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| Plan Name | VBA DEFINED CONTRIBUTION PLAN FOR VBA EXECUTIVE OFFICE |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | VIRGINIA BANKERS ASSOCIATION |
| Employer identification number (EIN): | 540417722 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about VIRGINIA BANKERS ASSOCIATION
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1946-06-20 |
| Company Identification Number: | 0053142 |
| Legal Registered Office Address: |
4490 COX RD GLEN ALLEN United States of America (USA) 23060 |
More information about VIRGINIA BANKERS ASSOCIATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | CLAIRE POLLOCK | 2024-07-16 | STACY K PUCKETT | 2024-07-16 |
| 002 | 2022-01-01 | VICTORIA HELLER | 2023-08-03 | STACY PUCKETT | 2023-08-09 |
| 002 | 2021-01-01 | BOBBI WEIMER | 2022-07-20 | STACY PUCKETT | 2022-07-22 |
| 002 | 2020-01-01 | BOBBI JO WEIMER | 2021-09-21 | STACY PUCKETT | 2021-07-21 |
| 002 | 2019-01-01 | BOBBI WEIMER | 2020-06-22 | STACY PUCKETT | 2020-06-22 |
| 002 | 2018-01-01 | BOBBI WEIMER | 2019-05-13 | STACY K PUCKETT | 2019-05-21 |
| 002 | 2017-01-01 | BOBBI WEIMER | 2018-06-05 | ||
| 002 | 2017-01-01 | BOBBI WEIMER | 2018-06-05 | STACY PUCKETT | 2018-06-06 |
| 002 | 2016-01-01 | LAURIE H MILLIGAN | 2017-07-20 | STACY K. PUCKETT | 2017-07-20 |
| 002 | 2015-01-01 | BETTE JA ALBERT | 2016-05-27 | STACY K. PUCKETT | 2016-05-25 |
| 002 | 2014-01-01 | BETTE J. ALBERT | 2015-03-09 | STACY K PUCKETT | 2015-03-23 |
| 002 | 2013-01-01 | BETTE J. ALBERT | 2014-03-25 | STACY K. PUCKETT | 2014-03-25 |
| 002 | 2012-01-01 | BETTE J. ALBERT | 2013-03-26 | STACY K. PUCKETT | 2013-03-25 |
| 002 | 2011-01-01 | BETTE J. ALBERT | 2012-03-02 | STACY K. PUCKETT | 2012-03-05 |
| 002 | 2010-01-01 | BETTE J. ALBERT | 2011-04-19 | STACY K. PUCKETT | 2011-04-22 |
| Measure | Date | Value |
|---|---|---|
| 2025: VBA DEFINED CONTRIBUTION PLAN FOR VBA EXECUTIVE OFFICE 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-08-11 | 46 |
| Total number of particpants at end of year | 2025-08-11 | 40 |
| Number of Participants With Account Balances | 2025-08-11 | 39 |
| Total number of particpants at beginning of year | 2025-08-01 | 46 |
| Total number of particpants at end of year | 2025-08-01 | 40 |
| Number of Participants With Account Balances | 2025-08-01 | 39 |
| 2024: VBA DEFINED CONTRIBUTION PLAN FOR VBA EXECUTIVE OFFICE 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-16 | 40 |
| Total number of particpants at end of year | 2024-07-16 | 46 |
| Number of Participants With Account Balances | 2024-07-16 | 41 |
| 2022: VBA DEFINED CONTRIBUTION PLAN FOR VBA EXECUTIVE OFFICE 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-22 | 34 |
| Total number of particpants at end of year | 2022-07-22 | 39 |
| Number of Participants With Account Balances | 2022-07-22 | 38 |
| Measure | Date | Value |
|---|---|---|
| 2025 : VBA DEFINED CONTRIBUTION PLAN FOR VBA EXECUTIVE OFFICE 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-08-11 | 344836 |
| Net assets as of the end of the plan year | 2025-08-11 | 10325420 |
| Total assets as of the beginning of the plan year | 2025-08-11 | 8578198 |
| Value of plan covered by a fidelity bond | 2025-08-11 | 1000000 |
| Participant contributions to plan in this plan year | 2025-08-11 | 291031 |
| Value of participant loans at end of plan year | 2025-08-11 | 41296 |
| Other contributions to plan in this plan year | 2025-08-11 | 575188 |
| Other income to plan in this plan year | 2025-08-11 | 1067253 |
| Plan net income in this plan year | 2025-08-11 | 1747222 |
| Net assets as of the end of the plan year | 2025-08-11 | 10325420 |
| Net assets as of the beginning of the plan year | 2025-08-11 | 8578198 |
| Employer contributions to plan in this plan year | 2025-08-11 | 158586 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-11 | 56111 |
| Total expenses incurred by plan in this plan year | 2025-08-01 | 344836 |
| Net assets as of the end of the plan year | 2025-08-01 | 10325420 |
| Total assets as of the beginning of the plan year | 2025-08-01 | 8578198 |
| Value of plan covered by a fidelity bond | 2025-08-01 | 1000000 |
| Participant contributions to plan in this plan year | 2025-08-01 | 291031 |
| Value of participant loans at end of plan year | 2025-08-01 | 41296 |
| Other contributions to plan in this plan year | 2025-08-01 | 575188 |
| Other income to plan in this plan year | 2025-08-01 | 1067253 |
| Plan net income in this plan year | 2025-08-01 | 1747222 |
| Net assets as of the end of the plan year | 2025-08-01 | 10325420 |
| Net assets as of the beginning of the plan year | 2025-08-01 | 8578198 |
| Employer contributions to plan in this plan year | 2025-08-01 | 158586 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-01 | 56111 |
| 2024 : VBA DEFINED CONTRIBUTION PLAN FOR VBA EXECUTIVE OFFICE 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-16 | 65378 |
| Net assets as of the end of the plan year | 2024-07-16 | 8578198 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 6988719 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-16 | 275107 |
| Value of participant loans at end of plan year | 2024-07-16 | 56206 |
| Other income to plan in this plan year | 2024-07-16 | 1231873 |
| Plan net income in this plan year | 2024-07-16 | 1589479 |
| Net assets as of the end of the plan year | 2024-07-16 | 8578198 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 6988719 |
| Employer contributions to plan in this plan year | 2024-07-16 | 147877 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 47518 |
| 2022 : VBA DEFINED CONTRIBUTION PLAN FOR VBA EXECUTIVE OFFICE 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-22 | 185685 |
| Net assets as of the end of the plan year | 2022-07-22 | 8919631 |
| Total assets as of the beginning of the plan year | 2022-07-22 | 7710378 |
| Value of plan covered by a fidelity bond | 2022-07-22 | 1000000 |
| Participant contributions to plan in this plan year | 2022-07-22 | 247529 |
| Value of participant loans at end of plan year | 2022-07-22 | 32288 |
| Other contributions to plan in this plan year | 2022-07-22 | 6104 |
| Other income to plan in this plan year | 2022-07-22 | 1009485 |
| Plan net income in this plan year | 2022-07-22 | 1209253 |
| Net assets as of the end of the plan year | 2022-07-22 | 8919631 |
| Net assets as of the beginning of the plan year | 2022-07-22 | 7710378 |
| Employer contributions to plan in this plan year | 2022-07-22 | 131820 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-22 | 48281 |