401k Plan data: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN plan

SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
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

SUNDANCE STATE BANK has sponsored the creation of one or more 401k plans.

Company Name: SUNDANCE STATE BANK

Employer identification number (EIN): 830149243

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about SUNDANCE STATE BANK

Jurisdiction of Incorporation: Wyoming Corporations Division

Incorporation Date: 1905-10-25

Company Identification Number: 000007085

Legal Registered Office Address: Sundance State Bank
PO Box 38
Sundance
United States of America (USA)
82729

More information about SUNDANCE STATE BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ANDY MILLER 2024-03-22 ANDY MILLER 2024-03-22
002 2022-01-01 ANDY MILLER 2023-04-21 ANDY MILLER 2023-04-23
002 2021-01-01 ANDY MILLER 2022-04-22 ANDY MILLER 2022-04-22
002 2020-01-01 ANDY MILLER 2021-04-01 ANDY MILLER 2021-04-01
002 2019-01-01 ANDY MILLER 2020-04-01 ANDY MILLER 2020-04-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 JAMES R DURFEE JAMES R. DURFEE 2015-02-23
002 2013-01-01 JAMES R DURFEE JAMES R. DURFEE 2014-02-27
002 2012-01-01 JAMES R DURFEE JAMES R. DURFEE 2013-02-21
002 2011-01-01 JAMES R DURFEE JAMES R. DURFEE 2012-02-27
002 2009-01-01 JAMES R DURFEE JAMES R. DURFEE 2010-04-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ANDY MILLER	2024-03-22	ANDY MILLER	2024-03-22
002	2022-01-01	ANDY MILLER	2023-04-21	ANDY MILLER	2023-04-23
002	2021-01-01	ANDY MILLER	2022-04-22	ANDY MILLER	2022-04-22
002	2020-01-01	ANDY MILLER	2021-04-01	ANDY MILLER	2021-04-01
002	2019-01-01	ANDY MILLER	2020-04-01	ANDY MILLER	2020-04-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	JAMES R DURFEE		JAMES R. DURFEE	2015-02-23
002	2013-01-01	JAMES R DURFEE		JAMES R. DURFEE	2014-02-27
002	2012-01-01	JAMES R DURFEE		JAMES R. DURFEE	2013-02-21
002	2011-01-01	JAMES R DURFEE		JAMES R. DURFEE	2012-02-27
002	2009-01-01	JAMES R DURFEE		JAMES R. DURFEE	2010-04-07

Plan Statistics for SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 33
Number of retired or separated participants receiving benefits 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 41
Number of participants with account balances 2023-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 33
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 42
Number of participants with account balances 2022-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 28
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 26
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 38
Number of participants with account balances 2020-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 28
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 37
Number of participants with account balances 2019-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 38
Number of participants with account balances 2018-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 29
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 41
Number of participants with account balances 2017-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 30
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 38
Number of participants with account balances 2016-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 32
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 39
Number of participants with account balances 2015-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 33
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 27
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 30
Total participants 2013-01-01 30
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 29
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 25
2011: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 28
Total participants 2011-01-01 28
Number of participants with account balances 2011-01-01 23
2009: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 28
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 24

Measure	Date	Value
2023: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	33
Number of retired or separated participants receiving benefits	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	41
Number of participants with account balances	2023-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	33
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	42
Number of participants with account balances	2022-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	28
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	26
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	38
Number of participants with account balances	2020-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	28
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	37
Number of participants with account balances	2019-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	38
Number of participants with account balances	2018-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	29
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	41
Number of participants with account balances	2017-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	30
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	38
Number of participants with account balances	2016-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	32
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	39
Number of participants with account balances	2015-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	33
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	27
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	30
Total participants	2013-01-01	30
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	29
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	25
2011: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	28
Total participants	2011-01-01	28
Number of participants with account balances	2011-01-01	23
2009: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	28
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	24

Financial Data on SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$783,753
Expenses. Total of all expenses incurred	2023-12-31	$333,138
Benefits paid (including direct rollovers)	2023-12-31	$325,863
Total plan assets at end of year	2023-12-31	$5,715,677
Total plan assets at beginning of year	2023-12-31	$5,265,062
Value of fidelity bond covering the plan	2023-12-31	$1,500,000
Other income received	2023-12-31	$403,753
Net income (gross income less expenses)	2023-12-31	$450,615
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,715,677
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,265,062
Assets. Value of employer securities	2023-12-31	$3,416,375
Total contributions received or receivable from employer(s)	2023-12-31	$380,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$7,275
2022 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$213,370
Expenses. Total of all expenses incurred	2022-12-31	$344,927
Benefits paid (including direct rollovers)	2022-12-31	$342,278
Total plan assets at end of year	2022-12-31	$5,265,062
Total plan assets at beginning of year	2022-12-31	$5,396,619
Value of fidelity bond covering the plan	2022-12-31	$1,500,000
Other income received	2022-12-31	$-166,630
Net income (gross income less expenses)	2022-12-31	$-131,557
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,265,062
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,396,619
Assets. Value of employer securities	2022-12-31	$3,393,750
Total contributions received or receivable from employer(s)	2022-12-31	$380,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,649
2021 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,009,550
Expenses. Total of all expenses incurred	2021-12-31	$234,034
Benefits paid (including direct rollovers)	2021-12-31	$229,765
Total plan assets at end of year	2021-12-31	$5,396,619
Total plan assets at beginning of year	2021-12-31	$4,621,103
Value of fidelity bond covering the plan	2021-12-31	$1,500,000
Other income received	2021-12-31	$629,550
Net income (gross income less expenses)	2021-12-31	$775,516
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,396,619
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,621,103
Assets. Value of employer securities	2021-12-31	$3,348,500
Total contributions received or receivable from employer(s)	2021-12-31	$380,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,269
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$763,283
Expenses. Total of all expenses incurred	2020-12-31	$3,657,073
Benefits paid (including direct rollovers)	2020-12-31	$3,657,073
Total plan assets at end of year	2020-12-31	$4,621,103
Total plan assets at beginning of year	2020-12-31	$7,514,893
Value of fidelity bond covering the plan	2020-12-31	$1,500,000
Other income received	2020-12-31	$413,283
Net income (gross income less expenses)	2020-12-31	$-2,893,790
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,621,103
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,514,893
Assets. Value of employer securities	2020-12-31	$3,054,375
Total contributions received or receivable from employer(s)	2020-12-31	$350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$990,100
Expenses. Total of all expenses incurred	2019-12-31	$908,502
Benefits paid (including direct rollovers)	2019-12-31	$904,131
Total plan assets at end of year	2019-12-31	$7,514,893
Total plan assets at beginning of year	2019-12-31	$7,433,295
Value of fidelity bond covering the plan	2019-12-31	$2,100,000
Other income received	2019-12-31	$652,600
Net income (gross income less expenses)	2019-12-31	$81,598
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,514,893
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,433,295
Assets. Value of employer securities	2019-12-31	$6,117,800
Total contributions received or receivable from employer(s)	2019-12-31	$337,500
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$718,701
Expenses. Total of all expenses incurred	2018-12-31	$3,824,208
Benefits paid (including direct rollovers)	2018-12-31	$3,805,854
Total plan assets at end of year	2018-12-31	$7,433,295
Total plan assets at beginning of year	2018-12-31	$10,538,802
Value of fidelity bond covering the plan	2018-12-31	$2,100,000
Other income received	2018-12-31	$518,701
Net income (gross income less expenses)	2018-12-31	$-3,105,507
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,433,295
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,538,802
Assets. Value of employer securities	2018-12-31	$5,929,560
Total contributions received or receivable from employer(s)	2018-12-31	$200,000
Value of certain deemed distributions of participant loans	2018-12-31	$18,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,424,291
Expenses. Total of all expenses incurred	2017-12-31	$345,345
Benefits paid (including direct rollovers)	2017-12-31	$322,553
Total plan assets at end of year	2017-12-31	$10,538,802
Total plan assets at beginning of year	2017-12-31	$9,459,856
Value of fidelity bond covering the plan	2017-12-31	$2,100,000
Other income received	2017-12-31	$1,224,291
Net income (gross income less expenses)	2017-12-31	$1,078,946
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,538,802
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,459,856
Assets. Value of employer securities	2017-12-31	$7,132,800
Total contributions received or receivable from employer(s)	2017-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$22,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$958,835
Expenses. Total of all expenses incurred	2016-12-31	$40,578
Benefits paid (including direct rollovers)	2016-12-31	$22,547
Total plan assets at end of year	2016-12-31	$9,459,856
Total plan assets at beginning of year	2016-12-31	$8,541,599
Value of fidelity bond covering the plan	2016-12-31	$2,100,000
Other income received	2016-12-31	$758,835
Net income (gross income less expenses)	2016-12-31	$918,257
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,459,856
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,541,599
Assets. Value of employer securities	2016-12-31	$6,703,400
Total contributions received or receivable from employer(s)	2016-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$710,726
Expenses. Total of all expenses incurred	2015-12-31	$69,173
Benefits paid (including direct rollovers)	2015-12-31	$54,000
Total plan assets at end of year	2015-12-31	$8,541,599
Total plan assets at beginning of year	2015-12-31	$7,900,046
Value of fidelity bond covering the plan	2015-12-31	$2,100,000
Other income received	2015-12-31	$535,726
Net income (gross income less expenses)	2015-12-31	$641,553
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,541,599
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,900,046
Assets. Value of employer securities	2015-12-31	$6,398,700
Total contributions received or receivable from employer(s)	2015-12-31	$175,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$15,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$689,986
Expenses. Total of all expenses incurred	2014-12-31	$16,337
Total plan assets at end of year	2014-12-31	$7,900,046
Total plan assets at beginning of year	2014-12-31	$7,226,397
Value of fidelity bond covering the plan	2014-12-31	$2,100,000
Other income received	2014-12-31	$524,986
Net income (gross income less expenses)	2014-12-31	$673,649
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,900,046
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,226,397
Assets. Value of employer securities	2014-12-31	$6,033,060
Total contributions received or receivable from employer(s)	2014-12-31	$165,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,337
2013 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,448,404
Expenses. Total of all expenses incurred	2013-12-31	$392,435
Benefits paid (including direct rollovers)	2013-12-31	$374,205
Total plan assets at end of year	2013-12-31	$7,226,397
Total plan assets at beginning of year	2013-12-31	$6,170,428
Value of fidelity bond covering the plan	2013-12-31	$2,100,000
Other income received	2013-12-31	$1,292,404
Net income (gross income less expenses)	2013-12-31	$1,055,969
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,226,397
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,170,428
Assets. Value of employer securities	2013-12-31	$4,630,300
Total contributions received or receivable from employer(s)	2013-12-31	$156,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$18,230
2012 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,001,828
Expenses. Total of all expenses incurred	2012-12-31	$139,724
Benefits paid (including direct rollovers)	2012-12-31	$123,954
Total plan assets at end of year	2012-12-31	$6,170,428
Total plan assets at beginning of year	2012-12-31	$5,308,324
Value of fidelity bond covering the plan	2012-12-31	$2,100,000
Other income received	2012-12-31	$881,828
Net income (gross income less expenses)	2012-12-31	$862,104
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,170,428
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,308,324
Assets. Value of employer securities	2012-12-31	$3,909,300
Total contributions received or receivable from employer(s)	2012-12-31	$120,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,770
2011 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$345,611
Expenses. Total of all expenses incurred	2011-12-31	$560,660
Benefits paid (including direct rollovers)	2011-12-31	$545,985
Total plan assets at end of year	2011-12-31	$5,308,324
Total plan assets at beginning of year	2011-12-31	$5,523,373
Value of fidelity bond covering the plan	2011-12-31	$2,100,000
Other income received	2011-12-31	$217,611
Net income (gross income less expenses)	2011-12-31	$-215,049
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,308,324
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,523,373
Assets. Value of employer securities	2011-12-31	$3,438,300
Total contributions received or receivable from employer(s)	2011-12-31	$128,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14,675
2010 : SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$619,987
Expenses. Total of all expenses incurred	2010-12-31	$13,166
Total plan assets at end of year	2010-12-31	$5,523,373
Total plan assets at beginning of year	2010-12-31	$4,916,552
Value of fidelity bond covering the plan	2010-12-31	$2,100,000
Other income received	2010-12-31	$491,987
Net income (gross income less expenses)	2010-12-31	$606,821
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,523,373
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,916,552
Assets. Value of employer securities	2010-12-31	$3,344,100
Total contributions received or receivable from employer(s)	2010-12-31	$128,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,166

Form 5500 Responses for SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN

2023: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SUNDANCE STATE BANK PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP79626

Policy instance

Insurance contract or identification number	GP79626
Number of Individuals Covered	36
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $8,851
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP79626

Policy instance

Insurance contract or identification number	GP79626
Number of Individuals Covered	32
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $8,025
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,025
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP79626

Policy instance

Insurance contract or identification number	GP79626
Number of Individuals Covered	31
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $7,445
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,445
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP79626

Policy instance

Insurance contract or identification number	GP79626
Number of Individuals Covered	35
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $5,382
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,382
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP79626

Policy instance

Insurance contract or identification number	GP79626
Number of Individuals Covered	35
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,665
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,665
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP79626

Policy instance

Insurance contract or identification number	GP79626
Number of Individuals Covered	37
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,353
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,353
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP79626

Policy instance

Insurance contract or identification number	GP79626
Number of Individuals Covered	35
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $14,071
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,071
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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Company Name:	SUNDANCE STATE BANK
Employer identification number (EIN):	830149243
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Wyoming Corporations Division
Incorporation Date:	1905-10-25
Company Identification Number:	000007085
Legal Registered Office Address:	Sundance State Bank PO Box 38 Sundance United States of America (USA) 82729