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JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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.
  • 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

JEFFERSON BANK AND TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JEFFERSON BANK AND TRUST COMPANY
Employer identification number (EIN):430341466
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about JEFFERSON BANK AND TRUST COMPANY

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: K00000838

More information about JEFFERSON BANK AND TRUST COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01RHONDA GATONS2022-10-12 RHONDA GATONS2022-10-12
0012020-01-01BRADLEY LOCKE2021-07-30 BRADLEY LOCKE2021-07-30
0012019-01-01BRADLEY LOCKE2020-09-30 BRADLEY LOCKE2020-09-30
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BRADLEY LOCKE
0012013-01-01BRADLEY LOCKE
0012012-01-01BRADLEY LOCKE
0012011-01-01BRADLEY LOCKE
0012009-01-01BRADLEY LOCKE

Plan Statistics for JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0195
Number of participants with account balances2021-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01128
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01132
Number of participants with account balances2020-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01133
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01128
Number of participants with account balances2019-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01128
Total number of active participants reported on line 7a of the Form 55002018-01-0197
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01133
Number of participants with account balances2018-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01119
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01128
Number of participants with account balances2017-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-01106
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01119
2015: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01120
Total number of active participants reported on line 7a of the Form 55002015-01-01109
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01122
Number of participants with account balances2015-01-01122
2014: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01120
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01120
Number of participants with account balances2014-01-01120
2013: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01118
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 benefits2013-01-0112
Total of all active and inactive participants2013-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01119
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01120
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01118
Number of participants with account balances2012-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01124
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01120
Number of participants with account balances2011-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01127
Number of participants with account balances2009-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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$1,109,389
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,272,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,272,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$426,251
Value of total assets at end of year2021-12-31$7,389,489
Value of total assets at beginning of year2021-12-31$7,552,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$67,278
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$275,222
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$275,222
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$208,751
Participant contributions at end of year2021-12-31$160,661
Participant contributions at beginning of year2021-12-31$170,432
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6,064
Total non interest bearing cash at end of year2021-12-31$15,078
Total non interest bearing cash at beginning of year2021-12-31$18,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-163,425
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,389,489
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,552,914
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$3,675,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,594,766
Interest on participant loans2021-12-31$8,713
Value of interest in common/collective trusts at end of year2021-12-31$445,527
Value of interest in common/collective trusts at beginning of year2021-12-31$580,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,092,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,183,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,183,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$58,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$340,638
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$217,500
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,272,814
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 name2021-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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$1,130,131
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$968,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$968,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$422,330
Value of total assets at end of year2020-12-31$7,552,914
Value of total assets at beginning of year2020-12-31$7,390,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$89,319
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$144,302
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$144,302
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$204,488
Participant contributions at end of year2020-12-31$170,432
Participant contributions at beginning of year2020-12-31$159,008
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$342
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,386
Total non interest bearing cash at end of year2020-12-31$18,392
Total non interest bearing cash at beginning of year2020-12-31$267,267
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$162,018
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,552,914
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,390,896
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$3,594,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,353,016
Interest on participant loans2020-12-31$9,924
Value of interest in common/collective trusts at end of year2020-12-31$580,128
Value of interest in common/collective trusts at beginning of year2020-12-31$689,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,183,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,915,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,915,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$79,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$474,180
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
Contributions received in cash from employer2020-12-31$217,500
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$968,113
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 name2020-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2020-12-31430831507
2019 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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$1,155,599
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$870,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$870,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$411,599
Value of total assets at end of year2019-12-31$7,390,896
Value of total assets at beginning of year2019-12-31$7,105,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$80,945
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$173,968
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$173,968
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$212,816
Participant contributions at end of year2019-12-31$159,008
Participant contributions at beginning of year2019-12-31$109,755
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$783
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,318
Total non interest bearing cash at end of year2019-12-31$267,267
Total non interest bearing cash at beginning of year2019-12-31$23,518
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$285,450
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,390,896
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,105,446
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$3,353,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,891,170
Interest on participant loans2019-12-31$6,040
Value of interest in common/collective trusts at end of year2019-12-31$689,229
Value of interest in common/collective trusts at beginning of year2019-12-31$659,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,915,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,416,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,416,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$74,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$489,087
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
Contributions received in cash from employer2019-12-31$198,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$870,149
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2019-12-31430831507
2018 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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$260,609
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$755,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$755,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$389,585
Value of total assets at end of year2018-12-31$7,105,446
Value of total assets at beginning of year2018-12-31$7,599,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$58,379
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$260,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$260,188
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,750,000
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$209,585
Participant contributions at end of year2018-12-31$109,755
Participant contributions at beginning of year2018-12-31$101,996
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,095
Total non interest bearing cash at end of year2018-12-31$23,518
Total non interest bearing cash at beginning of year2018-12-31$22,588
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-494,407
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,105,446
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,599,853
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$2,891,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,254,197
Interest on participant loans2018-12-31$4,933
Value of interest in common/collective trusts at end of year2018-12-31$659,243
Value of interest in common/collective trusts at beginning of year2018-12-31$641,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,416,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,576,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,576,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$53,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-460,631
Net investment gain or loss from common/collective trusts2018-12-31$13,088
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$180,000
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$755,016
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31431738226
2017 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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$1,168,501
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$941,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$941,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$589,652
Value of total assets at end of year2017-12-31$7,599,853
Value of total assets at beginning of year2017-12-31$7,373,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$47,746
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$186,573
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$186,573
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,750,000
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$237,161
Participant contributions at end of year2017-12-31$101,996
Participant contributions at beginning of year2017-12-31$140,333
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$192,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,775
Total non interest bearing cash at end of year2017-12-31$22,588
Total non interest bearing cash at beginning of year2017-12-31$6,019
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$226,564
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,599,853
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,373,289
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$3,254,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,643,784
Interest on participant loans2017-12-31$4,587
Value of interest in common/collective trusts at end of year2017-12-31$641,622
Value of interest in common/collective trusts at beginning of year2017-12-31$1,119,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,576,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,460,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,460,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$43,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$325,826
Net investment gain or loss from common/collective trusts2017-12-31$18,704
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
Contributions received in cash from employer2017-12-31$160,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$941,937
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31431738226
2016 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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$653,254
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$697,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$697,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$377,494
Value of total assets at end of year2016-12-31$7,373,289
Value of total assets at beginning of year2016-12-31$7,417,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$45,436
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,750,000
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$217,494
Participant contributions at end of year2016-12-31$140,333
Participant contributions at beginning of year2016-12-31$142,224
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,556
Total non interest bearing cash at end of year2016-12-31$6,019
Total non interest bearing cash at beginning of year2016-12-31$150,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-44,590
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,373,289
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,417,879
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$2,643,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,765,032
Interest on participant loans2016-12-31$5,408
Value of interest in common/collective trusts at end of year2016-12-31$1,119,615
Value of interest in common/collective trusts at beginning of year2016-12-31$1,003,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,460,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,353,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,353,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$40,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$210,322
Net investment gain or loss from common/collective trusts2016-12-31$20,002
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
Contributions received in cash from employer2016-12-31$160,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$697,844
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31431738226
2015 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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$428,239
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$366,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$366,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$368,252
Value of total assets at end of year2015-12-31$7,417,879
Value of total assets at beginning of year2015-12-31$7,356,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$44,173
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$189,820
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$189,820
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,750,000
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$207,582
Participant contributions at end of year2015-12-31$142,224
Participant contributions at beginning of year2015-12-31$103,202
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,725
Total non interest bearing cash at end of year2015-12-31$150,652
Total non interest bearing cash at beginning of year2015-12-31$127,872
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$61,823
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,417,879
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,356,056
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$2,765,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,694,182
Interest on participant loans2015-12-31$4,785
Value of interest in common/collective trusts at end of year2015-12-31$1,003,689
Value of interest in common/collective trusts at beginning of year2015-12-31$930,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,353,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,497,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,497,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$39,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-192,055
Net investment gain or loss from common/collective trusts2015-12-31$18,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Contributions received in cash from employer2015-12-31$135,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$366,416
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31431738226
2014 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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$542,210
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,682,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,682,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$316,708
Value of total assets at end of year2014-12-31$7,356,056
Value of total assets at beginning of year2014-12-31$8,496,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$41,074
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$217,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$217,378
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,750,000
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$196,708
Participant contributions at end of year2014-12-31$103,202
Participant contributions at beginning of year2014-12-31$55,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,704
Total non interest bearing cash at end of year2014-12-31$127,872
Total non interest bearing cash at beginning of year2014-12-31$104,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,140,230
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,356,056
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,496,286
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$2,694,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,412,688
Interest on participant loans2014-12-31$3,104
Value of interest in common/collective trusts at end of year2014-12-31$930,412
Value of interest in common/collective trusts at beginning of year2014-12-31$1,489,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,497,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,432,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,432,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$37,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-53,875
Net investment gain or loss from common/collective trusts2014-12-31$20,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,682,440
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31431738226
2013 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$298,309
Total unrealized appreciation/depreciation of assets2013-12-31$298,309
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$752,921
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,144,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,144,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$283,764
Value of total assets at end of year2013-12-31$8,496,286
Value of total assets at beginning of year2013-12-31$8,888,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$38,768
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$132,080
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$4,750,000
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$183,764
Participant contributions at end of year2013-12-31$55,639
Participant contributions at beginning of year2013-12-31$52,238
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,640
Total non interest bearing cash at end of year2013-12-31$104,298
Total non interest bearing cash at beginning of year2013-12-31$120,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-391,847
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,496,286
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,888,133
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$2,412,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,842,420
Value of interest in common/collective trusts at end of year2013-12-31$1,489,288
Value of interest in common/collective trusts at beginning of year2013-12-31$1,801,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,432,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,070,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,070,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$38,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$100,000
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$132,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,144,768
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31431738226
2012 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$361,890
Total unrealized appreciation/depreciation of assets2012-12-31$361,890
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$662,026
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$372,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$362,644
Expenses. Certain deemed distributions of participant loans2012-12-31$8,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$188,395
Value of total assets at end of year2012-12-31$8,888,133
Value of total assets at beginning of year2012-12-31$8,598,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,180
Total interest from all sources2012-12-31$34,693
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$77,048
Administrative expenses professional fees incurred2012-12-31$1,180
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,750,000
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$179,792
Participant contributions at end of year2012-12-31$52,238
Participant contributions at beginning of year2012-12-31$48,351
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,155
Total non interest bearing cash at end of year2012-12-31$120,371
Total non interest bearing cash at beginning of year2012-12-31$21,719
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$289,334
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,888,133
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,598,799
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$1,842,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,705,092
Interest on participant loans2012-12-31$2,169
Value of interest in common/collective trusts at end of year2012-12-31$1,801,462
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,070,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,822,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,822,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$32,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$362,644
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31431738226
2011 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$107,512
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$682,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$678,701
Expenses. Certain deemed distributions of participant loans2011-12-31$1,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$192,368
Value of total assets at end of year2011-12-31$8,598,799
Value of total assets at beginning of year2011-12-31$9,173,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,554
Total interest from all sources2011-12-31$37,245
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$143,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$143,786
Administrative expenses professional fees incurred2011-12-31$2,554
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$181,185
Participant contributions at end of year2011-12-31$48,351
Participant contributions at beginning of year2011-12-31$53,147
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,183
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,471
Total non interest bearing cash at end of year2011-12-31$21,719
Total non interest bearing cash at beginning of year2011-12-31$17,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-575,153
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,598,799
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,173,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,705,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,338,131
Interest on participant loans2011-12-31$2,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,822,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,756,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,756,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$35,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-265,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$678,701
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31431738226
2010 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$646,208
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$325,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$325,795
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$209,372
Value of total assets at end of year2010-12-31$9,173,952
Value of total assets at beginning of year2010-12-31$8,853,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$167,234
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$188,305
Participant contributions at end of year2010-12-31$53,147
Participant contributions at beginning of year2010-12-31$20,147
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$21,067
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$23,211
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$17,014
Total non interest bearing cash at beginning of year2010-12-31$13,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$320,413
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,173,952
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,853,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,338,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,907,511
Interest on participant loans2010-12-31$2,516
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,756,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,889,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,889,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$164,718
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$269,602
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$325,795
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CUMMINGS, RISTAU & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31431738226
2009 : JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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 JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN

2021: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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
2017-01-01This 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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: JEFFERSON BANK AND TRUST COMPANY 401(K) PROFIT SHARING 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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