401k Plan data: BANK OF JACKSON HOLE 401K RETIREMENT PLAN plan

BANK OF JACKSON HOLE 401K RETIREMENT PLAN 401k Plan overview

Plan Name	BANK OF JACKSON HOLE 401K RETIREMENT PLAN
Plan identification number	001

BANK OF JACKSON HOLE 401K RETIREMENT 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.
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

BANK OF JACKSON HOLE has sponsored the creation of one or more 401k plans.

Company Name: BANK OF JACKSON HOLE

Employer identification number (EIN): 830257173

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about BANK OF JACKSON HOLE

Jurisdiction of Incorporation: Wyoming Corporations Division

Incorporation Date: 1982-06-03

Company Identification Number: 000193607

Legal Registered Office Address: 990 W Broadway

Jackson
United States of America (USA)
83001

More information about BANK OF JACKSON HOLE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF JACKSON HOLE 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PETER K LAWTON 2023-10-02 PETER K LAWTON 2023-10-02
001 2021-01-01 PETER K LAWTON 2022-10-17 PETER K LAWTON 2022-10-17
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 CAROL L RAMTHUN
001 2015-01-01 CAROL L RAMTHUN
001 2014-01-01 DEBRA L SANCHEZ
001 2013-01-01 DEBRA L SANCHEZ
001 2012-01-01 DEBRA L SANCHEZ
001 2011-01-01 RONALD C MEEKS
001 2010-01-01 RONALD C MEEKS
001 2009-01-01 RONALD C MEEKS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PETER K LAWTON	2023-10-02	PETER K LAWTON	2023-10-02
001	2021-01-01	PETER K LAWTON	2022-10-17	PETER K LAWTON	2022-10-17
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	CAROL L RAMTHUN
001	2015-01-01	CAROL L RAMTHUN
001	2014-01-01	DEBRA L SANCHEZ
001	2013-01-01	DEBRA L SANCHEZ
001	2012-01-01	DEBRA L SANCHEZ
001	2011-01-01	RONALD C MEEKS
001	2010-01-01	RONALD C MEEKS
001	2009-01-01	RONALD C MEEKS

Plan Statistics for BANK OF JACKSON HOLE 401K RETIREMENT PLAN

401k plan membership statisitcs for BANK OF JACKSON HOLE 401K RETIREMENT PLAN

Measure Date Value
2022: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 130
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 53
Total of all active and inactive participants 2021-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 183
Number of participants with account balances 2021-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 28
2016: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 83
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 106
Number of participants with account balances 2016-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 78
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 17
Total of all active and inactive participants 2015-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 99
Number of participants with account balances 2015-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 80
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 106
Number of participants with account balances 2014-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 80
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 99
Number of participants with account balances 2013-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 76
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 97
Number of participants with account balances 2012-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 79
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 96
Number of participants with account balances 2011-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 78
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 87
Number of participants with account balances 2010-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 72
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 81
Number of participants with account balances 2009-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	130
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	53
Total of all active and inactive participants	2021-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	183
Number of participants with account balances	2021-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	28
2016: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	83
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	106
Number of participants with account balances	2016-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	78
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	17
Total of all active and inactive participants	2015-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	99
Number of participants with account balances	2015-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	80
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	106
Number of participants with account balances	2014-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	80
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	99
Number of participants with account balances	2013-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	76
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	97
Number of participants with account balances	2012-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	79
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	96
Number of participants with account balances	2011-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	78
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	87
Number of participants with account balances	2010-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	72
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	81
Number of participants with account balances	2009-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BANK OF JACKSON HOLE 401K RETIREMENT PLAN

Measure	Date	Value
2022 : BANK OF JACKSON HOLE 401K RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$539,298
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,535,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,521,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,877,863
Value of total assets at end of year	2022-12-31	$0
Value of total assets at beginning of year	2022-12-31	$6,996,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,833
Total interest from all sources	2022-12-31	$0
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	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$700,000
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	$867,948
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$128,060
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$42,461
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$697,185
Other income not declared elsewhere	2022-12-31	$-1,338,565
Administrative expenses (other) incurred	2022-12-31	$0
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	$-6,996,374
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,996,374
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	$13,833
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,780,755
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
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	$312,730
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$45,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,521,839
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	Yes
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	POSTON DENNEY & KILLPACK, PLLC
Accountancy firm EIN	2022-12-31	820486077
2021 : BANK OF JACKSON HOLE 401K RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,983,693
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$427,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$418,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,183,461
Value of total assets at end of year	2021-12-31	$6,996,374
Value of total assets at beginning of year	2021-12-31	$5,440,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,139
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$545,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$849,781
Participant contributions at end of year	2021-12-31	$128,060
Participant contributions at beginning of year	2021-12-31	$110,870
Participant contributions at end of year	2021-12-31	$42,461
Participant contributions at beginning of year	2021-12-31	$30,073
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$36,300
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
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	$1,556,101
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,996,374
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,440,273
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	$9,139
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,780,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,270,586
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$800,232
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	$297,380
Employer contributions (assets) at end of year	2021-12-31	$45,098
Employer contributions (assets) at beginning of year	2021-12-31	$28,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$418,453
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	POSTON DENNEY & KILLPACK, PLLC
Accountancy firm EIN	2021-12-31	820486077
2016 : BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$734,031
Expenses. Total of all expenses incurred	2016-12-31	$358,192
Benefits paid (including direct rollovers)	2016-12-31	$358,192
Total plan assets at end of year	2016-12-31	$2,411,168
Total plan assets at beginning of year	2016-12-31	$2,035,329
Value of fidelity bond covering the plan	2016-12-31	$5,000,000
Total contributions received or receivable from participants	2016-12-31	$348,686
Contributions received from other sources (not participants or employers)	2016-12-31	$133,339
Other income received	2016-12-31	$147,023
Net income (gross income less expenses)	2016-12-31	$375,839
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,411,168
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,035,329
Assets. Value of participant loans	2016-12-31	$122,247
Total contributions received or receivable from employer(s)	2016-12-31	$104,983
2015 : BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$389,958
Expenses. Total of all expenses incurred	2015-12-31	$552,357
Benefits paid (including direct rollovers)	2015-12-31	$552,357
Total plan assets at end of year	2015-12-31	$2,035,329
Total plan assets at beginning of year	2015-12-31	$2,197,728
Value of fidelity bond covering the plan	2015-12-31	$475,000
Total contributions received or receivable from participants	2015-12-31	$326,381
Contributions received from other sources (not participants or employers)	2015-12-31	$6,795
Other income received	2015-12-31	$-43,691
Net income (gross income less expenses)	2015-12-31	$-162,399
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,035,329
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,197,728
Assets. Value of participant loans	2015-12-31	$44,757
Total contributions received or receivable from employer(s)	2015-12-31	$100,473
2014 : BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$469,732
Expenses. Total of all expenses incurred	2014-12-31	$178,674
Benefits paid (including direct rollovers)	2014-12-31	$178,674
Total plan assets at end of year	2014-12-31	$2,197,728
Total plan assets at beginning of year	2014-12-31	$1,906,670
Value of fidelity bond covering the plan	2014-12-31	$475,000
Total contributions received or receivable from participants	2014-12-31	$296,680
Contributions received from other sources (not participants or employers)	2014-12-31	$11,008
Other income received	2014-12-31	$86,760
Net income (gross income less expenses)	2014-12-31	$291,058
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,197,728
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,906,670
Assets. Value of participant loans	2014-12-31	$23,100
Total contributions received or receivable from employer(s)	2014-12-31	$75,284
2013 : BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$657,551
Expenses. Total of all expenses incurred	2013-12-31	$557,523
Benefits paid (including direct rollovers)	2013-12-31	$557,523
Total plan assets at end of year	2013-12-31	$1,906,670
Total plan assets at beginning of year	2013-12-31	$1,806,642
Value of fidelity bond covering the plan	2013-12-31	$475,000
Total contributions received or receivable from participants	2013-12-31	$225,592
Contributions received from other sources (not participants or employers)	2013-12-31	$51,415
Other income received	2013-12-31	$305,379
Net income (gross income less expenses)	2013-12-31	$100,028
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,906,670
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,806,642
Assets. Value of participant loans	2013-12-31	$18,348
Total contributions received or receivable from employer(s)	2013-12-31	$75,165
2012 : BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$457,838
Expenses. Total of all expenses incurred	2012-12-31	$57,266
Benefits paid (including direct rollovers)	2012-12-31	$57,266
Total plan assets at end of year	2012-12-31	$1,806,642
Total plan assets at beginning of year	2012-12-31	$1,406,070
Value of fidelity bond covering the plan	2012-12-31	$475,000
Total contributions received or receivable from participants	2012-12-31	$223,972
Contributions received from other sources (not participants or employers)	2012-12-31	$10,000
Other income received	2012-12-31	$151,504
Net income (gross income less expenses)	2012-12-31	$400,572
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,806,642
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,406,070
Assets. Value of participant loans	2012-12-31	$72,612
Total contributions received or receivable from employer(s)	2012-12-31	$72,362
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$168,144
Expenses. Total of all expenses incurred	2011-12-31	$176,086
Benefits paid (including direct rollovers)	2011-12-31	$176,086
Total plan assets at end of year	2011-12-31	$1,406,070
Total plan assets at beginning of year	2011-12-31	$1,414,012
Value of fidelity bond covering the plan	2011-12-31	$4,750,000
Total contributions received or receivable from participants	2011-12-31	$193,450
Other income received	2011-12-31	$-91,530
Net income (gross income less expenses)	2011-12-31	$-7,942
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,406,070
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,414,012
Assets. Value of participant loans	2011-12-31	$86,840
Total contributions received or receivable from employer(s)	2011-12-31	$66,224
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$414,485
Expenses. Total of all expenses incurred	2010-12-31	$140,357
Benefits paid (including direct rollovers)	2010-12-31	$140,357
Total plan assets at end of year	2010-12-31	$1,414,012
Total plan assets at beginning of year	2010-12-31	$1,139,884
Value of fidelity bond covering the plan	2010-12-31	$4,750,000
Total contributions received or receivable from participants	2010-12-31	$203,759
Contributions received from other sources (not participants or employers)	2010-12-31	$1,176
Other income received	2010-12-31	$149,599
Net income (gross income less expenses)	2010-12-31	$274,128
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,414,012
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,139,884
Assets. Value of participant loans	2010-12-31	$98,714
Total contributions received or receivable from employer(s)	2010-12-31	$59,951
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for BANK OF JACKSON HOLE 401K RETIREMENT PLAN

2022: BANK OF JACKSON HOLE 401K RETIREMENT 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	Yes
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
2021: BANK OF JACKSON HOLE 401K RETIREMENT 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2016: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: BANK OF JACKSON HOLE 401K RETIREMENT 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 - Trust	Yes
2013: BANK OF JACKSON HOLE 401K RETIREMENT 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 - Trust	Yes
2012: BANK OF JACKSON HOLE 401K RETIREMENT 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 - Trust	Yes
2011: BANK OF JACKSON HOLE 401K RETIREMENT 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 - Trust	Yes
2010: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BANK OF JACKSON HOLE 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

640288

Policy instance

Insurance contract or identification number	640288
Number of Individuals Covered	85
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $7,768
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
Commission paid to Insurance Broker	USD $3,948
Insurance broker organization code?	3
Insurance broker name	BRANDON O PATRICK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

640288

Policy instance

Insurance contract or identification number	640288
Number of Individuals Covered	83
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,338
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,669
Insurance broker organization code?	3
Insurance broker name	BRANDON O PATRICK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

640288

Policy instance

Insurance contract or identification number	640288
Number of Individuals Covered	84
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,915
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,841
Insurance broker organization code?	3
Insurance broker name	BRANDON O PATRICK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

640288

Policy instance

Insurance contract or identification number	640288
Number of Individuals Covered	74
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,688
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $5,350
Insurance broker organization code?	3
Insurance broker name	BRANDON O PATRICK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

640288

Policy instance

Insurance contract or identification number	640288
Number of Individuals Covered	76
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,263
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,775
Insurance broker organization code?	3
Insurance broker name	BRANDON O PATRICK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

640288

Policy instance

Insurance contract or identification number	640288
Number of Individuals Covered	74
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,013
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

640288

Policy instance

Insurance contract or identification number	640288
Number of Individuals Covered	67
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,390
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,390
Insurance broker organization code?	3
Insurance broker name	RICHARD A BREGGER

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Company Name:	BANK OF JACKSON HOLE
Employer identification number (EIN):	830257173
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Wyoming Corporations Division
Incorporation Date:	1982-06-03
Company Identification Number:	000193607
Legal Registered Office Address:	990 W Broadway Jackson United States of America (USA) 83001