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Plan Name | VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HIGHLANDS UNION BANK |
Employer identification number (EIN): | 541246293 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about HIGHLANDS UNION BANK
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1983-07-27 |
Company Identification Number: | 0244621 |
Legal Registered Office Address: |
340 WEST MAIN ST ABINGDON United States of America (USA) 24212 |
More information about HIGHLANDS UNION BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | BOBBI WEIMER | RUSTY LITTLE | 2018-12-12 | |
001 | 2016-01-01 | LAURIE MILLIGAN | JOHN GRAY | 2017-10-16 | |
001 | 2015-01-01 | LAURIE MILLIGAN | KAREN WHITE | 2016-10-14 | |
001 | 2014-01-01 | BETTE J. ALBERT | KAREN WHITE | 2015-10-15 | |
001 | 2013-01-01 | BETTE J. ALBERT | KAREN WHITE | 2014-10-14 | |
001 | 2012-01-01 | BETTE J. ALBERT | KAREN WHITE | 2013-10-03 | |
001 | 2011-01-01 | BETTE J. ALBERT | KAREN WHITE | 2012-07-24 | |
001 | 2010-01-01 | BETTE J. ALBERT | KAREN WHITE | 2011-07-28 | |
001 | 2009-01-01 | BETTE J. ALBERT | KAREN WHITE | 2010-09-23 |
Measure | Date | Value |
---|---|---|
2020: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 233 |
Total of all active and inactive participants | 2019-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 292 |
Number of participants with account balances | 2019-01-01 | 287 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 284 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 162 |
Total of all active and inactive participants | 2018-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 306 |
Number of participants with account balances | 2018-01-01 | 298 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 153 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 131 |
Total of all active and inactive participants | 2017-01-01 | 284 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 284 |
Number of participants with account balances | 2017-01-01 | 279 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 11 |
2016: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 176 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 119 |
Total of all active and inactive participants | 2016-01-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 295 |
Number of participants with account balances | 2016-01-01 | 279 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 254 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 210 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 38 |
Total of all active and inactive participants | 2015-01-01 | 274 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 275 |
Number of participants with account balances | 2015-01-01 | 275 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 35 |
Total of all active and inactive participants | 2014-01-01 | 251 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 253 |
Number of participants with account balances | 2014-01-01 | 253 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 204 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 32 |
Total of all active and inactive participants | 2013-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 251 |
Number of participants with account balances | 2013-01-01 | 251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 260 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 35 |
Total of all active and inactive participants | 2012-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 255 |
Number of participants with account balances | 2012-01-01 | 254 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 41 |
Total of all active and inactive participants | 2011-01-01 | 258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 260 |
Number of participants with account balances | 2011-01-01 | 258 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 38 |
Total of all active and inactive participants | 2010-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 272 |
Number of participants with account balances | 2010-01-01 | 270 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 231 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 41 |
Total of all active and inactive participants | 2009-01-01 | 294 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 295 |
Number of participants with account balances | 2009-01-01 | 294 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 15 |
Measure | Date | Value |
---|---|---|
2020 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $2,120 |
Total income from all sources (including contributions) | 2020-12-31 | $-86,350 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,850,973 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,805,761 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $41,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $0 |
Value of total assets at beginning of year | 2020-12-31 | $5,939,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,257 |
Total interest from all sources | 2020-12-31 | $-89,860 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,510 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,510 |
Administrative expenses professional fees incurred | 2020-12-31 | $3,257 |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $141,520 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $6,860 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $2,120 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $32,029 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-5,937,323 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,937,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,266,970 |
Interest on participant loans | 2020-12-31 | $649 |
Interest earned on other investments | 2020-12-31 | $44 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,485,625 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $-90,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $6,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,805,761 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BROWN, EDWARDS & COMPANY LLP |
Accountancy firm EIN | 2020-12-31 | 540504608 |
2019 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,120 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,723 |
Total income from all sources (including contributions) | 2019-12-31 | $1,392,418 |
Total income from all sources (including contributions) | 2019-12-31 | $1,392,418 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $679,122 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $642,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $642,836 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $25,716 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $25,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $499,550 |
Value of total assets at end of year | 2019-12-31 | $5,939,443 |
Value of total assets at beginning of year | 2019-12-31 | $5,225,750 |
Value of total assets at beginning of year | 2019-12-31 | $5,225,750 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,570 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,570 |
Total interest from all sources | 2019-12-31 | $7,972 |
Total interest from all sources | 2019-12-31 | $7,972 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $161,841 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $161,841 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $161,841 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $161,841 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,653 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,653 |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $330,726 |
Participant contributions at end of year | 2019-12-31 | $141,520 |
Participant contributions at end of year | 2019-12-31 | $141,520 |
Participant contributions at beginning of year | 2019-12-31 | $127,623 |
Participant contributions at beginning of year | 2019-12-31 | $127,623 |
Participant contributions at end of year | 2019-12-31 | $6,860 |
Participant contributions at end of year | 2019-12-31 | $6,860 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,456 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,456 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $2,120 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $2,120 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,723 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,723 |
Administrative expenses (other) incurred | 2019-12-31 | $550 |
Administrative expenses (other) incurred | 2019-12-31 | $550 |
Total non interest bearing cash at end of year | 2019-12-31 | $32,029 |
Total non interest bearing cash at end of year | 2019-12-31 | $32,029 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $25,722 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $25,722 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $713,296 |
Value of net income/loss | 2019-12-31 | $713,296 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,937,323 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,937,323 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,224,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,224,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $7,367 |
Investment advisory and management fees | 2019-12-31 | $7,367 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,266,970 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,266,970 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,318,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,318,812 |
Interest on participant loans | 2019-12-31 | $7,565 |
Interest on participant loans | 2019-12-31 | $7,565 |
Interest earned on other investments | 2019-12-31 | $407 |
Interest earned on other investments | 2019-12-31 | $407 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,485,625 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,485,625 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,753,593 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,753,593 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $668,708 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $668,708 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $54,347 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $54,347 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $165,368 |
Contributions received in cash from employer | 2019-12-31 | $165,368 |
Employer contributions (assets) at end of year | 2019-12-31 | $6,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $642,836 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $642,836 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BROWN, EDWARDS & COMPANY LLP |
Accountancy firm EIN | 2019-12-31 | 540504608 |
Accountancy firm EIN | 2019-12-31 | 540504608 |
2018 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,723 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $154,274 |
Total income from all sources (including contributions) | 2018-12-31 | $279,028 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,837,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,826,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $473,922 |
Value of total assets at end of year | 2018-12-31 | $5,225,750 |
Value of total assets at beginning of year | 2018-12-31 | $7,936,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,183 |
Total interest from all sources | 2018-12-31 | $7,918 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $223,044 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $223,044 |
Administrative expenses professional fees incurred | 2018-12-31 | $11,183 |
Was this plan covered by a fidelity bond | 2018-12-31 | No |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $302,744 |
Participant contributions at end of year | 2018-12-31 | $127,623 |
Participant contributions at beginning of year | 2018-12-31 | $198,678 |
Participant contributions at beginning of year | 2018-12-31 | $14,942 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $20,594 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,723 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $154,274 |
Total non interest bearing cash at end of year | 2018-12-31 | $25,722 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $179,797 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,558,691 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,224,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,782,718 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,318,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,048,944 |
Interest on participant loans | 2018-12-31 | $7,918 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,753,593 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,487,522 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-424,076 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,780 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $150,584 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $7,109 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,826,536 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BROWN, EDWARDS & COMPANY L.L.P |
Accountancy firm EIN | 2018-12-31 | 540504608 |
2017 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $154,274 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $79,463 |
Total income from all sources (including contributions) | 2017-12-31 | $1,927,454 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $5,655,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,641,671 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $626,763 |
Value of total assets at end of year | 2017-12-31 | $7,936,992 |
Value of total assets at beginning of year | 2017-12-31 | $11,589,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $13,422 |
Total interest from all sources | 2017-12-31 | $14,110 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $316,740 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $316,740 |
Was this plan covered by a fidelity bond | 2017-12-31 | No |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $420,182 |
Participant contributions at end of year | 2017-12-31 | $198,678 |
Participant contributions at beginning of year | 2017-12-31 | $398,693 |
Participant contributions at end of year | 2017-12-31 | $14,942 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $12,632 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $154,274 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $79,463 |
Other income not declared elsewhere | 2017-12-31 | $10,089 |
Administrative expenses (other) incurred | 2017-12-31 | $8,720 |
Total non interest bearing cash at end of year | 2017-12-31 | $179,797 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-3,727,639 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,782,718 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,510,357 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $4,702 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,048,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,351,900 |
Interest on participant loans | 2017-12-31 | $14,102 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,487,522 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,826,595 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $8 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $959,752 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $206,581 |
Employer contributions (assets) at end of year | 2017-12-31 | $7,109 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,641,671 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BROWN, EDWARDS & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 540504608 |
2016 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $79,463 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,089,179 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,374,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,363,006 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $557,057 |
Value of total assets at end of year | 2016-12-31 | $11,589,820 |
Value of total assets at beginning of year | 2016-12-31 | $13,795,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,048 |
Total interest from all sources | 2016-12-31 | $21,005 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $251,373 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $251,373 |
Administrative expenses professional fees incurred | 2016-12-31 | $6,128 |
Was this plan covered by a fidelity bond | 2016-12-31 | No |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $336,904 |
Participant contributions at end of year | 2016-12-31 | $398,693 |
Participant contributions at beginning of year | 2016-12-31 | $625,519 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $12,632 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $79,463 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-2,284,875 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,510,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,795,232 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $4,822 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,351,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,811,857 |
Interest on participant loans | 2016-12-31 | $21,005 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,826,595 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $5,357,856 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $112,665 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $147,079 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $220,153 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,363,006 |
Contract administrator fees | 2016-12-31 | $98 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BROWN, EDWARDS & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 540504608 |
2015 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,043,615 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $924,175 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $903,142 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,070,096 |
Value of total assets at end of year | 2015-12-31 | $13,795,232 |
Value of total assets at beginning of year | 2015-12-31 | $13,675,792 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $21,033 |
Total interest from all sources | 2015-12-31 | $31,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $501,380 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $501,380 |
Administrative expenses professional fees incurred | 2015-12-31 | $6,417 |
Was this plan covered by a fidelity bond | 2015-12-31 | No |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $391,187 |
Participant contributions at end of year | 2015-12-31 | $625,519 |
Participant contributions at beginning of year | 2015-12-31 | $454,342 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $373,840 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $552 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $119,440 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,795,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,675,792 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $14,616 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,811,857 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,044,153 |
Interest on participant loans | 2015-12-31 | $31,510 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $5,357,856 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,176,745 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-607,391 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $48,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $305,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $903,142 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BROWN, EDWARDS & COMPANY, LLP |
Accountancy firm EIN | 2015-12-31 | 540504608 |
2014 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,295,321 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $350,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $331,409 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $681,664 |
Value of total assets at end of year | 2014-12-31 | $13,675,792 |
Value of total assets at beginning of year | 2014-12-31 | $12,730,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,013 |
Total interest from all sources | 2014-12-31 | $21,664 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $523,248 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $523,248 |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $381,443 |
Participant contributions at end of year | 2014-12-31 | $454,342 |
Participant contributions at beginning of year | 2014-12-31 | $350,116 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $552 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $552 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,967 |
Other income not declared elsewhere | 2014-12-31 | $5,148 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $944,899 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $13,675,792 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,730,893 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $12,677 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $10,044,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,127,606 |
Interest on participant loans | 2014-12-31 | $21,664 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,176,745 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,250,204 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $11,263 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $52,334 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $299,669 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $331,409 |
Contract administrator fees | 2014-12-31 | $6,336 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BROWN, EDWARDS & COMPANY, LLP |
Accountancy firm EIN | 2014-12-31 | 540504608 |
2013 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $2,263,041 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $440,350 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $424,834 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $769,058 |
Value of total assets at end of year | 2013-12-31 | $12,730,893 |
Value of total assets at beginning of year | 2013-12-31 | $10,908,202 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $15,516 |
Total interest from all sources | 2013-12-31 | $14,734 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $215,186 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $215,186 |
Administrative expenses professional fees incurred | 2013-12-31 | $4,167 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $399,962 |
Participant contributions at end of year | 2013-12-31 | $350,116 |
Participant contributions at beginning of year | 2013-12-31 | $249,251 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $76,010 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,967 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,822,691 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,730,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,908,202 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $7,149 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,127,606 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,485,642 |
Interest on participant loans | 2013-12-31 | $14,734 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,250,204 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,173,211 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,345,748 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-81,685 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $293,086 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $98 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $424,834 |
Contract administrator fees | 2013-12-31 | $4,200 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BROWN, EDWARDS & COMPANY, LLP |
Accountancy firm EIN | 2013-12-31 | 540504608 |
2012 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $1,948,448 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $276,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $254,244 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $690,132 |
Value of total assets at end of year | 2012-12-31 | $10,908,202 |
Value of total assets at beginning of year | 2012-12-31 | $9,236,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $22,193 |
Total interest from all sources | 2012-12-31 | $13,222 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $191,876 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $191,876 |
Administrative expenses professional fees incurred | 2012-12-31 | $4,819 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $402,244 |
Participant contributions at end of year | 2012-12-31 | $249,251 |
Participant contributions at beginning of year | 2012-12-31 | $270,874 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,672,011 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,908,202 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,236,191 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $15,424 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,485,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,412,625 |
Interest on participant loans | 2012-12-31 | $13,222 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,173,211 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,552,692 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $749,993 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $303,225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $287,888 |
Employer contributions (assets) at end of year | 2012-12-31 | $98 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $254,244 |
Contract administrator fees | 2012-12-31 | $1,950 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BROWN, EDWARDS & COMPANY, LLP |
Accountancy firm EIN | 2012-12-31 | 540504608 |
2011 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $675,745 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $252,679 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $232,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $708,587 |
Value of total assets at end of year | 2011-12-31 | $9,236,191 |
Value of total assets at beginning of year | 2011-12-31 | $8,813,125 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,114 |
Total interest from all sources | 2011-12-31 | $15,617 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $104,135 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $104,135 |
Administrative expenses professional fees incurred | 2011-12-31 | $4,368 |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $411,529 |
Participant contributions at end of year | 2011-12-31 | $270,874 |
Participant contributions at beginning of year | 2011-12-31 | $225,779 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $423,066 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,236,191 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,813,125 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $15,746 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,412,625 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,432,085 |
Interest on participant loans | 2011-12-31 | $15,617 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,552,692 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,141,893 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $13,368 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $13,368 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-219,836 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $67,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $297,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $232,565 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BROWN, EDWARDS & COMPANY, LLP |
Accountancy firm EIN | 2011-12-31 | 540504608 |
2010 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,495,950 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $302,137 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $286,098 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $724,311 |
Value of total assets at end of year | 2010-12-31 | $8,813,125 |
Value of total assets at beginning of year | 2010-12-31 | $7,619,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $16,039 |
Total interest from all sources | 2010-12-31 | $17,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $115,358 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $115,358 |
Administrative expenses professional fees incurred | 2010-12-31 | $3,766 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $419,501 |
Participant contributions at end of year | 2010-12-31 | $225,779 |
Participant contributions at beginning of year | 2010-12-31 | $233,338 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,193,813 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,813,125 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,619,312 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $12,273 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,432,085 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,285,573 |
Interest on participant loans | 2010-12-31 | $17,889 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,141,893 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,051,455 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $13,368 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $48,946 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $48,946 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $569,169 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $69,211 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $304,810 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $286,098 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BROWN, EDWARDS & COMPANY, LLP |
Accountancy firm EIN | 2010-12-31 | 540504608 |
2009 : VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 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 |
2020: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 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 | No |
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: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 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: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 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: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 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 |
2010: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: VBA DEFINED CONTRIBUTION PLAN FOR HIGHLANDS UNION BANK 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 |