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FIRST BANK ESOP/401(K) 401k Plan overview

Plan NameFIRST BANK ESOP/401(K)
Plan identification number 002

FIRST BANK ESOP/401(K) Benefits

401k Plan TypeDefined 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.
  • 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).
  • The employer maintaining this ESOP is an S Corporation
  • 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 BANK has sponsored the creation of one or more 401k plans.

Company Name:FIRST BANK
Employer identification number (EIN):730231412
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about FIRST BANK

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 4712296757

More information about FIRST BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST BANK ESOP/401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BOB WINCHESTER2024-03-08 BOB WINCHESTER2024-03-08
0022022-01-01ROBERT WINCHESTER2023-02-23 ROBERT WINCHESTER2023-02-23
0022021-01-01BOB WINCHESTER2022-03-08 BOB WINCHESTER2022-03-08
0022020-01-01BOB WINCHESTER2021-03-01 BOB WINCHESTER2021-03-01
0022019-01-01ROBERT WINCHESTER2020-03-02 ROBERT WINCHESTER2020-03-02
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01BILLY HILL
0022012-01-01BILLY HILL
0022011-01-01BILLY HILL
0022010-01-01BILLY HILL
0022009-01-01BILLY D. HILL

Plan Statistics for FIRST BANK ESOP/401(K)

401k plan membership statisitcs for FIRST BANK ESOP/401(K)

Measure Date Value
2023: FIRST BANK ESOP/401(K) 2023 401k membership
Total participants, beginning-of-year2023-01-0129
Total number of active participants reported on line 7a of the Form 55002023-01-0117
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-019
Total of all active and inactive participants2023-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0126
Number of participants with account balances2023-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: FIRST BANK ESOP/401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-0127
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0129
Number of participants with account balances2022-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: FIRST BANK ESOP/401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-0122
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0127
Number of participants with account balances2021-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: FIRST BANK ESOP/401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-0123
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0122
Number of participants with account balances2020-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: FIRST BANK ESOP/401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-0123
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0123
Number of participants with account balances2019-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: FIRST BANK ESOP/401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-0126
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0123
Number of participants with account balances2018-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FIRST BANK ESOP/401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-0126
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0126
Number of participants with account balances2017-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FIRST BANK ESOP/401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0126
Number of participants with account balances2016-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: FIRST BANK ESOP/401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0125
Number of participants with account balances2015-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FIRST BANK ESOP/401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FIRST BANK ESOP/401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-0110
2012: FIRST BANK ESOP/401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0111
Total participants2012-01-0111
Number of participants with account balances2012-01-0110
2011: FIRST BANK ESOP/401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: FIRST BANK ESOP/401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0112
Total participants2010-01-0112
Number of participants with account balances2010-01-0112
2009: FIRST BANK ESOP/401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FIRST BANK ESOP/401(K)

Measure Date Value
2023 : FIRST BANK ESOP/401(K) 2023 401k financial data
Total income from all sources2023-12-31$844,093
Expenses. Total of all expenses incurred2023-12-31$705,439
Benefits paid (including direct rollovers)2023-12-31$701,899
Total plan assets at end of year2023-12-31$4,446,341
Total plan assets at beginning of year2023-12-31$4,307,687
Total contributions received or receivable from participants2023-12-31$45,144
Other income received2023-12-31$742,959
Net income (gross income less expenses)2023-12-31$138,654
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,446,341
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,307,687
Assets. Value of employer securities2023-12-31$2,224,098
Total contributions received or receivable from employer(s)2023-12-31$55,990
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,540
2022 : FIRST BANK ESOP/401(K) 2022 401k financial data
Total income from all sources2022-12-31$453,366
Expenses. Total of all expenses incurred2022-12-31$538,013
Benefits paid (including direct rollovers)2022-12-31$533,753
Total plan assets at end of year2022-12-31$4,307,687
Total plan assets at beginning of year2022-12-31$4,392,334
Total contributions received or receivable from participants2022-12-31$48,473
Contributions received from other sources (not participants or employers)2022-12-31$35,962
Other income received2022-12-31$310,065
Net income (gross income less expenses)2022-12-31$-84,647
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,307,687
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,392,334
Assets. Value of participant loans2022-12-31$701
Assets. Value of employer securities2022-12-31$1,981,939
Total contributions received or receivable from employer(s)2022-12-31$58,866
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,260
2021 : FIRST BANK ESOP/401(K) 2021 401k financial data
Total income from all sources2021-12-31$596,916
Expenses. Total of all expenses incurred2021-12-31$110,587
Benefits paid (including direct rollovers)2021-12-31$107,877
Total plan assets at end of year2021-12-31$4,392,334
Total plan assets at beginning of year2021-12-31$3,906,005
Total contributions received or receivable from participants2021-12-31$49,312
Expenses. Other expenses not covered elsewhere2021-12-31$0
Other income received2021-12-31$488,319
Net income (gross income less expenses)2021-12-31$486,329
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,392,334
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,906,005
Assets. Value of employer securities2021-12-31$1,656,698
Total contributions received or receivable from employer(s)2021-12-31$59,285
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,710
2020 : FIRST BANK ESOP/401(K) 2020 401k financial data
Total income from all sources2020-12-31$461,787
Expenses. Total of all expenses incurred2020-12-31$3,588
Benefits paid (including direct rollovers)2020-12-31$375
Total plan assets at end of year2020-12-31$3,906,005
Total plan assets at beginning of year2020-12-31$3,447,806
Total contributions received or receivable from participants2020-12-31$50,669
Contributions received from other sources (not participants or employers)2020-12-31$1,385
Other income received2020-12-31$348,283
Net income (gross income less expenses)2020-12-31$458,199
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,906,005
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,447,806
Assets. Value of employer securities2020-12-31$1,406,961
Total contributions received or receivable from employer(s)2020-12-31$61,450
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,213
2019 : FIRST BANK ESOP/401(K) 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$100,474
Total income from all sources2019-12-31$619,860
Expenses. Total of all expenses incurred2019-12-31$62,858
Benefits paid (including direct rollovers)2019-12-31$57,765
Total plan assets at end of year2019-12-31$3,447,806
Total plan assets at beginning of year2019-12-31$2,991,278
Total contributions received or receivable from participants2019-12-31$33,982
Expenses. Other expenses not covered elsewhere2019-12-31$2,238
Other income received2019-12-31$524,324
Net income (gross income less expenses)2019-12-31$557,002
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,447,806
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,890,804
Assets. Value of employer securities2019-12-31$1,444,986
Total contributions received or receivable from employer(s)2019-12-31$61,554
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,855
2018 : FIRST BANK ESOP/401(K) 2018 401k financial data
Total income from all sources2018-12-31$287,865
Expenses. Total of all expenses incurred2018-12-31$495,996
Benefits paid (including direct rollovers)2018-12-31$487,048
Total plan assets at end of year2018-12-31$2,890,804
Total plan assets at beginning of year2018-12-31$3,098,935
Total contributions received or receivable from participants2018-12-31$35,546
Assets. Value of loans (other than to participants)2018-12-31$100,474
Expenses. Other expenses not covered elsewhere2018-12-31$4,638
Other income received2018-12-31$187,237
Net income (gross income less expenses)2018-12-31$-208,131
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,890,804
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,098,935
Assets. Value of employer securities2018-12-31$1,387,948
Total contributions received or receivable from employer(s)2018-12-31$65,082
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,310
2017 : FIRST BANK ESOP/401(K) 2017 401k financial data
Total income from all sources2017-12-31$548,412
Expenses. Total of all expenses incurred2017-12-31$30,937
Benefits paid (including direct rollovers)2017-12-31$27,679
Total plan assets at end of year2017-12-31$3,098,935
Total plan assets at beginning of year2017-12-31$2,581,460
Total contributions received or receivable from participants2017-12-31$37,791
Other income received2017-12-31$446,851
Net income (gross income less expenses)2017-12-31$517,475
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,098,935
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,581,460
Assets. Value of employer securities2017-12-31$1,102,155
Total contributions received or receivable from employer(s)2017-12-31$63,770
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,258
2016 : FIRST BANK ESOP/401(K) 2016 401k financial data
Total income from all sources2016-12-31$254,136
Expenses. Total of all expenses incurred2016-12-31$217,839
Benefits paid (including direct rollovers)2016-12-31$217,058
Total plan assets at end of year2016-12-31$2,581,460
Total plan assets at beginning of year2016-12-31$2,545,163
Value of fidelity bond covering the plan2016-12-31$267,500
Total contributions received or receivable from participants2016-12-31$36,772
Other income received2016-12-31$156,132
Net income (gross income less expenses)2016-12-31$36,297
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,581,460
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,545,163
Assets. Value of employer securities2016-12-31$866,481
Total contributions received or receivable from employer(s)2016-12-31$61,232
Value of certain deemed distributions of participant loans2016-12-31$781
2015 : FIRST BANK ESOP/401(K) 2015 401k financial data
Total income from all sources2015-12-31$508,063
Expenses. Total of all expenses incurred2015-12-31$398,653
Benefits paid (including direct rollovers)2015-12-31$398,653
Total plan assets at end of year2015-12-31$2,545,163
Total plan assets at beginning of year2015-12-31$2,435,753
Value of fidelity bond covering the plan2015-12-31$1,645,000
Total contributions received or receivable from participants2015-12-31$36,002
Contributions received from other sources (not participants or employers)2015-12-31$155,853
Other income received2015-12-31$246,396
Net income (gross income less expenses)2015-12-31$109,410
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,545,163
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,435,753
Assets. Value of employer securities2015-12-31$760,728
Total contributions received or receivable from employer(s)2015-12-31$69,812
2014 : FIRST BANK ESOP/401(K) 2014 401k financial data
Total income from all sources2014-12-31$35,236
Expenses. Total of all expenses incurred2014-12-31$1,594
Benefits paid (including direct rollovers)2014-12-31$1,594
Total plan assets at end of year2014-12-31$2,435,754
Total plan assets at beginning of year2014-12-31$2,402,112
Value of fidelity bond covering the plan2014-12-31$1,645,000
Total contributions received or receivable from participants2014-12-31$34,435
Other income received2014-12-31$-21,630
Net income (gross income less expenses)2014-12-31$33,642
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,435,754
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,402,112
Assets. Value of employer securities2014-12-31$577,104
Total contributions received or receivable from employer(s)2014-12-31$22,431
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : FIRST BANK ESOP/401(K) 2013 401k financial data
Total income from all sources2013-12-31$157,243
Expenses. Total of all expenses incurred2013-12-31$13,650
Benefits paid (including direct rollovers)2013-12-31$13,650
Total plan assets at end of year2013-12-31$2,402,112
Total plan assets at beginning of year2013-12-31$2,258,519
Value of fidelity bond covering the plan2013-12-31$1,645,000
Total contributions received or receivable from participants2013-12-31$33,272
Other income received2013-12-31$97,586
Net income (gross income less expenses)2013-12-31$143,593
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,402,112
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,258,519
Assets. Value of employer securities2013-12-31$684,131
Total contributions received or receivable from employer(s)2013-12-31$26,385
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : FIRST BANK ESOP/401(K) 2012 401k financial data
Total income from all sources2012-12-31$236,752
Expenses. Total of all expenses incurred2012-12-31$57,654
Benefits paid (including direct rollovers)2012-12-31$54,639
Total plan assets at end of year2012-12-31$2,258,519
Total plan assets at beginning of year2012-12-31$2,079,421
Value of fidelity bond covering the plan2012-12-31$1,645,000
Total contributions received or receivable from participants2012-12-31$33,728
Expenses. Other expenses not covered elsewhere2012-12-31$3,015
Other income received2012-12-31$177,663
Net income (gross income less expenses)2012-12-31$179,098
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,258,519
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,079,421
Assets. Value of employer securities2012-12-31$754,104
Total contributions received or receivable from employer(s)2012-12-31$25,361
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : FIRST BANK ESOP/401(K) 2011 401k financial data
Total income from all sources2011-12-31$125,950
Expenses. Total of all expenses incurred2011-12-31$39,893
Benefits paid (including direct rollovers)2011-12-31$27,688
Total plan assets at end of year2011-12-31$2,079,421
Total plan assets at beginning of year2011-12-31$1,993,364
Value of fidelity bond covering the plan2011-12-31$1,645,000
Total contributions received or receivable from participants2011-12-31$32,550
Expenses. Other expenses not covered elsewhere2011-12-31$12,205
Other income received2011-12-31$61,020
Net income (gross income less expenses)2011-12-31$86,057
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,079,421
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,993,364
Assets. Value of employer securities2011-12-31$712,789
Total contributions received or receivable from employer(s)2011-12-31$32,380
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : FIRST BANK ESOP/401(K) 2010 401k financial data
Total income from all sources2010-12-31$179,771
Expenses. Total of all expenses incurred2010-12-31$50,917
Benefits paid (including direct rollovers)2010-12-31$40,089
Total plan assets at end of year2010-12-31$1,993,364
Total plan assets at beginning of year2010-12-31$1,864,510
Value of fidelity bond covering the plan2010-12-31$1,625,000
Total contributions received or receivable from participants2010-12-31$32,310
Other income received2010-12-31$114,004
Net income (gross income less expenses)2010-12-31$128,854
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,993,364
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,864,510
Assets. Value of employer securities2010-12-31$704,460
Total contributions received or receivable from employer(s)2010-12-31$33,457
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,828

Form 5500 Responses for FIRST BANK ESOP/401(K)

2023: FIRST BANK ESOP/401(K) 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FIRST BANK ESOP/401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST BANK ESOP/401(K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST BANK ESOP/401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST BANK ESOP/401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST BANK ESOP/401(K) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST BANK ESOP/401(K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST BANK ESOP/401(K) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST BANK ESOP/401(K) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST BANK ESOP/401(K) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST BANK ESOP/401(K) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST BANK ESOP/401(K) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST BANK ESOP/401(K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIRST BANK ESOP/401(K) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST BANK ESOP/401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29172
Policy instance 1
Insurance contract or identification number29172
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $527
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees527
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES, LL
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29172
Policy instance 1
Insurance contract or identification number29172
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees885
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29172
Policy instance 1
Insurance contract or identification number29172
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $791
Insurance broker organization code?5
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29172
Policy instance 1
Insurance contract or identification number29172
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $698
Total amount of fees paid to insurance companyUSD $40
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $698
Amount paid for insurance broker fees40
Additional information about fees paid to insurance brokerJH IRA R/O PAYMENT
Insurance broker organization code?5
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29172
Policy instance 1
Insurance contract or identification number29172
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29172
Policy instance 1
Insurance contract or identification number29172
Number of Individuals Covered12
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $561
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $561
Insurance broker organization code?5
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES LLC

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