BANK OF THE VALLEY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BANK OF THE VALLEY 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BANK OF THE VALLEY 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-08 | 669825 |
| Net assets as of the end of the plan year | 2025-07-08 | 6600922 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 5631889 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 5000000 |
| Participant contributions to plan in this plan year | 2025-07-08 | 439216 |
| Value of participant loans at end of plan year | 2025-07-08 | 119535 |
| Other contributions to plan in this plan year | 2025-07-08 | 60452 |
| Other income to plan in this plan year | 2025-07-08 | 818340 |
| Plan net income in this plan year | 2025-07-08 | 969033 |
| Net assets as of the end of the plan year | 2025-07-08 | 6600922 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 5631889 |
| Employer contributions to plan in this plan year | 2025-07-08 | 320850 |
| Fees paid to broker by Benefit Provider | 2025-07-08 | 29205 |
| 2024 : BANK OF THE VALLEY 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-25 | 278158 |
| Net assets as of the end of the plan year | 2024-07-25 | 5631889 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 4158562 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 4000000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 412284 |
| Value of participant loans at end of plan year | 2024-07-25 | 84831 |
| Other contributions to plan in this plan year | 2024-07-25 | 196690 |
| Other income to plan in this plan year | 2024-07-25 | 832181 |
| Plan net income in this plan year | 2024-07-25 | 1473327 |
| Net assets as of the end of the plan year | 2024-07-25 | 5631889 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 4158562 |
| Employer contributions to plan in this plan year | 2024-07-25 | 310330 |
| Fees paid to broker by Benefit Provider | 2024-07-25 | 21717 |
| 2011 : BANK OF THE VALLEY 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $98,602 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $23,945 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $23,945 |
| Total plan assets at end of year | 2011-12-31 | $772,194 |
| Total plan assets at beginning of year | 2011-12-31 | $697,537 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $72,381 |
| Other income received | 2011-12-31 | $-14,599 |
| Net income (gross income less expenses) | 2011-12-31 | $74,657 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $772,194 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $697,537 |
| Assets. Value of participant loans | 2011-12-31 | $38,784 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $40,820 |
| 2010 : BANK OF THE VALLEY 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $167,467 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $697,537 |
| Total plan assets at beginning of year | 2010-12-31 | $530,070 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $49,780 |
| Other income received | 2010-12-31 | $80,218 |
| Net income (gross income less expenses) | 2010-12-31 | $167,467 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $697,537 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $530,070 |
| Assets. Value of participant loans | 2010-12-31 | $45,634 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $37,469 |
| 2011: BANK OF THE VALLEY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BANK OF THE VALLEY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |