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VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 401k Plan overview

Plan NameVBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY
Plan identification number 001

VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:TOUCHSTONE BANK
Employer identification number (EIN):540132540
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about TOUCHSTONE BANK

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1906-05-24
Company Identification Number: 0002829
Legal Registered Office Address: P O BOX 370
PO BOX 366
MCKENNEY
United States of America (USA)
23872

More information about TOUCHSTONE BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY

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
0012018-01-01BOBBI WEIMER2019-09-25 VICTORIA HELLER2019-09-28
0012017-01-01BOBBI WEIMER2018-08-21 VICTORIA V. HELLER2018-08-22
0012017-01-01VERA PRIMM2018-10-02
0012016-01-01LAURIE MILLIGAN2017-07-18 VICTORIA HELLER2017-07-21
0012015-01-01BETTE J. ALBERT2016-05-27 VICTORIA V. HELLER2016-06-07
0012014-01-01BETTE J. ALBERT2015-06-24 VICTORIA V. HELLER2015-07-03
0012013-01-01BETTE J. ALBERT2014-03-25 VICTORIA V. HELLER2014-03-27
0012012-01-01BETTE J. ALBERT2013-03-26 VICTORIA V. HELLER2013-04-23
0012011-01-01BETTE J. ALBERT2012-03-05 VICTORIA V. HELLER2012-03-05
0012010-01-01BETTE J. ALBERT2011-02-21 VICTORIA V. HELLER2011-06-08

Plan Statistics for VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY

401k plan membership statisitcs for VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY

Measure Date Value
2022: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 2022 401k membership
Total participants, beginning-of-year2022-01-01167
Total number of active participants reported on line 7a of the Form 55002022-01-01132
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01190
Number of participants with account balances2022-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 2021 401k membership
Total participants, beginning-of-year2021-01-01140
Total number of active participants reported on line 7a of the Form 55002021-01-01113
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01167
Number of participants with account balances2021-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 2020 401k membership
Total participants, beginning-of-year2020-01-01156
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01140
Number of participants with account balances2020-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 2019 401k membership
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-01120
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01156
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011

Financial Data on VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY

Measure Date Value
2022 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 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$0
Total income from all sources (including contributions)2022-12-31$-474,308
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$321,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$254,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,047,898
Value of total assets at end of year2022-12-31$10,031,212
Value of total assets at beginning of year2022-12-31$10,826,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,625
Total interest from all sources2022-12-31$7,578
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$55,038
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$55,038
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$8,000,000
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$514,695
Participant contributions at end of year2022-12-31$114,803
Participant contributions at beginning of year2022-12-31$162,534
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$58,506
Other income not declared elsewhere2022-12-31$-2,829
Administrative expenses (other) incurred2022-12-31$66,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-795,704
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,031,212
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,826,916
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$1,509,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,490,695
Interest on participant loans2022-12-31$7,578
Value of interest in common/collective trusts at end of year2022-12-31$8,406,482
Value of interest in common/collective trusts at beginning of year2022-12-31$1,173,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-344,328
Net investment gain or loss from common/collective trusts2022-12-31$-1,237,665
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
Contributions received in cash from employer2022-12-31$474,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$254,771
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 name2022-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2022-12-31540504608
2021 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 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$2,386,599
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$616,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$552,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,310,395
Value of total assets at end of year2021-12-31$10,826,916
Value of total assets at beginning of year2021-12-31$9,057,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,078
Total interest from all sources2021-12-31$10,468
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$302,855
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$302,855
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$372,634
Participant contributions at end of year2021-12-31$162,534
Participant contributions at beginning of year2021-12-31$186,718
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$575,554
Other income not declared elsewhere2021-12-31$187
Administrative expenses (other) incurred2021-12-31$64,078
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$1,769,823
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,826,916
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,057,093
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$9,490,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,987,575
Interest on participant loans2021-12-31$10,468
Value of interest in common/collective trusts at end of year2021-12-31$1,173,687
Value of interest in common/collective trusts at beginning of year2021-12-31$882,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$729,271
Net investment gain or loss from common/collective trusts2021-12-31$33,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$362,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$552,698
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 name2021-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2021-12-31540504608
2020 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 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$2,977
Total income from all sources (including contributions)2020-12-31$1,516,183
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$651,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$626,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$679,243
Value of total assets at end of year2020-12-31$9,057,093
Value of total assets at beginning of year2020-12-31$8,194,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,326
Total interest from all sources2020-12-31$12,597
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$196,170
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$196,170
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$414,616
Participant contributions at end of year2020-12-31$186,718
Participant contributions at beginning of year2020-12-31$181,832
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,977
Other income not declared elsewhere2020-12-31$-8,167
Administrative expenses (other) incurred2020-12-31$24,326
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$3,623
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$865,139
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,057,093
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,191,954
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$7,987,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,191,039
Interest on participant loans2020-12-31$12,597
Value of interest in common/collective trusts at end of year2020-12-31$882,800
Value of interest in common/collective trusts at beginning of year2020-12-31$3,818,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$482,200
Net investment gain or loss from common/collective trusts2020-12-31$154,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$252,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$626,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2020-12-31541149263
2019 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$2,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,977
Total liabilities at beginning 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$2,203,194
Total income from all sources (including contributions)2019-12-31$2,203,194
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,387,621
Total of all expenses incurred2019-12-31$2,387,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,372,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,372,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$824,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$824,451
Value of total assets at end of year2019-12-31$8,194,931
Value of total assets at end of year2019-12-31$8,194,931
Value of total assets at beginning of year2019-12-31$8,376,381
Value of total assets at beginning of year2019-12-31$8,376,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,555
Total interest from all sources2019-12-31$9,309
Total interest from all sources2019-12-31$9,309
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$204,210
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$204,210
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$204,210
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$204,210
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$433,840
Contributions received from participants2019-12-31$433,840
Participant contributions at end of year2019-12-31$181,832
Participant contributions at end of year2019-12-31$181,832
Participant contributions at beginning of year2019-12-31$112,110
Participant contributions at beginning of year2019-12-31$112,110
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$668
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$15,555
Administrative expenses (other) incurred2019-12-31$15,555
Total non interest bearing cash at end of year2019-12-31$3,623
Total non interest bearing cash at end of year2019-12-31$3,623
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-184,427
Value of net income/loss2019-12-31$-184,427
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,191,954
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,191,954
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,376,381
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,376,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$4,191,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,191,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,271,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,271,600
Interest on participant loans2019-12-31$9,309
Interest on participant loans2019-12-31$9,309
Value of interest in common/collective trusts at end of year2019-12-31$3,818,437
Value of interest in common/collective trusts at end of year2019-12-31$3,818,437
Value of interest in common/collective trusts at beginning of year2019-12-31$2,992,671
Value of interest in common/collective trusts at beginning of year2019-12-31$2,992,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$829,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$829,852
Net investment gain or loss from common/collective trusts2019-12-31$335,372
Net investment gain or loss from common/collective trusts2019-12-31$335,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$389,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,372,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,372,066
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm name2019-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2019-12-31541149263
Accountancy firm EIN2019-12-31541149263

Form 5500 Responses for VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY

2022: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 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: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 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: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF MCKENNEY 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

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