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BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BANK OF MILLBROOK
Employer identification number (EIN):140486870
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01GILBERT DILG
0012017-01-01GILBERT DILG
0012016-01-01GILBERT DILG
0012015-01-01GILBERT DILG
0012014-01-01ALICIA BAILEY
0012013-01-01ALICIA BAILEY
0012012-01-01ENAS MEYEN
0012011-01-01RONALD MOSCA2012-05-02
0012010-01-01RONALD MOSCA2011-04-14

Plan Statistics for BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0145
Total number of active participants reported on line 7a of the Form 55002023-01-0136
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-019
Total of all active and inactive participants2023-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0146
Number of participants with account balances2023-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0152
Total number of active participants reported on line 7a of the Form 55002022-01-0136
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0145
Number of participants with account balances2022-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0151
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0152
Number of participants with account balances2021-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0154
Total number of active participants reported on line 7a of the Form 55002020-01-0146
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0151
Number of participants with account balances2020-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0157
Total number of active participants reported on line 7a of the Form 55002019-01-0150
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0154
Number of participants with account balances2019-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0153
Total number of active participants reported on line 7a of the Form 55002018-01-0151
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0157
Number of participants with account balances2018-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0147
Total number of active participants reported on line 7a of the Form 55002017-01-0149
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0153
Number of participants with account balances2017-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0148
Total number of active participants reported on line 7a of the Form 55002016-01-0141
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0147
Number of participants with account balances2016-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0145
Total number of active participants reported on line 7a of the Form 55002015-01-0142
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0148
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0145
Total number of active participants reported on line 7a of the Form 55002014-01-0141
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0145
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0141
Total number of active participants reported on line 7a of the Form 55002013-01-0142
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0145
Number of participants with account balances2013-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0134
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0141
Number of participants with account balances2012-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$918,358
Expenses. Total of all expenses incurred2023-12-31$445,216
Benefits paid (including direct rollovers)2023-12-31$384,313
Total plan assets at end of year2023-12-31$4,229,353
Total plan assets at beginning of year2023-12-31$3,756,211
Value of fidelity bond covering the plan2023-12-31$2,500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$167,706
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$59,220
Other income received2023-12-31$586,202
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$473,142
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,229,353
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,756,211
Assets. Value of participant loans2023-12-31$171,073
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$105,230
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$60,903
2022 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-202,896
Expenses. Total of all expenses incurred2022-12-31$155,821
Benefits paid (including direct rollovers)2022-12-31$132,654
Total plan assets at end of year2022-12-31$3,756,211
Total plan assets at beginning of year2022-12-31$4,114,928
Value of fidelity bond covering the plan2022-12-31$2,500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$153,426
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$196,779
Other income received2022-12-31$-673,913
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-358,717
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,756,211
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,114,928
Assets. Value of participant loans2022-12-31$175,842
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$120,812
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$23,167
2021 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$770,651
Expenses. Total of all expenses incurred2021-12-31$476,573
Benefits paid (including direct rollovers)2021-12-31$452,824
Total plan assets at end of year2021-12-31$4,114,928
Total plan assets at beginning of year2021-12-31$3,820,850
Value of fidelity bond covering the plan2021-12-31$2,500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$158,885
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$37,279
Other income received2021-12-31$449,055
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$294,078
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,114,928
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,820,850
Assets. Value of participant loans2021-12-31$89,447
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$125,432
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$23,749
2020 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$734,214
Expenses. Total of all expenses incurred2020-12-31$409,918
Benefits paid (including direct rollovers)2020-12-31$399,422
Total plan assets at end of year2020-12-31$3,820,850
Total plan assets at beginning of year2020-12-31$3,496,554
Value of fidelity bond covering the plan2020-12-31$2,500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$155,831
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$462,089
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$324,296
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,820,850
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,496,554
Assets. Value of participant loans2020-12-31$97,091
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$116,294
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,496
2019 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$884,166
Expenses. Total of all expenses incurred2019-12-31$160,007
Benefits paid (including direct rollovers)2019-12-31$151,814
Total plan assets at end of year2019-12-31$3,496,554
Total plan assets at beginning of year2019-12-31$2,772,395
Value of fidelity bond covering the plan2019-12-31$2,500,000
Total contributions received or receivable from participants2019-12-31$157,076
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$611,967
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$724,159
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,496,554
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,772,395
Assets. Value of participant loans2019-12-31$102,997
Total contributions received or receivable from employer(s)2019-12-31$115,123
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,193
2018 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$88,868
Expenses. Total of all expenses incurred2018-12-31$241,453
Benefits paid (including direct rollovers)2018-12-31$234,656
Total plan assets at end of year2018-12-31$2,772,395
Total plan assets at beginning of year2018-12-31$2,924,980
Value of fidelity bond covering the plan2018-12-31$2,500,000
Total contributions received or receivable from participants2018-12-31$136,237
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-165,334
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-152,585
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,772,395
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,924,980
Assets. Value of participant loans2018-12-31$127,160
Total contributions received or receivable from employer(s)2018-12-31$117,965
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,797
2017 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$628,258
Expenses. Total of all expenses incurred2017-12-31$140,215
Benefits paid (including direct rollovers)2017-12-31$140,190
Total plan assets at end of year2017-12-31$2,924,980
Total plan assets at beginning of year2017-12-31$2,436,937
Value of fidelity bond covering the plan2017-12-31$2,500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$119,879
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$408,895
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$488,043
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,924,980
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,436,937
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$99,484
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25
2016 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$562,185
Expenses. Total of all expenses incurred2016-12-31$288,440
Benefits paid (including direct rollovers)2016-12-31$288,415
Total plan assets at end of year2016-12-31$2,436,937
Total plan assets at beginning of year2016-12-31$2,163,192
Value of fidelity bond covering the plan2016-12-31$2,500,000
Total contributions received or receivable from participants2016-12-31$111,786
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$208,178
Other income received2016-12-31$153,597
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$273,745
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,436,937
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,163,192
Total contributions received or receivable from employer(s)2016-12-31$88,624
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25
2015 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$149,465
Expenses. Total of all expenses incurred2015-12-31$91,273
Benefits paid (including direct rollovers)2015-12-31$91,223
Total plan assets at end of year2015-12-31$2,163,192
Total plan assets at beginning of year2015-12-31$2,105,000
Value of fidelity bond covering the plan2015-12-31$2,500,000
Total contributions received or receivable from participants2015-12-31$90,399
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-32,704
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$58,192
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,163,192
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,105,000
Total contributions received or receivable from employer(s)2015-12-31$91,770
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$396,822
Expenses. Total of all expenses incurred2014-12-31$896,135
Benefits paid (including direct rollovers)2014-12-31$894,362
Total plan assets at end of year2014-12-31$2,105,000
Total plan assets at beginning of year2014-12-31$2,604,313
Value of fidelity bond covering the plan2014-12-31$2,500,000
Total contributions received or receivable from participants2014-12-31$98,477
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$83,474
Other income received2014-12-31$113,890
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-499,313
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,105,000
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,604,313
Total contributions received or receivable from employer(s)2014-12-31$100,981
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$1,698
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$75
2013 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$591,821
Expenses. Total of all expenses incurred2013-12-31$840,495
Benefits paid (including direct rollovers)2013-12-31$835,422
Total plan assets at end of year2013-12-31$2,604,313
Total plan assets at beginning of year2013-12-31$2,852,987
Value of fidelity bond covering the plan2013-12-31$2,500,000
Total contributions received or receivable from participants2013-12-31$128,872
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$16,773
Other income received2013-12-31$354,859
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-248,674
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,604,313
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,852,987
Total contributions received or receivable from employer(s)2013-12-31$91,317
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$5,023
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$338,053
Expenses. Total of all expenses incurred2012-12-31$48,099
Benefits paid (including direct rollovers)2012-12-31$48,084
Total plan assets at end of year2012-12-31$2,852,987
Total plan assets at beginning of year2012-12-31$2,563,033
Value of fidelity bond covering the plan2012-12-31$2,500,000
Total contributions received or receivable from participants2012-12-31$127,624
Other income received2012-12-31$210,429
Net income (gross income less expenses)2012-12-31$289,954
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,852,987
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,563,033
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST

2023: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BANK OF MILLBROOK 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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