401k Plan data: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN plan

THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN
Plan identification number	002

THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

CITIZENS NATIONAL BANK OF MERIDIAN has sponsored the creation of one or more 401k plans.

Company Name: CITIZENS NATIONAL BANK OF MERIDIAN

Employer identification number (EIN): 640134521

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 TERESA F THORNHILL 2020-09-22 TERESA F THORNHILL 2020-09-22
002 2018-01-01 LEE R MEYER, JR 2019-09-24 LEE R MEYER, JR 2019-09-24
002 2017-01-01
002 2016-01-01
002 2015-01-01 LEE MEYER LEE MEYER 2016-09-09
002 2014-01-01 LEE MEYER LEE MEYER 2015-10-14
002 2013-01-01 LEE MEYER LEE MEYER 2014-10-07
002 2012-01-01 LEE MEYER LEE MEYER 2013-08-19
002 2011-01-01 LEE MEYER LEE MEYER 2012-08-10
002 2009-01-01 LEE MEYER LEE MEYER 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	TERESA F THORNHILL	2020-09-22	TERESA F THORNHILL	2020-09-22
002	2018-01-01	LEE R MEYER, JR	2019-09-24	LEE R MEYER, JR	2019-09-24
002	2017-01-01
002	2016-01-01
002	2015-01-01	LEE MEYER		LEE MEYER	2016-09-09
002	2014-01-01	LEE MEYER		LEE MEYER	2015-10-14
002	2013-01-01	LEE MEYER		LEE MEYER	2014-10-07
002	2012-01-01	LEE MEYER		LEE MEYER	2013-08-19
002	2011-01-01	LEE MEYER		LEE MEYER	2012-08-10
002	2009-01-01	LEE MEYER		LEE MEYER	2010-10-08

Plan Statistics for THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 313
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 94
Total of all active and inactive participants 2023-01-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 407
Number of participants with account balances 2023-01-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 395
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 318
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 90
Total of all active and inactive participants 2022-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 408
Number of participants with account balances 2022-01-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 299
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 91
Total of all active and inactive participants 2021-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 390
Number of participants with account balances 2021-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 300
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 77
Total of all active and inactive participants 2020-01-01 377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 378
Number of participants with account balances 2020-01-01 363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 310
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 366
Number of participants with account balances 2019-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 312
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 355
Number of participants with account balances 2018-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 309
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 355
Number of participants with account balances 2017-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 314
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 51
Total of all active and inactive participants 2016-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 367
Number of participants with account balances 2016-01-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 287
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 30
Total of all active and inactive participants 2015-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 320
Number of participants with account balances 2015-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 296
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 323
Number of participants with account balances 2014-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 299
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 19
Total of all active and inactive participants 2013-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 320
Number of participants with account balances 2013-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 317
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 338
Number of participants with account balances 2012-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 295
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 28
Total of all active and inactive participants 2011-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 326
Number of participants with account balances 2011-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 300
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 37
Total of all active and inactive participants 2009-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 339
Number of participants with account balances 2009-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 13

Measure	Date	Value
2023: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	313
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	94
Total of all active and inactive participants	2023-01-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	407
Number of participants with account balances	2023-01-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	395
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	318
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	90
Total of all active and inactive participants	2022-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	408
Number of participants with account balances	2022-01-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	299
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	91
Total of all active and inactive participants	2021-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	390
Number of participants with account balances	2021-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	300
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	77
Total of all active and inactive participants	2020-01-01	377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	378
Number of participants with account balances	2020-01-01	363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	310
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	366
Number of participants with account balances	2019-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	312
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	355
Number of participants with account balances	2018-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	309
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	355
Number of participants with account balances	2017-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	314
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	51
Total of all active and inactive participants	2016-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	367
Number of participants with account balances	2016-01-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	287
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	30
Total of all active and inactive participants	2015-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	320
Number of participants with account balances	2015-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	296
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	323
Number of participants with account balances	2014-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	299
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	19
Total of all active and inactive participants	2013-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	320
Number of participants with account balances	2013-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	317
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	338
Number of participants with account balances	2012-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	295
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	28
Total of all active and inactive participants	2011-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	326
Number of participants with account balances	2011-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	300
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	37
Total of all active and inactive participants	2009-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	339
Number of participants with account balances	2009-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	13

Financial Data on THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$49
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$40
Total income from all sources (including contributions)	2023-12-31	$7,200,137
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,621,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,526,520
Expenses. Certain deemed distributions of participant loans	2023-12-31	$18,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,577,856
Value of total assets at end of year	2023-12-31	$33,788,693
Value of total assets at beginning of year	2023-12-31	$29,210,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$76,985
Total interest from all sources	2023-12-31	$42,442
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	No
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,544,715
Participant contributions at end of year	2023-12-31	$710,684
Participant contributions at beginning of year	2023-12-31	$620,101
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$202,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$49
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$40
Administrative expenses (other) incurred	2023-12-31	$2,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$4,578,299
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$33,788,644
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$29,210,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in pooled separate accounts at end of year	2023-12-31	$33,039,758
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$28,550,236
Interest on participant loans	2023-12-31	$42,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,579,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$830,293
Employer contributions (assets) at end of year	2023-12-31	$38,251
Employer contributions (assets) at beginning of year	2023-12-31	$40,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,526,520
Contract administrator fees	2023-12-31	$51,008
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	SWAIN, COLLINS & NAPP, PA
Accountancy firm EIN	2023-12-31	640854432
2022 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$40
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$40
Total income from all sources (including contributions)	2022-12-31	$-3,290,633
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,825,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,730,099
Expenses. Certain deemed distributions of participant loans	2022-12-31	$23,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,174,955
Value of total assets at end of year	2022-12-31	$29,210,385
Value of total assets at beginning of year	2022-12-31	$35,326,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$72,308
Total interest from all sources	2022-12-31	$28,475
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	No
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,405,223
Participant contributions at end of year	2022-12-31	$620,101
Participant contributions at beginning of year	2022-12-31	$611,064
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$40,374
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$40
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$40
Administrative expenses (other) incurred	2022-12-31	$2,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,116,488
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,210,345
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,326,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$21,783
Value of interest in pooled separate accounts at end of year	2022-12-31	$28,550,236
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$34,637,094
Interest on participant loans	2022-12-31	$28,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,494,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$768,588
Employer contributions (assets) at end of year	2022-12-31	$40,048
Employer contributions (assets) at beginning of year	2022-12-31	$38,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,730,099
Contract administrator fees	2022-12-31	$48,407
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SWAIN, COLLINS & NAPP, PA
Accountancy firm EIN	2022-12-31	640854432
2021 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$40
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	$6,387,381
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,973,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,866,708
Expenses. Certain deemed distributions of participant loans	2021-12-31	$28,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,515,650
Value of total assets at end of year	2021-12-31	$35,326,873
Value of total assets at beginning of year	2021-12-31	$31,912,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$78,443
Total interest from all sources	2021-12-31	$24,522
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	No
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,299,492
Participant contributions at end of year	2021-12-31	$611,064
Participant contributions at beginning of year	2021-12-31	$485,323
Participant contributions at end of year	2021-12-31	$40,374
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$503,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$40
Administrative expenses (other) incurred	2021-12-31	$1,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,414,221
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,326,833
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$31,912,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$25,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$34,637,094
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$31,411,546
Interest on participant loans	2021-12-31	$24,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,847,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$712,822
Employer contributions (assets) at end of year	2021-12-31	$38,341
Employer contributions (assets) at beginning of year	2021-12-31	$15,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,866,708
Contract administrator fees	2021-12-31	$51,763
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SWAIN, COLLINS & NAPP, PA
Accountancy firm EIN	2021-12-31	640854432
2020 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$6,536,102
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,449,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,296,673
Expenses. Certain deemed distributions of participant loans	2020-12-31	$53,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,964,042
Value of total assets at end of year	2020-12-31	$31,912,612
Value of total assets at beginning of year	2020-12-31	$28,825,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$99,319
Total interest from all sources	2020-12-31	$25,796
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 year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$40,402
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,194,858
Participant contributions at end of year	2020-12-31	$485,323
Participant contributions at beginning of year	2020-12-31	$538,438
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$4,218,419
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,101,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,086,913
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,912,612
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,825,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$20,944,653
Value of interest in pooled separate accounts at end of year	2020-12-31	$31,411,546
Interest on participant loans	2020-12-31	$25,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,113,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,546,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$667,745
Employer contributions (assets) at end of year	2020-12-31	$15,743
Employer contributions (assets) at beginning of year	2020-12-31	$11,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,296,673
Contract administrator fees	2020-12-31	$58,917
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SWAIN, COLLINS & NAPP, PA
Accountancy firm EIN	2020-12-31	640854432
2019 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,521,427
Total of all expenses incurred	2019-12-31	$2,174,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,056,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,879,498
Value of total assets at end of year	2019-12-31	$28,825,699
Value of total assets at beginning of year	2019-12-31	$24,478,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$117,093
Total interest from all sources	2019-12-31	$30,114
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$988,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$988,862
Administrative expenses professional fees incurred	2019-12-31	$57,604
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,196,493
Participant contributions at end of year	2019-12-31	$538,438
Participant contributions at beginning of year	2019-12-31	$592,622
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$4,218,419
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,369,570
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,200
Other income not declared elsewhere	2019-12-31	$529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,347,364
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,825,699
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,478,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$1,325
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,944,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,888,605
Interest on participant loans	2019-12-31	$30,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$59
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,113,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,618,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,622,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$651,805
Employer contributions (assets) at end of year	2019-12-31	$11,058
Employer contributions (assets) at beginning of year	2019-12-31	$8,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,056,970
Contract administrator fees	2019-12-31	$58,164
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SWAIN & COLLINS, PA
Accountancy firm EIN	2019-12-31	640854432
2018 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$963,932
Total of all expenses incurred	2018-12-31	$1,270,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,180,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,234,292
Value of total assets at end of year	2018-12-31	$24,478,335
Value of total assets at beginning of year	2018-12-31	$24,784,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$89,524
Total interest from all sources	2018-12-31	$27,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$31,183
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,104,523
Participant contributions at end of year	2018-12-31	$592,622
Participant contributions at beginning of year	2018-12-31	$403,726
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$3,369,570
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,610,202
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$509,392
Other income not declared elsewhere	2018-12-31	$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-306,346
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,478,335
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,784,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,888,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,763,384
Interest on participant loans	2018-12-31	$27,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$59
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$64
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$64
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,618,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,995,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,297,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$620,377
Employer contributions (assets) at end of year	2018-12-31	$8,925
Employer contributions (assets) at beginning of year	2018-12-31	$12,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,180,754
Contract administrator fees	2018-12-31	$58,341
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SWAIN & COLLINS, P.A.
Accountancy firm EIN	2018-12-31	640854432
2017 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$5,502,347
Total of all expenses incurred	2017-12-31	$1,269,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,187,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,191,244
Value of total assets at end of year	2017-12-31	$24,784,681
Value of total assets at beginning of year	2017-12-31	$20,552,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$81,902
Total interest from all sources	2017-12-31	$16,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$32,550
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,028,222
Participant contributions at end of year	2017-12-31	$403,726
Participant contributions at beginning of year	2017-12-31	$330,689
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,610,202
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,837,968
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$575,941
Other income not declared elsewhere	2017-12-31	$612,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,232,471
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,784,681
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,552,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,763,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,712,853
Interest on participant loans	2017-12-31	$16,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$64
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$10
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,995,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,663,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,681,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$587,081
Employer contributions (assets) at end of year	2017-12-31	$12,267
Employer contributions (assets) at beginning of year	2017-12-31	$7,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,187,974
Contract administrator fees	2017-12-31	$49,352
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SWAIN & COLLINS, P.A.
Accountancy firm EIN	2017-12-31	640854432
2016 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,098,840
Total of all expenses incurred	2016-12-31	$1,074,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,006,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,576,074
Value of total assets at end of year	2016-12-31	$20,552,210
Value of total assets at beginning of year	2016-12-31	$18,527,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$67,460
Total interest from all sources	2016-12-31	$8,308
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$271,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$271,880
Administrative expenses professional fees incurred	2016-12-31	$25,561
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$974,356
Participant contributions at end of year	2016-12-31	$330,689
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$2,837,968
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$484,518
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$33,678
Other income not declared elsewhere	2016-12-31	$1,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,024,551
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,552,210
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,527,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,712,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$15,884,203
Interest on participant loans	2016-12-31	$8,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$10
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$12,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$12,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,663,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,136,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,241,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$568,040
Employer contributions (assets) at end of year	2016-12-31	$7,636
Employer contributions (assets) at beginning of year	2016-12-31	$9,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,006,829
Contract administrator fees	2016-12-31	$41,899
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SWAIN & COLLINS, P.A.
Accountancy firm EIN	2016-12-31	640854432
2015 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,035,758
Total of all expenses incurred	2015-12-31	$6,321,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,305,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,438,620
Value of total assets at end of year	2015-12-31	$18,527,659
Value of total assets at beginning of year	2015-12-31	$23,813,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,757
Total interest from all sources	2015-12-31	$778
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$299,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$255,479
Administrative expenses professional fees incurred	2015-12-31	$6,454
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$843,371
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$484,518
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,909,054
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$121,304
Other income not declared elsewhere	2015-12-31	$810
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$43,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-5,285,875
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,527,659
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$23,813,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$420
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,884,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$19,308,594
Interest earned on other investments	2015-12-31	$778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$12,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,136,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,541,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-703,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$473,945
Employer contributions (assets) at end of year	2015-12-31	$9,789
Employer contributions (assets) at beginning of year	2015-12-31	$9,629
Income. Dividends from common stock	2015-12-31	$43,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,305,876
Contract administrator fees	2015-12-31	$8,883
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SWAIN & COLLINS, P.A.
Accountancy firm EIN	2015-12-31	640854432
2014 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,756,845
Total of all expenses incurred	2014-12-31	$696,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$683,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,591,522
Value of total assets at end of year	2014-12-31	$23,813,534
Value of total assets at beginning of year	2014-12-31	$21,752,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$12,323
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$302,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$302,894
Administrative expenses professional fees incurred	2014-12-31	$3,370
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$787,339
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,909,054
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,693,817
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$333,335
Total non interest bearing cash at end of year	2014-12-31	$43,327
Total non interest bearing cash at beginning of year	2014-12-31	$856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,060,623
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$23,813,534
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,752,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$19,308,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,784,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,268,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,268,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,541,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$862,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$470,848
Employer contributions (assets) at end of year	2014-12-31	$9,629
Employer contributions (assets) at beginning of year	2014-12-31	$5,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$683,899
Contract administrator fees	2014-12-31	$8,953
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SWAIN & COLLINS, P.A.
Accountancy firm EIN	2014-12-31	640854432
2013 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$4,420,026
Total of all expenses incurred	2013-12-31	$2,644,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,631,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,363,889
Value of total assets at end of year	2013-12-31	$21,752,911
Value of total assets at beginning of year	2013-12-31	$19,977,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,633
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$257,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$257,694
Administrative expenses professional fees incurred	2013-12-31	$5,301
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$733,332
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,693,817
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,199,462
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$203,598
Total non interest bearing cash at end of year	2013-12-31	$856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,775,692
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$21,752,911
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$19,977,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$907
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,784,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,420,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,268,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$3,357,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$3,357,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,798,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$426,959
Employer contributions (assets) at end of year	2013-12-31	$5,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,631,701
Contract administrator fees	2013-12-31	$6,425
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SWAIN & COLLINS, P.A.
Accountancy firm EIN	2013-12-31	640854432
2012 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$3,151,230
Total of all expenses incurred	2012-12-31	$861,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$850,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,207,309
Value of total assets at end of year	2012-12-31	$19,977,219
Value of total assets at beginning of year	2012-12-31	$17,687,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,964
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$326,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$326,413
Administrative expenses professional fees incurred	2012-12-31	$3,197
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$703,275
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,199,462
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,090,205
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$98,713
Total non interest bearing cash at beginning of year	2012-12-31	$35,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,290,087
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$19,977,219
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,687,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$1,765
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,420,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,609,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$3,357,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,952,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,952,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,617,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$405,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$850,179
Contract administrator fees	2012-12-31	$6,002
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SWAIN & COLLINS, P.A.
Accountancy firm EIN	2012-12-31	640854432
2011 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$989,114
Total of all expenses incurred	2011-12-31	$1,945,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,934,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,167,433
Value of total assets at end of year	2011-12-31	$17,687,132
Value of total assets at beginning of year	2011-12-31	$18,643,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,503
Total interest from all sources	2011-12-31	$120
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$334,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$334,730
Administrative expenses professional fees incurred	2011-12-31	$3,382
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$716,578
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,090,205
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$2,022,375
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$52,778
Total non interest bearing cash at end of year	2011-12-31	$35,186
Total non interest bearing cash at beginning of year	2011-12-31	$34,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-956,323
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,687,132
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$18,643,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$2,486
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$14,609,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,587,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,952,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-513,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$398,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,934,934
Contract administrator fees	2011-12-31	$4,635
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SWAIN, BUCKALEW & COLLINS, P.A.
Accountancy firm EIN	2011-12-31	640854432
2010 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
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	$2,960,805
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$610,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$600,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,102,589
Value of total assets at end of year	2010-12-31	$18,643,455
Value of total assets at beginning of year	2010-12-31	$16,293,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,644
Total interest from all sources	2010-12-31	$232
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$48,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$2,882
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$671,345
Participant contributions at beginning of year	2010-12-31	$20,862
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$2,022,375
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,890,024
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$51,856
Other income not declared elsewhere	2010-12-31	$151,960
Total non interest bearing cash at end of year	2010-12-31	$34,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,350,299
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$18,643,455
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,293,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$2,539
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$16,587,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$14,369,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,657,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$379,388
Employer contributions (assets) at beginning of year	2010-12-31	$12,418
Income. Dividends from common stock	2010-12-31	$48,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$600,862
Contract administrator fees	2010-12-31	$4,223
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SWAIN, BUCKALEW & COLLINS, P.A.
Accountancy firm EIN	2010-12-31	640854432
2009 : THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN

2023: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE CITIZENS NATIONAL BANK OF MERIDIAN 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

145858

Policy instance

Insurance contract or identification number	145858
Number of Individuals Covered	402
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $23,795
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

145858

Policy instance

Insurance contract or identification number	145858
Number of Individuals Covered	401
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $21,783
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	21783
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

145858

Policy instance

Insurance contract or identification number	145858
Number of Individuals Covered	381
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $25,637
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	25637
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HT7S

Policy instance

Insurance contract or identification number	GAP-CP-HT7S
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

145858

Policy instance

Insurance contract or identification number	145858
Number of Individuals Covered	363
Insurance policy start date	2020-09-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $67,076
Total amount of fees paid to insurance company	USD $6,800
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $67,076
Amount paid for insurance broker fees	6800
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HT7S

Policy instance

Insurance contract or identification number	GAP-CP-HT7S
Number of Individuals Covered	356
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HT7S

Policy instance

Insurance contract or identification number	GAP-CP-HT7S
Number of Individuals Covered	346
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-HT7S

Policy instance

Insurance contract or identification number	GAP-CP-HT7S
Number of Individuals Covered	345
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-DP-GV6G

Policy instance

Insurance contract or identification number	GAP-DP-GV6G
Number of Individuals Covered	260
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,674
Total amount of fees paid to insurance company	USD $668
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,674
Amount paid for insurance broker fees	668
Additional information about fees paid to insurance broker	CONTRACT ADMINISTRATION SERVICES
Insurance broker organization code?	3
Insurance broker name	LAMON & STERN

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-GV6G

Policy instance

Insurance contract or identification number	GAP-CP-GV6G
Number of Individuals Covered	280
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $163
Total amount of fees paid to insurance company	USD $41
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $163
Amount paid for insurance broker fees	41
Additional information about fees paid to insurance broker	CONTRACT ADMINISTRATION SERVICES
Insurance broker organization code?	3
Insurance broker name	LAMON & STERN, INC.

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Company Name:	CITIZENS NATIONAL BANK OF MERIDIAN
Employer identification number (EIN):	640134521
NAIC Classification:	522110
NAIC Description:	Commercial Banking