401k Plan data: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST plan

AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 401k Plan overview

Plan Name	AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST
Plan identification number	001

AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

AMERICAN INTERSTATE BANCORPORATION has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN INTERSTATE BANCORPORATION

Employer identification number (EIN): 470683680

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BARRETT JAMES 2024-02-21 BARRETT JAMES 2024-02-21
001 2022-01-01 BARRETT JAMES 2023-03-29 BARRETT JAMES 2023-03-29
001 2021-01-01 BARRETT JAMES 2022-02-09 BARRETT JAMES 2022-02-09
001 2020-01-01 BARRETT JAMES 2021-02-06 BARRETT JAMES 2021-02-06
001 2019-01-01 BARRETT JAMES 2020-02-06 BARRETT JAMES 2020-02-06
001 2018-01-01
001 2017-01-01
001 2016-01-01 BARRETT JAMES
001 2015-01-01 BARRETT JAMES
001 2014-01-01 BARRETT JAMES
001 2013-01-01 BARRETT JAMES
001 2012-01-01 BARRETT JAMES
001 2011-01-01 BARRETT JAMES
001 2009-01-01 BARRETT JAMES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BARRETT JAMES	2024-02-21	BARRETT JAMES	2024-02-21
001	2022-01-01	BARRETT JAMES	2023-03-29	BARRETT JAMES	2023-03-29
001	2021-01-01	BARRETT JAMES	2022-02-09	BARRETT JAMES	2022-02-09
001	2020-01-01	BARRETT JAMES	2021-02-06	BARRETT JAMES	2021-02-06
001	2019-01-01	BARRETT JAMES	2020-02-06	BARRETT JAMES	2020-02-06
001	2018-01-01
001	2017-01-01
001	2016-01-01	BARRETT JAMES
001	2015-01-01	BARRETT JAMES
001	2014-01-01	BARRETT JAMES
001	2013-01-01	BARRETT JAMES
001	2012-01-01	BARRETT JAMES
001	2011-01-01	BARRETT JAMES
001	2009-01-01	BARRETT JAMES

Plan Statistics for AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST

401k plan membership statisitcs for AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST

Measure Date Value
2023: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 18
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 7
Total of all active and inactive participants 2023-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 25
Number of participants with account balances 2023-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 27
Number of participants with account balances 2022-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 30
Number of participants with account balances 2021-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 30
Number of participants with account balances 2020-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 30
Number of participants with account balances 2019-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 32
Number of participants with account balances 2018-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 32
Number of participants with account balances 2017-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 21
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 33
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 34
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	18
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	7
Total of all active and inactive participants	2023-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	25
Number of participants with account balances	2023-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	27
Number of participants with account balances	2022-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	30
Number of participants with account balances	2021-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	30
Number of participants with account balances	2020-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	30
Number of participants with account balances	2019-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	32
Number of participants with account balances	2018-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	32
Number of participants with account balances	2017-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	21
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	33
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	34
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST

Measure	Date	Value
2023 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$476,122
Expenses. Total of all expenses incurred	2023-12-31	$220,173
Benefits paid (including direct rollovers)	2023-12-31	$220,173
Total plan assets at end of year	2023-12-31	$6,912,405
Total plan assets at beginning of year	2023-12-31	$6,656,456
Value of fidelity bond covering the plan	2023-12-31	$2,250,000
Total contributions received or receivable from participants	2023-12-31	$191,062
Assets. Value of loans (other than to participants)	2023-12-31	$6,228,105
Other income received	2023-12-31	$285,060
Net income (gross income less expenses)	2023-12-31	$255,949
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,912,405
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,656,456
2022 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$338,842
Expenses. Total of all expenses incurred	2022-12-31	$368,457
Benefits paid (including direct rollovers)	2022-12-31	$368,457
Total plan assets at end of year	2022-12-31	$6,656,456
Total plan assets at beginning of year	2022-12-31	$6,686,071
Value of fidelity bond covering the plan	2022-12-31	$2,250,000
Total contributions received or receivable from participants	2022-12-31	$186,752
Assets. Value of loans (other than to participants)	2022-12-31	$6,441,632
Other income received	2022-12-31	$152,090
Net income (gross income less expenses)	2022-12-31	$-29,615
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,656,456
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,686,071
2021 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$290,570
Expenses. Total of all expenses incurred	2021-12-31	$69,270
Benefits paid (including direct rollovers)	2021-12-31	$69,270
Total plan assets at end of year	2021-12-31	$6,686,071
Total plan assets at beginning of year	2021-12-31	$6,464,771
Value of fidelity bond covering the plan	2021-12-31	$2,250,000
Total contributions received or receivable from participants	2021-12-31	$177,447
Assets. Value of loans (other than to participants)	2021-12-31	$2,665,338
Other income received	2021-12-31	$113,123
Net income (gross income less expenses)	2021-12-31	$221,300
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,686,071
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,464,771
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$407,644
Expenses. Total of all expenses incurred	2020-12-31	$65,840
Benefits paid (including direct rollovers)	2020-12-31	$65,422
Total plan assets at end of year	2020-12-31	$6,464,771
Total plan assets at beginning of year	2020-12-31	$6,122,967
Value of fidelity bond covering the plan	2020-12-31	$2,250,000
Total contributions received or receivable from participants	2020-12-31	$147,263
Assets. Value of loans (other than to participants)	2020-12-31	$2,831,354
Other income received	2020-12-31	$260,381
Net income (gross income less expenses)	2020-12-31	$341,804
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,464,771
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,122,967
Value of corrective distributions	2020-12-31	$418
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$998,728
Expenses. Total of all expenses incurred	2019-12-31	$6,547
Benefits paid (including direct rollovers)	2019-12-31	$6,547
Total plan assets at end of year	2019-12-31	$6,122,967
Total plan assets at beginning of year	2019-12-31	$5,130,786
Value of fidelity bond covering the plan	2019-12-31	$2,250,000
Total contributions received or receivable from participants	2019-12-31	$140,940
Assets. Value of loans (other than to participants)	2019-12-31	$5,886,792
Contributions received from other sources (not participants or employers)	2019-12-31	$601,397
Other income received	2019-12-31	$256,391
Net income (gross income less expenses)	2019-12-31	$992,181
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,122,967
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,130,786
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$370,682
Expenses. Total of all expenses incurred	2018-12-31	$13,051
Benefits paid (including direct rollovers)	2018-12-31	$13,051
Total plan assets at end of year	2018-12-31	$5,130,786
Total plan assets at beginning of year	2018-12-31	$4,773,155
Value of fidelity bond covering the plan	2018-12-31	$2,250,000
Total contributions received or receivable from participants	2018-12-31	$142,584
Assets. Value of loans (other than to participants)	2018-12-31	$4,218,195
Other income received	2018-12-31	$228,098
Net income (gross income less expenses)	2018-12-31	$357,631
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,130,786
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,773,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$601,501
Expenses. Total of all expenses incurred	2017-12-31	$219,543
Benefits paid (including direct rollovers)	2017-12-31	$219,543
Total plan assets at end of year	2017-12-31	$4,773,155
Total plan assets at beginning of year	2017-12-31	$4,391,197
Value of fidelity bond covering the plan	2017-12-31	$2,250,000
Assets. Value of loans (other than to participants)	2017-12-31	$3,945,102
Contributions received from other sources (not participants or employers)	2017-12-31	$262,670
Other income received	2017-12-31	$204,823
Net income (gross income less expenses)	2017-12-31	$381,958
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,773,155
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,391,197
Total contributions received or receivable from employer(s)	2017-12-31	$134,008
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$476,884
Total income from all sources	2016-12-31	$326,687
Expenses. Total of all expenses incurred	2016-12-31	$7,871
Benefits paid (including direct rollovers)	2016-12-31	$7,871
Total plan assets at end of year	2016-12-31	$4,391,197
Total plan assets at beginning of year	2016-12-31	$4,549,265
Value of fidelity bond covering the plan	2016-12-31	$2,250,000
Total contributions received or receivable from participants	2016-12-31	$125,136
Assets. Value of loans (other than to participants)	2016-12-31	$4,186,556
Other income received	2016-12-31	$201,551
Net income (gross income less expenses)	2016-12-31	$318,816
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,391,197
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,072,381
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$476,884
Total plan liabilities at beginning of year	2015-12-31	$728,745
Total income from all sources	2015-12-31	$321,145
Expenses. Total of all expenses incurred	2015-12-31	$7,441
Benefits paid (including direct rollovers)	2015-12-31	$7,441
Total plan assets at end of year	2015-12-31	$4,549,265
Total plan assets at beginning of year	2015-12-31	$4,487,422
Value of fidelity bond covering the plan	2015-12-31	$2,250,000
Total contributions received or receivable from participants	2015-12-31	$120,019
Assets. Value of loans (other than to participants)	2015-12-31	$4,045,575
Other income received	2015-12-31	$201,126
Net income (gross income less expenses)	2015-12-31	$313,704
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,072,381
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,758,677
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$728,745
Total plan liabilities at beginning of year	2014-12-31	$113,194
Total income from all sources	2014-12-31	$314,256
Expenses. Total of all expenses incurred	2014-12-31	$299,692
Benefits paid (including direct rollovers)	2014-12-31	$299,692
Total plan assets at end of year	2014-12-31	$4,487,422
Total plan assets at beginning of year	2014-12-31	$3,857,307
Value of fidelity bond covering the plan	2014-12-31	$2,250,000
Total contributions received or receivable from participants	2014-12-31	$132,239
Assets. Value of loans (other than to participants)	2014-12-31	$3,754,581
Other income received	2014-12-31	$182,017
Net income (gross income less expenses)	2014-12-31	$14,564
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,758,677
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,744,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$113,194
Total income from all sources	2013-12-31	$1,126,370
Expenses. Total of all expenses incurred	2013-12-31	$541
Benefits paid (including direct rollovers)	2013-12-31	$541
Total plan assets at end of year	2013-12-31	$3,857,307
Total plan assets at beginning of year	2013-12-31	$2,618,284
Value of fidelity bond covering the plan	2013-12-31	$2,250,000
Total contributions received or receivable from participants	2013-12-31	$131,747
Assets. Value of loans (other than to participants)	2013-12-31	$3,741,055
Contributions received from other sources (not participants or employers)	2013-12-31	$803,308
Other income received	2013-12-31	$191,315
Net income (gross income less expenses)	2013-12-31	$1,125,829
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,744,113
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,618,284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$267,453
Expenses. Total of all expenses incurred	2012-12-31	$78,209
Benefits paid (including direct rollovers)	2012-12-31	$78,209
Total plan assets at end of year	2012-12-31	$2,618,284
Total plan assets at beginning of year	2012-12-31	$2,429,040
Value of fidelity bond covering the plan	2012-12-31	$2,250,000
Total contributions received or receivable from participants	2012-12-31	$130,878
Assets. Value of loans (other than to participants)	2012-12-31	$2,486,386
Other income received	2012-12-31	$136,575
Net income (gross income less expenses)	2012-12-31	$189,244
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,618,284
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,429,040
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$241,677
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,429,040
Total plan assets at beginning of year	2011-12-31	$2,187,363
Value of fidelity bond covering the plan	2011-12-31	$2,250,000
Total contributions received or receivable from participants	2011-12-31	$131,820
Assets. Value of loans (other than to participants)	2011-12-31	$2,399,469
Other income received	2011-12-31	$109,857
Net income (gross income less expenses)	2011-12-31	$241,677
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,429,040
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,187,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$250,222
Expenses. Total of all expenses incurred	2010-12-31	$21,975
Benefits paid (including direct rollovers)	2010-12-31	$21,975
Total plan assets at end of year	2010-12-31	$2,187,363
Total plan assets at beginning of year	2010-12-31	$1,959,116
Value of fidelity bond covering the plan	2010-12-31	$2,250,000
Total contributions received or receivable from participants	2010-12-31	$131,820
Assets. Value of loans (other than to participants)	2010-12-31	$2,086,300
Other income received	2010-12-31	$118,402
Net income (gross income less expenses)	2010-12-31	$228,247
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,187,363
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,959,116
Total contributions received or receivable from employer(s)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST

2023: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN INTERSTATE BANCORPORATION 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMERICAN INTERSTATE BANCORPORATION
Employer identification number (EIN):	470683680
NAIC Classification:	551111
NAIC Description:	Offices of Bank Holding Companies