401k Plan data: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN plan

FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 401k Plan overview

Plan Name	FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN
Plan identification number	002

FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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 SECURITY BANK OF HELENA has sponsored the creation of one or more 401k plans.

Company Name: FIRST SECURITY BANK OF HELENA

Employer identification number (EIN): 810306013

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BROCK CARLSON 2024-04-19
002 2022-01-01 BROCK CARLSON 2023-05-09
002 2021-01-01 BROCK CARLSON 2022-05-19
002 2020-01-01 BROCK CARLSON 2021-05-25
002 2019-01-01 BROCK CARLSON 2020-07-14
002 2018-01-01 BROCK CARLSON 2019-06-07
002 2013-01-01 AMY QUARLES AMY QUARLES 2014-04-22
002 2012-01-01 AMY QUARLES AMY QUARLES 2013-02-14
002 2011-01-01 AMY QUARLES AMY QUARLES 2012-02-06
002 2010-01-01 AMY QUARLES AMY QUARLES 2011-03-09
002 2009-01-01 AMY QUARLES AMY QUARLES 2010-03-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BROCK CARLSON	2024-04-19
002	2022-01-01	BROCK CARLSON	2023-05-09
002	2021-01-01	BROCK CARLSON	2022-05-19
002	2020-01-01	BROCK CARLSON	2021-05-25
002	2019-01-01	BROCK CARLSON	2020-07-14
002	2018-01-01	BROCK CARLSON	2019-06-07
002	2013-01-01	AMY QUARLES		AMY QUARLES	2014-04-22
002	2012-01-01	AMY QUARLES		AMY QUARLES	2013-02-14
002	2011-01-01	AMY QUARLES		AMY QUARLES	2012-02-06
002	2010-01-01	AMY QUARLES		AMY QUARLES	2011-03-09
002	2009-01-01	AMY QUARLES		AMY QUARLES	2010-03-29

Plan Statistics for FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN

Measure Date Value
2013: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 13
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 12
2012: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 13
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 12
2011: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 15
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 14
2010: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 15
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 14
2009: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 16
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 13

Measure	Date	Value
2013: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	13
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	12
2012: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	13
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	12
2011: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	15
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	14
2010: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	15
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	14
2009: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	16
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	13

Financial Data on FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN

Measure	Date	Value
2013 : FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$75,147
Expenses. Total of all expenses incurred	2013-12-31	$1,832
Total plan assets at end of year	2013-12-31	$999,601
Total plan assets at beginning of year	2013-12-31	$926,286
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$62,489
Other income received	2013-12-31	$1,101
Net income (gross income less expenses)	2013-12-31	$73,315
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$999,601
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$926,286
Assets. Value of participant loans	2013-12-31	$1,142
Assets. Value of employer securities	2013-12-31	$82,645
Total contributions received or receivable from employer(s)	2013-12-31	$11,557
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,832
2012 : FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$185,697
Expenses. Total of all expenses incurred	2012-12-31	$181,321
Benefits paid (including direct rollovers)	2012-12-31	$181,321
Total plan assets at end of year	2012-12-31	$926,286
Total plan assets at beginning of year	2012-12-31	$921,910
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$78,607
Other income received	2012-12-31	$95,369
Net income (gross income less expenses)	2012-12-31	$4,376
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$926,286
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$921,910
Assets. Value of participant loans	2012-12-31	$2,229
Assets. Value of employer securities	2012-12-31	$201,863
Total contributions received or receivable from employer(s)	2012-12-31	$11,721
2011 : FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$83,947
Expenses. Total of all expenses incurred	2011-12-31	$2,595
Benefits paid (including direct rollovers)	2011-12-31	$2,595
Total plan assets at end of year	2011-12-31	$921,910
Total plan assets at beginning of year	2011-12-31	$840,558
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$77,739
Other income received	2011-12-31	$-8,245
Net income (gross income less expenses)	2011-12-31	$81,352
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$921,910
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$840,558
Assets. Value of participant loans	2011-12-31	$3,406
Assets. Value of employer securities	2011-12-31	$174,779
Total contributions received or receivable from employer(s)	2011-12-31	$14,453
2010 : FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$186,246
Total plan assets at end of year	2010-12-31	$840,558
Total plan assets at beginning of year	2010-12-31	$654,312
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$60,811
Contributions received from other sources (not participants or employers)	2010-12-31	$47,631
Other income received	2010-12-31	$64,299
Net income (gross income less expenses)	2010-12-31	$186,246
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$840,558
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$654,312
Assets. Value of employer securities	2010-12-31	$183,482
Total contributions received or receivable from employer(s)	2010-12-31	$13,505

Form 5500 Responses for FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN

2013: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FIRST SECURITY BANK OF HELENA 401 K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIRST SECURITY BANK OF HELENA
Employer identification number (EIN):	810306013
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services