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THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN
Plan identification number 002

THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

CITIZENS NATIONAL BANK OF MERIDIAN has sponsored the creation of one or more 401k plans.

Company Name:CITIZENS NATIONAL BANK OF MERIDIAN
Employer identification number (EIN):640134521
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01TERESA F THORNHILL2020-09-22 TERESA F THORNHILL2020-09-22
0022018-01-01LEE R MEYER, JR2019-09-24 LEE R MEYER, JR2019-09-24
0022017-01-01
0022016-01-01
0022015-01-01LEE MEYER LEE MEYER2016-09-09
0022014-01-01LEE MEYER LEE MEYER2015-10-14
0022013-01-01LEE MEYER LEE MEYER2014-10-07
0022012-01-01LEE MEYER LEE MEYER2013-08-19
0022011-01-01LEE MEYER LEE MEYER2012-08-10
0022009-01-01LEE MEYER LEE MEYER2010-10-08

Plan Statistics for THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01395
Total number of active participants reported on line 7a of the Form 55002022-01-01318
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0190
Total of all active and inactive participants2022-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01408
Number of participants with account balances2022-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01387
Total number of active participants reported on line 7a of the Form 55002021-01-01299
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0191
Total of all active and inactive participants2021-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01390
Number of participants with account balances2021-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01368
Total number of active participants reported on line 7a of the Form 55002020-01-01300
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01378
Number of participants with account balances2020-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01366
Total number of active participants reported on line 7a of the Form 55002019-01-01310
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01366
Number of participants with account balances2019-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01363
Total number of active participants reported on line 7a of the Form 55002018-01-01312
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01355
Number of participants with account balances2018-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01370
Total number of active participants reported on line 7a of the Form 55002017-01-01309
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01355
Number of participants with account balances2017-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01353
Total number of active participants reported on line 7a of the Form 55002016-01-01314
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01367
Number of participants with account balances2016-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01334
Total number of active participants reported on line 7a of the Form 55002015-01-01287
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01320
Number of participants with account balances2015-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01332
Total number of active participants reported on line 7a of the Form 55002014-01-01296
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01323
Number of participants with account balances2014-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01349
Total number of active participants reported on line 7a of the Form 55002013-01-01299
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01320
Number of participants with account balances2013-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01338
Total number of active participants reported on line 7a of the Form 55002012-01-01317
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01338
Number of participants with account balances2012-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01338
Total number of active participants reported on line 7a of the Form 55002011-01-01295
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01326
Number of participants with account balances2011-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01341
Total number of active participants reported on line 7a of the Form 55002009-01-01300
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01339
Number of participants with account balances2009-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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$40
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$40
Total income from all sources (including contributions)2022-12-31$-3,290,633
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,825,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,730,099
Expenses. Certain deemed distributions of participant loans2022-12-31$23,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,174,955
Value of total assets at end of year2022-12-31$29,210,385
Value of total assets at beginning of year2022-12-31$35,326,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,308
Total interest from all sources2022-12-31$28,475
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
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$1,405,223
Participant contributions at end of year2022-12-31$620,101
Participant contributions at beginning of year2022-12-31$611,064
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$40,374
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$40
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$40
Administrative expenses (other) incurred2022-12-31$2,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,116,488
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,210,345
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,326,833
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
Investment advisory and management fees2022-12-31$21,783
Value of interest in pooled separate accounts at end of year2022-12-31$28,550,236
Value of interest in pooled separate accounts at beginning of year2022-12-31$34,637,094
Interest on participant loans2022-12-31$28,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,494,063
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$768,588
Employer contributions (assets) at end of year2022-12-31$40,048
Employer contributions (assets) at beginning of year2022-12-31$38,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,730,099
Contract administrator fees2022-12-31$48,407
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 name2022-12-31SWAIN, COLLINS & NAPP, PA
Accountancy firm EIN2022-12-31640854432
2021 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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$40
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$6,387,381
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,973,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,866,708
Expenses. Certain deemed distributions of participant loans2021-12-31$28,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,515,650
Value of total assets at end of year2021-12-31$35,326,873
Value of total assets at beginning of year2021-12-31$31,912,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$78,443
Total interest from all sources2021-12-31$24,522
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
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$1,299,492
Participant contributions at end of year2021-12-31$611,064
Participant contributions at beginning of year2021-12-31$485,323
Participant contributions at end of year2021-12-31$40,374
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$503,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$40
Administrative expenses (other) incurred2021-12-31$1,043
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$3,414,221
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,326,833
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,912,612
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
Investment advisory and management fees2021-12-31$25,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$34,637,094
Value of interest in pooled separate accounts at beginning of year2021-12-31$31,411,546
Interest on participant loans2021-12-31$24,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,847,209
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$712,822
Employer contributions (assets) at end of year2021-12-31$38,341
Employer contributions (assets) at beginning of year2021-12-31$15,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,866,708
Contract administrator fees2021-12-31$51,763
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 name2021-12-31SWAIN, COLLINS & NAPP, PA
Accountancy firm EIN2021-12-31640854432
2020 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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$6,536,102
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,449,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,296,673
Expenses. Certain deemed distributions of participant loans2020-12-31$53,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,964,042
Value of total assets at end of year2020-12-31$31,912,612
Value of total assets at beginning of year2020-12-31$28,825,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,319
Total interest from all sources2020-12-31$25,796
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$40,402
Was this plan covered by a fidelity bond2020-12-31No
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$1,194,858
Participant contributions at end of year2020-12-31$485,323
Participant contributions at beginning of year2020-12-31$538,438
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,218,419
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,101,439
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$3,086,913
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,912,612
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,825,699
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,944,653
Value of interest in pooled separate accounts at end of year2020-12-31$31,411,546
Interest on participant loans2020-12-31$25,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,113,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,546,264
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$667,745
Employer contributions (assets) at end of year2020-12-31$15,743
Employer contributions (assets) at beginning of year2020-12-31$11,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,296,673
Contract administrator fees2020-12-31$58,917
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 name2020-12-31SWAIN, COLLINS & NAPP, PA
Accountancy firm EIN2020-12-31640854432
2019 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,521,427
Total of all expenses incurred2019-12-31$2,174,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,056,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,879,498
Value of total assets at end of year2019-12-31$28,825,699
Value of total assets at beginning of year2019-12-31$24,478,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,093
Total interest from all sources2019-12-31$30,114
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$988,862
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$988,862
Administrative expenses professional fees incurred2019-12-31$57,604
Was this plan covered by a fidelity bond2019-12-31No
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$1,196,493
Participant contributions at end of year2019-12-31$538,438
Participant contributions at beginning of year2019-12-31$592,622
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,218,419
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,369,570
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,200
Other income not declared elsewhere2019-12-31$529
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$4,347,364
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,825,699
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,478,335
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
Investment advisory and management fees2019-12-31$1,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,944,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,888,605
Interest on participant loans2019-12-31$30,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$59
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,113,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,618,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,622,424
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$651,805
Employer contributions (assets) at end of year2019-12-31$11,058
Employer contributions (assets) at beginning of year2019-12-31$8,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,056,970
Contract administrator fees2019-12-31$58,164
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 name2019-12-31SWAIN & COLLINS, PA
Accountancy firm EIN2019-12-31640854432
2018 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total income from all sources (including contributions)2018-12-31$963,932
Total of all expenses incurred2018-12-31$1,270,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,180,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,234,292
Value of total assets at end of year2018-12-31$24,478,335
Value of total assets at beginning of year2018-12-31$24,784,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$89,524
Total interest from all sources2018-12-31$27,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$31,183
Was this plan covered by a fidelity bond2018-12-31No
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$1,104,523
Participant contributions at end of year2018-12-31$592,622
Participant contributions at beginning of year2018-12-31$403,726
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,369,570
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,610,202
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$509,392
Other income not declared elsewhere2018-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-306,346
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,478,335
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,784,681
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$16,888,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,763,384
Interest on participant loans2018-12-31$27,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$59
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$64
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$64
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,618,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,995,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,297,890
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$620,377
Employer contributions (assets) at end of year2018-12-31$8,925
Employer contributions (assets) at beginning of year2018-12-31$12,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,180,754
Contract administrator fees2018-12-31$58,341
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 name2018-12-31SWAIN & COLLINS, P.A.
Accountancy firm EIN2018-12-31640854432
2017 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,502,347
Total of all expenses incurred2017-12-31$1,269,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,187,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,191,244
Value of total assets at end of year2017-12-31$24,784,681
Value of total assets at beginning of year2017-12-31$20,552,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,902
Total interest from all sources2017-12-31$16,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$32,550
Was this plan covered by a fidelity bond2017-12-31No
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$1,028,222
Participant contributions at end of year2017-12-31$403,726
Participant contributions at beginning of year2017-12-31$330,689
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,610,202
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,837,968
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$575,941
Other income not declared elsewhere2017-12-31$612,504
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$4,232,471
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,784,681
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,552,210
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$17,763,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,712,853
Interest on participant loans2017-12-31$16,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$64
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,995,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,663,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,681,724
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$587,081
Employer contributions (assets) at end of year2017-12-31$12,267
Employer contributions (assets) at beginning of year2017-12-31$7,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,187,974
Contract administrator fees2017-12-31$49,352
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 name2017-12-31SWAIN & COLLINS, P.A.
Accountancy firm EIN2017-12-31640854432
2016 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,098,840
Total of all expenses incurred2016-12-31$1,074,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,006,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,576,074
Value of total assets at end of year2016-12-31$20,552,210
Value of total assets at beginning of year2016-12-31$18,527,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$67,460
Total interest from all sources2016-12-31$8,308
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$271,880
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$271,880
Administrative expenses professional fees incurred2016-12-31$25,561
Was this plan covered by a fidelity bond2016-12-31No
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$974,356
Participant contributions at end of year2016-12-31$330,689
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,837,968
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$484,518
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$33,678
Other income not declared elsewhere2016-12-31$1,297
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$2,024,551
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,552,210
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,527,659
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$14,712,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,884,203
Interest on participant loans2016-12-31$8,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,663,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,136,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,241,281
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$568,040
Employer contributions (assets) at end of year2016-12-31$7,636
Employer contributions (assets) at beginning of year2016-12-31$9,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,006,829
Contract administrator fees2016-12-31$41,899
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 name2016-12-31SWAIN & COLLINS, P.A.
Accountancy firm EIN2016-12-31640854432
2015 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,035,758
Total of all expenses incurred2015-12-31$6,321,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,305,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,438,620
Value of total assets at end of year2015-12-31$18,527,659
Value of total assets at beginning of year2015-12-31$23,813,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,757
Total interest from all sources2015-12-31$778
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$299,368
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$255,479
Administrative expenses professional fees incurred2015-12-31$6,454
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$843,371
Assets. Other investments not covered elsewhere at end of year2015-12-31$484,518
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,909,054
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$121,304
Other income not declared elsewhere2015-12-31$810
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$43,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,285,875
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,527,659
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,813,534
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
Investment advisory and management fees2015-12-31$420
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,884,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,308,594
Interest earned on other investments2015-12-31$778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,136,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,541,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-703,818
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$473,945
Employer contributions (assets) at end of year2015-12-31$9,789
Employer contributions (assets) at beginning of year2015-12-31$9,629
Income. Dividends from common stock2015-12-31$43,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,305,876
Contract administrator fees2015-12-31$8,883
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 name2015-12-31SWAIN & COLLINS, P.A.
Accountancy firm EIN2015-12-31640854432
2014 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,756,845
Total of all expenses incurred2014-12-31$696,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$683,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,591,522
Value of total assets at end of year2014-12-31$23,813,534
Value of total assets at beginning of year2014-12-31$21,752,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,323
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$302,894
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$302,894
Administrative expenses professional fees incurred2014-12-31$3,370
Was this plan covered by a fidelity bond2014-12-31No
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$787,339
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,909,054
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,693,817
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$333,335
Total non interest bearing cash at end of year2014-12-31$43,327
Total non interest bearing cash at beginning of year2014-12-31$856
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$2,060,623
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,813,534
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,752,911
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$19,308,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,784,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,268,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,268,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,541,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$862,429
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$470,848
Employer contributions (assets) at end of year2014-12-31$9,629
Employer contributions (assets) at beginning of year2014-12-31$5,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$683,899
Contract administrator fees2014-12-31$8,953
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 name2014-12-31SWAIN & COLLINS, P.A.
Accountancy firm EIN2014-12-31640854432
2013 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,420,026
Total of all expenses incurred2013-12-31$2,644,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,631,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,363,889
Value of total assets at end of year2013-12-31$21,752,911
Value of total assets at beginning of year2013-12-31$19,977,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,633
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$257,694
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$257,694
Administrative expenses professional fees incurred2013-12-31$5,301
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$733,332
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,693,817
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,199,462
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$203,598
Total non interest bearing cash at end of year2013-12-31$856
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$1,775,692
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,752,911
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,977,219
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
Investment advisory and management fees2013-12-31$907
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,784,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,420,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,268,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,357,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,357,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,798,443
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$426,959
Employer contributions (assets) at end of year2013-12-31$5,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,631,701
Contract administrator fees2013-12-31$6,425
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 name2013-12-31SWAIN & COLLINS, P.A.
Accountancy firm EIN2013-12-31640854432
2012 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,151,230
Total of all expenses incurred2012-12-31$861,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$850,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,207,309
Value of total assets at end of year2012-12-31$19,977,219
Value of total assets at beginning of year2012-12-31$17,687,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,964
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$326,413
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$326,413
Administrative expenses professional fees incurred2012-12-31$3,197
Was this plan covered by a fidelity bond2012-12-31No
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$703,275
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,199,462
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,090,205
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$98,713
Total non interest bearing cash at beginning of year2012-12-31$35,186
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$2,290,087
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,977,219
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,687,132
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
Investment advisory and management fees2012-12-31$1,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,420,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,609,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,357,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,952,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,952,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,617,508
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$405,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$850,179
Contract administrator fees2012-12-31$6,002
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 name2012-12-31SWAIN & COLLINS, P.A.
Accountancy firm EIN2012-12-31640854432
2011 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$989,114
Total of all expenses incurred2011-12-31$1,945,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,934,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,167,433
Value of total assets at end of year2011-12-31$17,687,132
Value of total assets at beginning of year2011-12-31$18,643,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,503
Total interest from all sources2011-12-31$120
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$334,730
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$334,730
Administrative expenses professional fees incurred2011-12-31$3,382
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$716,578
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,090,205
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,022,375
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$52,778
Total non interest bearing cash at end of year2011-12-31$35,186
Total non interest bearing cash at beginning of year2011-12-31$34,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-956,323
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,687,132
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,643,455
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
Investment advisory and management fees2011-12-31$2,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,609,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,587,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,952,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-513,169
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$398,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,934,934
Contract administrator fees2011-12-31$4,635
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 name2011-12-31SWAIN, BUCKALEW & COLLINS, P.A.
Accountancy firm EIN2011-12-31640854432
2010 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,960,805
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$610,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$600,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,102,589
Value of total assets at end of year2010-12-31$18,643,455
Value of total assets at beginning of year2010-12-31$16,293,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,644
Total interest from all sources2010-12-31$232
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$48,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,882
Was this plan covered by a fidelity bond2010-12-31No
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$671,345
Participant contributions at beginning of year2010-12-31$20,862
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,022,375
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,890,024
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$51,856
Other income not declared elsewhere2010-12-31$151,960
Total non interest bearing cash at end of year2010-12-31$34,029
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$2,350,299
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,643,455
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,293,156
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$2,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,587,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,369,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,657,134
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$379,388
Employer contributions (assets) at beginning of year2010-12-31$12,418
Income. Dividends from common stock2010-12-31$48,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$600,862
Contract administrator fees2010-12-31$4,223
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 name2010-12-31SWAIN, BUCKALEW & COLLINS, P.A.
Accountancy firm EIN2010-12-31640854432
2009 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

2022: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 - TrustYes
2021: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 - TrustYes
2020: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 - TrustYes
2019: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 - TrustYes
2018: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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
2009: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number145858
Policy instance 1
Insurance contract or identification number145858
Number of Individuals Covered401
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,783
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 Administration0
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
Amount paid for insurance broker fees21783
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number145858
Policy instance 1
Insurance contract or identification number145858
Number of Individuals Covered381
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,637
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 Administration0
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
Amount paid for insurance broker fees25637
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number145858
Policy instance 1
Insurance contract or identification number145858
Number of Individuals Covered363
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $67,076
Total amount of fees paid to insurance companyUSD $6,800
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 Administration0
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
Commission paid to Insurance BrokerUSD $67,076
Amount paid for insurance broker fees6800
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HT7S
Policy instance 2
Insurance contract or identification numberGAP-CP-HT7S
Number of Individuals Covered0
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 Administration0
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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HT7S
Policy instance 1
Insurance contract or identification numberGAP-CP-HT7S
Number of Individuals Covered356
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HT7S
Policy instance 1
Insurance contract or identification numberGAP-CP-HT7S
Number of Individuals Covered345
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-DP-GV6G
Policy instance 1
Insurance contract or identification numberGAP-DP-GV6G
Number of Individuals Covered260
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,674
Total amount of fees paid to insurance companyUSD $668
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,674
Amount paid for insurance broker fees668
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION SERVICES
Insurance broker organization code?3
Insurance broker nameLAMON & STERN
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GV6G
Policy instance 1
Insurance contract or identification numberGAP-CP-GV6G
Number of Individuals Covered280
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $163
Total amount of fees paid to insurance companyUSD $41
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $163
Amount paid for insurance broker fees41
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION SERVICES
Insurance broker organization code?3
Insurance broker nameLAMON & STERN, INC.

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