LEE COUNTY BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE COUNTY BANK & TRUST, N.A. 401K PLAN
401k plan membership statisitcs for LEE COUNTY BANK & TRUST, N.A. 401K PLAN
Measure | Date | Value |
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2023: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 0 |
Number of participants with account balances | 2023-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 15 |
Total of all active and inactive participants | 2022-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 40 |
Number of participants with account balances | 2022-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
Total of all active and inactive participants | 2021-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 42 |
Number of participants with account balances | 2021-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 42 |
Number of participants with account balances | 2020-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 40 |
Number of participants with account balances | 2019-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
Total of all active and inactive participants | 2018-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 39 |
Number of participants with account balances | 2018-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
Total of all active and inactive participants | 2017-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 38 |
Number of participants with account balances | 2017-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 40 |
Number of participants with account balances | 2016-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 38 |
Number of participants with account balances | 2015-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
2014: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 37 |
Number of participants with account balances | 2014-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 42 |
Number of participants with account balances | 2013-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 41 |
Number of participants with account balances | 2012-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 43 |
Number of participants with account balances | 2011-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 47 |
Number of participants with account balances | 2009-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-01-31 | $-4,607,854 |
Total plan liabilities at end of year | 2023-01-31 | $0 |
Total plan liabilities at beginning of year | 2023-01-31 | $0 |
Total income from all sources | 2023-01-31 | $318,424 |
Expenses. Total of all expenses incurred | 2023-01-31 | $334,110 |
Benefits paid (including direct rollovers) | 2023-01-31 | $334,110 |
Total plan assets at end of year | 2023-01-31 | $0 |
Total plan assets at beginning of year | 2023-01-31 | $4,623,540 |
Value of fidelity bond covering the plan | 2023-01-31 | $3,000,000 |
Total contributions received or receivable from participants | 2023-01-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-01-31 | $0 |
Other income received | 2023-01-31 | $318,424 |
Noncash contributions received | 2023-01-31 | $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 loans | 2023-01-31 | $0 |
Value of corrective distributions | 2023-01-31 | $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 |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-957,703 |
Expenses. Total of all expenses incurred | 2022-12-31 | $282,448 |
Benefits paid (including direct rollovers) | 2022-12-31 | $282,448 |
Total plan assets at end of year | 2022-12-31 | $4,623,540 |
Total plan assets at beginning of year | 2022-12-31 | $5,863,691 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $186,181 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,287,069 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $143,185 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $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 |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,106,932 |
Expenses. Total of all expenses incurred | 2021-12-31 | $14,427 |
Benefits paid (including direct rollovers) | 2021-12-31 | $9,289 |
Total plan assets at end of year | 2021-12-31 | $5,863,691 |
Total plan assets at beginning of year | 2021-12-31 | $4,771,186 |
Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $186,714 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $602 |
Other income received | 2021-12-31 | $833,303 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $86,313 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $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 |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,082,532 |
Expenses. Total of all expenses incurred | 2020-12-31 | $782,680 |
Benefits paid (including direct rollovers) | 2020-12-31 | $774,004 |
Total plan assets at end of year | 2020-12-31 | $4,771,186 |
Total plan assets at beginning of year | 2020-12-31 | $4,471,334 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $164,920 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $831,027 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $86,585 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $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 |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,116,111 |
Expenses. Total of all expenses incurred | 2019-12-31 | $30,522 |
Benefits paid (including direct rollovers) | 2019-12-31 | $22,132 |
Total plan assets at end of year | 2019-12-31 | $4,471,334 |
Total plan assets at beginning of year | 2019-12-31 | $3,385,745 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $156,742 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $885,805 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $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 |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-122,377 |
Expenses. Total of all expenses incurred | 2018-12-31 | $16,502 |
Benefits paid (including direct rollovers) | 2018-12-31 | $14,625 |
Total plan assets at end of year | 2018-12-31 | $3,385,745 |
Total plan assets at beginning of year | 2018-12-31 | $3,524,624 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $151,182 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-345,141 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $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 |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $824,282 |
Expenses. Total of all expenses incurred | 2017-12-31 | $357,425 |
Benefits paid (including direct rollovers) | 2017-12-31 | $357,425 |
Total plan assets at end of year | 2017-12-31 | $3,524,624 |
Total plan assets at beginning of year | 2017-12-31 | $3,057,767 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $180,147 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $580,619 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $63,516 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $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 |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $468,348 |
Expenses. Total of all expenses incurred | 2016-12-31 | $312,030 |
Benefits paid (including direct rollovers) | 2016-12-31 | $312,030 |
Total plan assets at end of year | 2016-12-31 | $3,057,767 |
Total plan assets at beginning of year | 2016-12-31 | $2,901,449 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $159,585 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $249,836 |
Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $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 |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $216,937 |
Expenses. Total of all expenses incurred | 2015-12-31 | $136,596 |
Benefits paid (including direct rollovers) | 2015-12-31 | $136,596 |
Total plan assets at end of year | 2015-12-31 | $2,901,449 |
Total plan assets at beginning of year | 2015-12-31 | $2,821,108 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $188,637 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-32,134 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $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 plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $451,757 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,400,490 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,400,483 |
Total plan assets at end of year | 2014-12-31 | $2,821,108 |
Total plan assets at beginning of year | 2014-12-31 | $3,769,841 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $194,727 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $198,439 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $931,710 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,003,938 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,003,888 |
Total plan assets at end of year | 2013-12-31 | $3,769,841 |
Total plan assets at beginning of year | 2013-12-31 | $3,842,069 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $189,074 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,268 |
Other income received | 2013-12-31 | $717,177 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $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 sources | 2012-12-31 | $654,511 |
Expenses. Total of all expenses incurred | 2012-12-31 | $293,877 |
Benefits paid (including direct rollovers) | 2012-12-31 | $289,814 |
Total plan assets at end of year | 2012-12-31 | $3,842,069 |
Total plan assets at beginning of year | 2012-12-31 | $3,481,435 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $206,134 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $3,916 |
Other income received | 2012-12-31 | $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 distributions | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $143,872 |
Expenses. Total of all expenses incurred | 2011-12-31 | $107,026 |
Benefits paid (including direct rollovers) | 2011-12-31 | $107,026 |
Total plan assets at end of year | 2011-12-31 | $3,481,435 |
Total plan assets at beginning of year | 2011-12-31 | $3,444,589 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $192,151 |
Other income received | 2011-12-31 | $-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 securities | 2011-12-31 | $0 |
2010 : LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $560,096 |
Expenses. Total of all expenses incurred | 2010-12-31 | $18,796 |
Benefits paid (including direct rollovers) | 2010-12-31 | $18,746 |
Total plan assets at end of year | 2010-12-31 | $3,444,589 |
Total plan assets at beginning of year | 2010-12-31 | $2,903,289 |
Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $191,692 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2023: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | Yes |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LEE COUNTY BANK & TRUST, N.A. 401K PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |