401k Plan data: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus 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). 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

HERITAGE BANKSHARES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HERITAGE BANKSHARES, INC.

Employer identification number (EIN): 541234322

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about HERITAGE BANKSHARES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1983-03-11

Company Identification Number: 0239534

Legal Registered Office Address: 4505 COLLEY AVE
PO BOX 6328
NORFOLK
United States of America (USA)
23508

More information about HERITAGE BANKSHARES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 ANNE F. VANDERBERRY
003 2013-01-01 ANNE F. VANDERBERRY
003 2012-01-01 JOHN GUTHRIE
003 2011-01-01 JOHN GUTHRIE
003 2009-01-01 JOHN GUTHRIE

Plan id#	Filing Submission Date	Name of Administrator
003	2014-01-01	ANNE F. VANDERBERRY
003	2013-01-01	ANNE F. VANDERBERRY
003	2012-01-01	JOHN GUTHRIE
003	2011-01-01	JOHN GUTHRIE
003	2009-01-01	JOHN GUTHRIE

Plan Statistics for HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2014: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 47
Number of participants with account balances 2012-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 52
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 55
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 52
Total of all active and inactive participants 2009-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 108
Number of participants with account balances 2009-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	47
Number of participants with account balances	2012-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	52
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	55
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	52
Total of all active and inactive participants	2009-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	108
Number of participants with account balances	2009-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2014 : HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$37
Total income from all sources	2014-12-31	$-36
Expenses. Total of all expenses incurred	2014-12-31	$223
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$296
Value of fidelity bond covering the plan	2014-12-31	$2,200,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$223
Other income received	2014-12-31	$-36
Net income (gross income less expenses)	2014-12-31	$-259
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$259
Assets. Value of employer securities	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$37
Total income from all sources	2013-12-31	$11,786
Expenses. Total of all expenses incurred	2013-12-31	$96,644
Benefits paid (including direct rollovers)	2013-12-31	$96,557
Total plan assets at end of year	2013-12-31	$296
Total plan assets at beginning of year	2013-12-31	$85,117
Value of fidelity bond covering the plan	2013-12-31	$2,200,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$87
Other income received	2013-12-31	$11,786
Net income (gross income less expenses)	2013-12-31	$-84,858
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$259
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$85,117
Assets. Value of employer securities	2013-12-31	$259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$68,537
2012 : HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$10,596
Expenses. Total of all expenses incurred	2012-12-31	$22,217
Benefits paid (including direct rollovers)	2012-12-31	$15,880
Total plan assets at end of year	2012-12-31	$85,117
Total plan assets at beginning of year	2012-12-31	$96,738
Value of fidelity bond covering the plan	2012-12-31	$2,200,000
Other income received	2012-12-31	$10,596
Net income (gross income less expenses)	2012-12-31	$-11,621
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$85,117
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$96,738
Assets. Value of employer securities	2012-12-31	$85,117
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,337
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$15,174
2011 : HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$10,634
Expenses. Total of all expenses incurred	2011-12-31	$84,971
Benefits paid (including direct rollovers)	2011-12-31	$82,567
Total plan assets at end of year	2011-12-31	$96,738
Total plan assets at beginning of year	2011-12-31	$171,075
Value of fidelity bond covering the plan	2011-12-31	$2,200,000
Other income received	2011-12-31	$10,634
Net income (gross income less expenses)	2011-12-31	$-74,337
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$96,738
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$171,075
Assets. Value of employer securities	2011-12-31	$90,769
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$68,483
2010 : HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$76,966
Expenses. Total of all expenses incurred	2010-12-31	$5,198
Total plan assets at end of year	2010-12-31	$171,075
Total plan assets at beginning of year	2010-12-31	$99,307
Value of fidelity bond covering the plan	2010-12-31	$2,200,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,198
Other income received	2010-12-31	$76,966
Net income (gross income less expenses)	2010-12-31	$71,768
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$171,075
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$99,307
Assets. Value of employer securities	2010-12-31	$171,075
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HERITAGE BANKSHARES, 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 securities	2009-12-31	$0

Form 5500 Responses for HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2014: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HERITAGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HERITAGE BANKSHARES, INC.
Employer identification number (EIN):	541234322
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1983-03-11
Company Identification Number:	0239534
Legal Registered Office Address:	4505 COLLEY AVE PO BOX 6328 NORFOLK United States of America (USA) 23508