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FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameFIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 002

FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:FIRST NATIONAL BANK OF BEMIDJI
Employer identification number (EIN):410145155
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RYAN WELLE2024-05-01
0022022-01-01RYAN WELLE2023-07-21 RYAN WELLE2023-07-21
0022021-01-01RYAN WELLE2022-07-18
0022020-01-01RYAN WELLE2021-03-04
0022019-01-01RYAN WELLE2020-06-03
0022018-01-01
0022017-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01RYAN WELLE
0022012-01-01PAUL WELLE
0022011-01-01HUGH J. WELLE
0022009-01-01NICOLE MEDGAARDEN

Plan Statistics for FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01116
Total number of active participants reported on line 7a of the Form 55002023-01-0192
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0110
Total of all active and inactive participants2023-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01102
Number of participants with account balances2023-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01105
Total number of active participants reported on line 7a of the Form 55002022-01-0198
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01115
Number of participants with account balances2022-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01107
Total number of active participants reported on line 7a of the Form 55002021-01-0194
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01102
Number of participants with account balances2021-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01102
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01105
Number of participants with account balances2020-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01102
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01101
Number of participants with account balances2019-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01102
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01101
Number of participants with account balances2018-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01103
Total number of active participants reported on line 7a of the Form 55002017-01-0195
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01101
Number of participants with account balances2017-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01101
Total number of active participants reported on line 7a of the Form 55002016-01-0193
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01100
Number of participants with account balances2016-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01100
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0199
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01104
Total number of active participants reported on line 7a of the Form 55002014-01-0195
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01103
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0198
Total number of active participants reported on line 7a of the Form 55002013-01-0197
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01104
Number of participants with account balances2013-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01102
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0195
Number of participants with account balances2012-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01103
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01100
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01105
Total number of active participants reported on line 7a of the Form 55002009-01-01100
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01106
Number of participants with account balances2009-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year2023-12-31$9,907,118
Total plan liabilities at beginning of year2023-12-31$10,398,323
Total income from all sources2023-12-31$1,855,794
Expenses. Total of all expenses incurred2023-12-31$1,720,557
Benefits paid (including direct rollovers)2023-12-31$1,386,867
Total plan assets at end of year2023-12-31$29,829,928
Total plan assets at beginning of year2023-12-31$30,185,896
Value of fidelity bond covering the plan2023-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2023-12-31$333,690
Other income received2023-12-31$1,305,794
Net income (gross income less expenses)2023-12-31$135,237
Net plan assets at end of year (total assets less liabilities)2023-12-31$19,922,810
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$19,787,573
Assets. Value of employer securities2023-12-31$28,175,200
Total contributions received or receivable from employer(s)2023-12-31$550,000
2022 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$10,398,323
Total plan liabilities at beginning of year2022-12-31$8,922,455
Total income from all sources2022-12-31$3,087,685
Expenses. Total of all expenses incurred2022-12-31$4,329,273
Benefits paid (including direct rollovers)2022-12-31$4,000,664
Total plan assets at end of year2022-12-31$30,185,896
Total plan assets at beginning of year2022-12-31$29,951,616
Value of fidelity bond covering the plan2022-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$328,609
Other income received2022-12-31$2,612,685
Net income (gross income less expenses)2022-12-31$-1,241,588
Net plan assets at end of year (total assets less liabilities)2022-12-31$19,787,573
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$21,029,161
Assets. Value of employer securities2022-12-31$28,175,200
Total contributions received or receivable from employer(s)2022-12-31$475,000
2021 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$8,922,455
Total plan liabilities at beginning of year2021-12-31$6,258,723
Total income from all sources2021-12-31$4,255,628
Expenses. Total of all expenses incurred2021-12-31$5,047,986
Benefits paid (including direct rollovers)2021-12-31$4,773,345
Total plan assets at end of year2021-12-31$29,951,616
Total plan assets at beginning of year2021-12-31$28,080,242
Value of fidelity bond covering the plan2021-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$255,606
Other income received2021-12-31$3,805,628
Net income (gross income less expenses)2021-12-31$-792,358
Net plan assets at end of year (total assets less liabilities)2021-12-31$21,029,161
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$21,821,519
Assets. Value of employer securities2021-12-31$28,175,200
Total contributions received or receivable from employer(s)2021-12-31$450,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$19,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$6,258,723
Total plan liabilities at beginning of year2020-12-31$6,528,745
Total income from all sources2020-12-31$2,751,935
Expenses. Total of all expenses incurred2020-12-31$2,049,287
Benefits paid (including direct rollovers)2020-12-31$1,836,373
Total plan assets at end of year2020-12-31$28,080,242
Total plan assets at beginning of year2020-12-31$27,647,616
Value of fidelity bond covering the plan2020-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$212,914
Other income received2020-12-31$2,351,935
Net income (gross income less expenses)2020-12-31$702,648
Net plan assets at end of year (total assets less liabilities)2020-12-31$21,821,519
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$21,118,871
Assets. Value of employer securities2020-12-31$26,457,200
Total contributions received or receivable from employer(s)2020-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$6,528,745
Total plan liabilities at beginning of year2019-12-31$3,786,110
Total income from all sources2019-12-31$2,552,490
Expenses. Total of all expenses incurred2019-12-31$5,142,718
Benefits paid (including direct rollovers)2019-12-31$4,943,068
Total plan assets at end of year2019-12-31$27,647,616
Total plan assets at beginning of year2019-12-31$27,495,209
Value of fidelity bond covering the plan2019-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$180,055
Other income received2019-12-31$2,202,490
Net income (gross income less expenses)2019-12-31$-2,590,228
Net plan assets at end of year (total assets less liabilities)2019-12-31$21,118,871
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$23,709,099
Assets. Value of employer securities2019-12-31$26,422,840
Total contributions received or receivable from employer(s)2019-12-31$350,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$19,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$3,786,110
Total income from all sources2018-12-31$3,285,434
Expenses. Total of all expenses incurred2018-12-31$6,394,865
Benefits paid (including direct rollovers)2018-12-31$6,268,255
Total plan assets at end of year2018-12-31$27,495,209
Total plan assets at beginning of year2018-12-31$26,818,530
Value of fidelity bond covering the plan2018-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$90,484
Other income received2018-12-31$2,985,434
Net income (gross income less expenses)2018-12-31$-3,109,431
Net plan assets at end of year (total assets less liabilities)2018-12-31$23,709,099
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$26,818,530
Assets. Value of employer securities2018-12-31$26,019,110
Total contributions received or receivable from employer(s)2018-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$36,126
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$2,790,109
Expenses. Total of all expenses incurred2017-12-31$5,181,579
Benefits paid (including direct rollovers)2017-12-31$5,164,505
Total plan assets at end of year2017-12-31$26,818,530
Total plan assets at beginning of year2017-12-31$29,210,000
Value of fidelity bond covering the plan2017-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$17,074
Other income received2017-12-31$2,525,109
Net income (gross income less expenses)2017-12-31$-2,391,470
Net plan assets at end of year (total assets less liabilities)2017-12-31$26,818,530
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$29,210,000
Assets. Value of employer securities2017-12-31$24,739,200
Total contributions received or receivable from employer(s)2017-12-31$265,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$4,072,270
Expenses. Total of all expenses incurred2016-12-31$3,666,853
Benefits paid (including direct rollovers)2016-12-31$3,648,706
Total plan assets at end of year2016-12-31$29,210,000
Total plan assets at beginning of year2016-12-31$28,804,583
Value of fidelity bond covering the plan2016-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$18,147
Other income received2016-12-31$3,812,270
Net income (gross income less expenses)2016-12-31$405,417
Net plan assets at end of year (total assets less liabilities)2016-12-31$29,210,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$28,804,583
Assets. Value of employer securities2016-12-31$24,137,984
Total contributions received or receivable from employer(s)2016-12-31$260,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$2,692,668
Expenses. Total of all expenses incurred2015-12-31$671,833
Benefits paid (including direct rollovers)2015-12-31$648,289
Total plan assets at end of year2015-12-31$28,804,583
Total plan assets at beginning of year2015-12-31$26,783,748
Value of fidelity bond covering the plan2015-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$23,544
Other income received2015-12-31$2,417,668
Net income (gross income less expenses)2015-12-31$2,020,835
Net plan assets at end of year (total assets less liabilities)2015-12-31$28,804,583
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$26,783,748
Assets. Value of employer securities2015-12-31$22,170,867
Total contributions received or receivable from employer(s)2015-12-31$275,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$3,326,295
Expenses. Total of all expenses incurred2014-12-31$360,380
Benefits paid (including direct rollovers)2014-12-31$344,365
Total plan assets at end of year2014-12-31$26,783,748
Total plan assets at beginning of year2014-12-31$23,817,833
Value of fidelity bond covering the plan2014-12-31$2,500,000
Expenses. Other expenses not covered elsewhere2014-12-31$16,015
Other income received2014-12-31$3,076,295
Net income (gross income less expenses)2014-12-31$2,965,915
Net plan assets at end of year (total assets less liabilities)2014-12-31$26,783,748
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,817,833
Assets. Value of employer securities2014-12-31$21,346,225
Total contributions received or receivable from employer(s)2014-12-31$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$2,800,524
Expenses. Total of all expenses incurred2013-12-31$3,727,232
Benefits paid (including direct rollovers)2013-12-31$3,711,872
Total plan assets at end of year2013-12-31$23,817,833
Total plan assets at beginning of year2013-12-31$24,744,541
Value of fidelity bond covering the plan2013-12-31$2,500,000
Expenses. Other expenses not covered elsewhere2013-12-31$15,360
Other income received2013-12-31$2,565,524
Net income (gross income less expenses)2013-12-31$-926,708
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,817,833
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$24,744,541
Assets. Value of employer securities2013-12-31$19,679,759
Total contributions received or receivable from employer(s)2013-12-31$235,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,985,174
Expenses. Total of all expenses incurred2012-12-31$490,713
Benefits paid (including direct rollovers)2012-12-31$472,774
Total plan assets at end of year2012-12-31$24,744,541
Total plan assets at beginning of year2012-12-31$22,250,080
Value of fidelity bond covering the plan2012-12-31$2,500,000
Expenses. Other expenses not covered elsewhere2012-12-31$17,939
Other income received2012-12-31$2,750,174
Net income (gross income less expenses)2012-12-31$2,494,461
Net plan assets at end of year (total assets less liabilities)2012-12-31$24,744,541
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$22,250,080
Assets. Value of employer securities2012-12-31$18,296,764
Total contributions received or receivable from employer(s)2012-12-31$235,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$2,882,816
Expenses. Total of all expenses incurred2011-12-31$1,302,021
Benefits paid (including direct rollovers)2011-12-31$1,285,845
Total plan assets at end of year2011-12-31$22,250,080
Total plan assets at beginning of year2011-12-31$20,669,285
Value of fidelity bond covering the plan2011-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$16,176
Other income received2011-12-31$2,647,816
Net income (gross income less expenses)2011-12-31$1,580,795
Net plan assets at end of year (total assets less liabilities)2011-12-31$22,250,080
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$20,669,285
Assets. Value of employer securities2011-12-31$16,922,359
Total contributions received or receivable from employer(s)2011-12-31$235,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$2,410,990
Expenses. Total of all expenses incurred2010-12-31$969,881
Benefits paid (including direct rollovers)2010-12-31$948,326
Total plan assets at end of year2010-12-31$20,669,285
Total plan assets at beginning of year2010-12-31$19,228,176
Value of fidelity bond covering the plan2010-12-31$2,000,000
Other income received2010-12-31$2,190,990
Net income (gross income less expenses)2010-12-31$1,441,109
Net plan assets at end of year (total assets less liabilities)2010-12-31$20,669,285
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$19,228,176
Assets. Value of employer securities2010-12-31$15,628,959
Total contributions received or receivable from employer(s)2010-12-31$220,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$21,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP 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: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP 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: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP 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: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP 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: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP 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: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP 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: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIRST NATIONAL BANK OF BEMIDJI EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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