401k Plan data: KINGSTON NATIONAL BANK 401(K) PLAN plan

KINGSTON NATIONAL BANK 401(K) PLAN 401k Plan overview

Plan Name	KINGSTON NATIONAL BANK 401(K) PLAN
Plan identification number	002

KINGSTON NATIONAL BANK 401(K) 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

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

Company Name: KINGSTON NATIONAL BANK

Employer identification number (EIN): 314225037

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINGSTON NATIONAL BANK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 PHILIP EVANS 2024-07-31
002 2022-01-01 PHILIP EVANS 2023-07-27
002 2021-01-01 PHILIP EVANS 2022-09-19
002 2020-01-01 PHILIP EVANS 2021-09-30
002 2019-01-01 PHILIP EVANS 2020-07-13
002 2018-01-01 PHILIP EVANS 2019-10-15
002 2017-01-01 PHILIP EVANS 2018-07-27
002 2016-01-01 PHILIP EVANS 2017-08-24
002 2015-01-01 PHILIP EVANS 2016-09-07
002 2014-01-01 PHILIP EVANS 2015-07-02
002 2013-01-01 PHILIP EVANS 2014-07-24
002 2012-01-01 PHILIP EVANS 2013-05-21
002 2011-01-01 PHILIP EVANS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	PHILIP EVANS	2024-07-31
002	2022-01-01	PHILIP EVANS	2023-07-27
002	2021-01-01	PHILIP EVANS	2022-09-19
002	2020-01-01	PHILIP EVANS	2021-09-30
002	2019-01-01	PHILIP EVANS	2020-07-13
002	2018-01-01	PHILIP EVANS	2019-10-15
002	2017-01-01	PHILIP EVANS	2018-07-27
002	2016-01-01	PHILIP EVANS	2017-08-24
002	2015-01-01	PHILIP EVANS	2016-09-07
002	2014-01-01	PHILIP EVANS	2015-07-02
002	2013-01-01	PHILIP EVANS	2014-07-24
002	2012-01-01	PHILIP EVANS	2013-05-21
002	2011-01-01	PHILIP EVANS

Plan Statistics for KINGSTON NATIONAL BANK 401(K) PLAN

401k plan membership statisitcs for KINGSTON NATIONAL BANK 401(K) PLAN

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

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

Financial Data on KINGSTON NATIONAL BANK 401(K) PLAN

Measure	Date	Value
2011 : KINGSTON NATIONAL BANK 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$9
Total income from all sources	2011-12-31	$108,209
Expenses. Total of all expenses incurred	2011-12-31	$8,512
Benefits paid (including direct rollovers)	2011-12-31	$8,462
Total plan assets at end of year	2011-12-31	$2,292,323
Total plan assets at beginning of year	2011-12-31	$2,192,617
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$114,403
Expenses. Other expenses not covered elsewhere	2011-12-31	$50
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-111,035
Net income (gross income less expenses)	2011-12-31	$99,697
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,292,323
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,192,617
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$104,841
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : KINGSTON NATIONAL BANK 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$441,568
Expenses. Total of all expenses incurred	2010-12-31	$124,373
Benefits paid (including direct rollovers)	2010-12-31	$124,273
Total plan assets at end of year	2010-12-31	$2,192,617
Total plan assets at beginning of year	2010-12-31	$1,875,422
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$108,942
Expenses. Other expenses not covered elsewhere	2010-12-31	$100
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$233,596
Net income (gross income less expenses)	2010-12-31	$317,195
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,192,617
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,875,422
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$99,030
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for KINGSTON NATIONAL BANK 401(K) PLAN

2011: KINGSTON NATIONAL BANK 401(K) 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-819505

Policy instance

Insurance contract or identification number	GA-819505
Number of Individuals Covered	36
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,109
Total amount of fees paid to insurance company	USD $2,227
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-819505

Policy instance

Insurance contract or identification number	GA-819505
Number of Individuals Covered	36
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $20,818
Total amount of fees paid to insurance company	USD $941
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,818
Insurance broker organization code?	3
Amount paid for insurance broker fees	941
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	EDWARD D JONES & CO

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Company Name:	KINGSTON NATIONAL BANK
Employer identification number (EIN):	314225037
NAIC Classification:	522110
NAIC Description:	Commercial Banking