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CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN
Plan identification number 002

CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CASHMERE VALLEY BANK has sponsored the creation of one or more 401k plans.

Company Name:CASHMERE VALLEY BANK
Employer identification number (EIN):910168460
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about CASHMERE VALLEY BANK

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1932-09-20
Company Identification Number: 041000860

More information about CASHMERE VALLEY BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JENNY PULVER2023-08-23
0022021-01-01JENNY PULVER2022-10-11
0022020-01-01JENNY PULVER2021-09-26
0022019-01-01JENNY PULVER2020-07-24
0022018-01-01CONNIE FRITZ2019-09-23
0022017-01-01
0022016-01-01
0022015-01-01CONNIE FRITZ
0022014-01-01CONNIE FRITZ
0022013-01-01CONNIE FRITZ
0022012-01-01CONNIE FRITZ
0022011-01-01CONNIE FRITZ
0022009-01-01JENNIFER DEBRULER
0022009-01-01JENNIFER DEBRULER

Plan Statistics for CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01383
Total number of active participants reported on line 7a of the Form 55002022-01-01270
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01110
Total of all active and inactive participants2022-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01381
Number of participants with account balances2022-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01359
Total number of active participants reported on line 7a of the Form 55002021-01-01264
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01101
Total of all active and inactive participants2021-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01366
Number of participants with account balances2021-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01336
Total number of active participants reported on line 7a of the Form 55002020-01-01241
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01326
Number of participants with account balances2020-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01315
Total number of active participants reported on line 7a of the Form 55002019-01-01256
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01333
Number of participants with account balances2019-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01290
Total number of active participants reported on line 7a of the Form 55002018-01-01237
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01305
Number of participants with account balances2018-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01269
Total number of active participants reported on line 7a of the Form 55002017-01-01220
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01280
Number of participants with account balances2017-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01269
Total number of active participants reported on line 7a of the Form 55002016-01-01206
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01256
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01267
Total number of active participants reported on line 7a of the Form 55002015-01-01206
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01257
Number of participants with account balances2015-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01252
Total number of active participants reported on line 7a of the Form 55002014-01-01200
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01251
Number of participants with account balances2014-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01246
Total number of active participants reported on line 7a of the Form 55002013-01-01202
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01244
Number of participants with account balances2013-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01246
Total number of active participants reported on line 7a of the Form 55002012-01-01209
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01242
Number of participants with account balances2012-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01238
Total number of active participants reported on line 7a of the Form 55002011-01-01199
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01234
Number of participants with account balances2011-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01219
Total number of active participants reported on line 7a of the Form 55002009-01-01224
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01242
Number of participants with account balances2009-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,551,030
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,774,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,658,627
Expenses. Certain deemed distributions of participant loans2022-12-31$38,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,102,604
Value of total assets at end of year2022-12-31$23,783,152
Value of total assets at beginning of year2022-12-31$28,108,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,181
Total interest from all sources2022-12-31$50,207
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$106,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$106,601
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,297,500
Participant contributions at end of year2022-12-31$387,915
Participant contributions at beginning of year2022-12-31$522,091
Participant contributions at end of year2022-12-31$89,117
Participant contributions at beginning of year2022-12-31$90,505
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$121,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,325,148
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,783,152
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,108,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,283,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,231,382
Interest on participant loans2022-12-31$14,990
Interest earned on other investments2022-12-31$35,217
Value of interest in common/collective trusts at end of year2022-12-31$17,370,101
Value of interest in common/collective trusts at beginning of year2022-12-31$20,368,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,603,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,848,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,143,741
Net investment gain or loss from common/collective trusts2022-12-31$-3,666,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$683,159
Employer contributions (assets) at end of year2022-12-31$49,534
Employer contributions (assets) at beginning of year2022-12-31$47,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,658,627
Contract administrator fees2022-12-31$77,181
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,612,988
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,180,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,103,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,794,028
Value of total assets at end of year2021-12-31$28,108,300
Value of total assets at beginning of year2021-12-31$23,675,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,357
Total interest from all sources2021-12-31$64,994
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$114,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$114,978
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,160,547
Participant contributions at end of year2021-12-31$522,091
Participant contributions at beginning of year2021-12-31$542,866
Participant contributions at end of year2021-12-31$90,505
Participant contributions at beginning of year2021-12-31$82,008
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,432,328
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,108,300
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,675,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,231,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,549,673
Interest on participant loans2021-12-31$19,432
Interest earned on other investments2021-12-31$45,562
Value of interest in common/collective trusts at end of year2021-12-31$20,368,191
Value of interest in common/collective trusts at beginning of year2021-12-31$16,908,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,848,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,548,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$749,034
Net investment gain or loss from common/collective trusts2021-12-31$2,889,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$619,869
Employer contributions (assets) at end of year2021-12-31$47,957
Employer contributions (assets) at beginning of year2021-12-31$44,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,103,303
Contract administrator fees2021-12-31$77,357
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,767,638
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,980,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,914,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,679,092
Value of total assets at end of year2020-12-31$23,675,972
Value of total assets at beginning of year2020-12-31$20,888,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,480
Total interest from all sources2020-12-31$80,527
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$66,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$66,105
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,026,796
Participant contributions at end of year2020-12-31$542,866
Participant contributions at beginning of year2020-12-31$501,234
Participant contributions at end of year2020-12-31$82,008
Participant contributions at beginning of year2020-12-31$79,234
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$73,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,787,354
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,675,972
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,888,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,549,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,504,283
Interest on participant loans2020-12-31$21,588
Interest earned on other investments2020-12-31$58,939
Value of interest in common/collective trusts at end of year2020-12-31$16,908,319
Value of interest in common/collective trusts at beginning of year2020-12-31$15,277,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,548,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,480,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$313,749
Net investment gain or loss from common/collective trusts2020-12-31$2,628,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$578,449
Employer contributions (assets) at end of year2020-12-31$44,312
Employer contributions (assets) at beginning of year2020-12-31$46,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,914,804
Contract administrator fees2020-12-31$65,480
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,278,753
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$769,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$710,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,631,150
Value of total assets at end of year2019-12-31$20,888,618
Value of total assets at beginning of year2019-12-31$16,378,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,534
Total interest from all sources2019-12-31$59,432
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$81,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$81,806
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$928,924
Participant contributions at end of year2019-12-31$501,234
Participant contributions at beginning of year2019-12-31$459,375
Participant contributions at end of year2019-12-31$79,234
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$151,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,509,684
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,888,618
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,378,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,504,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,531,405
Interest on participant loans2019-12-31$20,749
Interest earned on other investments2019-12-31$38,683
Value of interest in common/collective trusts at end of year2019-12-31$15,277,310
Value of interest in common/collective trusts at beginning of year2019-12-31$11,892,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,480,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,495,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$630,759
Net investment gain or loss from common/collective trusts2019-12-31$2,875,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$550,817
Employer contributions (assets) at end of year2019-12-31$46,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$710,535
Contract administrator fees2019-12-31$58,534
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$763,753
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$620,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$563,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,391,078
Value of total assets at end of year2018-12-31$16,378,934
Value of total assets at beginning of year2018-12-31$16,235,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,069
Total interest from all sources2018-12-31$57,111
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$91,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$91,193
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$852,264
Participant contributions at end of year2018-12-31$459,375
Participant contributions at beginning of year2018-12-31$486,614
Participant contributions at beginning of year2018-12-31$56,644
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$143,369
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,378,934
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,235,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,531,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,206,788
Interest on participant loans2018-12-31$20,367
Interest earned on other investments2018-12-31$36,744
Value of interest in common/collective trusts at end of year2018-12-31$11,892,962
Value of interest in common/collective trusts at beginning of year2018-12-31$11,956,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,495,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,496,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-256,528
Net investment gain or loss from common/collective trusts2018-12-31$-519,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$489,315
Employer contributions (assets) at beginning of year2018-12-31$32,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$563,315
Contract administrator fees2018-12-31$57,069
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO
Accountancy firm EIN2018-12-31135381590
2017 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,318,225
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$882,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$832,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,166,509
Value of total assets at end of year2017-12-31$16,235,565
Value of total assets at beginning of year2017-12-31$13,799,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,537
Total interest from all sources2017-12-31$49,215
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$41,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$41,468
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$728,604
Participant contributions at end of year2017-12-31$486,614
Participant contributions at beginning of year2017-12-31$496,080
Participant contributions at end of year2017-12-31$56,644
Participant contributions at beginning of year2017-12-31$54,063
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,435,775
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,235,565
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,799,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,206,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,538,365
Interest on participant loans2017-12-31$16,224
Interest earned on other investments2017-12-31$32,991
Value of interest in common/collective trusts at end of year2017-12-31$11,956,611
Value of interest in common/collective trusts at beginning of year2017-12-31$10,352,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,496,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,328,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$258,583
Net investment gain or loss from common/collective trusts2017-12-31$1,802,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$435,576
Employer contributions (assets) at end of year2017-12-31$32,380
Employer contributions (assets) at beginning of year2017-12-31$30,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$832,913
Contract administrator fees2017-12-31$49,537
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO
Accountancy firm EIN2017-12-31135381590
2016 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,192,771
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,004,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$959,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,240,526
Value of total assets at end of year2016-12-31$13,799,790
Value of total assets at beginning of year2016-12-31$12,611,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,109
Total interest from all sources2016-12-31$50,138
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$26,435
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$697,597
Participant contributions at end of year2016-12-31$496,080
Participant contributions at beginning of year2016-12-31$501,094
Participant contributions at end of year2016-12-31$54,063
Participant contributions at beginning of year2016-12-31$49,643
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$141,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,188,437
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,799,790
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,611,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,538,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$901,489
Interest on participant loans2016-12-31$15,444
Value of interest in common/collective trusts at end of year2016-12-31$10,352,007
Value of interest in common/collective trusts at beginning of year2016-12-31$9,657,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$34,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,328,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,470,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$86,995
Net investment gain or loss from common/collective trusts2016-12-31$788,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$401,711
Employer contributions (assets) at end of year2016-12-31$30,398
Employer contributions (assets) at beginning of year2016-12-31$30,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$959,225
Contract administrator fees2016-12-31$45,109
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DBO
Accountancy firm EIN2016-12-31135381590
2015 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,107,644
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,876,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,827,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,086,226
Value of total assets at end of year2015-12-31$12,611,353
Value of total assets at beginning of year2015-12-31$13,379,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,288
Total interest from all sources2015-12-31$54,663
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$19,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$19,534
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$661,033
Participant contributions at end of year2015-12-31$501,094
Participant contributions at beginning of year2015-12-31$432,098
Participant contributions at end of year2015-12-31$49,643
Participant contributions at beginning of year2015-12-31$47,641
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-768,596
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,611,353
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,379,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$901,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$701,036
Interest on participant loans2015-12-31$13,722
Interest earned on other investments2015-12-31$40,941
Value of interest in common/collective trusts at end of year2015-12-31$9,657,408
Value of interest in common/collective trusts at beginning of year2015-12-31$10,312,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,470,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,857,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-25,857
Net investment gain or loss from common/collective trusts2015-12-31$-26,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$391,463
Employer contributions (assets) at end of year2015-12-31$30,988
Employer contributions (assets) at beginning of year2015-12-31$29,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,827,952
Contract administrator fees2015-12-31$48,288
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,817,701
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$688,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$639,154
Value of total corrective distributions2014-12-31$3,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,018,926
Value of total assets at end of year2014-12-31$13,379,949
Value of total assets at beginning of year2014-12-31$12,251,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,109
Total interest from all sources2014-12-31$56,892
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,618
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$641,957
Participant contributions at end of year2014-12-31$432,098
Participant contributions at beginning of year2014-12-31$322,914
Participant contributions at end of year2014-12-31$47,641
Participant contributions at beginning of year2014-12-31$47,976
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,128,848
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,379,949
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,251,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$701,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$513,148
Interest on participant loans2014-12-31$10,855
Interest earned on other investments2014-12-31$46,037
Value of interest in common/collective trusts at end of year2014-12-31$10,312,275
Value of interest in common/collective trusts at beginning of year2014-12-31$9,282,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,857,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,058,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$47,815
Net investment gain or loss from common/collective trusts2014-12-31$679,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$367,697
Employer contributions (assets) at end of year2014-12-31$29,574
Employer contributions (assets) at beginning of year2014-12-31$26,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$639,154
Contract administrator fees2014-12-31$46,109
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,776,802
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,000,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$963,125
Value of total corrective distributions2013-12-31$3,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$951,939
Value of total assets at end of year2013-12-31$12,251,101
Value of total assets at beginning of year2013-12-31$10,474,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,290
Total interest from all sources2013-12-31$54,600
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,775
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$617,774
Participant contributions at end of year2013-12-31$322,914
Participant contributions at beginning of year2013-12-31$342,779
Participant contributions at end of year2013-12-31$47,976
Participant contributions at beginning of year2013-12-31$41,942
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,776,276
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,251,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,474,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$513,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$233,839
Interest on participant loans2013-12-31$9,763
Interest earned on other investments2013-12-31$44,837
Value of interest in common/collective trusts at end of year2013-12-31$9,282,486
Value of interest in common/collective trusts at beginning of year2013-12-31$9,832,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,058,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$66,852
Net investment gain or loss from common/collective trusts2013-12-31$1,695,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$332,816
Employer contributions (assets) at end of year2013-12-31$26,541
Employer contributions (assets) at beginning of year2013-12-31$23,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$963,125
Contract administrator fees2013-12-31$34,290
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA LLP
Accountancy firm EIN2013-12-31135381590
2012 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,955,418
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,659,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,614,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$923,472
Value of total assets at end of year2012-12-31$10,474,825
Value of total assets at beginning of year2012-12-31$10,179,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,510
Total interest from all sources2012-12-31$10,556
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,222
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$605,585
Participant contributions at end of year2012-12-31$342,779
Participant contributions at beginning of year2012-12-31$344,869
Participant contributions at end of year2012-12-31$41,942
Participant contributions at beginning of year2012-12-31$43,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$295,729
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,474,825
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,179,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$233,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$159,182
Interest on participant loans2012-12-31$10,556
Value of interest in common/collective trusts at end of year2012-12-31$9,832,898
Value of interest in common/collective trusts at beginning of year2012-12-31$9,609,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,159
Net investment gain or loss from common/collective trusts2012-12-31$1,001,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$317,887
Employer contributions (assets) at end of year2012-12-31$23,367
Employer contributions (assets) at beginning of year2012-12-31$22,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,614,179
Contract administrator fees2012-12-31$45,510
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA LLP
Accountancy firm EIN2012-12-31135381590
2011 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$892,715
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$657,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$614,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$920,915
Value of total assets at end of year2011-12-31$10,179,096
Value of total assets at beginning of year2011-12-31$9,943,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,814
Total interest from all sources2011-12-31$9,595
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,056
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$598,461
Participant contributions at end of year2011-12-31$344,869
Participant contributions at beginning of year2011-12-31$278,511
Participant contributions at end of year2011-12-31$43,091
Participant contributions at beginning of year2011-12-31$47,867
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$235,240
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,179,096
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,943,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$159,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$112,525
Interest on participant loans2011-12-31$9,595
Value of interest in common/collective trusts at end of year2011-12-31$9,609,077
Value of interest in common/collective trusts at beginning of year2011-12-31$9,481,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$3,224
Net investment gain or loss from common/collective trusts2011-12-31$-44,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$309,510
Employer contributions (assets) at end of year2011-12-31$22,877
Employer contributions (assets) at beginning of year2011-12-31$23,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$614,661
Contract administrator fees2011-12-31$42,814
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA LLP
Accountancy firm EIN2011-12-31135381590
2010 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,806,617
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$369,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$336,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$901,218
Value of total assets at end of year2010-12-31$9,943,856
Value of total assets at beginning of year2010-12-31$8,506,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,629
Total interest from all sources2010-12-31$11,795
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,414
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$597,500
Participant contributions at end of year2010-12-31$278,511
Participant contributions at beginning of year2010-12-31$346,575
Participant contributions at end of year2010-12-31$47,867
Participant contributions at beginning of year2010-12-31$42,143
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,436,913
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,943,856
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,506,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$112,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$77,611
Interest on participant loans2010-12-31$11,795
Value of interest in common/collective trusts at end of year2010-12-31$9,481,152
Value of interest in common/collective trusts at beginning of year2010-12-31$8,019,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$-6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$-6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,363
Net investment gain or loss from common/collective trusts2010-12-31$884,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$295,855
Employer contributions (assets) at end of year2010-12-31$23,801
Employer contributions (assets) at beginning of year2010-12-31$21,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$336,075
Contract administrator fees2010-12-31$33,629
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BDO USA LLP
Accountancy firm EIN2010-12-31135381590
2009 : CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN

2022: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805451
Policy instance 1
Insurance contract or identification number805451
Number of Individuals Covered381
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805451
Policy instance 1
Insurance contract or identification number805451
Number of Individuals Covered366
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805451
Policy instance 1
Insurance contract or identification number805451
Number of Individuals Covered326
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805451
Policy instance 1
Insurance contract or identification number805451
Number of Individuals Covered333
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805451
Policy instance 1
Insurance contract or identification number805451
Number of Individuals Covered305
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805451
Policy instance 1
Insurance contract or identification number805451
Number of Individuals Covered280
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805451
Policy instance 1
Insurance contract or identification number805451
Number of Individuals Covered257
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805451
Policy instance 1
Insurance contract or identification number805451
Number of Individuals Covered251
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805451
Policy instance 1
Insurance contract or identification number805451
Number of Individuals Covered244
Insurance policy start date2013-02-25
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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