Logo

WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 401k Plan overview

Plan NameWHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS
Plan identification number 001

WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Stock bonus
  • 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.
  • 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).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:WHEATLAND BANK
Employer identification number (EIN):911055499
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about WHEATLAND BANK

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1979-01-30
Company Identification Number: 600322461

More information about WHEATLAND BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUE HORTON2023-07-21
0012021-01-01SUE HORTON2022-07-19
0012020-01-01SUE HORTON2021-07-13
0012019-01-01SUE HORTON2020-07-23
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ALLISON YARNELL
0012013-01-01ALLISON YARNELL
0012012-01-01ALLISON YARNELL
0012011-01-01ALLISON YARNELL
0012009-01-01ALLISON YARNELL

Plan Statistics for WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS

401k plan membership statisitcs for WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS

Measure Date Value
2022: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2022 401k membership
Total participants, beginning-of-year2022-01-01219
Total number of active participants reported on line 7a of the Form 55002022-01-01146
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0184
Total of all active and inactive participants2022-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01231
Number of participants with account balances2022-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2021 401k membership
Total participants, beginning-of-year2021-01-01199
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01208
Number of participants with account balances2021-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2020 401k membership
Total participants, beginning-of-year2020-01-01190
Total number of active participants reported on line 7a of the Form 55002020-01-01136
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01194
Number of participants with account balances2020-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2019 401k membership
Total participants, beginning-of-year2019-01-01177
Total number of active participants reported on line 7a of the Form 55002019-01-01138
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01187
Number of participants with account balances2019-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2018 401k membership
Total participants, beginning-of-year2018-01-01166
Total number of active participants reported on line 7a of the Form 55002018-01-01131
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2017 401k membership
Total participants, beginning-of-year2017-01-01141
Total number of active participants reported on line 7a of the Form 55002017-01-01124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01166
Number of participants with account balances2017-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01137
Number of participants with account balances2016-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2015 401k membership
Total participants, beginning-of-year2015-01-01160
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01136
Number of participants with account balances2015-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2014 401k membership
Total participants, beginning-of-year2014-01-01123
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01147
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01117
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2012 401k membership
Total participants, beginning-of-year2012-01-01115
Total number of active participants reported on line 7a of the Form 55002012-01-0179
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01109
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2011 401k membership
Total participants, beginning-of-year2011-01-01118
Total number of active participants reported on line 7a of the Form 55002011-01-0187
Number of retired or separated participants receiving benefits2011-01-0125
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01112
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2009 401k membership
Total participants, beginning-of-year2009-01-01117
Total number of active participants reported on line 7a of the Form 55002009-01-0189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS

Measure Date Value
2022 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-926,819
Total unrealized appreciation/depreciation of assets2022-12-31$-926,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,292
Total income from all sources (including contributions)2022-12-31$-337,764
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,043,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,043,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,339,720
Value of total assets at end of year2022-12-31$14,286,903
Value of total assets at beginning of year2022-12-31$15,669,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$904
Total interest from all sources2022-12-31$1,283
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$467,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$918,696
Participant contributions at end of year2022-12-31$39,464
Participant contributions at beginning of year2022-12-31$9,079
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$213,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$156
Liabilities. Value of operating payables at end of year2022-12-31$411
Liabilities. Value of operating payables at beginning of year2022-12-31$567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,381,684
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,286,492
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,668,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$6,288,637
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,575,753
Interest on participant loans2022-12-31$913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$254,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$280,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,219,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$7,689,893
Assets. Invements in employer securities at beginning of year2022-12-31$7,795,904
Contributions received in cash from employer2022-12-31$207,710
Income. Dividends from common stock2022-12-31$467,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,043,016
Contract administrator fees2022-12-31$904
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$725
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$769,128
Total unrealized appreciation/depreciation of assets2021-12-31$769,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$80,430
Expenses. Interest paid2021-12-31$2,478
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$2,478
Total income from all sources (including contributions)2021-12-31$3,286,189
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,158,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,155,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,228,751
Value of total assets at end of year2021-12-31$15,669,468
Value of total assets at beginning of year2021-12-31$13,621,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$904
Total interest from all sources2021-12-31$1,015
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$399,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$865,302
Participant contributions at end of year2021-12-31$9,079
Participant contributions at beginning of year2021-12-31$20,561
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$160,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$80,430
Liabilities. Value of operating payables at end of year2021-12-31$567
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,127,461
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,668,176
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,540,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$904
Value of interest in pooled separate accounts at end of year2021-12-31$7,575,753
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,663,120
Interest on participant loans2021-12-31$888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$280,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$260,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$887,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$7,795,904
Assets. Invements in employer securities at beginning of year2021-12-31$6,667,955
Contributions received in cash from employer2021-12-31$202,533
Income. Dividends from common stock2021-12-31$399,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,155,346
Liabilities. Value of benefit claims payable at end of year2021-12-31$725
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$230,404
Total unrealized appreciation/depreciation of assets2020-12-31$230,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$80,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$157,043
Expenses. Interest paid2020-12-31$6,301
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$6,301
Total income from all sources (including contributions)2020-12-31$2,421,010
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$216,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$210,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,017,374
Value of total assets at end of year2020-12-31$13,621,145
Value of total assets at beginning of year2020-12-31$11,493,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$399
Total interest from all sources2020-12-31$1,984
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$345,699
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$823,348
Participant contributions at end of year2020-12-31$20,561
Participant contributions at beginning of year2020-12-31$38,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$80,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$157,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,204,096
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,540,715
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,336,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$399
Value of interest in pooled separate accounts at end of year2020-12-31$6,663,120
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,443,910
Interest on participant loans2020-12-31$1,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$260,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$239,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$825,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$6,667,955
Assets. Invements in employer securities at beginning of year2020-12-31$5,761,692
Contributions received in cash from employer2020-12-31$194,026
Income. Dividends from common stock2020-12-31$345,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$210,214
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$567,977
Total unrealized appreciation/depreciation of assets2019-12-31$567,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$157,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$362,983
Expenses. Interest paid2019-12-31$13,773
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$13,773
Total income from all sources (including contributions)2019-12-31$2,819,304
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$284,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$270,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$964,989
Value of total assets at end of year2019-12-31$11,493,662
Value of total assets at beginning of year2019-12-31$9,164,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$245
Total interest from all sources2019-12-31$2,586
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$286,615
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$719,103
Participant contributions at end of year2019-12-31$38,507
Participant contributions at beginning of year2019-12-31$45,792
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$157,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$362,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,535,161
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,336,619
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,801,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$245
Value of interest in pooled separate accounts at end of year2019-12-31$5,443,910
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,110,417
Income. Interest from loans (other than to participants)2019-12-31$2,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$239,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$221,116
Net investment gain/loss from pooled separate accounts2019-12-31$997,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$5,761,692
Assets. Invements in employer securities at beginning of year2019-12-31$4,776,948
Contributions received in cash from employer2019-12-31$216,419
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$286,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$270,125
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$212
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$367,457
Total unrealized appreciation/depreciation of assets2018-12-31$367,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$362,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$262,505
Expenses. Interest paid2018-12-31$9,754
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$9,754
Total income from all sources (including contributions)2018-12-31$1,299,509
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$655,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$645,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$791,379
Value of total assets at end of year2018-12-31$9,164,441
Value of total assets at beginning of year2018-12-31$8,420,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$609
Total interest from all sources2018-12-31$2,524
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$249,592
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$575,298
Participant contributions at end of year2018-12-31$45,792
Participant contributions at beginning of year2018-12-31$38,673
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$73,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$362,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$262,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$643,575
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,801,458
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,157,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$609
Value of interest in pooled separate accounts at end of year2018-12-31$4,110,417
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,005,671
Interest on participant loans2018-12-31$1,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$221,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$204,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-111,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$4,776,948
Assets. Invements in employer securities at beginning of year2018-12-31$4,159,920
Contributions received in cash from employer2018-12-31$142,689
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$249,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$645,571
Liabilities. Value of benefit claims payable at end of year2018-12-31$212
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$658,654
Total unrealized appreciation/depreciation of assets2017-12-31$658,654
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$262,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$351,015
Expenses. Interest paid2017-12-31$11,043
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$11,043
Total income from all sources (including contributions)2017-12-31$2,084,029
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$574,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$563,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$644,950
Value of total assets at end of year2017-12-31$8,420,388
Value of total assets at beginning of year2017-12-31$6,999,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$375
Total interest from all sources2017-12-31$1,680
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$169,723
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$459,605
Participant contributions at end of year2017-12-31$38,673
Participant contributions at beginning of year2017-12-31$24,557
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$80,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$262,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$351,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,509,254
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,157,883
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,648,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$375
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,005,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,371,149
Interest on participant loans2017-12-31$1,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$53
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$204,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$198,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$609,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$4,159,920
Assets. Invements in employer securities at beginning of year2017-12-31$3,394,484
Contributions received in cash from employer2017-12-31$105,289
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$4,551
Income. Dividends from common stock2017-12-31$169,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$563,357
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$504,132
Total unrealized appreciation/depreciation of assets2016-12-31$504,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$351,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$496,572
Expenses. Interest paid2016-12-31$25,188
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$25,188
Total income from all sources (including contributions)2016-12-31$1,456,974
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$466,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$440,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$690,373
Value of total assets at end of year2016-12-31$6,999,644
Value of total assets at beginning of year2016-12-31$6,154,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$400
Total interest from all sources2016-12-31$1,185
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$111,167
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$396,065
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7
Assets. Loans (other than to participants) at end of year2016-12-31$24,557
Assets. Loans (other than to participants) at beginning of year2016-12-31$27,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$351,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$496,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$990,487
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,648,629
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,658,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$400
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,371,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,234,565
Income. Interest from loans (other than to participants)2016-12-31$1,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$44,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$44,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$198,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$68,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$150,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$3,394,484
Assets. Invements in employer securities at beginning of year2016-12-31$2,779,198
Contributions received in cash from employer2016-12-31$244,818
Employer contributions (assets) at end of year2016-12-31$4,551
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$111,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$440,899
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$96,949
Total unrealized appreciation/depreciation of assets2015-12-31$96,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$496,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$607,207
Expenses. Interest paid2015-12-31$25,984
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$25,984
Total income from all sources (including contributions)2015-12-31$813,576
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$444,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$417,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$631,988
Value of total assets at end of year2015-12-31$6,154,714
Value of total assets at beginning of year2015-12-31$5,896,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$375
Total interest from all sources2015-12-31$1,457
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$103,148
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$385,229
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$44,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$27,512
Assets. Loans (other than to participants) at beginning of year2015-12-31$36,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$496,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$607,207
Other income not declared elsewhere2015-12-31$1,872
Administrative expenses (other) incurred2015-12-31$375
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$369,287
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,658,142
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,288,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,234,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,139,242
Interest on participant loans2015-12-31$1,422
Interest earned on other investments2015-12-31$35
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$44,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$68,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$127,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-21,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$2,779,198
Assets. Invements in employer securities at beginning of year2015-12-31$2,579,100
Contributions received in cash from employer2015-12-31$202,032
Income. Dividends from common stock2015-12-31$103,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$417,930
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$31,074
Total unrealized appreciation/depreciation of assets2014-12-31$31,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$607,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$679,440
Expenses. Interest paid2014-12-31$38,594
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$38,594
Total income from all sources (including contributions)2014-12-31$961,133
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$480,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$440,222
Value of total corrective distributions2014-12-31$1,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$592,579
Value of total assets at end of year2014-12-31$5,896,062
Value of total assets at beginning of year2014-12-31$5,487,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,664
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$98,007
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$319,974
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$45,628
Assets. Loans (other than to participants) at end of year2014-12-31$36,088
Assets. Loans (other than to participants) at beginning of year2014-12-31$36,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$607,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$679,414
Other income not declared elsewhere2014-12-31$2,691
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$1,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$480,424
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,288,855
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,808,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,139,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,872,312
Interest on participant loans2014-12-31$1,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$127,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$127,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$235,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$2,579,100
Assets. Invements in employer securities at beginning of year2014-12-31$2,450,037
Contributions received in cash from employer2014-12-31$226,977
Income. Dividends from common stock2014-12-31$98,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$440,222
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$26
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2013 401k financial data
Total plan liabilities at end of year2013-12-31$679,624
Total plan liabilities at beginning of year2013-12-31$768,410
Total income from all sources2013-12-31$1,305,787
Expenses. Total of all expenses incurred2013-12-31$171,462
Benefits paid (including direct rollovers)2013-12-31$117,003
Total plan assets at end of year2013-12-31$5,488,056
Total plan assets at beginning of year2013-12-31$4,442,517
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$310,941
Expenses. Other expenses not covered elsewhere2013-12-31$47,709
Contributions received from other sources (not participants or employers)2013-12-31$10,995
Other income received2013-12-31$837,140
Net income (gross income less expenses)2013-12-31$1,134,325
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,808,432
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,674,107
Assets. Value of participant loans2013-12-31$36,384
Assets. Value of employer securities2013-12-31$2,450,037
Total contributions received or receivable from employer(s)2013-12-31$146,711
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2012 401k financial data
Total plan liabilities at end of year2012-12-31$768,410
Total plan liabilities at beginning of year2012-12-31$848,886
Total income from all sources2012-12-31$745,946
Expenses. Total of all expenses incurred2012-12-31$309,520
Benefits paid (including direct rollovers)2012-12-31$249,796
Total plan assets at end of year2012-12-31$4,442,517
Total plan assets at beginning of year2012-12-31$4,086,567
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$284,092
Expenses. Other expenses not covered elsewhere2012-12-31$59,429
Other income received2012-12-31$286,356
Net income (gross income less expenses)2012-12-31$436,426
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,674,107
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,237,681
Assets. Value of participant loans2012-12-31$25,979
Assets. Value of employer securities2012-12-31$2,114,491
Total contributions received or receivable from employer(s)2012-12-31$175,498
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2011 401k financial data
Total plan liabilities at end of year2011-12-31$848,886
Total plan liabilities at beginning of year2011-12-31$927,941
Total income from all sources2011-12-31$280,126
Expenses. Total of all expenses incurred2011-12-31$252,620
Benefits paid (including direct rollovers)2011-12-31$191,448
Total plan assets at end of year2011-12-31$4,086,567
Total plan assets at beginning of year2011-12-31$4,138,116
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$315,575
Expenses. Other expenses not covered elsewhere2011-12-31$60,850
Contributions received from other sources (not participants or employers)2011-12-31$355
Other income received2011-12-31$-148,722
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$27,506
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,237,681
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,210,175
Assets. Value of participant loans2011-12-31$20,096
Assets. Value of employer securities2011-12-31$2,099,481
Total contributions received or receivable from employer(s)2011-12-31$112,918
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$927,941
Total plan liabilities at beginning of year2010-12-31$1,000,000
Total income from all sources2010-12-31$566,907
Expenses. Total of all expenses incurred2010-12-31$159,167
Benefits paid (including direct rollovers)2010-12-31$90,972
Total plan assets at end of year2010-12-31$4,138,116
Total plan assets at beginning of year2010-12-31$3,802,435
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$323,892
Expenses. Other expenses not covered elsewhere2010-12-31$67,846
Contributions received from other sources (not participants or employers)2010-12-31$3,566
Other income received2010-12-31$159,390
Net income (gross income less expenses)2010-12-31$407,740
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,210,175
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,802,435
Assets. Value of participant loans2010-12-31$19,105
Assets. Value of employer securities2010-12-31$2,209,988
Total contributions received or receivable from employer(s)2010-12-31$80,059
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$349
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS

2022: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $26,664
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $24,203
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered131
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $29,775
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $29,775
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered140
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23,882
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $23,882
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered129
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $20,535
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $20,535
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered116
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,885
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $17,885
Insurance broker organization code?7
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered93
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,322
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $15,322
Insurance broker organization code?7
Insurance broker nameBILL SMITH
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered89
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,966
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $12,966
Insurance broker organization code?7
Insurance broker nameBILL SMITH
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered74
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,722
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $12,722
Insurance broker organization code?7
Insurance broker nameBILL SMITH
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered79
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,783
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $10,783
Insurance broker organization code?7
Insurance broker nameBILL SMITH
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150 100
Policy instance 1
Insurance contract or identification number0061150 100
Number of Individuals Covered100
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,908
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $8,908
Insurance broker organization code?7
Insurance broker nameBILL SMITH
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150
Policy instance 1
Insurance contract or identification number0061150
Number of Individuals Covered75
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,688
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0061150
Policy instance 1
Insurance contract or identification number0061150
Number of Individuals Covered78
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,666
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $6,666
Insurance broker organization code?7
Insurance broker nameBILL SMITH

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1