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AMFIRST BANK 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameAMFIRST BANK 401K PROFIT SHARING PLAN
Plan identification number 001

AMFIRST BANK 401K PROFIT SHARING PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMFIRST BANK, N.A. has sponsored the creation of one or more 401k plans.

Company Name:AMFIRST BANK, N.A.
Employer identification number (EIN):470162410
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMFIRST BANK 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MARY DREY
0012016-01-01MARY DREY
0012015-01-01MARY DREY
0012014-01-01MARY DREY
0012013-01-01MARY DREY
0012012-01-01MARY DREY MARY DREY2013-05-14
0012011-01-01MARY DREY
0012010-01-01MARY DREY2011-04-19 MARY DREY2011-04-19

Financial Data on AMFIRST BANK 401K PROFIT SHARING PLAN

Measure Date Value
2017 : AMFIRST BANK 401K PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-08-30$0
Total plan liabilities at end of year2017-08-30$0
Total plan liabilities at beginning of year2017-08-30$0
Total income from all sources2017-08-30$978,229
Expenses. Total of all expenses incurred2017-08-30$9,254,938
Benefits paid (including direct rollovers)2017-08-30$9,252,551
Total plan assets at end of year2017-08-30$0
Total plan assets at beginning of year2017-08-30$8,276,709
Value of fidelity bond covering the plan2017-08-30$4,000,000
Total contributions received or receivable from participants2017-08-30$214,078
Expenses. Other expenses not covered elsewhere2017-08-30$0
Contributions received from other sources (not participants or employers)2017-08-30$0
Other income received2017-08-30$697,579
Noncash contributions received2017-08-30$0
Net income (gross income less expenses)2017-08-30$-8,276,709
Net plan assets at end of year (total assets less liabilities)2017-08-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-08-30$8,276,709
Assets. Value of participant loans2017-08-30$0
Total contributions received or receivable from employer(s)2017-08-30$66,572
Value of certain deemed distributions of participant loans2017-08-30$0
Value of corrective distributions2017-08-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-30$2,387
2016 : AMFIRST BANK 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,102,197
Expenses. Total of all expenses incurred2016-12-31$151,259
Benefits paid (including direct rollovers)2016-12-31$140,761
Total plan assets at end of year2016-12-31$8,276,709
Total plan assets at beginning of year2016-12-31$7,325,771
Value of fidelity bond covering the plan2016-12-31$4,000,000
Total contributions received or receivable from participants2016-12-31$298,171
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$97,312
Other income received2016-12-31$599,622
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$950,938
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,276,709
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,325,771
Assets. Value of participant loans2016-12-31$120,433
Total contributions received or receivable from employer(s)2016-12-31$107,092
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,498
2015 : AMFIRST BANK 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$295,067
Expenses. Total of all expenses incurred2015-12-31$95,044
Benefits paid (including direct rollovers)2015-12-31$90,686
Total plan assets at end of year2015-12-31$7,325,771
Total plan assets at beginning of year2015-12-31$7,125,748
Value of fidelity bond covering the plan2015-12-31$4,000,000
Total contributions received or receivable from participants2015-12-31$321,617
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-149,731
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$200,023
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,325,771
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,125,748
Assets. Value of participant loans2015-12-31$109,617
Total contributions received or receivable from employer(s)2015-12-31$123,181
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,358
2014 : AMFIRST BANK 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$815,550
Expenses. Total of all expenses incurred2014-12-31$926,292
Benefits paid (including direct rollovers)2014-12-31$918,936
Total plan assets at end of year2014-12-31$7,125,748
Total plan assets at beginning of year2014-12-31$7,236,490
Value of fidelity bond covering the plan2014-12-31$4,000,000
Total contributions received or receivable from participants2014-12-31$290,499
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$429,015
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-110,742
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,125,748
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,236,490
Assets. Value of participant loans2014-12-31$121,127
Total contributions received or receivable from employer(s)2014-12-31$96,036
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,356
2013 : AMFIRST BANK 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,759,205
Expenses. Total of all expenses incurred2013-12-31$373,617
Benefits paid (including direct rollovers)2013-12-31$366,727
Total plan assets at end of year2013-12-31$7,236,490
Total plan assets at beginning of year2013-12-31$5,850,902
Value of fidelity bond covering the plan2013-12-31$4,000,000
Total contributions received or receivable from participants2013-12-31$317,309
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$529
Other income received2013-12-31$1,323,578
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,385,588
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,236,490
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,850,902
Assets. Value of participant loans2013-12-31$120,416
Total contributions received or receivable from employer(s)2013-12-31$117,789
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,890
2012 : AMFIRST BANK 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,253,096
Expenses. Total of all expenses incurred2012-12-31$151,276
Benefits paid (including direct rollovers)2012-12-31$133,972
Total plan assets at end of year2012-12-31$5,850,902
Total plan assets at beginning of year2012-12-31$4,749,082
Value of fidelity bond covering the plan2012-12-31$4,000,000
Total contributions received or receivable from participants2012-12-31$275,962
Contributions received from other sources (not participants or employers)2012-12-31$203,131
Other income received2012-12-31$673,245
Net income (gross income less expenses)2012-12-31$1,101,820
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,850,902
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,749,082
Assets. Value of participant loans2012-12-31$151,606
Total contributions received or receivable from employer(s)2012-12-31$100,758
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$17,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AMFIRST BANK 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$171,856
Expenses. Total of all expenses incurred2011-12-31$267,781
Benefits paid (including direct rollovers)2011-12-31$245,610
Total plan assets at end of year2011-12-31$4,749,082
Total plan assets at beginning of year2011-12-31$4,845,007
Value of fidelity bond covering the plan2011-12-31$3,500,000
Total contributions received or receivable from participants2011-12-31$236,164
Other income received2011-12-31$-145,142
Net income (gross income less expenses)2011-12-31$-95,925
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,749,082
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,845,007
Assets. Value of participant loans2011-12-31$133,309
Total contributions received or receivable from employer(s)2011-12-31$80,834
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$22,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for AMFIRST BANK 401K PROFIT SHARING PLAN

2017: AMFIRST BANK 401K PROFIT SHARING PLAN 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMFIRST BANK 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMFIRST BANK 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMFIRST BANK 401K PROFIT SHARING PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMFIRST BANK 401K PROFIT SHARING PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMFIRST BANK 401K PROFIT SHARING PLAN 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMFIRST BANK 401K PROFIT SHARING PLAN 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number434126
Policy instance 1

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