401k Plan data: MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN plan

MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN
Plan identification number	003

MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 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

MOUNTAIN VALLEY BANK, N.A. has sponsored the creation of one or more 401k plans.

Company Name: MOUNTAIN VALLEY BANK, N.A.

Employer identification number (EIN): 550250267

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 DOUGLAS K. WEESE 2024-02-16
003 2022-01-01 DOUGLAS K. WEESE 2023-02-03
003 2021-01-01 RICHARD HARVEY 2022-01-26
003 2020-01-01 RICHARD HARVEY 2021-01-28
003 2019-01-01 RICHARD HARVEY 2020-01-23
003 2018-01-01 RICHARD HARVEY 2019-01-30
003 2017-01-01 RICHARD HARVEY 2018-02-02
003 2016-01-01 RICHARD HARVEY 2017-01-24
003 2015-01-01 RICHARD HARVEY 2016-01-22
003 2014-01-01 RICHARD HARVEY 2015-02-06
003 2013-01-01 RICHARD HARVEY 2014-02-05
003 2012-01-01 RICHARD HARVEY 2013-01-30
003 2011-01-01 RICHARD HARVEY 2012-02-02
003 2010-01-01 RICHARD HARVEY 2011-06-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	DOUGLAS K. WEESE	2024-02-16
003	2022-01-01	DOUGLAS K. WEESE	2023-02-03
003	2021-01-01	RICHARD HARVEY	2022-01-26
003	2020-01-01	RICHARD HARVEY	2021-01-28
003	2019-01-01	RICHARD HARVEY	2020-01-23
003	2018-01-01	RICHARD HARVEY	2019-01-30
003	2017-01-01	RICHARD HARVEY	2018-02-02
003	2016-01-01	RICHARD HARVEY	2017-01-24
003	2015-01-01	RICHARD HARVEY	2016-01-22
003	2014-01-01	RICHARD HARVEY	2015-02-06
003	2013-01-01	RICHARD HARVEY	2014-02-05
003	2012-01-01	RICHARD HARVEY	2013-01-30
003	2011-01-01	RICHARD HARVEY	2012-02-02
003	2010-01-01	RICHARD HARVEY	2011-06-17

Plan Statistics for MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-02-05 38
Total number of particpants at end of year 2025-02-05 37
Number of Participants With Account Balances 2025-02-05 35
2024: MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-02-16 44
Total number of particpants at end of year 2024-02-16 38
Number of Participants With Account Balances 2024-02-16 38
2022: MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-01-26 40
Total number of particpants at end of year 2022-01-26 42
Number of Participants With Account Balances 2022-01-26 39

Measure	Date	Value
2025: MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-02-05	38
Total number of particpants at end of year	2025-02-05	37
Number of Participants With Account Balances	2025-02-05	35
2024: MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-02-16	44
Total number of particpants at end of year	2024-02-16	38
Number of Participants With Account Balances	2024-02-16	38
2022: MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-01-26	40
Total number of particpants at end of year	2022-01-26	42
Number of Participants With Account Balances	2022-01-26	39

Financial Data on MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-02-05	496204
Net assets as of the end of the plan year	2025-02-05	1357489
Total assets as of the beginning of the plan year	2025-02-05	1635980
Value of plan covered by a fidelity bond	2025-02-05	3000000
Participant contributions to plan in this plan year	2025-02-05	70615
Other income to plan in this plan year	2025-02-05	134110
Plan net income in this plan year	2025-02-05	-278491
Net assets as of the end of the plan year	2025-02-05	1357489
Net assets as of the beginning of the plan year	2025-02-05	1635980
Employer contributions to plan in this plan year	2025-02-05	12988
Expensese paid to adminstrative service provicers from plan in this plan year	2025-02-05	6909
2024 : MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-02-16	317979
Net assets as of the end of the plan year	2024-02-16	1635980
Total assets as of the beginning of the plan year	2024-02-16	1561916
Value of plan covered by a fidelity bond	2024-02-16	3000000
Participant contributions to plan in this plan year	2024-02-16	87025
Other contributions to plan in this plan year	2024-02-16	128836
Other income to plan in this plan year	2024-02-16	160961
Plan net income in this plan year	2024-02-16	74064
Net assets as of the end of the plan year	2024-02-16	1635980
Net assets as of the beginning of the plan year	2024-02-16	1561916
Employer contributions to plan in this plan year	2024-02-16	15221
Expensese paid to adminstrative service provicers from plan in this plan year	2024-02-16	7819
2022 : MOUNTAIN VALLEY BANK, N.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-01-26	10553
Net assets as of the end of the plan year	2022-01-26	2306354
Total assets as of the beginning of the plan year	2022-01-26	1972310
Value of plan covered by a fidelity bond	2022-01-26	2000000
Participant contributions to plan in this plan year	2022-01-26	87877
Other income to plan in this plan year	2022-01-26	242556
Plan net income in this plan year	2022-01-26	334044
Net assets as of the end of the plan year	2022-01-26	2306354
Net assets as of the beginning of the plan year	2022-01-26	1972310
Value of contributions failed to transmitted timely	2022-01-26	3235
Employer contributions to plan in this plan year	2022-01-26	14164
Expensese paid to adminstrative service provicers from plan in this plan year	2022-01-26	10553

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Company Name:	MOUNTAIN VALLEY BANK, N.A.
Employer identification number (EIN):	550250267
NAIC Classification:	522110
NAIC Description:	Commercial Banking