401k Plan data: BANK OF WESTON 401(K) RETIREMENT PLAN plan

BANK OF WESTON 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	BANK OF WESTON 401(K) RETIREMENT PLAN
Plan identification number	001

BANK OF WESTON 401(K) RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 WESTON has sponsored the creation of one or more 401k plans.

Company Name: BANK OF WESTON

Employer identification number (EIN): 440162480

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about BANK OF WESTON

Jurisdiction of Incorporation: Missouri Secretary of State

Incorporation Date:

Company Identification Number: K00001010

More information about BANK OF WESTON

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF WESTON 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 KAREN M. PHILLIPS 2023-06-13
001 2021-01-01 KAREN M. PHILLIPS 2022-07-11
001 2020-01-01 KAREN M. PHILLIPS 2021-05-10
001 2019-01-01 KAREN M. PHILLIPS 2020-07-27
001 2018-01-01 KAREN M. PHILLIPS 2019-07-16
001 2017-01-01 STACIE HENRY 2018-07-16
001 2016-01-01 STACI HENRY 2017-08-28
001 2015-01-01 STACIE HENRY STACIE HENRY 2016-06-15
001 2014-01-01 STACIE HENRY STACIE HENRY 2015-06-19
001 2013-01-01 STACIE HENRY STACIE HENRY 2014-07-02
001 2012-01-01 JEFF ELSEA JEFF ELSEA 2013-06-21
001 2011-01-01 JEFF ELSEA JEFF ELSEA 2012-06-05
001 2010-01-01 JEFF L. ELSEA JEFF L. ELSEA 2011-06-01
001 2009-01-01 JEFF L. ELSEA JEFF L. ELSEA 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	KAREN M. PHILLIPS	2023-06-13
001	2021-01-01	KAREN M. PHILLIPS	2022-07-11
001	2020-01-01	KAREN M. PHILLIPS	2021-05-10
001	2019-01-01	KAREN M. PHILLIPS	2020-07-27
001	2018-01-01	KAREN M. PHILLIPS	2019-07-16
001	2017-01-01	STACIE HENRY	2018-07-16
001	2016-01-01	STACI HENRY	2017-08-28
001	2015-01-01	STACIE HENRY		STACIE HENRY	2016-06-15
001	2014-01-01	STACIE HENRY		STACIE HENRY	2015-06-19
001	2013-01-01	STACIE HENRY		STACIE HENRY	2014-07-02
001	2012-01-01	JEFF ELSEA		JEFF ELSEA	2013-06-21
001	2011-01-01	JEFF ELSEA		JEFF ELSEA	2012-06-05
001	2010-01-01	JEFF L. ELSEA		JEFF L. ELSEA	2011-06-01
001	2009-01-01	JEFF L. ELSEA		JEFF L. ELSEA	2010-09-15

Plan Statistics for BANK OF WESTON 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BANK OF WESTON 401(K) RETIREMENT PLAN

Measure Date Value
2015: BANK OF WESTON 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 40
Number of participants with account balances 2015-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: BANK OF WESTON 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 44
Number of participants with account balances 2014-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: BANK OF WESTON 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 39
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 43
Number of participants with account balances 2013-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: BANK OF WESTON 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 36
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 6
Total of all active and inactive participants 2012-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 42
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BANK OF WESTON 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 41
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: BANK OF WESTON 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 36
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 39
Number of participants with account balances 2010-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BANK OF WESTON 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 37
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 0
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: BANK OF WESTON 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	40
Number of participants with account balances	2015-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: BANK OF WESTON 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	44
Number of participants with account balances	2014-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: BANK OF WESTON 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	39
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	43
Number of participants with account balances	2013-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: BANK OF WESTON 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	36
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	6
Total of all active and inactive participants	2012-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	42
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BANK OF WESTON 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	41
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: BANK OF WESTON 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	36
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	39
Number of participants with account balances	2010-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BANK OF WESTON 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	37
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	0
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BANK OF WESTON 401(K) RETIREMENT PLAN

Measure	Date	Value
2015 : BANK OF WESTON 401(K) RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$245,632
Expenses. Total of all expenses incurred	2015-12-31	$53,203
Benefits paid (including direct rollovers)	2015-12-31	$44,560
Total plan assets at end of year	2015-12-31	$1,929,300
Total plan assets at beginning of year	2015-12-31	$1,736,871
Value of fidelity bond covering the plan	2015-12-31	$2,050,000
Total contributions received or receivable from participants	2015-12-31	$117,275
Expenses. Other expenses not covered elsewhere	2015-12-31	$8,643
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$43,733
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$192,429
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,929,300
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,736,871
Assets. Value of employer securities	2015-12-31	$689,864
Total contributions received or receivable from employer(s)	2015-12-31	$84,624
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : BANK OF WESTON 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$270,465
Expenses. Total of all expenses incurred	2014-12-31	$59,593
Benefits paid (including direct rollovers)	2014-12-31	$32,830
Total plan assets at end of year	2014-12-31	$1,736,871
Total plan assets at beginning of year	2014-12-31	$1,525,999
Value of fidelity bond covering the plan	2014-12-31	$2,050,000
Total contributions received or receivable from participants	2014-12-31	$95,268
Expenses. Other expenses not covered elsewhere	2014-12-31	$26,763
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$93,415
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$210,872
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,736,871
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,525,999
Assets. Value of employer securities	2014-12-31	$644,245
Total contributions received or receivable from employer(s)	2014-12-31	$81,782
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : BANK OF WESTON 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$262,810
Expenses. Total of all expenses incurred	2013-12-31	$49,958
Benefits paid (including direct rollovers)	2013-12-31	$32,102
Total plan assets at end of year	2013-12-31	$1,525,999
Total plan assets at beginning of year	2013-12-31	$1,313,147
Value of fidelity bond covering the plan	2013-12-31	$2,050,000
Total contributions received or receivable from participants	2013-12-31	$88,762
Expenses. Other expenses not covered elsewhere	2013-12-31	$17,856
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$95,847
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$212,852
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,525,999
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,313,147
Assets. Value of employer securities	2013-12-31	$617,296
Total contributions received or receivable from employer(s)	2013-12-31	$78,201
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : BANK OF WESTON 401(K) RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$1,970
Total income from all sources	2012-12-31	$212,319
Expenses. Total of all expenses incurred	2012-12-31	$9,852
Benefits paid (including direct rollovers)	2012-12-31	$6,934
Total plan assets at end of year	2012-12-31	$1,313,147
Total plan assets at beginning of year	2012-12-31	$1,112,650
Value of fidelity bond covering the plan	2012-12-31	$2,050,000
Total contributions received or receivable from participants	2012-12-31	$85,401
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$4,015
Other income received	2012-12-31	$46,784
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$202,467
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,313,147
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,110,680
Assets. Value of employer securities	2012-12-31	$572,949
Total contributions received or receivable from employer(s)	2012-12-31	$76,119
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BANK OF WESTON 401(K) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,970
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$201,584
Expenses. Total of all expenses incurred	2011-12-31	$8,052
Benefits paid (including direct rollovers)	2011-12-31	$7,830
Total plan assets at end of year	2011-12-31	$1,112,650
Total plan assets at beginning of year	2011-12-31	$917,148
Value of fidelity bond covering the plan	2011-12-31	$2,050,000
Total contributions received or receivable from participants	2011-12-31	$85,269
Expenses. Other expenses not covered elsewhere	2011-12-31	$222
Contributions received from other sources (not participants or employers)	2011-12-31	$25,253
Other income received	2011-12-31	$19,373
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$193,532
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,110,680
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$917,148
Assets. Value of employer securities	2011-12-31	$549,957
Total contributions received or receivable from employer(s)	2011-12-31	$71,689
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BANK OF WESTON 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$142,712
Expenses. Total of all expenses incurred	2010-12-31	$26
Total plan assets at end of year	2010-12-31	$917,148
Total plan assets at beginning of year	2010-12-31	$774,462
Value of fidelity bond covering the plan	2010-12-31	$2,050,000
Total contributions received or receivable from participants	2010-12-31	$62,232
Contributions received from other sources (not participants or employers)	2010-12-31	$4,848
Other income received	2010-12-31	$3,525
Net income (gross income less expenses)	2010-12-31	$142,686
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$917,148
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$774,462
Assets. Value of employer securities	2010-12-31	$523,511
Total contributions received or receivable from employer(s)	2010-12-31	$72,107
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$26

Form 5500 Responses for BANK OF WESTON 401(K) RETIREMENT PLAN

2015: BANK OF WESTON 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BANK OF WESTON 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BANK OF WESTON 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BANK OF WESTON 401(K) 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BANK OF WESTON 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BANK OF WESTON 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BANK OF WESTON 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457684

Policy instance

Insurance contract or identification number	457684
Number of Individuals Covered	39
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $994
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $772
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	VSR FINANCIAL SERVICES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457684

Policy instance

Insurance contract or identification number	457684
Number of Individuals Covered	43
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $640
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $640
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	FINTEGRA

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457684

Policy instance

Insurance contract or identification number	457684
Number of Individuals Covered	42
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,382
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,382
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	FINTEGRA

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457684

Policy instance

Insurance contract or identification number	457684
Number of Individuals Covered	40
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,110
Total amount of fees paid to insurance company	USD $1,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $883
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	MCCLOUD & NICHOLS INC

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E791931

Policy instance

Insurance contract or identification number	E791931
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,067
Total amount of fees paid to insurance company	USD $0

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

457684

Policy instance

Insurance contract or identification number	457684
Number of Individuals Covered	39
Insurance policy start date	2011-11-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,879
Total amount of fees paid to insurance company	USD $0

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

E791931

Policy instance

Insurance contract or identification number	E791931
Number of Individuals Covered	37
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,530
Total amount of fees paid to insurance company	USD $632
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,530
Insurance broker organization code?	3
Amount paid for insurance broker fees	632
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker name	TAX FAVORED BENEFITS, INC.

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Company Name:	BANK OF WESTON
Employer identification number (EIN):	440162480
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Missouri Secretary of State
Incorporation Date:
Company Identification Number:	K00001010