401k Plan data: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN plan

VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN
Plan identification number	001

VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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

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

Company Name: VIKING BANK

Employer identification number (EIN): 911543025

NAIC Classification: 551111
NAIC Description: Offices of Bank Holding Companies

Additional information about VIKING BANK

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1992-05-19

Company Identification Number: 601372380

More information about VIKING BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 LEAH PERRY LEAH PERRY 2012-10-16
001 2010-01-01 LEAH PERRY
001 2009-01-01 LEAH PERRY
001 2009-01-01 LEAH PERRY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	LEAH PERRY	LEAH PERRY	2012-10-16
001	2010-01-01	LEAH PERRY
001	2009-01-01	LEAH PERRY
001	2009-01-01	LEAH PERRY

Plan Statistics for VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN

401k plan membership statisitcs for VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN

Measure Date Value
2011: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 79
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 35
Total of all active and inactive participants 2011-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 114
Number of participants with account balances 2011-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 85
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 45
Total of all active and inactive participants 2010-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 130
Number of participants with account balances 2010-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 90
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 41
Total of all active and inactive participants 2009-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 131
Number of participants with account balances 2009-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	79
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	35
Total of all active and inactive participants	2011-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	114
Number of participants with account balances	2011-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	85
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	45
Total of all active and inactive participants	2010-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	130
Number of participants with account balances	2010-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	90
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	41
Total of all active and inactive participants	2009-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	131
Number of participants with account balances	2009-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN

Measure	Date	Value
2012 : VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-03-31	$0
Total transfer of assets from this plan	2012-03-31	$3,755,855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total income from all sources (including contributions)	2012-03-31	$182,032
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$366,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$365,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$0
Value of total assets at end of year	2012-03-31	$0
Value of total assets at beginning of year	2012-03-31	$3,940,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$1,485
Total interest from all sources	2012-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$2,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-03-31	$2,786
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$500,000
If this is an individual account plan, was there a blackout period	2012-03-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Participant contributions at beginning of year	2012-03-31	$9,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$-184,590
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$3,940,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$3,652,656
Value of interest in common/collective trusts at beginning of year	2012-03-31	$278,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$178,830
Net investment gain or loss from common/collective trusts	2012-03-31	$416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$365,137
Contract administrator fees	2012-03-31	$1,485
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-03-31	Yes
Did the plan have assets held for investment	2012-03-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	FARRELL & CO., P.S.
Accountancy firm EIN	2012-03-31	911582493
2011 : VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$174,801
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$482,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$458,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$220,797
Value of total assets at end of year	2011-12-31	$3,940,445
Value of total assets at beginning of year	2011-12-31	$4,248,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$24,890
Total interest from all sources	2011-12-31	$373
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$181,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$181,522
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$213,197
Participant contributions at end of year	2011-12-31	$9,302
Participant contributions at beginning of year	2011-12-31	$10,483
Participant contributions at beginning of year	2011-12-31	$12,423
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$7,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-308,176
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,940,445
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,248,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,652,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,846,713
Interest on participant loans	2011-12-31	$373
Value of interest in common/collective trusts at end of year	2011-12-31	$278,487
Value of interest in common/collective trusts at beginning of year	2011-12-31	$378,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-234,223
Net investment gain or loss from common/collective trusts	2011-12-31	$6,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$458,087
Contract administrator fees	2011-12-31	$24,890
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FARRELL & CO., P.S.
Accountancy firm EIN	2011-12-31	911582493
2010 : VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$1,168,353
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$743,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$719,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$595,186
Value of total assets at end of year	2010-12-31	$4,248,621
Value of total assets at beginning of year	2010-12-31	$3,823,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$24,132
Total interest from all sources	2010-12-31	$1,310
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$132,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$132,562
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$276,572
Participant contributions at end of year	2010-12-31	$10,483
Participant contributions at beginning of year	2010-12-31	$34,592
Participant contributions at end of year	2010-12-31	$12,423
Participant contributions at beginning of year	2010-12-31	$11,765
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$318,614
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$424,850
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,248,621
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,823,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$20,013
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,846,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,129,105
Interest on participant loans	2010-12-31	$1,310
Value of interest in common/collective trusts at end of year	2010-12-31	$378,813
Value of interest in common/collective trusts at beginning of year	2010-12-31	$641,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$428,542
Net investment gain or loss from common/collective trusts	2010-12-31	$10,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$7,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$719,371
Contract administrator fees	2010-12-31	$4,119
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FARRELL & CO., P.S.
Accountancy firm EIN	2010-12-31	911582493
2009 : VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN

2011: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: VIKING FINANCIAL SERVICES 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VIKING BANK
Employer identification number (EIN):	911543025
NAIC Classification:	551111
NAIC Description:	Offices of Bank Holding Companies

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1992-05-19
Company Identification Number:	601372380