,956,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,363,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,546,391
Interest on participant loans2014-12-31$7,536
Value of interest in common/collective trusts at end of year2014-12-31$1,233,556
Value of interest in common/collective trusts at beginning of year2014-12-31$1,193,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$189,670
Net investment gain or loss from common/collective trusts2014-12-31$39,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$184,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$265,178
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CUMMINGS, RISTAU & ASSOCIATES PC
Accountancy firm EIN2014-12-31431738226
2013 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,245
Total income from all sources (including contributions)2013-12-31$1,870,693
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$497,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$460,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$610,723
Value of total assets at end of year2013-12-31$7,958,677
Value of total assets at beginning of year2013-12-31$6,586,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,923
Total interest from all sources2013-12-31$7,057
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$239,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$239,081
Administrative expenses professional fees incurred2013-12-31$31,351
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$443,565
Participant contributions at end of year2013-12-31$216,631
Participant contributions at beginning of year2013-12-31$230,156
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,245
Administrative expenses (other) incurred2013-12-31$5,572
Total non interest bearing cash at end of year2013-12-31$1,851
Total non interest bearing cash at beginning of year2013-12-31$2,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,372,877
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,956,826
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,583,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,546,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,256,119
Interest on participant loans2013-12-31$7,057
Value of interest in common/collective trusts at end of year2013-12-31$1,193,804
Value of interest in common/collective trusts at beginning of year2013-12-31$1,097,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$951,608
Net investment gain or loss from common/collective trusts2013-12-31$62,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$166,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$460,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CUMMINGS, RISTAU & ASSOCIATES PC
Accountancy firm EIN2013-12-31431738226
2012 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,311,406
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$534,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$492,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$603,163
Value of total assets at end of year2012-12-31$6,586,194
Value of total assets at beginning of year2012-12-31$5,807,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$41,986
Total interest from all sources2012-12-31$7,498
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$164,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$164,874
Administrative expenses professional fees incurred2012-12-31$36,679
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$428,774
Participant contributions at end of year2012-12-31$230,156
Participant contributions at beginning of year2012-12-31$194,096
Participant contributions at beginning of year2012-12-31$15,416
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,245
Administrative expenses (other) incurred2012-12-31$5,307
Total non interest bearing cash at end of year2012-12-31$2,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$776,877
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,583,949
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,807,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,256,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,499,090
Interest on participant loans2012-12-31$7,498
Value of interest in common/collective trusts at end of year2012-12-31$1,097,674
Value of interest in common/collective trusts at beginning of year2012-12-31$1,093,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$492,799
Net investment gain or loss from common/collective trusts2012-12-31$43,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$163,153
Employer contributions (assets) at beginning of year2012-12-31$5,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$492,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CUMMINGS, RISTAU & ASSOCIATES PC
Accountancy firm EIN2012-12-31431738226
2011 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,769
Total income from all sources (including contributions)2011-12-31$641,659
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$304,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$269,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$585,244
Value of total assets at end of year2011-12-31$5,807,072
Value of total assets at beginning of year2011-12-31$5,472,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,298
Total interest from all sources2011-12-31$6,606
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$106,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$106,673
Administrative expenses professional fees incurred2011-12-31$31,393
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$425,939
Participant contributions at end of year2011-12-31$194,096
Participant contributions at beginning of year2011-12-31$193,114
Participant contributions at end of year2011-12-31$15,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,769
Administrative expenses (other) incurred2011-12-31$3,905
Total non interest bearing cash at beginning of year2011-12-31$2,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$336,899
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,807,072
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,470,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,499,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,126,199
Interest on participant loans2011-12-31$6,606
Value of interest in common/collective trusts at end of year2011-12-31$1,093,324
Value of interest in common/collective trusts at beginning of year2011-12-31$151,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-81,528
Net investment gain or loss from common/collective trusts2011-12-31$24,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$159,305
Employer contributions (assets) at end of year2011-12-31$5,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$269,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CUMMINGS, RISTAU & ASSOCIATES PC
Accountancy firm EIN2011-12-31431738226
2010 : WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,881
Total income from all sources (including contributions)2010-12-31$1,067,108
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$76,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$46,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$550,518
Value of total assets at end of year2010-12-31$5,472,942
Value of total assets at beginning of year2010-12-31$4,503,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,470
Total interest from all sources2010-12-31$7,778
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$107,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$107,031
Administrative expenses professional fees incurred2010-12-31$25,794
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$392,721
Participant contributions at end of year2010-12-31$193,114
Participant contributions at beginning of year2010-12-31$161,435
Participant contributions at beginning of year2010-12-31$15,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$23,293
Total non interest bearing cash at end of year2010-12-31$2,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$990,440
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,470,173
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,479,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,126,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,191,974
Interest on participant loans2010-12-31$6,971
Value of interest in common/collective trusts at end of year2010-12-31$151,253
Value of interest in common/collective trusts at beginning of year2010-12-31$126,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$381,350
Net investment gain or loss from common/collective trusts2010-12-31$20,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$157,797
Employer contributions (assets) at beginning of year2010-12-31$6,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$46,198
Contract administrator fees2010-12-31$3,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$588
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31431738226

Form 5500 Responses for WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN

2022: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806911
Policy instance 1
Insurance contract or identification number806911
Number of Individuals Covered205
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806911
Policy instance 1
Insurance contract or identification number806911
Number of Individuals Covered190
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806911
Policy instance 1
Insurance contract or identification number806911
Number of Individuals Covered188
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806911
Policy instance 1
Insurance contract or identification number806911
Number of Individuals Covered175
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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