401k Plan data: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN plan

OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN
Plan identification number	001

OAK CREEK VALLEY BANK 401(K) PROFIT SHARING 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

OAK CREEK VALLEY BANK has sponsored the creation of one or more 401k plans.

Company Name: OAK CREEK VALLEY BANK

Employer identification number (EIN): 470256520

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JOHN BARRY 2016-07-29 JOHN BARRY 2016-07-29
001 2015-01-01 JOHN BARRY 2016-07-29 JOHN BARRY 2016-07-29
001 2014-01-01 JOHN BARRY 2015-06-30 JOHN BARRY 2015-06-30
001 2013-01-01 JOHN BARRY 2014-06-17 JOHN BARRY 2014-06-17
001 2012-01-01 JOHN BARRY 2013-08-07
001 2011-01-01 JOHN BARRY JOHN BARRY 2012-06-28
001 2010-01-01 JOHN BARRY JOHN BARRY 2011-05-11
001 2009-01-01 JOHN BARRY JOHN BARRY 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JOHN BARRY	2016-07-29	JOHN BARRY	2016-07-29
001	2015-01-01	JOHN BARRY	2016-07-29	JOHN BARRY	2016-07-29
001	2014-01-01	JOHN BARRY	2015-06-30	JOHN BARRY	2015-06-30
001	2013-01-01	JOHN BARRY	2014-06-17	JOHN BARRY	2014-06-17
001	2012-01-01	JOHN BARRY	2013-08-07
001	2011-01-01	JOHN BARRY		JOHN BARRY	2012-06-28
001	2010-01-01	JOHN BARRY		JOHN BARRY	2011-05-11
001	2009-01-01	JOHN BARRY		JOHN BARRY	2010-07-22

Plan Statistics for OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
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 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
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	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$124,016
Expenses. Total of all expenses incurred	2011-12-31	$18,913
Total plan assets at end of year	2011-12-31	$4,232,396
Total plan assets at beginning of year	2011-12-31	$4,127,293
Value of fidelity bond covering the plan	2011-12-31	$1,825,000
Total contributions received or receivable from participants	2011-12-31	$41,875
Expenses. Other expenses not covered elsewhere	2011-12-31	$18,913
Other income received	2011-12-31	$-38,696
Net income (gross income less expenses)	2011-12-31	$105,103
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,232,396
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,127,293
Total contributions received or receivable from employer(s)	2011-12-31	$120,837
2010 : OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$533,667
Expenses. Total of all expenses incurred	2010-12-31	$19,381
Benefits paid (including direct rollovers)	2010-12-31	$7,090
Total plan assets at end of year	2010-12-31	$4,127,293
Total plan assets at beginning of year	2010-12-31	$3,613,007
Value of fidelity bond covering the plan	2010-12-31	$1,825,000
Total contributions received or receivable from participants	2010-12-31	$40,250
Expenses. Other expenses not covered elsewhere	2010-12-31	$12,291
Other income received	2010-12-31	$382,504
Net income (gross income less expenses)	2010-12-31	$514,286
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,127,293
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,613,007
Total contributions received or receivable from employer(s)	2010-12-31	$110,913

Form 5500 Responses for OAK CREEK VALLEY BANK 401(K) PROFIT SHARING PLAN

2011: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING 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
2010: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OAK CREEK VALLEY BANK 401(K) PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OAK CREEK VALLEY BANK
Employer identification number (EIN):	470256520
NAIC Classification:	522110
NAIC Description:	Commercial Banking