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PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NamePLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC.
Employer identification number (EIN):470800148
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SANDRA MASSEY
0012016-01-01SANDRA MASSEY
0012015-01-01SANDRA MASSEY
0012014-01-01SANDRA MASSEY
0012013-01-01SANDRA MASSEY JAMES KOZAL2014-10-15
0012012-01-01SANDRA MASSEY JAMES E. KOZAL2013-10-11
0012011-01-01SANDRA MASSEY JAMES E. KOZAL2012-10-10
0012010-01-01SANDRA MASSEY J.E KOZAL2011-10-12
0012009-01-01SANDRA MASSEY
0012009-01-01SANDRA MASSEY J.E KOZAL2010-10-14

Plan Statistics for PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01459
Total number of active participants reported on line 7a of the Form 55002022-01-01365
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01112
Total of all active and inactive participants2022-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01482
Number of participants with account balances2022-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01404
Total number of active participants reported on line 7a of the Form 55002021-01-01345
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01459
Number of participants with account balances2021-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01396
Total number of active participants reported on line 7a of the Form 55002020-01-01316
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01404
Number of participants with account balances2020-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01357
Total number of active participants reported on line 7a of the Form 55002019-01-01313
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01396
Number of participants with account balances2019-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01347
Total number of active participants reported on line 7a of the Form 55002018-01-01295
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01357
Number of participants with account balances2018-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01340
Total number of active participants reported on line 7a of the Form 55002017-01-01290
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01347
Number of participants with account balances2017-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01362
Total number of active participants reported on line 7a of the Form 55002016-01-01280
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01340
Number of participants with account balances2016-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01321
Total number of active participants reported on line 7a of the Form 55002015-01-01273
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01362
Number of participants with account balances2015-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01243
Total number of active participants reported on line 7a of the Form 55002014-01-01260
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01321
Number of participants with account balances2014-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01263
Total number of active participants reported on line 7a of the Form 55002013-01-01206
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01243
Number of participants with account balances2013-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01269
Total number of active participants reported on line 7a of the Form 55002012-01-01219
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01262
Number of participants with account balances2012-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01244
Total number of active participants reported on line 7a of the Form 55002011-01-01215
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01269
Number of participants with account balances2011-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01291
Total number of active participants reported on line 7a of the Form 55002010-01-01209
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01244
Number of participants with account balances2010-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01253
Total number of active participants reported on line 7a of the Form 55002009-01-01221
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01280
Number of participants with account balances2009-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$406,984
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,186,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,142,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,207,175
Value of total assets at end of year2022-12-31$38,815,151
Value of total assets at beginning of year2022-12-31$43,595,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,088
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$816,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$816,461
Administrative expenses professional fees incurred2022-12-31$44,088
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,969,383
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$210
Total non interest bearing cash at beginning of year2022-12-31$839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,779,963
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,815,151
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,595,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,479,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,515,595
Value of interest in common/collective trusts at end of year2022-12-31$250,797
Value of interest in common/collective trusts at beginning of year2022-12-31$341,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,488,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,295,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,295,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,624,912
Net investment gain or loss from common/collective trusts2022-12-31$8,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$22,594,050
Assets. Invements in employer securities at beginning of year2022-12-31$25,437,960
Contributions received in cash from employer2022-12-31$1,237,792
Employer contributions (assets) at end of year2022-12-31$2,240
Employer contributions (assets) at beginning of year2022-12-31$3,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,142,859
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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$9,725,814
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,772,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,736,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,778,087
Value of total assets at end of year2021-12-31$43,595,114
Value of total assets at beginning of year2021-12-31$37,641,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,013
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$847,976
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$847,976
Administrative expenses professional fees incurred2021-12-31$36,013
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
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$1,642,751
Total non interest bearing cash at end of year2021-12-31$839
Total non interest bearing cash at beginning of year2021-12-31$200
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$5,953,518
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,595,114
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,641,596
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$16,515,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,379,360
Value of interest in common/collective trusts at end of year2021-12-31$341,177
Value of interest in common/collective trusts at beginning of year2021-12-31$387,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,295,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,158,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,158,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,094,935
Net investment gain or loss from common/collective trusts2021-12-31$4,816
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
Assets. Invements in employer securities at end of year2021-12-31$25,437,960
Assets. Invements in employer securities at beginning of year2021-12-31$20,715,936
Contributions received in cash from employer2021-12-31$1,135,336
Employer contributions (assets) at end of year2021-12-31$3,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,736,283
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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$6,249,320
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,158,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,124,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,582,103
Value of total assets at end of year2020-12-31$37,641,596
Value of total assets at beginning of year2020-12-31$33,550,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,535
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,011,102
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$1,011,102
Administrative expenses professional fees incurred2020-12-31$33,535
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
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$1,529,826
Total non interest bearing cash at end of year2020-12-31$200
Total non interest bearing cash at beginning of year2020-12-31$140
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$4,091,236
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,641,596
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,550,360
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$15,379,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,189,651
Value of interest in common/collective trusts at end of year2020-12-31$387,742
Value of interest in common/collective trusts at beginning of year2020-12-31$296,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,158,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,196,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,196,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,648,717
Net investment gain or loss from common/collective trusts2020-12-31$7,398
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
Assets. Invements in employer securities at end of year2020-12-31$20,715,936
Assets. Invements in employer securities at beginning of year2020-12-31$18,799,968
Contributions received in cash from employer2020-12-31$1,052,277
Employer contributions (assets) at beginning of year2020-12-31$67,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,124,549
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD
Accountancy firm EIN2020-12-31440160260
2019 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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$8,168,164
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,195,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,164,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,340,073
Value of total assets at end of year2019-12-31$33,550,360
Value of total assets at beginning of year2019-12-31$26,577,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,481
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$891,981
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$891,981
Administrative expenses professional fees incurred2019-12-31$30,481
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
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$1,411,255
Total non interest bearing cash at end of year2019-12-31$140
Total non interest bearing cash at beginning of year2019-12-31$38,193
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$6,973,160
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,550,360
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,577,200
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$13,189,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,088,680
Value of interest in common/collective trusts at end of year2019-12-31$296,633
Value of interest in common/collective trusts at beginning of year2019-12-31$271,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,196,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$565,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$565,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,929,312
Net investment gain or loss from common/collective trusts2019-12-31$6,798
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
Assets. Invements in employer securities at end of year2019-12-31$18,799,968
Assets. Invements in employer securities at beginning of year2019-12-31$15,614,046
Contributions received in cash from employer2019-12-31$928,818
Employer contributions (assets) at end of year2019-12-31$67,475
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$1,164,523
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD
Accountancy firm EIN2019-12-31440160260
2018 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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$1,857,419
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,044,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,009,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,146,641
Value of total assets at end of year2018-12-31$26,577,200
Value of total assets at beginning of year2018-12-31$26,763,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,337
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$659,880
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$659,880
Administrative expenses professional fees incurred2018-12-31$34,337
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
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$1,240,530
Total non interest bearing cash at end of year2018-12-31$38,193
Total non interest bearing cash at beginning of year2018-12-31$33,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-186,729
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,577,200
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,763,929
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$10,088,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,687,041
Value of interest in common/collective trusts at end of year2018-12-31$271,228
Value of interest in common/collective trusts at beginning of year2018-12-31$251,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$565,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$723,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$723,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-955,541
Net investment gain or loss from common/collective trusts2018-12-31$6,439
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
Assets. Invements in employer securities at end of year2018-12-31$15,614,046
Assets. Invements in employer securities at beginning of year2018-12-31$15,068,970
Contributions received in cash from employer2018-12-31$906,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,009,811
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD
Accountancy firm EIN2018-12-31440160260
2017 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,993,388
Total unrealized appreciation/depreciation of assets2017-12-31$2,993,388
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$6,668,362
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$872,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$840,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,018,659
Value of total assets at end of year2017-12-31$26,763,929
Value of total assets at beginning of year2017-12-31$20,968,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,816
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$540,078
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$262,976
Administrative expenses professional fees incurred2017-12-31$31,816
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,143,030
Total non interest bearing cash at end of year2017-12-31$33,521
Total non interest bearing cash at beginning of year2017-12-31$30,924
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$5,795,844
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,763,929
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,968,085
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$10,687,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,340,740
Value of interest in common/collective trusts at end of year2017-12-31$251,156
Value of interest in common/collective trusts at beginning of year2017-12-31$280,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$723,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$773,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$773,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,110,387
Net investment gain or loss from common/collective trusts2017-12-31$5,850
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
Assets. Invements in employer securities at end of year2017-12-31$15,068,970
Assets. Invements in employer securities at beginning of year2017-12-31$11,542,643
Contributions received in cash from employer2017-12-31$875,629
Income. Dividends from common stock2017-12-31$277,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$840,702
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD LINCOLN
Accountancy firm EIN2017-12-31440160260
2016 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$807,166
Total unrealized appreciation/depreciation of assets2016-12-31$807,166
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$144,988
Expenses. Interest paid2016-12-31$4,947
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$4,947
Total income from all sources (including contributions)2016-12-31$3,580,349
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,201,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,166,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,904,202
Value of total assets at end of year2016-12-31$20,968,085
Value of total assets at beginning of year2016-12-31$18,734,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,375
Total interest from all sources2016-12-31$40
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$469,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$205,961
Administrative expenses professional fees incurred2016-12-31$30,375
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,087,009
Total non interest bearing cash at end of year2016-12-31$30,924
Total non interest bearing cash at beginning of year2016-12-31$34,606
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$2,378,917
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,968,085
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,589,168
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$8,340,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,595,937
Value of interest in common/collective trusts at end of year2016-12-31$280,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$773,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$166,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$166,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$396,736
Net investment gain or loss from common/collective trusts2016-12-31$3,062
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
Assets. Invements in employer securities at end of year2016-12-31$11,542,643
Assets. Invements in employer securities at beginning of year2016-12-31$10,936,719
Contributions received in cash from employer2016-12-31$817,193
Income. Dividends from common stock2016-12-31$263,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,166,110
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
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$144,988
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD LINCOLN
Accountancy firm EIN2016-12-31440160260
2015 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,361,616
Total unrealized appreciation/depreciation of assets2015-12-31$1,361,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$144,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$512,581
Expenses. Interest paid2015-12-31$15,366
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$15,366
Total income from all sources (including contributions)2015-12-31$3,260,886
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$657,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$620,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,749,128
Value of total assets at end of year2015-12-31$18,734,156
Value of total assets at beginning of year2015-12-31$16,498,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,453
Total interest from all sources2015-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$539,902
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$298,265
Administrative expenses professional fees incurred2015-12-31$21,453
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,028,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$47,606
Total non interest bearing cash at end of year2015-12-31$34,606
Total non interest bearing cash at beginning of year2015-12-31$85
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$2,603,083
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,589,168
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,986,085
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$7,595,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,109,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$166,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$556,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$556,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-389,783
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
Assets. Invements in employer securities at end of year2015-12-31$10,936,719
Assets. Invements in employer securities at beginning of year2015-12-31$8,831,753
Contributions received in cash from employer2015-12-31$720,804
Income. Dividends from common stock2015-12-31$241,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$620,984
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$144,988
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$464,975
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD LINCOLN
Accountancy firm EIN2015-12-31440160260
2014 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,560,545
Total unrealized appreciation/depreciation of assets2014-12-31$1,560,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$512,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$23,505
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$23,505
Total income from all sources (including contributions)2014-12-31$3,645,133
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$633,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$587,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,526,306
Value of total assets at end of year2014-12-31$16,498,666
Value of total assets at beginning of year2014-12-31$12,974,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,300
Total interest from all sources2014-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$349,266
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$145,797
Administrative expenses professional fees incurred2014-12-31$22,300
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
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$893,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$47,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$85
Total non interest bearing cash at beginning of year2014-12-31$22,624
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$3,011,363
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,986,085
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,974,722
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$7,109,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,440,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$556,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,056,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,056,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$208,993
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
Assets. Invements in employer securities at end of year2014-12-31$8,831,753
Assets. Invements in employer securities at beginning of year2014-12-31$6,455,341
Contributions received in cash from employer2014-12-31$633,267
Income. Dividends from common stock2014-12-31$203,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$587,965
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$464,975
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD LINCOLN
Accountancy firm EIN2014-12-31440160260
2013 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$664,703
Total unrealized appreciation/depreciation of assets2013-12-31$664,703
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$2,856,714
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,076,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,056,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,321,319
Value of total assets at end of year2013-12-31$12,974,722
Value of total assets at beginning of year2013-12-31$12,194,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,968
Total interest from all sources2013-12-31$2,125
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$253,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$113,409
Administrative expenses professional fees incurred2013-12-31$19,968
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
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$730,377
Participant contributions at beginning of year2013-12-31$1,031
Total non interest bearing cash at end of year2013-12-31$22,624
Total non interest bearing cash at beginning of year2013-12-31$2,246
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$780,407
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,974,722
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,194,315
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$5,440,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,395,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,056,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,190,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,190,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$614,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Assets. Invements in employer securities at end of year2013-12-31$6,455,341
Assets. Invements in employer securities at beginning of year2013-12-31$6,579,403
Contributions received in cash from employer2013-12-31$590,942
Employer contributions (assets) at beginning of year2013-12-31$25,819
Income. Dividends from common stock2013-12-31$140,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,056,339
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD LINCOLN
Accountancy firm EIN2013-12-31440160260
2012 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$879,107
Total unrealized appreciation/depreciation of assets2012-12-31$879,107
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$2,762,589
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$817,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$799,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,182,026
Value of total assets at end of year2012-12-31$12,194,315
Value of total assets at beginning of year2012-12-31$10,249,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,815
Total interest from all sources2012-12-31$1,775
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$316,400
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$100,783
Administrative expenses professional fees incurred2012-12-31$18,815
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$630,429
Participant contributions at end of year2012-12-31$1,031
Participant contributions at beginning of year2012-12-31$6,818
Total non interest bearing cash at end of year2012-12-31$2,246
Total non interest bearing cash at beginning of year2012-12-31$135
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$1,944,715
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,194,315
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,249,600
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$4,395,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,786,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,190,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,097,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,097,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$383,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Assets. Invements in employer securities at end of year2012-12-31$6,579,403
Assets. Invements in employer securities at beginning of year2012-12-31$5,357,792
Contributions received in cash from employer2012-12-31$551,597
Employer contributions (assets) at end of year2012-12-31$25,819
Income. Dividends from common stock2012-12-31$215,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$799,059
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD LINCOLN
Accountancy firm EIN2012-12-31440160260
2011 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$682,328
Total unrealized appreciation/depreciation of assets2011-12-31$682,328
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$2,267,651
Total loss/gain on sale of assets2011-12-31$135,858
Total of all expenses incurred2011-12-31$406,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$388,603
Value of total corrective distributions2011-12-31$1,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,450,998
Value of total assets at end of year2011-12-31$10,249,600
Value of total assets at beginning of year2011-12-31$8,388,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,970
Total interest from all sources2011-12-31$2,274
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$214,520
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$96,688
Administrative expenses professional fees incurred2011-12-31$15,970
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
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$505,998
Participant contributions at end of year2011-12-31$6,818
Total non interest bearing cash at end of year2011-12-31$135
Total non interest bearing cash at beginning of year2011-12-31$275
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$1,861,237
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,249,600
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,388,363
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$3,786,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,749,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,097,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$458,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$458,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-218,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Assets. Invements in employer securities at end of year2011-12-31$5,357,792
Assets. Invements in employer securities at beginning of year2011-12-31$4,180,464
Contributions received in cash from employer2011-12-31$945,000
Income. Dividends from common stock2011-12-31$117,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$388,603
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
Aggregate proceeds on sale of assets2011-12-31$135,858
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD LINCOLN
Accountancy firm EIN2011-12-31440160260
2010 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$232,248
Total unrealized appreciation/depreciation of assets2010-12-31$232,248
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$216,815
Total income from all sources (including contributions)2010-12-31$1,677,454
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$327,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$306,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$944,435
Value of total assets at end of year2010-12-31$8,388,363
Value of total assets at beginning of year2010-12-31$7,255,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,917
Total interest from all sources2010-12-31$1,466
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$144,874
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$82,732
Administrative expenses professional fees incurred2010-12-31$20,917
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
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$30,447
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$483,953
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$21,482
Total non interest bearing cash at end of year2010-12-31$275
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
Value of net income/loss2010-12-31$1,349,643
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,388,363
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,038,720
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,749,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,151,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$458,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$124,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$124,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$354,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$4,180,464
Assets. Invements in employer securities at beginning of year2010-12-31$3,978,663
Contributions received in cash from employer2010-12-31$460,482
Income. Dividends from common stock2010-12-31$62,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$306,894
Liabilities. Value of benefit claims payable at end 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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$195,333
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BK LINCOLN
Accountancy firm EIN2010-12-31440160260
2009 : PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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 PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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
2010: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP 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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