401k Plan data: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST plan

FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST
Plan identification number	002

FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FLATHEAD HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: FLATHEAD HOLDING COMPANY

Employer identification number (EIN): 810418710

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 CHRIS BOTT
002 2013-01-01 CHRIS BOTT 2014-05-12
002 2012-01-01 WENDY NISSEN 2013-08-26
002 2011-01-01 WENDY NISSEN 2012-10-15
002 2010-01-01 WENDY NISSEN 2011-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	CHRIS BOTT
002	2013-01-01	CHRIS BOTT	2014-05-12
002	2012-01-01	WENDY NISSEN	2013-08-26
002	2011-01-01	WENDY NISSEN	2012-10-15
002	2010-01-01	WENDY NISSEN	2011-09-21

Plan Statistics for FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST

401k plan membership statisitcs for FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST

Measure Date Value
2016: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 69
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 25
Total of all active and inactive participants 2015-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 94
Number of participants with account balances 2015-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 62
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 87
Number of participants with account balances 2014-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6

Measure	Date	Value
2016: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	69
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	25
Total of all active and inactive participants	2015-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	94
Number of participants with account balances	2015-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	62
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	87
Number of participants with account balances	2014-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6

Financial Data on FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST

Measure	Date	Value
2016 : FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2016 401k financial data
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	$808,038
Expenses. Total of all expenses incurred	2016-12-31	$6,485,731
Benefits paid (including direct rollovers)	2016-12-31	$6,485,731
Total plan assets at end of year	2016-12-31	$7,417
Total plan assets at beginning of year	2016-12-31	$5,685,110
Value of fidelity bond covering the plan	2016-12-31	$4,000,000
Total contributions received or receivable from participants	2016-12-31	$137,498
Other income received	2016-12-31	$540,540
Net income (gross income less expenses)	2016-12-31	$-5,677,693
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,417
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,685,110
Assets. Value of participant loans	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$130,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$734
Total income from all sources	2015-12-31	$427,423
Expenses. Total of all expenses incurred	2015-12-31	$341,478
Benefits paid (including direct rollovers)	2015-12-31	$341,478
Total plan assets at end of year	2015-12-31	$5,685,110
Total plan assets at beginning of year	2015-12-31	$5,599,899
Value of fidelity bond covering the plan	2015-12-31	$4,000,000
Total contributions received or receivable from participants	2015-12-31	$153,157
Contributions received from other sources (not participants or employers)	2015-12-31	$70,133
Other income received	2015-12-31	$23,918
Net income (gross income less expenses)	2015-12-31	$85,945
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,685,110
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,599,165
Assets. Value of participant loans	2015-12-31	$47,086
Assets. Value of employer securities	2015-12-31	$364,720
Total contributions received or receivable from employer(s)	2015-12-31	$180,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$734
Total plan liabilities at beginning of year	2014-12-31	$51
Total income from all sources	2014-12-31	$583,828
Expenses. Total of all expenses incurred	2014-12-31	$560,853
Benefits paid (including direct rollovers)	2014-12-31	$560,245
Total plan assets at end of year	2014-12-31	$5,599,899
Total plan assets at beginning of year	2014-12-31	$5,576,241
Value of fidelity bond covering the plan	2014-12-31	$4,000,000
Total contributions received or receivable from participants	2014-12-31	$136,208
Contributions received from other sources (not participants or employers)	2014-12-31	$17,607
Other income received	2014-12-31	$330,013
Net income (gross income less expenses)	2014-12-31	$22,975
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,599,165
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,576,190
Assets. Value of participant loans	2014-12-31	$70,139
Assets. Value of employer securities	2014-12-31	$300,800
Total contributions received or receivable from employer(s)	2014-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$608
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST

2016: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FLATHEAD HOLDING COMPANY 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VE97

Policy instance

Insurance contract or identification number	GAP-B2-VE97
Number of Individuals Covered	0
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $77
Total amount of fees paid to insurance company	USD $19
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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 $77
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FINANCIAL ADVISOR
Insurance broker organization code?	3
Insurance broker name	DEMARS PENSION CONSULTING SERVICES

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VE97

Policy instance

Insurance contract or identification number	GAP-B2-VE97
Number of Individuals Covered	91
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $61
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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 $49
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FINANCIAL ADVISOR
Insurance broker organization code?	3
Insurance broker name	DEMARS PENSION CONSULTING SERVICES

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-VE97

Policy instance

Insurance contract or identification number	GAP-B2-VE97
Number of Individuals Covered	87
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $558
Total amount of fees paid to insurance company	USD $140
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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 $558
Insurance broker organization code?	3
Amount paid for insurance broker fees	140
Additional information about fees paid to insurance broker	ADMINISTRATIVE FEE
Insurance broker name	DEMARS PENSION CONSULTING SERVICES

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Company Name:	FLATHEAD HOLDING COMPANY
Employer identification number (EIN):	810418710
NAIC Classification:	522110
NAIC Description:	Commercial Banking