401k Plan data: THE METAMORA STATE BANK 401(K) PLAN plan

THE METAMORA STATE BANK 401(K) PLAN 401k Plan overview

Plan Name	THE METAMORA STATE BANK 401(K) PLAN
Plan identification number	002

THE METAMORA STATE BANK 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE METAMORA STATE BANK has sponsored the creation of one or more 401k plans.

Company Name: THE METAMORA STATE BANK

Employer identification number (EIN): 344402357

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE METAMORA STATE BANK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KATHLEEN FISCHER 2024-06-24
002 2022-01-01 KATHLEEN FISCHER 2023-07-27
002 2021-01-01 KATHLEEN FISCHER 2022-07-27
002 2020-01-01 KATHLEEN FISCHER 2021-09-16
002 2019-01-01 KATHLEEN FISCHER 2020-10-06
002 2018-01-01
002 2017-01-01
002 2016-01-01 KATHLEEN FISCHER 2017-07-20
002 2015-01-01 KATHLEEN FISCHER 2016-07-29
002 2013-01-01
002 2012-01-01 KATHLEEN FISCHER 2013-07-20 KATHLEEN FISCHER 2013-07-20
002 2011-01-01 KATHLEEN FISCHER 2012-07-11
002 2010-01-01 KATHLEEN FISCHER 2011-09-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KATHLEEN FISCHER	2024-06-24
002	2022-01-01	KATHLEEN FISCHER	2023-07-27
002	2021-01-01	KATHLEEN FISCHER	2022-07-27
002	2020-01-01	KATHLEEN FISCHER	2021-09-16
002	2019-01-01	KATHLEEN FISCHER	2020-10-06
002	2018-01-01
002	2017-01-01
002	2016-01-01	KATHLEEN FISCHER	2017-07-20
002	2015-01-01	KATHLEEN FISCHER	2016-07-29
002	2013-01-01
002	2012-01-01	KATHLEEN FISCHER	2013-07-20	KATHLEEN FISCHER	2013-07-20
002	2011-01-01	KATHLEEN FISCHER	2012-07-11
002	2010-01-01	KATHLEEN FISCHER	2011-09-02

Potentially related plans

THE METAMORA STATE BANK 401(K) PLAN [EIN = 343302357]

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Company Name:	THE METAMORA STATE BANK
Employer identification number (EIN):	344402357
NAIC Classification:	522110
NAIC Description:	Commercial Banking