SECURITY STATE BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SECURITY STATE BANK SAVINGS INCENTIVE PLAN
Measure | Date | Value |
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2017: SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 23 |
Number of participants with account balances | 2017-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 26 |
Number of participants with account balances | 2016-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 27 |
Number of participants with account balances | 2015-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 26 |
Number of participants with account balances | 2014-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 26 |
Number of participants with account balances | 2013-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 24 |
Total participants | 2012-01-01 | 24 |
Number of participants with account balances | 2012-01-01 | 23 |
2011: SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 23 |
Number of participants with account balances | 2011-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 24 |
Number of participants with account balances | 2010-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 22 |
Number of participants with account balances | 2009-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $447,981 |
Expenses. Total of all expenses incurred | 2017-12-31 | $471,178 |
Benefits paid (including direct rollovers) | 2017-12-31 | $471,178 |
Total plan assets at end of year | 2017-12-31 | $1,745,893 |
Total plan assets at beginning of year | 2017-12-31 | $1,769,090 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $97,457 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $20,621 |
Other income received | 2017-12-31 | $251,467 |
Net income (gross income less expenses) | 2017-12-31 | $-23,197 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,745,893 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,769,090 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $78,436 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $283,944 |
Expenses. Total of all expenses incurred | 2016-12-31 | $60,177 |
Benefits paid (including direct rollovers) | 2016-12-31 | $60,177 |
Total plan assets at end of year | 2016-12-31 | $1,769,090 |
Total plan assets at beginning of year | 2016-12-31 | $1,545,323 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $97,313 |
Other income received | 2016-12-31 | $111,566 |
Net income (gross income less expenses) | 2016-12-31 | $223,767 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,769,090 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,545,323 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $75,065 |
2015 : SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $157,433 |
Expenses. Total of all expenses incurred | 2015-12-31 | $187,516 |
Benefits paid (including direct rollovers) | 2015-12-31 | $187,516 |
Total plan assets at end of year | 2015-12-31 | $1,545,323 |
Total plan assets at beginning of year | 2015-12-31 | $1,575,406 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $105,379 |
Other income received | 2015-12-31 | $-26,634 |
Net income (gross income less expenses) | 2015-12-31 | $-30,083 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,545,323 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,575,406 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $78,688 |
2014 : SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $253,654 |
Expenses. Total of all expenses incurred | 2014-12-31 | $23,183 |
Benefits paid (including direct rollovers) | 2014-12-31 | $23,183 |
Total plan assets at end of year | 2014-12-31 | $1,575,406 |
Total plan assets at beginning of year | 2014-12-31 | $1,344,935 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,050,000 |
Total contributions received or receivable from participants | 2014-12-31 | $99,672 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $600 |
Other income received | 2014-12-31 | $80,782 |
Net income (gross income less expenses) | 2014-12-31 | $230,471 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,575,406 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,344,935 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $72,600 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $338,733 |
Expenses. Total of all expenses incurred | 2013-12-31 | $76,253 |
Benefits paid (including direct rollovers) | 2013-12-31 | $76,253 |
Total plan assets at end of year | 2013-12-31 | $1,344,935 |
Total plan assets at beginning of year | 2013-12-31 | $1,082,455 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,050,000 |
Total contributions received or receivable from participants | 2013-12-31 | $90,725 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $2,380 |
Other income received | 2013-12-31 | $176,007 |
Net income (gross income less expenses) | 2013-12-31 | $262,480 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,344,935 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,082,455 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $69,621 |
2012 : SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $213,650 |
Expenses. Total of all expenses incurred | 2012-12-31 | $151,117 |
Benefits paid (including direct rollovers) | 2012-12-31 | $151,117 |
Total plan assets at end of year | 2012-12-31 | $1,082,455 |
Total plan assets at beginning of year | 2012-12-31 | $1,019,922 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,050,000 |
Total contributions received or receivable from participants | 2012-12-31 | $78,324 |
Other income received | 2012-12-31 | $74,015 |
Net income (gross income less expenses) | 2012-12-31 | $62,533 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,082,455 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,019,922 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $61,311 |
2011 : SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $119,085 |
Expenses. Total of all expenses incurred | 2011-12-31 | $148,964 |
Benefits paid (including direct rollovers) | 2011-12-31 | $148,964 |
Total plan assets at end of year | 2011-12-31 | $1,019,922 |
Total plan assets at beginning of year | 2011-12-31 | $1,049,801 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,050,000 |
Total contributions received or receivable from participants | 2011-12-31 | $81,273 |
Other income received | 2011-12-31 | $-22,326 |
Net income (gross income less expenses) | 2011-12-31 | $-29,879 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,019,922 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,049,801 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $60,138 |
2010 : SECURITY STATE BANK SAVINGS INCENTIVE PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $217,122 |
Expenses. Total of all expenses incurred | 2010-12-31 | $113,438 |
Benefits paid (including direct rollovers) | 2010-12-31 | $113,438 |
Total plan assets at end of year | 2010-12-31 | $1,049,801 |
Total plan assets at beginning of year | 2010-12-31 | $946,117 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $73,006 |
Other income received | 2010-12-31 | $88,834 |
Net income (gross income less expenses) | 2010-12-31 | $103,684 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,049,801 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $946,117 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $55,282 |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 87180035 |
Policy instance | 1 |
Insurance contract or identification number | 87180035 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $788 | Total amount of fees paid to insurance company | USD $197 | 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 | Insurance broker organization code? | 3 | Insurance broker name | PENSION SOLUTIONS, INC. |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 87180035 |
Policy instance | 1 |
Insurance contract or identification number | 87180035 | Number of Individuals Covered | 24 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $833 | Total amount of fees paid to insurance company | USD $208 | 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 | Commission paid to Insurance Broker | USD $833 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 208 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | PENSION SOLUTIONS, INC. |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 87180035 |
Policy instance | 1 |
Insurance contract or identification number | 87180035 | Number of Individuals Covered | 25 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,367 | Total amount of fees paid to insurance company | USD $365 | 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 | Commission paid to Insurance Broker | USD $1,367 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 365 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | ROYAL ALLIANCE ASSOC. INC. |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 87180035 |
Policy instance | 1 |
Insurance contract or identification number | 87180035 | Number of Individuals Covered | 24 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,501 | Total amount of fees paid to insurance company | USD $375 | 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 | Commission paid to Insurance Broker | USD $1,501 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 375 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | PENSION SOLUTIONS, INC. |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 87180035 |
Policy instance | 1 |
Insurance contract or identification number | 87180035 | Number of Individuals Covered | 25 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,668 | Total amount of fees paid to insurance company | USD $417 | 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 | Commission paid to Insurance Broker | USD $1,668 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 417 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | PENSION SOLUTIONS, INC. |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 87180035 |
Policy instance | 1 |
Insurance contract or identification number | 87180035 | Number of Individuals Covered | 24 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,237 | Total amount of fees paid to insurance company | USD $559 | 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 | Commission paid to Insurance Broker | USD $2,237 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 559 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | PENSION SOLUTIONS, INC. |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 87180035 |
Policy instance | 1 |
Insurance contract or identification number | 87180035 | Number of Individuals Covered | 23 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,182 | Total amount of fees paid to insurance company | USD $545 | 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 |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 87180035 |
Policy instance | 1 |
Insurance contract or identification number | 87180035 | Number of Individuals Covered | 24 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,539 | Total amount of fees paid to insurance company | USD $385 | 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 | Commission paid to Insurance Broker | USD $304 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 385 | Additional information about fees paid to insurance broker | ADMINISTRATIVE COMPENSATION | Insurance broker name | KEN CULVER JR |
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