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LEE COUNTY BANK & TRUST, N.A. 401K PLAN 401k Plan overview

Plan NameLEE COUNTY BANK & TRUST, N.A. 401K PLAN
Plan identification number 002

LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:LEE COUNTY BANK
Employer identification number (EIN):420375450
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE COUNTY BANK & TRUST, N.A. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01TAMARA DIETSCH
0022017-01-01TAMARA DIETSCH
0022016-01-01TAMARA DIETSCH
0022015-01-01TAMARA DIETSCH
0022014-01-01TAMARA DIETSCH
0022013-01-01TAMARA DIETSCH
0022012-01-01TAMARA DIETSCH
0022011-01-01MICHAEL CULBERTSON
0022009-01-01ALLEN KLOESS

Plan Statistics for LEE COUNTY BANK & TRUST, N.A. 401K PLAN

401k plan membership statisitcs for LEE COUNTY BANK & TRUST, N.A. 401K PLAN

Measure Date Value
2023: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0140
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0142
Total number of active participants reported on line 7a of the Form 55002022-01-0125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0140
Number of participants with account balances2022-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0142
Total number of active participants reported on line 7a of the Form 55002021-01-0129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0142
Number of participants with account balances2021-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0140
Total number of active participants reported on line 7a of the Form 55002020-01-0132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0142
Number of participants with account balances2020-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-0131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0140
Number of participants with account balances2019-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0138
Total number of active participants reported on line 7a of the Form 55002018-01-0129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0139
Number of participants with account balances2018-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0140
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0138
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0138
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0140
Number of participants with account balances2016-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0138
Number of participants with account balances2015-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0141
Total number of active participants reported on line 7a of the Form 55002013-01-0136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0142
Number of participants with account balances2013-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0143
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0141
Number of participants with account balances2012-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0150
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0143
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0145
Total number of active participants reported on line 7a of the Form 55002009-01-0141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0147
Number of participants with account balances2009-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEE COUNTY BANK & TRUST, N.A. 401K PLAN

Measure Date Value
2023 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2023 401k financial data
Transfers to/from the plan2023-01-31$-4,607,854
Total plan liabilities at end of year2023-01-31$0
Total plan liabilities at beginning of year2023-01-31$0
Total income from all sources2023-01-31$318,424
Expenses. Total of all expenses incurred2023-01-31$334,110
Benefits paid (including direct rollovers)2023-01-31$334,110
Total plan assets at end of year2023-01-31$0
Total plan assets at beginning of year2023-01-31$4,623,540
Value of fidelity bond covering the plan2023-01-31$3,000,000
Total contributions received or receivable from participants2023-01-31$0
Expenses. Other expenses not covered elsewhere2023-01-31$0
Contributions received from other sources (not participants or employers)2023-01-31$0
Other income received2023-01-31$318,424
Noncash contributions received2023-01-31$0
Net income (gross income less expenses)2023-01-31$-15,686
Net plan assets at end of year (total assets less liabilities)2023-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-01-31$4,623,540
Total contributions received or receivable from employer(s)2023-01-31$0
Value of certain deemed distributions of participant loans2023-01-31$0
Value of corrective distributions2023-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-01-31$0
2022 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-957,703
Expenses. Total of all expenses incurred2022-12-31$282,448
Benefits paid (including direct rollovers)2022-12-31$282,448
Total plan assets at end of year2022-12-31$4,623,540
Total plan assets at beginning of year2022-12-31$5,863,691
Value of fidelity bond covering the plan2022-12-31$3,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$186,181
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,287,069
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,240,151
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,623,540
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,863,691
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$143,185
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,106,932
Expenses. Total of all expenses incurred2021-12-31$14,427
Benefits paid (including direct rollovers)2021-12-31$9,289
Total plan assets at end of year2021-12-31$5,863,691
Total plan assets at beginning of year2021-12-31$4,771,186
Value of fidelity bond covering the plan2021-12-31$3,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$186,714
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$602
Other income received2021-12-31$833,303
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,092,505
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,863,691
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,771,186
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$86,313
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$5,138
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,082,532
Expenses. Total of all expenses incurred2020-12-31$782,680
Benefits paid (including direct rollovers)2020-12-31$774,004
Total plan assets at end of year2020-12-31$4,771,186
Total plan assets at beginning of year2020-12-31$4,471,334
Value of fidelity bond covering the plan2020-12-31$3,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$164,920
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$831,027
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$299,852
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,771,186
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,471,334
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$86,585
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$8,651
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$25
2019 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,116,111
Expenses. Total of all expenses incurred2019-12-31$30,522
Benefits paid (including direct rollovers)2019-12-31$22,132
Total plan assets at end of year2019-12-31$4,471,334
Total plan assets at beginning of year2019-12-31$3,385,745
Value of fidelity bond covering the plan2019-12-31$3,000,000
Total contributions received or receivable from participants2019-12-31$156,742
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$885,805
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,085,589
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,471,334
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,385,745
Total contributions received or receivable from employer(s)2019-12-31$73,564
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$8,390
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-122,377
Expenses. Total of all expenses incurred2018-12-31$16,502
Benefits paid (including direct rollovers)2018-12-31$14,625
Total plan assets at end of year2018-12-31$3,385,745
Total plan assets at beginning of year2018-12-31$3,524,624
Value of fidelity bond covering the plan2018-12-31$3,000,000
Total contributions received or receivable from participants2018-12-31$151,182
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-345,141
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-138,879
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,385,745
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,524,624
Total contributions received or receivable from employer(s)2018-12-31$71,582
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$1,852
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$25
2017 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$824,282
Expenses. Total of all expenses incurred2017-12-31$357,425
Benefits paid (including direct rollovers)2017-12-31$357,425
Total plan assets at end of year2017-12-31$3,524,624
Total plan assets at beginning of year2017-12-31$3,057,767
Value of fidelity bond covering the plan2017-12-31$3,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$180,147
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$580,619
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$466,857
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,524,624
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,057,767
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$63,516
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$468,348
Expenses. Total of all expenses incurred2016-12-31$312,030
Benefits paid (including direct rollovers)2016-12-31$312,030
Total plan assets at end of year2016-12-31$3,057,767
Total plan assets at beginning of year2016-12-31$2,901,449
Value of fidelity bond covering the plan2016-12-31$3,000,000
Total contributions received or receivable from participants2016-12-31$159,585
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$249,836
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$156,318
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,057,767
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,901,449
Total contributions received or receivable from employer(s)2016-12-31$58,927
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$216,937
Expenses. Total of all expenses incurred2015-12-31$136,596
Benefits paid (including direct rollovers)2015-12-31$136,596
Total plan assets at end of year2015-12-31$2,901,449
Total plan assets at beginning of year2015-12-31$2,821,108
Value of fidelity bond covering the plan2015-12-31$3,000,000
Total contributions received or receivable from participants2015-12-31$188,637
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-32,134
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$80,341
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,901,449
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,821,108
Total contributions received or receivable from employer(s)2015-12-31$60,434
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$451,757
Expenses. Total of all expenses incurred2014-12-31$1,400,490
Benefits paid (including direct rollovers)2014-12-31$1,400,483
Total plan assets at end of year2014-12-31$2,821,108
Total plan assets at beginning of year2014-12-31$3,769,841
Value of fidelity bond covering the plan2014-12-31$3,000,000
Total contributions received or receivable from participants2014-12-31$194,727
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$198,439
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-948,733
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,821,108
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,769,841
Total contributions received or receivable from employer(s)2014-12-31$58,591
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7
2013 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$931,710
Expenses. Total of all expenses incurred2013-12-31$1,003,938
Benefits paid (including direct rollovers)2013-12-31$1,003,888
Total plan assets at end of year2013-12-31$3,769,841
Total plan assets at beginning of year2013-12-31$3,842,069
Value of fidelity bond covering the plan2013-12-31$3,000,000
Total contributions received or receivable from participants2013-12-31$189,074
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$1,268
Other income received2013-12-31$717,177
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-72,228
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,769,841
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,842,069
Total contributions received or receivable from employer(s)2013-12-31$24,191
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$654,511
Expenses. Total of all expenses incurred2012-12-31$293,877
Benefits paid (including direct rollovers)2012-12-31$289,814
Total plan assets at end of year2012-12-31$3,842,069
Total plan assets at beginning of year2012-12-31$3,481,435
Value of fidelity bond covering the plan2012-12-31$3,000,000
Total contributions received or receivable from participants2012-12-31$206,134
Contributions received from other sources (not participants or employers)2012-12-31$3,916
Other income received2012-12-31$394,776
Net income (gross income less expenses)2012-12-31$360,634
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,842,069
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,481,435
Total contributions received or receivable from employer(s)2012-12-31$49,685
Value of corrective distributions2012-12-31$4,030
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$33
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$143,872
Expenses. Total of all expenses incurred2011-12-31$107,026
Benefits paid (including direct rollovers)2011-12-31$107,026
Total plan assets at end of year2011-12-31$3,481,435
Total plan assets at beginning of year2011-12-31$3,444,589
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$192,151
Other income received2011-12-31$-75,817
Net income (gross income less expenses)2011-12-31$36,846
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,481,435
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,444,589
Total contributions received or receivable from employer(s)2011-12-31$27,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$560,096
Expenses. Total of all expenses incurred2010-12-31$18,796
Benefits paid (including direct rollovers)2010-12-31$18,746
Total plan assets at end of year2010-12-31$3,444,589
Total plan assets at beginning of year2010-12-31$2,903,289
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$191,692
Other income received2010-12-31$337,419
Net income (gross income less expenses)2010-12-31$541,300
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,444,589
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,903,289
Total contributions received or receivable from employer(s)2010-12-31$30,985
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 LEE COUNTY BANK & TRUST, N.A. 401K PLAN

2023: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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