401k Plan data: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN plan

PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: PARAGON BANK

Employer identification number (EIN): 201022853

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARAGON NATIONAL BANK 401(K) 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 2018-01-01
001 2017-01-01 LEWIS PERKINS LEWIS PERKINS 2018-09-05
001 2016-01-01 LEWIS PERKINS LEWIS PERKINS 2017-10-03
001 2015-01-01 LEWIS PERKINS LEWIS PERKINS 2016-09-06
001 2014-01-01 LEWIS PERKINS LEWIS PERKINS 2015-06-29
001 2013-01-01 LEWIS PERKINS LEWIS PERKINS 2014-04-21
001 2012-01-01 LEWIS PERKINS LEWIS PERKINS 2013-07-16
001 2011-01-01 LEWIS PERKINS LEWIS PERKINS 2012-06-13
001 2009-01-01 MICHAEL ERHARDT
001 2009-01-01 MICHAEL ERHARDT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LEWIS PERKINS	LEWIS PERKINS	2018-09-05
001	2016-01-01	LEWIS PERKINS	LEWIS PERKINS	2017-10-03
001	2015-01-01	LEWIS PERKINS	LEWIS PERKINS	2016-09-06
001	2014-01-01	LEWIS PERKINS	LEWIS PERKINS	2015-06-29
001	2013-01-01	LEWIS PERKINS	LEWIS PERKINS	2014-04-21
001	2012-01-01	LEWIS PERKINS	LEWIS PERKINS	2013-07-16
001	2011-01-01	LEWIS PERKINS	LEWIS PERKINS	2012-06-13
001	2009-01-01	MICHAEL ERHARDT
001	2009-01-01	MICHAEL ERHARDT

Plan Statistics for PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 109
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 42
Total of all active and inactive participants 2023-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 151
Number of participants with account balances 2023-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 9
2022: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 102
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 137
Number of participants with account balances 2022-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 97
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 33
Total of all active and inactive participants 2021-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 130
Number of participants with account balances 2021-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 82
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 120
Number of participants with account balances 2020-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 83
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 117
Number of participants with account balances 2019-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 81
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 33
Total of all active and inactive participants 2018-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 114
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 82
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 37
Total of all active and inactive participants 2017-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 119
Number of participants with account balances 2017-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 84
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 29
Total of all active and inactive participants 2016-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 113
Number of participants with account balances 2016-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 79
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 103
Number of participants with account balances 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 76
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 114
Number of participants with account balances 2014-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 62
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 32
Total of all active and inactive participants 2013-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 94
Number of participants with account balances 2013-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 62
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 29
Total of all active and inactive participants 2012-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 91
Number of participants with account balances 2012-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 56
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 32
Total of all active and inactive participants 2011-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 88
Number of participants with account balances 2011-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 62
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 79
Number of participants with account balances 2009-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	109
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	42
Total of all active and inactive participants	2023-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	151
Number of participants with account balances	2023-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	9
2022: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	102
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	137
Number of participants with account balances	2022-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	97
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	33
Total of all active and inactive participants	2021-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	130
Number of participants with account balances	2021-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	82
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	120
Number of participants with account balances	2020-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	83
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	117
Number of participants with account balances	2019-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	81
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	33
Total of all active and inactive participants	2018-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	114
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	82
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	37
Total of all active and inactive participants	2017-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	119
Number of participants with account balances	2017-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	84
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	29
Total of all active and inactive participants	2016-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	113
Number of participants with account balances	2016-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	79
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	103
Number of participants with account balances	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	76
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	114
Number of participants with account balances	2014-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	62
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	32
Total of all active and inactive participants	2013-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	94
Number of participants with account balances	2013-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	62
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	29
Total of all active and inactive participants	2012-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	91
Number of participants with account balances	2012-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	56
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	32
Total of all active and inactive participants	2011-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	88
Number of participants with account balances	2011-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	62
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	79
Number of participants with account balances	2009-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$99,937
Total unrealized appreciation/depreciation of assets	2023-12-31	$99,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$258,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$609,891
Expenses. Interest paid	2023-12-31	$20,693
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$20,693
Total income from all sources (including contributions)	2023-12-31	$3,155,084
Total of all expenses incurred	2023-12-31	$668,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$593,390
Value of total corrective distributions	2023-12-31	$26,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,014,155
Value of total assets at end of year	2023-12-31	$14,123,149
Value of total assets at beginning of year	2023-12-31	$11,988,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$27,894
Total interest from all sources	2023-12-31	$5,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$724,955
Participant contributions at end of year	2023-12-31	$82,939
Participant contributions at beginning of year	2023-12-31	$40,631
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$740,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$5,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$4,572
Other income not declared elsewhere	2023-12-31	$12,361
Total non interest bearing cash at end of year	2023-12-31	$86
Total non interest bearing cash at beginning of year	2023-12-31	$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,486,448
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$13,864,885
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,378,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$26,883
Value of interest in pooled separate accounts at end of year	2023-12-31	$8,158,833
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$6,308,994
Interest on participant loans	2023-12-31	$4,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$1,412
Net investment gain/loss from pooled separate accounts	2023-12-31	$1,023,209
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$5,881,291
Assets. Invements in employer securities at beginning of year	2023-12-31	$5,638,618
Contributions received in cash from employer	2023-12-31	$548,670
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$19
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$593,390
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$252,838
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$605,319
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	REYNOLDS, BONE & GRIESBECK, PLC
Accountancy firm EIN	2023-12-31	620428728
2022 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-351,004
Total unrealized appreciation/depreciation of assets	2022-12-31	$-351,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$609,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$4,572
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$4,572
Total income from all sources (including contributions)	2022-12-31	$78,340
Total of all expenses incurred	2022-12-31	$149,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$121,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,564,215
Value of total assets at end of year	2022-12-31	$11,988,328
Value of total assets at beginning of year	2022-12-31	$11,449,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,793
Total interest from all sources	2022-12-31	$1,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$648,706
Participant contributions at end of year	2022-12-31	$40,631
Participant contributions at beginning of year	2022-12-31	$43,463
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$331,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$4,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$10,682
Total non interest bearing cash at end of year	2022-12-31	$66
Total non interest bearing cash at beginning of year	2022-12-31	$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-71,275
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,378,437
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,449,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$23,793
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,308,994
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,527,203
Interest on participant loans	2022-12-31	$1,625
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,147,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$5,638,618
Assets. Invements in employer securities at beginning of year	2022-12-31	$4,674,432
Contributions received in cash from employer	2022-12-31	$584,308
Employer contributions (assets) at end of year	2022-12-31	$19
Employer contributions (assets) at beginning of year	2022-12-31	$204,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$121,250
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$605,319
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	REYNOLDS, BONE & GRIESBECK, PLC
Accountancy firm EIN	2022-12-31	620428728
2021 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$3,015,000
Expenses. Total of all expenses incurred	2021-12-31	$977,306
Benefits paid (including direct rollovers)	2021-12-31	$942,279
Total plan assets at end of year	2021-12-31	$11,449,712
Total plan assets at beginning of year	2021-12-31	$9,412,018
Value of fidelity bond covering the plan	2021-12-31	$2,000,000
Total contributions received or receivable from participants	2021-12-31	$503,794
Contributions received from other sources (not participants or employers)	2021-12-31	$216,411
Other income received	2021-12-31	$1,820,725
Net income (gross income less expenses)	2021-12-31	$2,037,694
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$11,449,712
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,412,018
Assets. Value of participant loans	2021-12-31	$43,463
Assets. Value of employer securities	2021-12-31	$4,674,432
Total contributions received or receivable from employer(s)	2021-12-31	$474,070
Value of corrective distributions	2021-12-31	$12,015
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$23,012
2020 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,148,386
Expenses. Total of all expenses incurred	2020-12-31	$1,169,186
Benefits paid (including direct rollovers)	2020-12-31	$1,138,851
Total plan assets at end of year	2020-12-31	$9,412,018
Total plan assets at beginning of year	2020-12-31	$9,432,818
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Total contributions received or receivable from participants	2020-12-31	$422,313
Contributions received from other sources (not participants or employers)	2020-12-31	$5,883
Other income received	2020-12-31	$356,617
Net income (gross income less expenses)	2020-12-31	$-20,800
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,412,018
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,432,818
Assets. Value of participant loans	2020-12-31	$37,139
Assets. Value of employer securities	2020-12-31	$3,757,125
Total contributions received or receivable from employer(s)	2020-12-31	$363,573
Value of corrective distributions	2020-12-31	$11,595
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$18,740
2019 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$80
Total income from all sources	2019-12-31	$2,037,657
Expenses. Total of all expenses incurred	2019-12-31	$389,511
Benefits paid (including direct rollovers)	2019-12-31	$361,465
Total plan assets at end of year	2019-12-31	$9,432,818
Total plan assets at beginning of year	2019-12-31	$7,784,752
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Total contributions received or receivable from participants	2019-12-31	$413,073
Other income received	2019-12-31	$1,268,343
Noncash contributions received	2019-12-31	$25,277
Net income (gross income less expenses)	2019-12-31	$1,648,146
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,432,818
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,784,672
Assets. Value of participant loans	2019-12-31	$71,795
Assets. Value of employer securities	2019-12-31	$3,832,488
Total contributions received or receivable from employer(s)	2019-12-31	$330,964
Value of corrective distributions	2019-12-31	$9,476
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$18,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$55,918
2018 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$80
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$303,330
Expenses. Total of all expenses incurred	2018-12-31	$292,089
Benefits paid (including direct rollovers)	2018-12-31	$269,063
Total plan assets at end of year	2018-12-31	$7,784,752
Total plan assets at beginning of year	2018-12-31	$7,773,431
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$408,008
Contributions received from other sources (not participants or employers)	2018-12-31	$13,397
Other income received	2018-12-31	$-470,981
Noncash contributions received	2018-12-31	$61,356
Net income (gross income less expenses)	2018-12-31	$11,241
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,784,672
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,773,431
Assets. Value of participant loans	2018-12-31	$63,449
Assets. Value of employer securities	2018-12-31	$3,238,170
Total contributions received or receivable from employer(s)	2018-12-31	$291,550
Value of corrective distributions	2018-12-31	$4,586
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$18,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$173,040
2017 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,024,846
Expenses. Total of all expenses incurred	2017-12-31	$370,264
Benefits paid (including direct rollovers)	2017-12-31	$340,445
Total plan assets at end of year	2017-12-31	$7,773,431
Total plan assets at beginning of year	2017-12-31	$6,118,849
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$390,788
Contributions received from other sources (not participants or employers)	2017-12-31	$114,813
Other income received	2017-12-31	$1,185,977
Noncash contributions received	2017-12-31	$21,819
Net income (gross income less expenses)	2017-12-31	$1,654,582
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,773,431
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,118,849
Assets. Value of participant loans	2017-12-31	$51,591
Assets. Value of employer securities	2017-12-31	$3,240,557
Total contributions received or receivable from employer(s)	2017-12-31	$311,449
Value of corrective distributions	2017-12-31	$10,171
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19,648
2016 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,294,322
Expenses. Total of all expenses incurred	2016-12-31	$240,319
Benefits paid (including direct rollovers)	2016-12-31	$224,086
Total plan assets at end of year	2016-12-31	$6,118,849
Total plan assets at beginning of year	2016-12-31	$5,064,846
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$369,751
Contributions received from other sources (not participants or employers)	2016-12-31	$48,675
Other income received	2016-12-31	$575,041
Noncash contributions received	2016-12-31	$10,740
Net income (gross income less expenses)	2016-12-31	$1,054,003
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,118,849
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,064,846
Assets. Value of participant loans	2016-12-31	$76,927
Assets. Value of employer securities	2016-12-31	$2,452,728
Total contributions received or receivable from employer(s)	2016-12-31	$290,115
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,233
2015 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$746,054
Expenses. Total of all expenses incurred	2015-12-31	$203,756
Benefits paid (including direct rollovers)	2015-12-31	$188,575
Total plan assets at end of year	2015-12-31	$5,064,846
Total plan assets at beginning of year	2015-12-31	$4,522,548
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$359,374
Contributions received from other sources (not participants or employers)	2015-12-31	$2,000
Other income received	2015-12-31	$107,040
Noncash contributions received	2015-12-31	$93,415
Net income (gross income less expenses)	2015-12-31	$542,298
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,064,846
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,522,548
Assets. Value of participant loans	2015-12-31	$45,501
Assets. Value of employer securities	2015-12-31	$1,939,406
Total contributions received or receivable from employer(s)	2015-12-31	$184,225
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$15,181
2014 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$818,844
Expenses. Total of all expenses incurred	2014-12-31	$35,899
Benefits paid (including direct rollovers)	2014-12-31	$14,800
Total plan assets at end of year	2014-12-31	$4,522,548
Total plan assets at beginning of year	2014-12-31	$3,739,603
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$263,163
Contributions received from other sources (not participants or employers)	2014-12-31	$38,000
Other income received	2014-12-31	$298,228
Net income (gross income less expenses)	2014-12-31	$782,945
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,522,548
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,739,603
Assets. Value of participant loans	2014-12-31	$42,775
Assets. Value of employer securities	2014-12-31	$1,559,557
Total contributions received or receivable from employer(s)	2014-12-31	$219,453
Value of corrective distributions	2014-12-31	$7,721
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,378
2013 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,219,423
Expenses. Total of all expenses incurred	2013-12-31	$147,568
Benefits paid (including direct rollovers)	2013-12-31	$135,351
Total plan assets at end of year	2013-12-31	$3,739,603
Total plan assets at beginning of year	2013-12-31	$2,667,748
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Total contributions received or receivable from participants	2013-12-31	$233,642
Contributions received from other sources (not participants or employers)	2013-12-31	$10,636
Other income received	2013-12-31	$807,714
Net income (gross income less expenses)	2013-12-31	$1,071,855
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,739,603
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,667,748
Assets. Value of participant loans	2013-12-31	$59,692
Assets. Value of employer securities	2013-12-31	$1,200,385
Total contributions received or receivable from employer(s)	2013-12-31	$167,431
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,217
2012 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$746,407
Expenses. Total of all expenses incurred	2012-12-31	$211,368
Benefits paid (including direct rollovers)	2012-12-31	$197,919
Total plan assets at end of year	2012-12-31	$2,667,748
Total plan assets at beginning of year	2012-12-31	$2,132,709
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Total contributions received or receivable from participants	2012-12-31	$226,874
Other income received	2012-12-31	$366,335
Net income (gross income less expenses)	2012-12-31	$535,039
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,667,748
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,132,709
Assets. Value of participant loans	2012-12-31	$54,267
Assets. Value of employer securities	2012-12-31	$614,712
Total contributions received or receivable from employer(s)	2012-12-31	$153,198
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,449
2011 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$264,313
Expenses. Total of all expenses incurred	2011-12-31	$177,765
Benefits paid (including direct rollovers)	2011-12-31	$153,597
Total plan assets at end of year	2011-12-31	$2,132,709
Total plan assets at beginning of year	2011-12-31	$2,046,161
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$210,481
Contributions received from other sources (not participants or employers)	2011-12-31	$5,042
Other income received	2011-12-31	$-55,394
Net income (gross income less expenses)	2011-12-31	$86,548
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,132,709
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,046,161
Assets. Value of participant loans	2011-12-31	$65,933
Assets. Value of employer securities	2011-12-31	$380,684
Total contributions received or receivable from employer(s)	2011-12-31	$104,184
Value of corrective distributions	2011-12-31	$11,085
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$13,083
2010 : PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$441,968
Expenses. Total of all expenses incurred	2010-12-31	$63,253
Benefits paid (including direct rollovers)	2010-12-31	$51,885
Total plan assets at end of year	2010-12-31	$2,046,161
Total plan assets at beginning of year	2010-12-31	$1,667,446
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$234,252
Other income received	2010-12-31	$164,407
Noncash contributions received	2010-12-31	$9,764
Net income (gross income less expenses)	2010-12-31	$378,715
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,046,161
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,667,446
Assets. Value of participant loans	2010-12-31	$60,062
Assets. Value of employer securities	2010-12-31	$347,139
Total contributions received or receivable from employer(s)	2010-12-31	$33,545
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,368

Form 5500 Responses for PARAGON NATIONAL BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

2023: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PARAGON NATIONAL BANK 401(K) 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	No
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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PARAGON NATIONAL BANK 401(K) 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	No
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PARAGON NATIONAL BANK 401(K) 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	114
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,266
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	109
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,474
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3474
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	96
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,322
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3322
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	80
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,516
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2516
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	82
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,849
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2849
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	78
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $7,173
Total amount of fees paid to insurance company	USD $2,671
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,173
Insurance broker organization code?	3
Amount paid for insurance broker fees	2671
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	74
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $18,609
Total amount of fees paid to insurance company	USD $2,907
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $18,609
Insurance broker organization code?	3
Amount paid for insurance broker fees	2907
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	BURLEIGH CONSULTING GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	72
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $14,395
Total amount of fees paid to insurance company	USD $1,819
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $14,395
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	1819
Insurance broker name	BURLEIGH CONSULTING GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	70
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $12,656
Total amount of fees paid to insurance company	USD $1,492
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,656
Insurance broker organization code?	3
Amount paid for insurance broker fees	1492
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	BURLEIGH CONSULTING GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	58
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,581
Total amount of fees paid to insurance company	USD $1,583
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $10,581
Insurance broker organization code?	3
Amount paid for insurance broker fees	1583
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	BURLEIGH CONSULTING GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	60
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $8,991
Total amount of fees paid to insurance company	USD $1,276
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1276
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $8,991
Insurance broker name	LPL FINANCIAL CORPORATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	63
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,596
Total amount of fees paid to insurance company	USD $1,480
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

36724

Policy instance

Insurance contract or identification number	36724
Number of Individuals Covered	64
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $8,553
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $7,475
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker name	BURLEIGH CONSULTING GROUP

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Company Name:	PARAGON BANK
Employer identification number (EIN):	201022853
NAIC Classification:	522110
NAIC Description:	Commercial Banking