Logo

SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameSECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST
Plan identification number 001

SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SECURITY STATE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SECURITY STATE CORPORATION
Employer identification number (EIN):912011590
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about SECURITY STATE CORPORATION

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1903-12-26
Company Identification Number: 212003457

More information about SECURITY STATE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STACY KARNAS2023-10-15
0012021-01-01STACY ENGEL2022-10-11
0012020-01-01STACY ENGEL2021-10-11
0012019-01-01STACY ENGEL2020-10-06
0012018-01-01STACY ENGEL2019-10-02
0012017-01-01
0012016-01-01
0012015-01-01STACY ENGEL
0012014-01-01STACY ENGEL
0012013-01-01STACY ENGEL
0012012-01-01STACY ENGEL

Plan Statistics for SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST

401k plan membership statisitcs for SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2022: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01140
Total number of active participants reported on line 7a of the Form 55002022-01-0178
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01110
Number of participants with account balances2022-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01133
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01134
Number of participants with account balances2021-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01130
Number of participants with account balances2020-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01144
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01136
Number of participants with account balances2019-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01142
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01137
Number of participants with account balances2018-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01131
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01136
Number of participants with account balances2017-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01133
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01125
Number of participants with account balances2016-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01132
Total number of active participants reported on line 7a of the Form 55002015-01-01106
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01128
Number of participants with account balances2015-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01128
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01128
Number of participants with account balances2012-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012

Financial Data on SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2022 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,248,060
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$588,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$532,219
Value of total corrective distributions2022-12-31$15,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$449,943
Value of total assets at end of year2022-12-31$11,206,585
Value of total assets at beginning of year2022-12-31$13,043,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,252
Total interest from all sources2022-12-31$49,604
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,757
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$287,590
Participant contributions at end of year2022-12-31$127,922
Participant contributions at beginning of year2022-12-31$74,750
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$162,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,836,805
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,206,585
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,043,390
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$271,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$388,216
Interest on participant loans2022-12-31$3,170
Interest earned on other investments2022-12-31$46,434
Value of interest in common/collective trusts at end of year2022-12-31$8,587,934
Value of interest in common/collective trusts at beginning of year2022-12-31$10,541,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,219,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,038,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-82,320
Net investment gain or loss from common/collective trusts2022-12-31$-1,675,044
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$532,219
Contract administrator fees2022-12-31$41,252
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
Accountancy firm EIN2022-12-31450250958
2021 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,710,644
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$775,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$725,728
Value of total corrective distributions2021-12-31$8,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$413,501
Value of total assets at end of year2021-12-31$13,043,390
Value of total assets at beginning of year2021-12-31$12,108,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,772
Total interest from all sources2021-12-31$49,170
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,234
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$288,176
Participant contributions at end of year2021-12-31$74,750
Participant contributions at beginning of year2021-12-31$64,176
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$124,983
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$352
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$934,793
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,043,390
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,108,597
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$388,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$357,594
Interest on participant loans2021-12-31$2,739
Interest earned on other investments2021-12-31$46,431
Value of interest in common/collective trusts at end of year2021-12-31$10,541,716
Value of interest in common/collective trusts at beginning of year2021-12-31$9,569,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,038,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,117,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$36,969
Net investment gain or loss from common/collective trusts2021-12-31$1,198,770
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
Contributions received in cash from employer2021-12-31$342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$725,728
Contract administrator fees2021-12-31$41,772
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
Accountancy firm EIN2021-12-31450250958
2020 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,743,750
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,677,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,635,849
Value of total corrective distributions2020-12-31$3,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$304,384
Value of total assets at end of year2020-12-31$12,108,597
Value of total assets at beginning of year2020-12-31$12,042,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,772
Total interest from all sources2020-12-31$51,982
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,241
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$304,384
Participant contributions at end of year2020-12-31$64,176
Participant contributions at beginning of year2020-12-31$47,421
Total non interest bearing cash at end of year2020-12-31$352
Total non interest bearing cash at beginning of year2020-12-31$1
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$65,845
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,108,597
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,042,752
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$357,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$291,879
Interest on participant loans2020-12-31$2,425
Interest earned on other investments2020-12-31$49,557
Value of interest in common/collective trusts at end of year2020-12-31$9,569,195
Value of interest in common/collective trusts at beginning of year2020-12-31$9,683,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,117,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,019,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$716,150
Net investment gain or loss from common/collective trusts2020-12-31$661,993
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,635,849
Contract administrator fees2020-12-31$38,772
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
Accountancy firm EIN2020-12-31450250958
2019 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,152,944
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,665,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,623,737
Value of total corrective distributions2019-12-31$318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$286,085
Value of total assets at end of year2019-12-31$12,042,752
Value of total assets at beginning of year2019-12-31$11,555,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,199
Total interest from all sources2019-12-31$56,057
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,447
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$286,085
Participant contributions at end of year2019-12-31$47,421
Participant contributions at beginning of year2019-12-31$49,833
Total non interest bearing cash at end of year2019-12-31$1
Total non interest bearing cash at beginning of year2019-12-31$100,001
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$487,690
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,042,752
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,555,062
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$291,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,327,292
Interest on participant loans2019-12-31$2,682
Interest earned on other investments2019-12-31$53,375
Value of interest in common/collective trusts at end of year2019-12-31$9,683,793
Value of interest in common/collective trusts at beginning of year2019-12-31$6,139,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,019,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,938,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$52,469
Net investment gain or loss from common/collective trusts2019-12-31$1,751,886
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,623,737
Contract administrator fees2019-12-31$41,199
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
Accountancy firm EIN2019-12-31450250958
2018 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$243,742
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$564,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$523,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$478,273
Value of total assets at end of year2018-12-31$11,555,062
Value of total assets at beginning of year2018-12-31$11,875,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,213
Total interest from all sources2018-12-31$51,435
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$274,222
Participant contributions at end of year2018-12-31$49,833
Participant contributions at beginning of year2018-12-31$63,018
Participant contributions at beginning of year2018-12-31$9,446
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$104,051
Total non interest bearing cash at end of year2018-12-31$100,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-320,799
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,555,062
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,875,861
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,327,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$253,730
Interest on participant loans2018-12-31$1,903
Interest earned on other investments2018-12-31$49,532
Value of interest in common/collective trusts at end of year2018-12-31$6,139,514
Value of interest in common/collective trusts at beginning of year2018-12-31$9,586,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,938,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,962,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-136,026
Net investment gain or loss from common/collective trusts2018-12-31$-149,940
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
Contributions received in cash from employer2018-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$523,328
Contract administrator fees2018-12-31$41,213
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 name2018-12-31CLARK NUBER P.S.
Accountancy firm EIN2018-12-31911194016
2017 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,878,997
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$962,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$918,809
Value of total corrective distributions2017-12-31$6,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$561,127
Value of total assets at end of year2017-12-31$11,875,861
Value of total assets at beginning of year2017-12-31$10,959,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,921
Total interest from all sources2017-12-31$42,520
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,077
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$266,930
Participant contributions at end of year2017-12-31$63,018
Participant contributions at beginning of year2017-12-31$101,860
Participant contributions at end of year2017-12-31$9,446
Participant contributions at beginning of year2017-12-31$9,069
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$294,197
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$916,197
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,875,861
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,959,664
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$253,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$198,410
Interest on participant loans2017-12-31$2,719
Interest earned on other investments2017-12-31$39,801
Value of interest in common/collective trusts at end of year2017-12-31$9,586,948
Value of interest in common/collective trusts at beginning of year2017-12-31$8,969,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,962,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,681,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$34,612
Net investment gain or loss from common/collective trusts2017-12-31$1,233,661
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$918,809
Contract administrator fees2017-12-31$37,921
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 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,069,370
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$339,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$303,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$338,755
Value of total assets at end of year2016-12-31$10,959,664
Value of total assets at beginning of year2016-12-31$10,230,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,529
Total interest from all sources2016-12-31$32,621
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,821
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,500,000
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$277,794
Participant contributions at end of year2016-12-31$101,860
Participant contributions at beginning of year2016-12-31$69,536
Participant contributions at end of year2016-12-31$9,069
Participant contributions at beginning of year2016-12-31$9,519
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$60,961
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$729,619
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,959,664
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,230,045
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$198,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$126,707
Interest on participant loans2016-12-31$2,869
Interest earned on other investments2016-12-31$29,752
Value of interest in common/collective trusts at end of year2016-12-31$8,969,112
Value of interest in common/collective trusts at beginning of year2016-12-31$8,807,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,681,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,217,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-7,132
Net investment gain or loss from common/collective trusts2016-12-31$701,305
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$303,222
Contract administrator fees2016-12-31$36,529
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 name2016-12-31CLARK NUBER P.S.
Accountancy firm EIN2016-12-31911194016
2015 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$305,523
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,056,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,019,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$311,943
Value of total assets at end of year2015-12-31$10,230,045
Value of total assets at beginning of year2015-12-31$10,981,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,074
Total interest from all sources2015-12-31$13,417
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,419
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,500,000
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$272,381
Participant contributions at end of year2015-12-31$69,536
Participant contributions at beginning of year2015-12-31$66,684
Participant contributions at end of year2015-12-31$9,519
Participant contributions at beginning of year2015-12-31$8,783
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-751,262
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,230,045
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,981,307
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$126,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$120,782
Interest on participant loans2015-12-31$2,277
Interest earned on other investments2015-12-31$11,140
Value of interest in common/collective trusts at end of year2015-12-31$8,807,143
Value of interest in common/collective trusts at beginning of year2015-12-31$10,400,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,217,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$384,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,977
Net investment gain or loss from common/collective trusts2015-12-31$-20,279
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,019,711
Contract administrator fees2015-12-31$37,074
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 name2015-12-31CLARK NUBER P.S.
Accountancy firm EIN2015-12-31911194016
2014 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$965,792
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,077,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,039,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$293,337
Value of total assets at end of year2014-12-31$10,981,307
Value of total assets at beginning of year2014-12-31$11,093,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38,655
Total interest from all sources2014-12-31$11,234
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,500,000
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$263,618
Participant contributions at end of year2014-12-31$66,684
Participant contributions at beginning of year2014-12-31$63,020
Participant contributions at end of year2014-12-31$8,783
Participant contributions at beginning of year2014-12-31$9,697
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-112,170
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,981,307
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,093,477
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$120,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$236,320
Interest on participant loans2014-12-31$2,097
Interest earned on other investments2014-12-31$9,137
Value of interest in common/collective trusts at end of year2014-12-31$10,400,754
Value of interest in common/collective trusts at beginning of year2014-12-31$10,389,745
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$384,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$394,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,362
Net investment gain or loss from common/collective trusts2014-12-31$641,859
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,039,307
Contract administrator fees2014-12-31$38,655
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 name2014-12-31CLARK NUBER P.S.
Accountancy firm EIN2014-12-31911194016
2013 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,949,209
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$696,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$639,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$421,590
Value of total assets at end of year2013-12-31$11,093,477
Value of total assets at beginning of year2013-12-31$9,840,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$56,494
Total interest from all sources2013-12-31$4,218
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$302,724
Participant contributions at end of year2013-12-31$63,020
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$9,697
Participant contributions at beginning of year2013-12-31$10,811
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$118,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,252,766
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,093,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,840,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$236,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$183,788
Interest on participant loans2013-12-31$602
Interest earned on other investments2013-12-31$3,599
Value of interest in common/collective trusts at end of year2013-12-31$10,389,745
Value of interest in common/collective trusts at beginning of year2013-12-31$9,214,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$431,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$431,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$394,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$34,515
Net investment gain or loss from common/collective trusts2013-12-31$1,488,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$639,949
Contract administrator fees2013-12-31$56,494
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK NUBER P.S.
Accountancy firm EIN2013-12-31911194016
2012 : SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,334,076
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$823,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$766,163
Value of total corrective distributions2012-12-31$4,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$328,769
Value of total assets at end of year2012-12-31$9,840,711
Value of total assets at beginning of year2012-12-31$9,330,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,141
Total interest from all sources2012-12-31$-1,526
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$304,650
Participant contributions at end of year2012-12-31$10,811
Participant contributions at beginning of year2012-12-31$10,899
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$510,597
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,840,711
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,330,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$183,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$154,392
Value of interest in common/collective trusts at end of year2012-12-31$9,214,924
Value of interest in common/collective trusts at beginning of year2012-12-31$8,871,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$431,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$292,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$292,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-1,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$18,429
Net investment gain or loss from common/collective trusts2012-12-31$988,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$766,163
Contract administrator fees2012-12-31$53,141
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK NUBER, P.S.
Accountancy firm EIN2012-12-31911194016

Form 5500 Responses for SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST

2022: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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: SECURITY STATE BANK RETIREMENT AND 401(K) SAVINGS PLAN AND TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805553
Policy instance 1
Insurance contract or identification number805553
Number of Individuals Covered110
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805553
Policy instance 1
Insurance contract or identification number805553
Number of Individuals Covered134
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805553
Policy instance 1
Insurance contract or identification number805553
Number of Individuals Covered130
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805553
Policy instance 1
Insurance contract or identification number805553
Number of Individuals Covered136
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805553
Policy instance 1
Insurance contract or identification number805553
Number of Individuals Covered137
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805553
Policy instance 1
Insurance contract or identification number805553
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805553
Policy instance 1
Insurance contract or identification number805553
Number of Individuals Covered128
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805553
Policy instance 1
Insurance contract or identification number805553
Number of Individuals Covered128
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805553
Policy instance 1
Insurance contract or identification number805553
Number of Individuals Covered126
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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

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