401k Plan data: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN plan

LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)). 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

LIBERTY BANK & TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name: LIBERTY BANK & TRUST COMPANY

Employer identification number (EIN): 720719924

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP 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 2019-01-01
001 2018-01-01
001 2017-01-01 LEROY WATTS
001 2016-01-01 LEROY WATTS
001 2016-01-01 LEROY WATTS
001 2015-01-01 LEROY WATTS
001 2014-01-01 LEROY WATTS
001 2014-01-01 LEROY WATTS
001 2013-01-01 LEROY WATTS
001 2012-01-01 LEROY WATTS
001 2011-01-01 LEROY WATTS
001 2010-01-01 PATRICK SUFFERN
001 2009-01-01 PATRICK SUFFERN

Plan Statistics for LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 30
Number of retired or separated participants receiving benefits 2023-01-01 6
Number of other retired or separated participants entitled to future benefits 2023-01-01 7
Total of all active and inactive participants 2023-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 45
Number of participants with account balances 2023-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 32
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 47
Number of participants with account balances 2022-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 35
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 52
Number of participants with account balances 2021-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 40
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 67
Number of participants with account balances 2020-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 44
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 67
Number of participants with account balances 2019-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 47
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 47
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 51
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 51
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 53
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 53
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 54
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 72
Number of participants with account balances 2015-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 54
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 72
Number of participants with account balances 2014-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 56
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 80
Number of participants with account balances 2013-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 49
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 73
Number of participants with account balances 2012-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 57
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 77
Number of participants with account balances 2011-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 59
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 83
Number of participants with account balances 2010-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 60
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 23
Total of all active and inactive participants 2009-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 86
Number of participants with account balances 2009-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	30
Number of retired or separated participants receiving benefits	2023-01-01	6
Number of other retired or separated participants entitled to future benefits	2023-01-01	7
Total of all active and inactive participants	2023-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	45
Number of participants with account balances	2023-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	32
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	47
Number of participants with account balances	2022-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	35
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	52
Number of participants with account balances	2021-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	40
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	67
Number of participants with account balances	2020-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	44
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	67
Number of participants with account balances	2019-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	47
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	47
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	51
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	51
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	53
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	53
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	54
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	72
Number of participants with account balances	2015-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	54
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	72
Number of participants with account balances	2014-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	56
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	80
Number of participants with account balances	2013-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	49
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	73
Number of participants with account balances	2012-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	57
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	77
Number of participants with account balances	2011-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	59
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	83
Number of participants with account balances	2010-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	60
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	23
Total of all active and inactive participants	2009-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	86
Number of participants with account balances	2009-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$54,950
Total plan liabilities at beginning of year	2023-12-31	$682,393
Total income from all sources	2023-12-31	$1,391,180
Expenses. Total of all expenses incurred	2023-12-31	$230,741
Benefits paid (including direct rollovers)	2023-12-31	$230,741
Total plan assets at end of year	2023-12-31	$7,679,245
Total plan assets at beginning of year	2023-12-31	$7,146,249
Value of fidelity bond covering the plan	2023-12-31	$3,000,000
Other income received	2023-12-31	$1,391,180
Net income (gross income less expenses)	2023-12-31	$1,160,439
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$7,624,295
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,463,856
Assets. Value of employer securities	2023-12-31	$7,485,142
2022 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$682,393
Total plan liabilities at beginning of year	2022-12-31	$940,394
Total income from all sources	2022-12-31	$331,345
Expenses. Total of all expenses incurred	2022-12-31	$296,629
Benefits paid (including direct rollovers)	2022-12-31	$296,629
Total plan assets at end of year	2022-12-31	$7,146,249
Total plan assets at beginning of year	2022-12-31	$7,369,534
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Other income received	2022-12-31	$331,345
Net income (gross income less expenses)	2022-12-31	$34,716
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,463,856
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,429,140
Assets. Value of employer securities	2022-12-31	$6,661,927
2021 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$940,394
Total plan liabilities at beginning of year	2021-12-31	$485,653
Total income from all sources	2021-12-31	$453,914
Expenses. Total of all expenses incurred	2021-12-31	$703,362
Benefits paid (including direct rollovers)	2021-12-31	$703,362
Total plan assets at end of year	2021-12-31	$7,369,534
Total plan assets at beginning of year	2021-12-31	$7,164,241
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Other income received	2021-12-31	$453,914
Net income (gross income less expenses)	2021-12-31	$-249,448
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,429,140
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,678,588
Assets. Value of employer securities	2021-12-31	$6,698,028
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$485,653
Total plan liabilities at beginning of year	2020-12-31	$374,450
Total income from all sources	2020-12-31	$-486,190
Expenses. Total of all expenses incurred	2020-12-31	$193,745
Benefits paid (including direct rollovers)	2020-12-31	$193,745
Total plan assets at end of year	2020-12-31	$7,164,241
Total plan assets at beginning of year	2020-12-31	$7,732,973
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Other income received	2020-12-31	$-486,190
Net income (gross income less expenses)	2020-12-31	$-679,935
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,678,588
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,358,523
Assets. Value of employer securities	2020-12-31	$6,929,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$135,766
2019 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$306,372
Total plan liabilities at beginning of year	2019-12-31	$296,508
Total income from all sources	2019-12-31	$1,398,567
Expenses. Total of all expenses incurred	2019-12-31	$255,394
Benefits paid (including direct rollovers)	2019-12-31	$255,394
Total plan assets at end of year	2019-12-31	$7,677,283
Total plan assets at beginning of year	2019-12-31	$6,524,246
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Other income received	2019-12-31	$1,398,567
Net income (gross income less expenses)	2019-12-31	$1,143,173
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,370,911
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,227,738
Assets. Value of employer securities	2019-12-31	$7,508,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$108,627
2018 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$270,328
Total plan liabilities at beginning of year	2018-12-31	$242,335
Total income from all sources	2018-12-31	$260,434
Expenses. Total of all expenses incurred	2018-12-31	$336,791
Benefits paid (including direct rollovers)	2018-12-31	$336,791
Total plan assets at end of year	2018-12-31	$6,499,036
Total plan assets at beginning of year	2018-12-31	$6,547,400
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Other income received	2018-12-31	$260,434
Net income (gross income less expenses)	2018-12-31	$-76,357
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,228,708
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,305,065
Assets. Value of employer securities	2018-12-31	$5,756,751
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$249,564
Total plan liabilities at beginning of year	2017-12-31	$213,093
Total income from all sources	2017-12-31	$1,596,807
Expenses. Total of all expenses incurred	2017-12-31	$155,291
Benefits paid (including direct rollovers)	2017-12-31	$155,291
Total plan assets at end of year	2017-12-31	$7,572,687
Total plan assets at beginning of year	2017-12-31	$6,094,700
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Other income received	2017-12-31	$1,596,807
Net income (gross income less expenses)	2017-12-31	$1,441,516
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,323,123
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,881,607
Assets. Value of employer securities	2017-12-31	$7,041,238
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$139,693
Total plan liabilities at beginning of year	2016-12-31	$214,596
Total income from all sources	2016-12-31	$-20,325
Expenses. Total of all expenses incurred	2016-12-31	$136,966
Benefits paid (including direct rollovers)	2016-12-31	$136,966
Total plan assets at end of year	2016-12-31	$6,163,306
Total plan assets at beginning of year	2016-12-31	$6,395,500
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Other income received	2016-12-31	$-20,325
Net income (gross income less expenses)	2016-12-31	$-157,291
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,023,613
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,180,904
Assets. Value of employer securities	2016-12-31	$5,852,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$167,090
Total plan liabilities at beginning of year	2015-12-31	$332,738
Total income from all sources	2015-12-31	$-142,740
Expenses. Total of all expenses incurred	2015-12-31	$157,834
Benefits paid (including direct rollovers)	2015-12-31	$157,809
Total plan assets at end of year	2015-12-31	$6,347,994
Total plan assets at beginning of year	2015-12-31	$6,814,216
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$25
Other income received	2015-12-31	$-142,740
Net income (gross income less expenses)	2015-12-31	$-300,574
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,180,904
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,481,478
Assets. Value of employer securities	2015-12-31	$6,083,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$87,576
2014 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$390,023
Total plan liabilities at beginning of year	2014-12-31	$1,537
Total income from all sources	2014-12-31	$1,397,607
Expenses. Total of all expenses incurred	2014-12-31	$1,402,749
Benefits paid (including direct rollovers)	2014-12-31	$1,402,749
Total plan assets at end of year	2014-12-31	$6,782,624
Total plan assets at beginning of year	2014-12-31	$6,399,280
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Other income received	2014-12-31	$1,397,607
Net income (gross income less expenses)	2014-12-31	$-5,142
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,392,601
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,397,743
Assets. Value of employer securities	2014-12-31	$6,385,964
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$1,435,218
2013 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,537
Total plan liabilities at beginning of year	2013-12-31	$18,774
Total income from all sources	2013-12-31	$1,048,017
Expenses. Total of all expenses incurred	2013-12-31	$80,669
Benefits paid (including direct rollovers)	2013-12-31	$80,669
Total plan assets at end of year	2013-12-31	$6,399,280
Total plan assets at beginning of year	2013-12-31	$5,449,169
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Other income received	2013-12-31	$1,048,017
Net income (gross income less expenses)	2013-12-31	$967,348
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,397,743
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,430,395
Assets. Value of employer securities	2013-12-31	$6,280,926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$18,774
Total plan liabilities at beginning of year	2012-12-31	$19,093
Total income from all sources	2012-12-31	$1,467,103
Expenses. Total of all expenses incurred	2012-12-31	$102,733
Benefits paid (including direct rollovers)	2012-12-31	$102,733
Total plan assets at end of year	2012-12-31	$5,449,169
Total plan assets at beginning of year	2012-12-31	$4,085,118
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Other income received	2012-12-31	$1,467,103
Net income (gross income less expenses)	2012-12-31	$1,364,370
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,430,395
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,066,025
Assets. Value of employer securities	2012-12-31	$5,335,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$16,550
2011 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$19,093
Total plan liabilities at beginning of year	2011-12-31	$9,702
Total income from all sources	2011-12-31	$464,984
Expenses. Total of all expenses incurred	2011-12-31	$186,100
Benefits paid (including direct rollovers)	2011-12-31	$186,100
Total plan assets at end of year	2011-12-31	$4,085,118
Total plan assets at beginning of year	2011-12-31	$3,796,843
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Other income received	2011-12-31	$464,984
Net income (gross income less expenses)	2011-12-31	$278,884
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,066,025
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,787,141
Assets. Value of employer securities	2011-12-31	$3,978,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$9,702
Total plan liabilities at beginning of year	2010-12-31	$12,683
Total income from all sources	2010-12-31	$-767,836
Expenses. Total of all expenses incurred	2010-12-31	$22,476
Benefits paid (including direct rollovers)	2010-12-31	$21,476
Total plan assets at end of year	2010-12-31	$3,796,843
Total plan assets at beginning of year	2010-12-31	$4,590,136
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,000
Other income received	2010-12-31	$-767,836
Net income (gross income less expenses)	2010-12-31	$-790,312
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,787,141
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,577,453
Assets. Value of employer securities	2010-12-31	$3,563,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2023: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP 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: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP 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: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP 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: LIBERTY BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP 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:	LIBERTY BANK & TRUST COMPANY
Employer identification number (EIN):	720719924
NAIC Classification:	522120
NAIC Description:	Savings Institutions