401k Plan data: THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN plan

THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN 401k Plan overview

Plan Name	THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN
Plan identification number	002

THE CITY NATIONAL BANK OF TAYLOR 401(K) 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.
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

THE CITY NATIONAL BANK OF TAYLOR has sponsored the creation of one or more 401k plans.

Company Name: THE CITY NATIONAL BANK OF TAYLOR

Employer identification number (EIN): 740560700

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 JENNIFER MIKSCH 2022-07-22
002 2020-01-01 JENNIFER MIKSCH 2021-07-20
002 2019-01-01 PATRICIA LITTLEJOHN 2020-07-14
002 2018-01-01 PATRICIA LITTLEJOHN 2019-07-16
002 2017-01-01 PATRICIA LITTLEJOHN 2018-07-11
002 2016-01-01 PATRICIA LITTLEJOHN 2017-10-16
002 2015-01-01 PATRICIA LITTLEJOHN 2016-10-11
002 2014-01-01 PATRICIA LITTLEJOHN 2015-10-13
002 2013-01-01 PATRICIA LITTLEJOHN 2014-08-13
002 2012-01-01 PATRICIA LITTLEJOHN 2013-07-30
002 2011-01-01 PATRICIA LITTLEJOHN 2012-07-26
002 2010-01-01 PATRICIA J LITTLEJOHN 2011-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	JENNIFER MIKSCH	2022-07-22
002	2020-01-01	JENNIFER MIKSCH	2021-07-20
002	2019-01-01	PATRICIA LITTLEJOHN	2020-07-14
002	2018-01-01	PATRICIA LITTLEJOHN	2019-07-16
002	2017-01-01	PATRICIA LITTLEJOHN	2018-07-11
002	2016-01-01	PATRICIA LITTLEJOHN	2017-10-16
002	2015-01-01	PATRICIA LITTLEJOHN	2016-10-11
002	2014-01-01	PATRICIA LITTLEJOHN	2015-10-13
002	2013-01-01	PATRICIA LITTLEJOHN	2014-08-13
002	2012-01-01	PATRICIA LITTLEJOHN	2013-07-30
002	2011-01-01	PATRICIA LITTLEJOHN	2012-07-26
002	2010-01-01	PATRICIA J LITTLEJOHN	2011-08-19

Plan Statistics for THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN

401k plan membership statisitcs for THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN

Measure Date Value
2023: THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 34
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 4
Total of all active and inactive participants 2023-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 38
Number of participants with account balances 2023-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 34
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 4
Total of all active and inactive participants 2022-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 38
Number of participants with account balances 2022-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0

Measure	Date	Value
2023: THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	34
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	4
Total of all active and inactive participants	2023-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	38
Number of participants with account balances	2023-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	34
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	4
Total of all active and inactive participants	2022-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	38
Number of participants with account balances	2022-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0

Financial Data on THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN

Measure	Date	Value
2023 : THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,151,351
Expenses. Total of all expenses incurred	2023-12-31	$48,641
Benefits paid (including direct rollovers)	2023-12-31	$41,770
Total plan assets at end of year	2023-12-31	$6,852,356
Total plan assets at beginning of year	2023-12-31	$5,749,646
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$192,234
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$32,027
Other income received	2023-12-31	$860,881
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,102,710
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,852,356
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,749,646
Assets. Value of participant loans	2023-12-31	$75,133
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$66,209
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$6,871
2022 : THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-849,113
Expenses. Total of all expenses incurred	2022-12-31	$472,740
Benefits paid (including direct rollovers)	2022-12-31	$469,235
Total plan assets at end of year	2022-12-31	$5,749,646
Total plan assets at beginning of year	2022-12-31	$7,071,499
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$166,970
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,072,660
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,321,853
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,749,646
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$7,071,499
Assets. Value of participant loans	2022-12-31	$110,385
Total contributions received or receivable from employer(s)	2022-12-31	$56,577
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,505
2009 : THE CITY NATIONAL BANK OF TAYLOR 401(K) 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 CITY NATIONAL BANK OF TAYLOR 401(K) PLAN

2023: THE CITY NATIONAL BANK OF TAYLOR 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE CITY NATIONAL BANK OF TAYLOR 401(K) 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE CITY NATIONAL BANK OF TAYLOR
Employer identification number (EIN):	740560700
NAIC Classification:	522110
NAIC Description:	Commercial Banking