401k Plan data: FORDYCE BANK & TRUST COMPANY 401(K) PLAN plan

FORDYCE BANK & TRUST COMPANY 401(K) PLAN 401k Plan overview

Plan Name	FORDYCE BANK & TRUST COMPANY 401(K) PLAN
Plan identification number	001

FORDYCE BANK & TRUST COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

FBT BANK & MORTGAGE has sponsored the creation of one or more 401k plans.

Company Name: FBT BANK & MORTGAGE

Employer identification number (EIN): 710058360

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORDYCE BANK & TRUST COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAMES V. HULSE 2023-07-24
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SUZETTE CRUTCHFIELD
001 2016-01-01 SUZETTE CRUTCHFIELD
001 2015-01-01 SUZETTE CRUTCHFIELD SUZETTE CRUTCHFIELD 2016-06-30
001 2014-01-01 SUZETTE CRUTCHFIELD SUZETTE CRUTCHFIELD 2015-07-06
001 2013-01-01 SUZETTE CRUTCHFIELD SUZETTE CRUTCHFIELD 2014-06-06
001 2012-01-01 SUZETTE CRUTCHFIELD SUZETTE CRUTCHFIELD 2013-06-24
001 2011-01-01 SUZETTE CRUTCHFIELD SUZETTE CRUTCHFIELD 2013-05-29
001 2009-01-01 SUZETTE CRUTCHFIELD SUZETTE CRUTCHFIELD 2010-08-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JAMES V. HULSE	2023-07-24
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SUZETTE CRUTCHFIELD
001	2016-01-01	SUZETTE CRUTCHFIELD
001	2015-01-01	SUZETTE CRUTCHFIELD		SUZETTE CRUTCHFIELD	2016-06-30
001	2014-01-01	SUZETTE CRUTCHFIELD		SUZETTE CRUTCHFIELD	2015-07-06
001	2013-01-01	SUZETTE CRUTCHFIELD		SUZETTE CRUTCHFIELD	2014-06-06
001	2012-01-01	SUZETTE CRUTCHFIELD		SUZETTE CRUTCHFIELD	2013-06-24
001	2011-01-01	SUZETTE CRUTCHFIELD		SUZETTE CRUTCHFIELD	2013-05-29
001	2009-01-01	SUZETTE CRUTCHFIELD		SUZETTE CRUTCHFIELD	2010-08-10

Plan Statistics for FORDYCE BANK & TRUST COMPANY 401(K) PLAN

401k plan membership statisitcs for FORDYCE BANK & TRUST COMPANY 401(K) PLAN

Measure Date Value
2022: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 44
Number of participants with account balances 2022-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 38
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 44
Number of participants with account balances 2021-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 42
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 50
Number of participants with account balances 2020-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 45
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 55
Number of participants with account balances 2019-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 44
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 52
Number of participants with account balances 2018-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 47
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 53
Number of participants with account balances 2017-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 40
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 49
Number of participants with account balances 2016-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 42
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 54
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 42
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 53
Number of participants with account balances 2014-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 43
Number of participants with account balances 2013-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 41
Number of participants with account balances 2012-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 16
2011: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	44
Number of participants with account balances	2022-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	38
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	44
Number of participants with account balances	2021-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	42
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	50
Number of participants with account balances	2020-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	45
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	55
Number of participants with account balances	2019-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	44
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	52
Number of participants with account balances	2018-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	47
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	53
Number of participants with account balances	2017-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	40
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	49
Number of participants with account balances	2016-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	42
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	54
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	42
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	53
Number of participants with account balances	2014-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	43
Number of participants with account balances	2013-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	41
Number of participants with account balances	2012-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	16
2011: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on FORDYCE BANK & TRUST COMPANY 401(K) PLAN

Measure	Date	Value
2022 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$8,313
Expenses. Total of all expenses incurred	2022-12-31	$174,175
Benefits paid (including direct rollovers)	2022-12-31	$157,872
Total plan assets at end of year	2022-12-31	$4,222,541
Total plan assets at beginning of year	2022-12-31	$4,388,403
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$148,597
Other income received	2022-12-31	$-284,512
Net income (gross income less expenses)	2022-12-31	$-165,862
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,222,541
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,388,403
Assets. Value of participant loans	2022-12-31	$3,884
Assets. Value of employer securities	2022-12-31	$1,358,160
Total contributions received or receivable from employer(s)	2022-12-31	$144,228
Value of corrective distributions	2022-12-31	$4,900
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$11,403
2021 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$680,421
Expenses. Total of all expenses incurred	2021-12-31	$478,417
Benefits paid (including direct rollovers)	2021-12-31	$462,718
Total plan assets at end of year	2021-12-31	$4,388,403
Total plan assets at beginning of year	2021-12-31	$4,186,399
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$134,423
Other income received	2021-12-31	$418,121
Net income (gross income less expenses)	2021-12-31	$202,004
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,388,403
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,186,399
Assets. Value of employer securities	2021-12-31	$1,281,478
Total contributions received or receivable from employer(s)	2021-12-31	$127,877
Value of corrective distributions	2021-12-31	$4,420
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$535,307
Expenses. Total of all expenses incurred	2020-12-31	$169,095
Benefits paid (including direct rollovers)	2020-12-31	$155,348
Total plan assets at end of year	2020-12-31	$4,186,399
Total plan assets at beginning of year	2020-12-31	$3,820,187
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$127,071
Other income received	2020-12-31	$285,318
Net income (gross income less expenses)	2020-12-31	$366,212
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,186,399
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,820,187
Assets. Value of participant loans	2020-12-31	$2,407
Assets. Value of employer securities	2020-12-31	$1,201,771
Total contributions received or receivable from employer(s)	2020-12-31	$122,918
Value of corrective distributions	2020-12-31	$3,180
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$10,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$728,197
Expenses. Total of all expenses incurred	2019-12-31	$97,785
Benefits paid (including direct rollovers)	2019-12-31	$91,832
Total plan assets at end of year	2019-12-31	$3,820,187
Total plan assets at beginning of year	2019-12-31	$3,189,775
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$111,626
Other income received	2019-12-31	$508,865
Net income (gross income less expenses)	2019-12-31	$630,412
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,820,187
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,189,775
Assets. Value of employer securities	2019-12-31	$1,151,438
Total contributions received or receivable from employer(s)	2019-12-31	$107,706
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$126,725
Expenses. Total of all expenses incurred	2018-12-31	$88,720
Benefits paid (including direct rollovers)	2018-12-31	$80,305
Total plan assets at end of year	2018-12-31	$3,189,775
Total plan assets at beginning of year	2018-12-31	$3,151,770
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$109,830
Other income received	2018-12-31	$-85,175
Net income (gross income less expenses)	2018-12-31	$38,005
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,189,775
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,151,770
Assets. Value of employer securities	2018-12-31	$1,032,750
Total contributions received or receivable from employer(s)	2018-12-31	$102,070
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$534,134
Expenses. Total of all expenses incurred	2017-12-31	$41,324
Benefits paid (including direct rollovers)	2017-12-31	$32,410
Total plan assets at end of year	2017-12-31	$3,151,770
Total plan assets at beginning of year	2017-12-31	$2,658,960
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$128,431
Other income received	2017-12-31	$305,172
Net income (gross income less expenses)	2017-12-31	$492,810
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,151,770
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,658,960
Assets. Value of employer securities	2017-12-31	$1,181,582
Total contributions received or receivable from employer(s)	2017-12-31	$100,531
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,914
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$437,027
Expenses. Total of all expenses incurred	2016-12-31	$37,210
Benefits paid (including direct rollovers)	2016-12-31	$26,906
Total plan assets at end of year	2016-12-31	$2,658,960
Total plan assets at beginning of year	2016-12-31	$2,259,143
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$126,219
Contributions received from other sources (not participants or employers)	2016-12-31	$4,381
Other income received	2016-12-31	$205,155
Net income (gross income less expenses)	2016-12-31	$399,817
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,658,960
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,259,143
Assets. Value of participant loans	2016-12-31	$668
Assets. Value of employer securities	2016-12-31	$987,360
Total contributions received or receivable from employer(s)	2016-12-31	$101,272
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$10,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$228,318
Expenses. Total of all expenses incurred	2015-12-31	$43,198
Benefits paid (including direct rollovers)	2015-12-31	$37,505
Total plan assets at end of year	2015-12-31	$2,259,143
Total plan assets at beginning of year	2015-12-31	$2,074,023
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$116,303
Other income received	2015-12-31	$18,716
Net income (gross income less expenses)	2015-12-31	$185,120
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,259,143
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,074,023
Assets. Value of participant loans	2015-12-31	$302
Assets. Value of employer securities	2015-12-31	$838,080
Total contributions received or receivable from employer(s)	2015-12-31	$93,299
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,693
2014 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$318,231
Expenses. Total of all expenses incurred	2014-12-31	$44,581
Benefits paid (including direct rollovers)	2014-12-31	$44,481
Total plan assets at end of year	2014-12-31	$2,074,023
Total plan assets at beginning of year	2014-12-31	$1,800,373
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$121,883
Other income received	2014-12-31	$94,108
Net income (gross income less expenses)	2014-12-31	$273,650
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,074,023
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,800,373
Assets. Value of employer securities	2014-12-31	$696,900
Total contributions received or receivable from employer(s)	2014-12-31	$102,240
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$100
2013 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$438,475
Expenses. Total of all expenses incurred	2013-12-31	$210,755
Benefits paid (including direct rollovers)	2013-12-31	$210,755
Total plan assets at end of year	2013-12-31	$1,800,373
Total plan assets at beginning of year	2013-12-31	$1,572,653
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$88,366
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$274,395
Net income (gross income less expenses)	2013-12-31	$227,720
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,800,373
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,572,653
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$75,714
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$268,107
Expenses. Total of all expenses incurred	2012-12-31	$1,933
Benefits paid (including direct rollovers)	2012-12-31	$1,933
Total plan assets at end of year	2012-12-31	$1,572,653
Total plan assets at beginning of year	2012-12-31	$1,306,479
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$76,463
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$128,386
Net income (gross income less expenses)	2012-12-31	$266,174
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,572,653
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,306,479
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$63,258
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$90,482
Expenses. Total of all expenses incurred	2011-12-31	$45,943
Benefits paid (including direct rollovers)	2011-12-31	$45,943
Total plan assets at end of year	2011-12-31	$1,306,479
Total plan assets at beginning of year	2011-12-31	$1,261,940
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$73,586
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$356
Other income received	2011-12-31	$-47,691
Net income (gross income less expenses)	2011-12-31	$44,539
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,306,479
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,261,940
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$64,231
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$240,462
Expenses. Total of all expenses incurred	2010-12-31	$89,805
Benefits paid (including direct rollovers)	2010-12-31	$89,805
Total plan assets at end of year	2010-12-31	$1,261,940
Total plan assets at beginning of year	2010-12-31	$1,111,283
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$72,777
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$104,484
Net income (gross income less expenses)	2010-12-31	$150,657
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,261,940
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,111,283
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$63,201
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : FORDYCE BANK & TRUST COMPANY 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for FORDYCE BANK & TRUST COMPANY 401(K) PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5826

Policy instance

Insurance contract or identification number	GH5826
Number of Individuals Covered	38
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $11,877
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,877
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5826

Policy instance

Insurance contract or identification number	GH5826
Number of Individuals Covered	39
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $15,150
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,150
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5826

Policy instance

Insurance contract or identification number	GH5826
Number of Individuals Covered	43
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $12,607
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,607
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5826

Policy instance

Insurance contract or identification number	GH5826
Number of Individuals Covered	42
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $12,063
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,063
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5826

Policy instance

Insurance contract or identification number	GH5826
Number of Individuals Covered	42
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,933
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,933
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INSURANCE AG

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5826

Policy instance

Insurance contract or identification number	GH5826
Number of Individuals Covered	50
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $5,062
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $5,062
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INSURANCE AG

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH5826

Policy instance

Insurance contract or identification number	GH5826
Number of Individuals Covered	51
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,023
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,023
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INSURANCE AG

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-022109

Policy instance

Insurance contract or identification number	GA-022109
Number of Individuals Covered	38
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,321
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,321
Insurance broker organization code?	3
Insurance broker name	EDWARD D JONES & CO

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-022109

Policy instance

Insurance contract or identification number	GA-022109
Number of Individuals Covered	32
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,541
Total amount of fees paid to insurance company	USD $1,396
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,541
Insurance broker organization code?	3
Amount paid for insurance broker fees	1396
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	EDWARD D JONES & CO

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-022109

Policy instance

Insurance contract or identification number	GA-022109
Number of Individuals Covered	37
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,103
Total amount of fees paid to insurance company	USD $1,058
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-022109

Policy instance

Insurance contract or identification number	GA-022109
Number of Individuals Covered	38
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,553
Total amount of fees paid to insurance company	USD $873
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,553
Insurance broker organization code?	3
Amount paid for insurance broker fees	873
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	EDWARD D JONES & CO

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Company Name:	FBT BANK & MORTGAGE
Employer identification number (EIN):	710058360
NAIC Classification:	522110
NAIC Description:	Commercial Banking