401k Plan data: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN plan

THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 401k Plan overview

Plan Name	THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN
Plan identification number	002

THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FIRST NATIONAL BANK OF GROTON has sponsored the creation of one or more 401k plans.

Company Name: THE FIRST NATIONAL BANK OF GROTON

Employer identification number (EIN): 150328960

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ANDREW GOBEL 2024-07-01
002 2022-01-01 ANDREW GOBEL 2023-07-25
002 2021-01-01 ANDREW GOBEL 2022-06-16
002 2020-01-01 ANDREW GOBEL 2021-06-18
002 2019-01-01 ANDREW GOBEL 2020-07-06
002 2018-01-01 ALAN CHRISTOPHER 2019-06-11
002 2017-01-01 ALAN CHRISTOPHER 2018-06-06
002 2016-01-01 ALAN CHRISTOPHER 2017-05-05
002 2015-01-01 ALAN CHRISTOPHER 2016-07-13
002 2014-01-01 ALAN CHRISTOPHER 2015-06-15
002 2013-01-01 ALAN CHRISTOPHER 2014-06-04
002 2012-01-01 STEVE GOBEL ALAN CHRISTOPHER 2013-08-01
002 2011-01-01 STEVE GOBEL ALAN CHRISTOPHER 2012-07-18
002 2009-01-01 STEPHEN GOBEL ALAN CHRISTOPHER 2010-08-24
002 2009-01-01 STEVE GOBEL ALAN CHRISTOPHER 2010-08-26
002 2009-01-01 STEPHEN GOBEL ALAN CHRISTOPHER 2010-08-24
002 2009-01-01 STEPHEN GOBEL ALAN CHRISTOPHER 2010-08-24
002 2009-01-01 STEVE GOBEL
002 2009-01-01 ALAN CHRISTOPHER STEVE GOBEL 2010-08-24
002 2009-01-01 STEPHEN GOBEL ALAN CHRISTOPHER 2010-08-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ANDREW GOBEL	2024-07-01
002	2022-01-01	ANDREW GOBEL	2023-07-25
002	2021-01-01	ANDREW GOBEL	2022-06-16
002	2020-01-01	ANDREW GOBEL	2021-06-18
002	2019-01-01	ANDREW GOBEL	2020-07-06
002	2018-01-01	ALAN CHRISTOPHER	2019-06-11
002	2017-01-01	ALAN CHRISTOPHER	2018-06-06
002	2016-01-01	ALAN CHRISTOPHER	2017-05-05
002	2015-01-01	ALAN CHRISTOPHER	2016-07-13
002	2014-01-01	ALAN CHRISTOPHER	2015-06-15
002	2013-01-01	ALAN CHRISTOPHER	2014-06-04
002	2012-01-01	STEVE GOBEL		ALAN CHRISTOPHER	2013-08-01
002	2011-01-01	STEVE GOBEL		ALAN CHRISTOPHER	2012-07-18
002	2009-01-01	STEPHEN GOBEL		ALAN CHRISTOPHER	2010-08-24
002	2009-01-01	STEVE GOBEL		ALAN CHRISTOPHER	2010-08-26
002	2009-01-01	STEPHEN GOBEL		ALAN CHRISTOPHER	2010-08-24
002	2009-01-01	STEPHEN GOBEL		ALAN CHRISTOPHER	2010-08-24
002	2009-01-01	STEVE GOBEL
002	2009-01-01	ALAN CHRISTOPHER		STEVE GOBEL	2010-08-24
002	2009-01-01	STEPHEN GOBEL		ALAN CHRISTOPHER	2010-08-24

Plan Statistics for THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN

401k plan membership statisitcs for THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN

Measure Date Value
2012: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 58
Number of participants with account balances 2012-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 56
Number of participants with account balances 2011-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 38
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 50
Number of participants with account balances 2009-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	58
Number of participants with account balances	2012-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	56
Number of participants with account balances	2011-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	38
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	50
Number of participants with account balances	2009-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN

Measure	Date	Value
2012 : THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$670,978
Expenses. Total of all expenses incurred	2012-12-31	$345,207
Benefits paid (including direct rollovers)	2012-12-31	$315,872
Total plan assets at end of year	2012-12-31	$4,494,294
Total plan assets at beginning of year	2012-12-31	$4,168,523
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$35,254
Expenses. Other expenses not covered elsewhere	2012-12-31	$182
Other income received	2012-12-31	$483,612
Net income (gross income less expenses)	2012-12-31	$325,771
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,494,294
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,168,523
Total contributions received or receivable from employer(s)	2012-12-31	$152,112
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$29,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$152,112
Amount contributed by the employer to the plan for this plan year	2012-12-31	$152,112
2011 : THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$401,120
Expenses. Total of all expenses incurred	2011-12-31	$36,188
Benefits paid (including direct rollovers)	2011-12-31	$10,291
Total plan assets at end of year	2011-12-31	$4,168,523
Total plan assets at beginning of year	2011-12-31	$3,803,591
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$47,676
Expenses. Other expenses not covered elsewhere	2011-12-31	$88
Other income received	2011-12-31	$200,462
Net income (gross income less expenses)	2011-12-31	$364,932
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,168,523
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,803,591
Total contributions received or receivable from employer(s)	2011-12-31	$152,982
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$152,982
Amount contributed by the employer to the plan for this plan year	2011-12-31	$152,982
2010 : THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$777,257
Expenses. Total of all expenses incurred	2010-12-31	$46,478
Benefits paid (including direct rollovers)	2010-12-31	$22,399
Total plan assets at end of year	2010-12-31	$3,803,591
Total plan assets at beginning of year	2010-12-31	$3,072,812
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$42,421
Expenses. Other expenses not covered elsewhere	2010-12-31	$23,642
Other income received	2010-12-31	$464,232
Net income (gross income less expenses)	2010-12-31	$730,779
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,803,591
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,072,812
Total contributions received or receivable from employer(s)	2010-12-31	$270,604
Value of corrective distributions	2010-12-31	$437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$270,604
Amount contributed by the employer to the plan for this plan year	2010-12-31	$270,604
2009 : THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$155
Amount contributed by the employer to the plan for this plan year	2009-12-31	$155

Form 5500 Responses for THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN

2012: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE FIRST NATIONAL BANK OF GROTON RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE FIRST NATIONAL BANK OF GROTON
Employer identification number (EIN):	150328960
NAIC Classification:	522110
NAIC Description:	Commercial Banking