401k Plan data: FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN plan

FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN
Plan identification number	001

FIRST HERITAGE 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.
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.

401k Sponsoring company profile

FIRST HERITAGE BANK has sponsored the creation of one or more 401k plans.

Company Name: FIRST HERITAGE BANK

Employer identification number (EIN): 480221210

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST HERITAGE 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 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 RAY WYNANT 2014-08-28 RAY WYNANT 2014-08-28
001 2012-01-01 RAY WYNANT
001 2011-01-01 MATTHEW C. BACHMAN
001 2010-01-01 MATTHEW C. BACHMAN 2011-06-27

Plan Statistics for FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
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 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 36
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
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 5
Total of all active and inactive participants 2011-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2012: FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
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	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	36
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
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	5
Total of all active and inactive participants	2011-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$45,898
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$497,921
Expenses. Total of all expenses incurred	2012-12-31	$15,981
Benefits paid (including direct rollovers)	2012-12-31	$6,800
Total plan assets at end of year	2012-12-31	$5,764,256
Total plan assets at beginning of year	2012-12-31	$5,328,484
Value of fidelity bond covering the plan	2012-12-31	$2,275,000
Total contributions received or receivable from participants	2012-12-31	$130,632
Contributions received from other sources (not participants or employers)	2012-12-31	$2,819
Other income received	2012-12-31	$308,263
Net income (gross income less expenses)	2012-12-31	$481,940
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,764,256
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,328,484
Assets. Value of employer securities	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$56,207
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,181
2011 : FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$192,243
Expenses. Total of all expenses incurred	2011-12-31	$12,047
Benefits paid (including direct rollovers)	2011-12-31	$12,047
Total plan assets at end of year	2011-12-31	$5,328,484
Total plan assets at beginning of year	2011-12-31	$5,148,288
Value of fidelity bond covering the plan	2011-12-31	$2,275,000
Total contributions received or receivable from participants	2011-12-31	$139,055
Other income received	2011-12-31	$-6,038
Net income (gross income less expenses)	2011-12-31	$180,196
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,328,484
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,148,288
Assets. Value of employer securities	2011-12-31	$1,750,071
Total contributions received or receivable from employer(s)	2011-12-31	$59,226

Form 5500 Responses for FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN

2012: FIRST HERITAGE BANK 401(K) PROFIT SHARING 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: FIRST HERITAGE BANK 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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

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Company Name:	FIRST HERITAGE BANK
Employer identification number (EIN):	480221210
NAIC Classification:	522110
NAIC Description:	Commercial Banking

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
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	RAY WYNANT	2014-08-28	RAY WYNANT	2014-08-28
001	2012-01-01	RAY WYNANT
001	2011-01-01	MATTHEW C. BACHMAN
001	2010-01-01	MATTHEW C. BACHMAN	2011-06-27