SUNWEST BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUNWEST BANK 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 | $1,298,338 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,431,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,374,626 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,860 |
Value of total corrective distributions | 2022-12-31 | $2,518 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,298,138 |
Value of total assets at end of year | 2022-12-31 | $13,828,023 |
Value of total assets at beginning of year | 2022-12-31 | $13,961,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $52,720 |
Total interest from all sources | 2022-12-31 | $7,009 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $520,574 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $520,574 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,804,577 |
Participant contributions at end of year | 2022-12-31 | $192,770 |
Participant contributions at beginning of year | 2022-12-31 | $65,809 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $415,146 |
Administrative expenses (other) incurred | 2022-12-31 | $52,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-133,386 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,828,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,961,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,472,543 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,199,891 |
Interest on participant loans | 2022-12-31 | $7,009 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,162,710 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $695,709 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,475,265 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-52,118 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,078,415 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,374,626 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2022-12-31 | 450250958 |
2021 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 | $4,156,615 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,389,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,338,806 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,483 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,527,357 |
Value of total assets at end of year | 2021-12-31 | $13,961,409 |
Value of total assets at beginning of year | 2021-12-31 | $11,194,520 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $47,437 |
Total interest from all sources | 2021-12-31 | $5,224 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $389,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $389,142 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,481,677 |
Participant contributions at end of year | 2021-12-31 | $65,809 |
Participant contributions at beginning of year | 2021-12-31 | $73,638 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $70,842 |
Administrative expenses (other) incurred | 2021-12-31 | $47,437 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,766,889 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,961,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,194,520 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,199,891 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,790,497 |
Interest on participant loans | 2021-12-31 | $5,224 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $695,709 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $330,385 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,204,095 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $30,797 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $974,838 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,338,806 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2021-12-31 | 450250958 |
2020 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 | $3,778,254 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,702,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,656,056 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $2,647 |
Value of total corrective distributions | 2020-12-31 | $7,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,473,267 |
Value of total assets at end of year | 2020-12-31 | $11,194,520 |
Value of total assets at beginning of year | 2020-12-31 | $9,118,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $35,816 |
Total interest from all sources | 2020-12-31 | $4,879 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $231,337 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $231,337 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,289,793 |
Participant contributions at end of year | 2020-12-31 | $73,638 |
Participant contributions at beginning of year | 2020-12-31 | $31,849 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $368,599 |
Other income not declared elsewhere | 2020-12-31 | $1,411 |
Administrative expenses (other) incurred | 2020-12-31 | $35,816 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,075,804 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,194,520 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,118,716 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,790,497 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,050,809 |
Interest on participant loans | 2020-12-31 | $4,879 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $330,385 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $36,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,061,835 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $5,525 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $814,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,656,056 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2020-12-31 | 450250958 |
2019 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $3,460,748 |
Total income from all sources (including contributions) | 2019-12-31 | $3,460,748 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,046,672 |
Total of all expenses incurred | 2019-12-31 | $2,046,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,976,125 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,976,125 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $36,657 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $36,657 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,763,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,763,521 |
Value of total assets at end of year | 2019-12-31 | $9,118,716 |
Value of total assets at end of year | 2019-12-31 | $9,118,716 |
Value of total assets at beginning of year | 2019-12-31 | $7,704,640 |
Value of total assets at beginning of year | 2019-12-31 | $7,704,640 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $33,890 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $33,890 |
Total interest from all sources | 2019-12-31 | $9,159 |
Total interest from all sources | 2019-12-31 | $9,159 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $268,954 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $268,954 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $268,954 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $268,954 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,065,710 |
Contributions received from participants | 2019-12-31 | $1,065,710 |
Participant contributions at end of year | 2019-12-31 | $31,849 |
Participant contributions at end of year | 2019-12-31 | $31,849 |
Participant contributions at beginning of year | 2019-12-31 | $51,629 |
Participant contributions at beginning of year | 2019-12-31 | $51,629 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $78,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $78,269 |
Other income not declared elsewhere | 2019-12-31 | $20,661 |
Other income not declared elsewhere | 2019-12-31 | $20,661 |
Administrative expenses (other) incurred | 2019-12-31 | $33,890 |
Administrative expenses (other) incurred | 2019-12-31 | $33,890 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,414,076 |
Value of net income/loss | 2019-12-31 | $1,414,076 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,118,716 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,118,716 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,704,640 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,704,640 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,050,809 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,050,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,625,905 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,625,905 |
Interest on participant loans | 2019-12-31 | $9,159 |
Interest on participant loans | 2019-12-31 | $9,159 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $36,058 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $36,058 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $27,106 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $27,106 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,396,741 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,396,741 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,712 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $619,542 |
Contributions received in cash from employer | 2019-12-31 | $619,542 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,976,125 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,976,125 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | EIDE BAILLY |
Accountancy firm name | 2019-12-31 | EIDE BAILLY |
Accountancy firm EIN | 2019-12-31 | 450250958 |
Accountancy firm EIN | 2019-12-31 | 450250958 |
2018 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 | $1,159,850 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,105,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,070,056 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,102 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,559,623 |
Value of total assets at end of year | 2018-12-31 | $7,704,640 |
Value of total assets at beginning of year | 2018-12-31 | $7,650,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $34,489 |
Total interest from all sources | 2018-12-31 | $2,101 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $269,973 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $269,973 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $971,544 |
Participant contributions at end of year | 2018-12-31 | $51,629 |
Participant contributions at beginning of year | 2018-12-31 | $73,525 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $66,271 |
Administrative expenses (other) incurred | 2018-12-31 | $34,489 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $54,203 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,704,640 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,650,437 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,625,905 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,229,727 |
Interest on participant loans | 2018-12-31 | $2,101 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $27,106 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $347,185 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-672,780 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $933 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $521,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,070,056 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2018-12-31 | 450250958 |
2017 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 | $2,182,855 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $848,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $824,834 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $5,097 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,193,862 |
Value of total assets at end of year | 2017-12-31 | $7,650,437 |
Value of total assets at beginning of year | 2017-12-31 | $6,315,671 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $18,158 |
Total interest from all sources | 2017-12-31 | $2,911 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $178,380 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $178,380 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $762,881 |
Participant contributions at end of year | 2017-12-31 | $73,525 |
Participant contributions at beginning of year | 2017-12-31 | $82,756 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $202,173 |
Other income not declared elsewhere | 2017-12-31 | $10,121 |
Administrative expenses (other) incurred | 2017-12-31 | $18,158 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,334,766 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,650,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,315,671 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,229,727 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,174,631 |
Interest on participant loans | 2017-12-31 | $2,883 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $347,185 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,567,846 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $490,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $490,438 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $28 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $677,946 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $119,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $228,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $824,834 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | VAVERNIK TRYNE & DAY |
Accountancy firm EIN | 2017-12-31 | 952648289 |
2016 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 | $1,670,035 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,195,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,139,860 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $43,608 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,138,641 |
Value of total assets at end of year | 2016-12-31 | $6,315,671 |
Value of total assets at beginning of year | 2016-12-31 | $6,841,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,481 |
Total interest from all sources | 2016-12-31 | $3,207 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $122,461 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $122,461 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $825,500 |
Participant contributions at end of year | 2016-12-31 | $82,756 |
Participant contributions at beginning of year | 2016-12-31 | $94,705 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $78,679 |
Other income not declared elsewhere | 2016-12-31 | $16,091 |
Administrative expenses (other) incurred | 2016-12-31 | $12,481 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-525,914 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,315,671 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,841,585 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,174,631 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,990,971 |
Interest on participant loans | 2016-12-31 | $3,207 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,567,846 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,361,760 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $490,438 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $394,149 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $394,149 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $202,659 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $186,976 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $234,462 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,139,860 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | VAVERNIK TRYNE & DAY |
Accountancy firm EIN | 2016-12-31 | 952648289 |
2015 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 | $1,287,832 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,746,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,722,739 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,368,400 |
Value of total assets at end of year | 2015-12-31 | $6,841,585 |
Value of total assets at beginning of year | 2015-12-31 | $7,300,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $24,136 |
Total interest from all sources | 2015-12-31 | $4,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $235,937 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $235,937 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $866,162 |
Participant contributions at end of year | 2015-12-31 | $94,705 |
Participant contributions at beginning of year | 2015-12-31 | $172,224 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $243,097 |
Other income not declared elsewhere | 2015-12-31 | $17,326 |
Administrative expenses (other) incurred | 2015-12-31 | $24,136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-459,043 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,841,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,300,628 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,990,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,775,107 |
Interest on participant loans | 2015-12-31 | $4,892 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,361,760 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,966,614 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $394,149 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $386,683 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $386,683 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-331,848 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-6,875 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $259,141 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,722,739 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | VAVERNIK TRYNE & DAY |
Accountancy firm EIN | 2015-12-31 | 952630202 |
2014 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 | $1,827,662 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,706,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,675,676 |
Value of total corrective distributions | 2014-12-31 | $3,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,387,343 |
Value of total assets at end of year | 2014-12-31 | $7,300,628 |
Value of total assets at beginning of year | 2014-12-31 | $7,179,040 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $27,100 |
Total interest from all sources | 2014-12-31 | $5,296 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $260,246 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $260,246 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $736,762 |
Participant contributions at end of year | 2014-12-31 | $172,224 |
Participant contributions at beginning of year | 2014-12-31 | $179,141 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $425,001 |
Other income not declared elsewhere | 2014-12-31 | $24,568 |
Administrative expenses (other) incurred | 2014-12-31 | $27,100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $121,588 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,300,628 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,179,040 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,775,107 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,448,745 |
Interest on participant loans | 2014-12-31 | $5,095 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,966,614 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,892,845 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $386,683 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $658,309 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $658,309 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $201 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-40,781 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $190,990 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $225,580 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,675,676 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2014-12-31 | 953288054 |
2013 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $2,057,303 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $840,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $834,905 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $172 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,062,283 |
Value of total assets at end of year | 2013-12-31 | $7,179,040 |
Value of total assets at beginning of year | 2013-12-31 | $5,962,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,375 |
Total interest from all sources | 2013-12-31 | $5,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $193,900 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $193,900 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $736,621 |
Participant contributions at end of year | 2013-12-31 | $179,141 |
Participant contributions at beginning of year | 2013-12-31 | $131,183 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $147,440 |
Other income not declared elsewhere | 2013-12-31 | $9,303 |
Administrative expenses (other) incurred | 2013-12-31 | $5,375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,216,851 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,179,040 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,962,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,448,745 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,430,902 |
Interest on participant loans | 2013-12-31 | $5,552 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,892,845 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,711,799 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $658,309 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $688,305 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $688,305 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $391,533 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $394,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $178,222 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $834,905 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2013-12-31 | 953288054 |
2012 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $1,558,729 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $939,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $861,022 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $70,027 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,000,362 |
Value of total assets at end of year | 2012-12-31 | $5,962,189 |
Value of total assets at beginning of year | 2012-12-31 | $5,342,731 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,222 |
Total interest from all sources | 2012-12-31 | $2,979 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $63,090 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $63,090 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $782,324 |
Participant contributions at end of year | 2012-12-31 | $131,183 |
Participant contributions at beginning of year | 2012-12-31 | $142,714 |
Participant contributions at beginning of year | 2012-12-31 | $30,002 |
Other income not declared elsewhere | 2012-12-31 | $1,492 |
Administrative expenses (other) incurred | 2012-12-31 | $8,222 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $9,292 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $619,458 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,962,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,342,731 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,430,902 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,960,279 |
Interest on participant loans | 2012-12-31 | $2,968 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,711,799 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $688,305 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $43,322 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $43,322 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $11 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $157,122 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $382,512 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $108,294 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $218,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $861,022 |
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 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2012-12-31 | 953288054 |
2011 : SUNWEST BANK 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
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 | $1,312,645 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $170,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $154,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,423,385 |
Value of total assets at end of year | 2011-12-31 | $5,342,731 |
Value of total assets at beginning of year | 2011-12-31 | $4,200,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,904 |
Total interest from all sources | 2011-12-31 | $5,891 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $765,898 |
Participant contributions at end of year | 2011-12-31 | $142,714 |
Participant contributions at beginning of year | 2011-12-31 | $104,636 |
Participant contributions at end of year | 2011-12-31 | $30,002 |
Participant contributions at beginning of year | 2011-12-31 | $24,166 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $400,811 |
Other income not declared elsewhere | 2011-12-31 | $430 |
Administrative expenses (other) incurred | 2011-12-31 | $15,904 |
Total non interest bearing cash at end of year | 2011-12-31 | $9,292 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
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 | $1,141,750 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,342,731 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,200,981 |
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 | $4,960,279 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,813,850 |
Interest on participant loans | 2011-12-31 | $5,891 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $43,322 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $39,194 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $39,194 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $157,122 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $210,321 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-117,061 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $256,676 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $8,814 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $154,991 |
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 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2011-12-31 | 953288054 |