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STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSTURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 004

STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:STURGIS BANK & TRUST COMPANY
Employer identification number (EIN):381080012
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01BRIAN P. HOGGATT, SR VP, CFP, TREAS2020-10-14
0042018-01-01BRIAN P. HOGGATT, SR VP, CFP, TREAS2019-10-14
0042017-01-01
0042016-01-01
0042015-01-01BRIAN P. HOGGATT, SR VP, CFP, TREAS
0042015-01-01 BRIAN P. HOGGATT, SR VP, CFP, TREAS2016-09-19
0042014-01-01BRIAN P. HOGGATT, SR VP, CFP, TREAS
0042013-01-01BRIAN P. HOGGATT, SR VP, CFP, TREAS BRIAN P. HOGGATT, SR VP, CFP, TREAS2014-08-15
0042012-01-01BRIAN P. HOGGATT, SR VP, CFP, TREAS
0042011-01-01BRIAN P. HOGGATT, SR VP, CFP, TREAS
0042009-01-01BRIAN P. HOGGATT, SR VP, CFP, TREAS BRIAN P. HOGGATT, SR VP, CFO, TREAS2010-10-14
0042008-01-01

Plan Statistics for STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01201
Total number of active participants reported on line 7a of the Form 55002022-01-01191
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01227
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01164
Total number of active participants reported on line 7a of the Form 55002021-01-01159
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01187
Number of participants with account balances2021-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-01123
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01139
Number of participants with account balances2020-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01133
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01139
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01133
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01135
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01138
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01130
Number of participants with account balances2015-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01124
Number of participants with account balances2014-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01123
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01103
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01122
Number of participants with account balances2012-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01138
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01133
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01133
Number of participants with account balances2009-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$256,732
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,113,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,094,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,428,565
Value of total assets at end of year2022-12-31$11,223,121
Value of total assets at beginning of year2022-12-31$12,080,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,595
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$55,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$55,857
Administrative expenses professional fees incurred2022-12-31$4,146
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$929,722
Participant contributions at end of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$107,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-856,972
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,223,121
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,080,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,378,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,988,500
Value of interest in common/collective trusts at end of year2022-12-31$6,265,079
Value of interest in common/collective trusts at beginning of year2022-12-31$6,735,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$100,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$212,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$212,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,227,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$3,479,360
Assets. Invements in employer securities at beginning of year2022-12-31$3,143,704
Contributions received in cash from employer2022-12-31$391,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,094,109
Contract administrator fees2022-12-31$15,449
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY LLP
Accountancy firm EIN2022-12-31200694403
2021 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,569,938
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$498,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$475,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,337,903
Value of total assets at end of year2021-12-31$12,080,093
Value of total assets at beginning of year2021-12-31$10,008,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,382
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$748,403
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$257,686
Administrative expenses (other) incurred2021-12-31$4,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,071,714
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,080,093
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,008,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,988,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,065,633
Value of interest in common/collective trusts at end of year2021-12-31$6,735,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$212,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$139,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$139,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,232,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$3,143,704
Assets. Invements in employer securities at beginning of year2021-12-31$2,803,602
Contributions received in cash from employer2021-12-31$331,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$475,842
Contract administrator fees2021-12-31$17,492
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2021-12-31383186775
2020 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-249,469
Total unrealized appreciation/depreciation of assets2020-12-31$-249,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,100,585
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$330,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$324,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$608,481
Value of total assets at end of year2020-12-31$10,008,379
Value of total assets at beginning of year2020-12-31$9,238,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,588
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$480,406
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,763
Total non interest bearing cash at beginning of year2020-12-31$105,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$769,950
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,008,379
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,238,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,065,633
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,122,239
Value of interest in common/collective trusts at beginning of year2020-12-31$97,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$139,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$709,721
Net investment gain/loss from pooled separate accounts2020-12-31$32,511
Net investment gain or loss from common/collective trusts2020-12-31$-659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$2,803,602
Assets. Invements in employer securities at beginning of year2020-12-31$2,912,605
Contributions received in cash from employer2020-12-31$107,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$324,047
Contract administrator fees2020-12-31$6,588
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2020-12-31383186775
2019 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$232,336
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$232,336
Total unrealized appreciation/depreciation of assets2019-12-31$232,336
Total unrealized appreciation/depreciation of assets2019-12-31$232,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,003,611
Total income from all sources (including contributions)2019-12-31$2,003,611
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,337,872
Total of all expenses incurred2019-12-31$1,337,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,336,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,336,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$521,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$521,042
Value of total assets at end of year2019-12-31$9,238,429
Value of total assets at end of year2019-12-31$9,238,429
Value of total assets at beginning of year2019-12-31$8,572,690
Value of total assets at beginning of year2019-12-31$8,572,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,251
Total interest from all sources2019-12-31$83,220
Total interest from all sources2019-12-31$83,220
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$407,314
Contributions received from participants2019-12-31$407,314
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,407
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,407
Total non interest bearing cash at end of year2019-12-31$105,999
Total non interest bearing cash at end of year2019-12-31$105,999
Total non interest bearing cash at beginning of year2019-12-31$37,447
Total non interest bearing cash at beginning of year2019-12-31$37,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$665,739
Value of net income/loss2019-12-31$665,739
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,238,429
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,238,429
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,572,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,572,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,122,239
Value of interest in pooled separate accounts at end of year2019-12-31$6,122,239
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,966,432
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,966,432
Value of interest in common/collective trusts at end of year2019-12-31$97,586
Value of interest in common/collective trusts at end of year2019-12-31$97,586
Value of interest in common/collective trusts at beginning of year2019-12-31$805,761
Value of interest in common/collective trusts at beginning of year2019-12-31$805,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$83,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$83,220
Net investment gain/loss from pooled separate accounts2019-12-31$1,140,795
Net investment gain/loss from pooled separate accounts2019-12-31$1,140,795
Net investment gain or loss from common/collective trusts2019-12-31$26,218
Net investment gain or loss from common/collective trusts2019-12-31$26,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$2,912,605
Assets. Invements in employer securities at end of year2019-12-31$2,912,605
Assets. Invements in employer securities at beginning of year2019-12-31$2,763,050
Assets. Invements in employer securities at beginning of year2019-12-31$2,763,050
Contributions received in cash from employer2019-12-31$90,321
Contributions received in cash from employer2019-12-31$90,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,336,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,336,621
Contract administrator fees2019-12-31$1,251
Contract administrator fees2019-12-31$1,251
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm name2019-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2019-12-31383186775
Accountancy firm EIN2019-12-31383186775
2018 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$130,658
Total unrealized appreciation/depreciation of assets2018-12-31$130,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$422,022
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$803,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$800,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$513,059
Value of total assets at end of year2018-12-31$8,572,690
Value of total assets at beginning of year2018-12-31$8,953,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,774
Total interest from all sources2018-12-31$80,878
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$402,996
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,593
Total non interest bearing cash at end of year2018-12-31$37,447
Total non interest bearing cash at beginning of year2018-12-31$32,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-381,225
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,572,690
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,953,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,966,432
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,246,870
Value of interest in common/collective trusts at end of year2018-12-31$805,761
Value of interest in common/collective trusts at beginning of year2018-12-31$959,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$80,878
Net investment gain/loss from pooled separate accounts2018-12-31$-308,661
Net investment gain or loss from common/collective trusts2018-12-31$6,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$2,763,050
Assets. Invements in employer securities at beginning of year2018-12-31$2,715,322
Contributions received in cash from employer2018-12-31$87,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$800,473
Contract administrator fees2018-12-31$2,774
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2018-12-31383186775
2017 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$734,639
Total unrealized appreciation/depreciation of assets2017-12-31$734,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,452
Total income from all sources (including contributions)2017-12-31$2,189,967
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$258,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$256,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$496,188
Value of total assets at end of year2017-12-31$8,953,915
Value of total assets at beginning of year2017-12-31$7,027,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,510
Total interest from all sources2017-12-31$71,010
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$63,960
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$400,906
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,139
Liabilities. Value of operating payables at beginning of year2017-12-31$5,452
Total non interest bearing cash at end of year2017-12-31$32,269
Total non interest bearing cash at beginning of year2017-12-31$41,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,931,478
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,953,915
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,022,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,246,870
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,450,440
Value of interest in common/collective trusts at end of year2017-12-31$959,454
Value of interest in common/collective trusts at beginning of year2017-12-31$551,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$71,010
Net investment gain/loss from pooled separate accounts2017-12-31$880,676
Net investment gain or loss from common/collective trusts2017-12-31$7,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$2,715,322
Assets. Invements in employer securities at beginning of year2017-12-31$1,984,386
Contributions received in cash from employer2017-12-31$83,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$256,979
Contract administrator fees2017-12-31$1,510
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2017-12-31383186775
2016 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$459,678
Total unrealized appreciation/depreciation of assets2016-12-31$459,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,796
Total income from all sources (including contributions)2016-12-31$1,287,501
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$197,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$192,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$443,903
Value of total assets at end of year2016-12-31$7,027,889
Value of total assets at beginning of year2016-12-31$5,934,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,066
Total interest from all sources2016-12-31$59,032
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,656
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$366,348
Liabilities. Value of operating payables at end of year2016-12-31$5,452
Liabilities. Value of operating payables at beginning of year2016-12-31$1,796
Total non interest bearing cash at end of year2016-12-31$41,283
Total non interest bearing cash at beginning of year2016-12-31$6,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,089,941
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,022,437
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,932,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,450,440
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,765,866
Value of interest in common/collective trusts at end of year2016-12-31$551,780
Value of interest in common/collective trusts at beginning of year2016-12-31$716,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$59,032
Net investment gain/loss from pooled separate accounts2016-12-31$319,301
Net investment gain or loss from common/collective trusts2016-12-31$5,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$1,984,386
Assets. Invements in employer securities at beginning of year2016-12-31$1,445,024
Contributions received in cash from employer2016-12-31$77,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$192,494
Contract administrator fees2016-12-31$1,410
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2016-12-31383186775
2015 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$201,544
Total unrealized appreciation/depreciation of assets2015-12-31$201,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$633,419
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$188,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$185,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$422,707
Value of total assets at end of year2015-12-31$5,934,292
Value of total assets at beginning of year2015-12-31$5,487,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,356
Total interest from all sources2015-12-31$20,597
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,796
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$349,533
Liabilities. Value of operating payables at end of year2015-12-31$1,796
Total non interest bearing cash at end of year2015-12-31$6,588
Total non interest bearing cash at beginning of year2015-12-31$25,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$445,260
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,932,496
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,487,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,765,866
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,590,106
Value of interest in common/collective trusts at end of year2015-12-31$716,814
Value of interest in common/collective trusts at beginning of year2015-12-31$731,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$20,597
Net investment gain/loss from pooled separate accounts2015-12-31$-10,969
Net investment gain or loss from common/collective trusts2015-12-31$-460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$1,445,024
Assets. Invements in employer securities at beginning of year2015-12-31$1,139,503
Contributions received in cash from employer2015-12-31$73,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$185,803
Contract administrator fees2015-12-31$560
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2015-12-31383186775
2014 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$100,233
Total unrealized appreciation/depreciation of assets2014-12-31$100,233
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,875
Total income from all sources (including contributions)2014-12-31$757,960
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$429,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$428,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$406,400
Value of total assets at end of year2014-12-31$5,487,236
Value of total assets at beginning of year2014-12-31$5,160,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$988
Total interest from all sources2014-12-31$10,617
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$335,165
Liabilities. Value of operating payables at beginning of year2014-12-31$1,875
Total non interest bearing cash at end of year2014-12-31$25,634
Total non interest bearing cash at beginning of year2014-12-31$4,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$328,437
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,487,236
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,158,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$988
Value of interest in pooled separate accounts at end of year2014-12-31$3,590,106
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,725,099
Value of interest in common/collective trusts at end of year2014-12-31$731,993
Value of interest in common/collective trusts at beginning of year2014-12-31$430,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10,617
Net investment gain/loss from pooled separate accounts2014-12-31$232,231
Net investment gain or loss from common/collective trusts2014-12-31$8,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$1,139,503
Assets. Invements in employer securities at beginning of year2014-12-31$999,736
Contributions received in cash from employer2014-12-31$71,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$428,535
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2014-12-31383186775
2013 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$172,317
Total unrealized appreciation/depreciation of assets2013-12-31$172,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,462
Total income from all sources (including contributions)2013-12-31$1,236,029
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$371,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$369,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$393,954
Value of total assets at end of year2013-12-31$5,160,674
Value of total assets at beginning of year2013-12-31$4,295,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,196
Total interest from all sources2013-12-31$-16
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$324,745
Liabilities. Value of operating payables at end of year2013-12-31$1,875
Liabilities. Value of operating payables at beginning of year2013-12-31$1,462
Total non interest bearing cash at end of year2013-12-31$4,990
Total non interest bearing cash at beginning of year2013-12-31$1,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$864,595
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,158,799
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,294,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,196
Value of interest in pooled separate accounts at end of year2013-12-31$3,725,099
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,002,320
Value of interest in common/collective trusts at end of year2013-12-31$430,849
Value of interest in common/collective trusts at beginning of year2013-12-31$545,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-16
Net investment gain/loss from pooled separate accounts2013-12-31$677,117
Net investment gain or loss from common/collective trusts2013-12-31$-7,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$999,736
Assets. Invements in employer securities at beginning of year2013-12-31$745,734
Contributions received in cash from employer2013-12-31$69,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$369,238
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2013-12-31383186775
2012 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$158,997
Total unrealized appreciation/depreciation of assets2012-12-31$158,997
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,065
Total income from all sources (including contributions)2012-12-31$926,094
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$337,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$335,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$365,443
Value of total assets at end of year2012-12-31$4,295,666
Value of total assets at beginning of year2012-12-31$3,707,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,551
Total interest from all sources2012-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$298,955
Other income not declared elsewhere2012-12-31$-55
Administrative expenses (other) incurred2012-12-31$88
Liabilities. Value of operating payables at end of year2012-12-31$1,462
Liabilities. Value of operating payables at beginning of year2012-12-31$2,065
Total non interest bearing cash at end of year2012-12-31$1,645
Total non interest bearing cash at beginning of year2012-12-31$222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$588,616
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,294,204
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,705,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,002,320
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,030,815
Value of interest in common/collective trusts at end of year2012-12-31$545,967
Value of interest in common/collective trusts at beginning of year2012-12-31$192,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$28
Net investment gain/loss from pooled separate accounts2012-12-31$390,241
Net investment gain or loss from common/collective trusts2012-12-31$11,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$745,734
Assets. Invements in employer securities at beginning of year2012-12-31$484,544
Contributions received in cash from employer2012-12-31$66,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$335,927
Contract administrator fees2012-12-31$1,463
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2012-12-31383186775
2011 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-168,989
Total unrealized appreciation/depreciation of assets2011-12-31$-168,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,253
Total income from all sources (including contributions)2011-12-31$215,734
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$220,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$218,160
Value of total corrective distributions2011-12-31$710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$417,982
Value of total assets at end of year2011-12-31$3,707,653
Value of total assets at beginning of year2011-12-31$3,712,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,067
Total interest from all sources2011-12-31$2,587
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$830
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$343,428
Liabilities. Value of operating payables at end of year2011-12-31$2,065
Liabilities. Value of operating payables at beginning of year2011-12-31$829
Total non interest bearing cash at end of year2011-12-31$222
Total non interest bearing cash at beginning of year2011-12-31$4,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,203
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,705,588
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,710,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,237
Value of interest in pooled separate accounts at end of year2011-12-31$3,030,815
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,903,561
Value of interest in common/collective trusts at end of year2011-12-31$192,072
Value of interest in common/collective trusts at beginning of year2011-12-31$239,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,587
Net investment gain/loss from pooled separate accounts2011-12-31$-38,258
Net investment gain or loss from common/collective trusts2011-12-31$2,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$484,544
Assets. Invements in employer securities at beginning of year2011-12-31$564,871
Contributions received in cash from employer2011-12-31$74,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$218,160
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$424
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2011-12-31383186775
2010 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-42,901
Total unrealized appreciation/depreciation of assets2010-12-31$-42,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$758,168
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$75,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$74,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$425,314
Value of total assets at end of year2010-12-31$3,712,044
Value of total assets at beginning of year2010-12-31$3,027,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$999
Total interest from all sources2010-12-31$9,409
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$150
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$350,474
Administrative expenses (other) incurred2010-12-31$849
Liabilities. Value of operating payables at end of year2010-12-31$829
Total non interest bearing cash at end of year2010-12-31$4,153
Total non interest bearing cash at beginning of year2010-12-31$5,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$683,123
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,710,791
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,027,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,903,561
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,238,015
Value of interest in common/collective trusts at end of year2010-12-31$239,459
Value of interest in common/collective trusts at beginning of year2010-12-31$248,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$358,316
Net investment gain or loss from common/collective trusts2010-12-31$8,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$564,871
Assets. Invements in employer securities at beginning of year2010-12-31$535,601
Contributions received in cash from employer2010-12-31$74,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$74,046
Liabilities. Value of benefit claims payable at end of year2010-12-31$424
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JANSEN VALK THOMPSON & REAHM PC
Accountancy firm EIN2010-12-31383186775
2009 : STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST

2022: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: STURGIS BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $995
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees995
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered127
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,215
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3215
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered122
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,489
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3489
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,991
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2991
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameBEENE GARTER LLP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered119
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,387
Total amount of fees paid to insurance companyUSD $2,307
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,387
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameBEENE GARTER LLP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered114
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,152
Total amount of fees paid to insurance companyUSD $2,237
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,152
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameBEENE GARTER LLP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered119
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,769
Total amount of fees paid to insurance companyUSD $2,248
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $18,769
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameBEENE GARTER LLP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered106
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,565
Total amount of fees paid to insurance companyUSD $1,902
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,565
Insurance broker organization code?3
Amount paid for insurance broker fees1902
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameBEENE GARTER LLP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,787
Total amount of fees paid to insurance companyUSD $2,876
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520554
Policy instance 1
Insurance contract or identification number520554
Number of Individuals Covered117
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,030
Total amount of fees paid to insurance companyUSD $3,065
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,030
Amount paid for insurance broker fees1586
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameBEENE GARTER LLP

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