401k Plan data: BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST plan

BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	002

BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

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

Company Name: BANK OF IBERIA

Employer identification number (EIN): 440162015

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about BANK OF IBERIA

Jurisdiction of Incorporation: Missouri Secretary of State

Incorporation Date:

Company Identification Number: K00001041

More information about BANK OF IBERIA

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 BETH WRIGHT
002 2023-01-01
002 2023-01-01 BETH WRIGHT
002 2022-01-01
002 2022-01-01 BETH WRIGHT
002 2021-01-01
002 2021-01-01 BETH WRIGHT
002 2020-01-01
002 2019-01-01
002 2018-01-01 BETH WRIGHT BETH WRIGHT 2019-06-14
002 2017-01-01 BETH WRIGHT 2018-06-07 BETH WRIGHT 2018-06-07
002 2016-01-01 BETH WRIGHT 2017-10-12 BETH WRIGHT 2017-10-12
002 2016-01-01 BETH WRIGHT 2018-02-08 BETH WRIGHT 2018-02-08
002 2015-01-01 BETH WRIGHT 2016-06-29 BETH WRIGHT 2016-06-29
002 2014-01-01 BETH WRIGHT 2015-05-29 BETH WRIGHT 2015-05-29
002 2013-01-01 BETH WRIGHT 2014-04-21 BETH WRIGHT 2014-04-21
002 2012-01-01 BETH WRIGHT 2013-07-03 BETH WRIGHT 2013-07-03
002 2011-01-01 BETH WRIGHT 2012-07-12 BETH WRIGHT 2012-07-12
002 2010-01-01 BETH WRIGHT 2011-04-27 BETH WRIGHT 2011-04-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	BETH WRIGHT
002	2023-01-01
002	2023-01-01	BETH WRIGHT
002	2022-01-01
002	2022-01-01	BETH WRIGHT
002	2021-01-01
002	2021-01-01	BETH WRIGHT
002	2020-01-01
002	2019-01-01
002	2018-01-01	BETH WRIGHT		BETH WRIGHT	2019-06-14
002	2017-01-01	BETH WRIGHT	2018-06-07	BETH WRIGHT	2018-06-07
002	2016-01-01	BETH WRIGHT	2017-10-12	BETH WRIGHT	2017-10-12
002	2016-01-01	BETH WRIGHT	2018-02-08	BETH WRIGHT	2018-02-08
002	2015-01-01	BETH WRIGHT	2016-06-29	BETH WRIGHT	2016-06-29
002	2014-01-01	BETH WRIGHT	2015-05-29	BETH WRIGHT	2015-05-29
002	2013-01-01	BETH WRIGHT	2014-04-21	BETH WRIGHT	2014-04-21
002	2012-01-01	BETH WRIGHT	2013-07-03	BETH WRIGHT	2013-07-03
002	2011-01-01	BETH WRIGHT	2012-07-12	BETH WRIGHT	2012-07-12
002	2010-01-01	BETH WRIGHT	2011-04-27	BETH WRIGHT	2011-04-27

Financial Data on BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2024 : BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total income from all sources	2024-01-01	$36,826
Expenses. Total of all expenses incurred	2024-01-01	$1,637
Benefits paid (including direct rollovers)	2024-01-01	$1,637
Total plan assets at end of year	2024-01-01	$462,931
Total plan assets at beginning of year	2024-01-01	$427,742
Value of fidelity bond covering the plan	2024-01-01	$2,000,000
Total contributions received or receivable from participants	2024-01-01	$6,170
Expenses. Other expenses not covered elsewhere	2024-01-01	$0
Contributions received from other sources (not participants or employers)	2024-01-01	$0
Other income received	2024-01-01	$21,856
Net income (gross income less expenses)	2024-01-01	$35,189
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$462,931
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$427,742
Assets. Value of participant loans	2024-01-01	$20,573
Assets. Value of employer securities	2024-01-01	$225,336
Total contributions received or receivable from employer(s)	2024-01-01	$8,800
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$0
2023 : BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total plan liabilities at beginning of year	2023-12-31	$18
Total income from all sources	2023-12-31	$46,333
Expenses. Total of all expenses incurred	2023-12-31	$48,581
Benefits paid (including direct rollovers)	2023-12-31	$48,581
Total plan assets at end of year	2023-12-31	$427,742
Total plan assets at beginning of year	2023-12-31	$430,008
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$4,200
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$15,308
Other income received	2023-12-31	$18,825
Net income (gross income less expenses)	2023-12-31	$-2,248
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$427,742
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$429,990
Assets. Value of participant loans	2023-12-31	$14,175
Assets. Value of employer securities	2023-12-31	$214,354
Total contributions received or receivable from employer(s)	2023-12-31	$8,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$18
Total income from all sources	2022-12-31	$24,574
Expenses. Total of all expenses incurred	2022-12-31	$32,857
Benefits paid (including direct rollovers)	2022-12-31	$32,857
Total plan assets at end of year	2022-12-31	$430,008
Total plan assets at beginning of year	2022-12-31	$438,273
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$6,600
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	$9,974
Net income (gross income less expenses)	2022-12-31	$-8,283
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$429,990
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$438,273
Assets. Value of participant loans	2022-12-31	$17,184
Assets. Value of employer securities	2022-12-31	$204,297
Total contributions received or receivable from employer(s)	2022-12-31	$8,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$24,822
Expenses. Total of all expenses incurred	2021-12-31	$2,675
Benefits paid (including direct rollovers)	2021-12-31	$2,675
Total plan assets at end of year	2021-12-31	$438,273
Total plan assets at beginning of year	2021-12-31	$416,126
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$7,070
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$11,752
Net income (gross income less expenses)	2021-12-31	$22,147
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$438,273
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$416,126
Assets. Value of participant loans	2021-12-31	$26,047
Assets. Value of employer securities	2021-12-31	$199,098
Total contributions received or receivable from employer(s)	2021-12-31	$6,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$26,487
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$416,126
Total plan assets at beginning of year	2020-12-31	$389,639
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$8,040
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	$12,447
Net income (gross income less expenses)	2020-12-31	$26,487
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$416,126
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$389,639
Assets. Value of participant loans	2020-12-31	$37,354
Assets. Value of employer securities	2020-12-31	$197,504
Total contributions received or receivable from employer(s)	2020-12-31	$6,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$32,332
Expenses. Total of all expenses incurred	2019-12-31	$50,148
Benefits paid (including direct rollovers)	2019-12-31	$50,148
Total plan assets at end of year	2019-12-31	$389,639
Total plan assets at beginning of year	2019-12-31	$407,455
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$8,365
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	$20,007
Net income (gross income less expenses)	2019-12-31	$-17,816
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$389,639
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$407,455
Assets. Value of participant loans	2019-12-31	$56,417
Assets. Value of employer securities	2019-12-31	$218,161
Total contributions received or receivable from employer(s)	2019-12-31	$3,960
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$21,584
Expenses. Total of all expenses incurred	2018-12-31	$3,307
Benefits paid (including direct rollovers)	2018-12-31	$3,307
Total plan assets at end of year	2018-12-31	$407,455
Total plan assets at beginning of year	2018-12-31	$389,178
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$10,035
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	$7,771
Net income (gross income less expenses)	2018-12-31	$18,277
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$407,455
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$389,178
Assets. Value of participant loans	2018-12-31	$76,530
Assets. Value of employer securities	2018-12-31	$202,855
Total contributions received or receivable from employer(s)	2018-12-31	$3,778
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST

2023: BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
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	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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: BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
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: BANK OF IBERIA 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
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

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Company Name:	BANK OF IBERIA
Employer identification number (EIN):	440162015
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Missouri Secretary of State
Incorporation Date:
Company Identification Number:	K00001041