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Plan Name | VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | STELLARONE CORPORATION |
Employer identification number (EIN): | 541829288 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about STELLARONE CORPORATION
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1996-09-30 |
Company Identification Number: | 0472633 |
Legal Registered Office Address: |
590 PETER JEFFERSON PKWY STE 250 CHARLOTTESVILLE United States of America (USA) 22911 |
More information about STELLARONE CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2014-01-01 | JANICE JOHNSON | |||
003 | 2013-01-01 | JANICE JOHNSON | |||
003 | 2012-01-01 | JANICE JOHNSON | |||
003 | 2011-01-01 | JANICE JOHNSON | |||
003 | 2009-01-01 | JAMES CAMPBELL | |||
003 | 2009-01-01 | JAMES A CAMPBELL |
Measure | Date | Value |
---|---|---|
2014: VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 941 |
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: VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,008 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 687 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 250 |
Total of all active and inactive participants | 2013-01-01 | 939 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 941 |
Number of participants with account balances | 2013-01-01 | 820 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,044 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 783 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 215 |
Total of all active and inactive participants | 2012-01-01 | 1,004 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 1,008 |
Number of participants with account balances | 2012-01-01 | 875 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,169 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 825 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 208 |
Total of all active and inactive participants | 2011-01-01 | 1,042 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 1,044 |
Number of participants with account balances | 2011-01-01 | 915 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2009: VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 605 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 563 |
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 | 155 |
Total of all active and inactive participants | 2009-01-01 | 718 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 718 |
Number of participants with account balances | 2009-01-01 | 675 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2014 : VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-04-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-04-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-04-30 | $0 |
Total transfer of assets to this plan | 2014-04-30 | $0 |
Total transfer of assets from this plan | 2014-04-30 | $35,164,125 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $0 |
Expenses. Interest paid | 2014-04-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-04-30 | $0 |
Total income from all sources (including contributions) | 2014-04-30 | $1,561,453 |
Total loss/gain on sale of assets | 2014-04-30 | $0 |
Total of all expenses incurred | 2014-04-30 | $5,694,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $5,679,973 |
Expenses. Certain deemed distributions of participant loans | 2014-04-30 | $0 |
Value of total corrective distributions | 2014-04-30 | $1,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $1,140,038 |
Value of total assets at end of year | 2014-04-30 | $0 |
Value of total assets at beginning of year | 2014-04-30 | $39,296,822 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $12,594 |
Total income from rents | 2014-04-30 | $0 |
Total interest from all sources | 2014-04-30 | $15,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $35,022 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-04-30 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-04-30 | $35,022 |
Assets. Real estate other than employer real property at end of year | 2014-04-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-04-30 | $0 |
Administrative expenses professional fees incurred | 2014-04-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-04-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-04-30 | $0 |
Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
Value of fidelity bond cover | 2014-04-30 | $12,000,000 |
If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
Contributions received from participants | 2014-04-30 | $738,049 |
Participant contributions at end of year | 2014-04-30 | $0 |
Participant contributions at beginning of year | 2014-04-30 | $1,091,274 |
Participant contributions at end of year | 2014-04-30 | $0 |
Participant contributions at beginning of year | 2014-04-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-04-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-04-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-04-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-04-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-04-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-04-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-04-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-04-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-04-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-04-30 | $0 |
Other income not declared elsewhere | 2014-04-30 | $0 |
Administrative expenses (other) incurred | 2014-04-30 | $12,594 |
Liabilities. Value of operating payables at end of year | 2014-04-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-04-30 | $0 |
Total non interest bearing cash at end of year | 2014-04-30 | $0 |
Total non interest bearing cash at beginning of year | 2014-04-30 | $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 | 2014-04-30 | No |
Income. Non cash contributions | 2014-04-30 | $0 |
Value of net income/loss | 2014-04-30 | $-4,132,697 |
Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $39,296,822 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
Assets. partnership/joint venture interests at end of year | 2014-04-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-04-30 | $0 |
Investment advisory and management fees | 2014-04-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-04-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-04-30 | $35,501,899 |
Value of interest in pooled separate accounts at end of year | 2014-04-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-04-30 | $0 |
Interest on participant loans | 2014-04-30 | $15,063 |
Income. Interest from loans (other than to participants) | 2014-04-30 | $0 |
Interest earned on other investments | 2014-04-30 | $0 |
Income. Interest from US Government securities | 2014-04-30 | $0 |
Income. Interest from corporate debt instruments | 2014-04-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-04-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-04-30 | $0 |
Value of interest in common/collective trusts at end of year | 2014-04-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-04-30 | $2,703,649 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-04-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-04-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-04-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-04-30 | $0 |
Asset value of US Government securities at end of year | 2014-04-30 | $0 |
Asset value of US Government securities at beginning of year | 2014-04-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-04-30 | $413,841 |
Net investment gain/loss from pooled separate accounts | 2014-04-30 | $0 |
Net investment gain or loss from common/collective trusts | 2014-04-30 | $-42,511 |
Net gain/loss from 103.12 investment entities | 2014-04-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
Assets. Invements in employer securities at end of year | 2014-04-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-04-30 | $0 |
Assets. Value of employer real property at end of year | 2014-04-30 | $0 |
Assets. Value of employer real property at beginning of year | 2014-04-30 | $0 |
Contributions received in cash from employer | 2014-04-30 | $401,989 |
Employer contributions (assets) at end of year | 2014-04-30 | $0 |
Employer contributions (assets) at beginning of year | 2014-04-30 | $0 |
Income. Dividends from preferred stock | 2014-04-30 | $0 |
Income. Dividends from common stock | 2014-04-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $5,679,973 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-04-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-04-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-04-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-04-30 | $0 |
Contract administrator fees | 2014-04-30 | $0 |
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 | 2014-04-30 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-04-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-04-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-04-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-04-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-04-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-04-30 | $0 |
Did the plan have assets held for investment | 2014-04-30 | 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 | 2014-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | Yes |
Aggregate proceeds on sale of assets | 2014-04-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-04-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-04-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-04-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Disclaimer |
Accountancy firm name | 2014-04-30 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2014-04-30 | 560747981 |
2013 : VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 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 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $9,283,857 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,988,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,937,814 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,910,055 |
Value of total assets at end of year | 2013-12-31 | $39,296,822 |
Value of total assets at beginning of year | 2013-12-31 | $35,001,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $50,586 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $46,203 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,017,162 |
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 | $2,017,162 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $12,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,484,278 |
Participant contributions at end of year | 2013-12-31 | $1,091,274 |
Participant contributions at beginning of year | 2013-12-31 | $1,099,521 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $71,809 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $50,586 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash 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 |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $4,295,457 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $39,296,822 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $35,001,365 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $35,501,899 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $31,432,056 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $46,203 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,703,649 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,469,788 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,312,943 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-2,506 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $1,353,968 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,937,814 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
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 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
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 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2013-12-31 | 560747981 |
2012 : VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2012 401k financial data | ||
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 | $7,574,329 |
Total of all expenses incurred | 2012-12-31 | $3,803,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,738,080 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $24,386 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,966,246 |
Value of total assets at end of year | 2012-12-31 | $35,001,365 |
Value of total assets at beginning of year | 2012-12-31 | $31,230,060 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $40,558 |
Total interest from all sources | 2012-12-31 | $42,712 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $740,225 |
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 | $740,225 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $12,000,000 |
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 | $2,417,769 |
Participant contributions at end of year | 2012-12-31 | $1,099,521 |
Participant contributions at beginning of year | 2012-12-31 | $974,891 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $243,465 |
Administrative expenses (other) incurred | 2012-12-31 | $40,558 |
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 | $3,771,305 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $35,001,365 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $31,230,060 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $31,432,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $27,677,793 |
Interest on participant loans | 2012-12-31 | $42,712 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,469,788 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,577,376 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,788,680 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $36,466 |
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 | $1,305,012 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,738,080 |
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 | 2012-12-31 | No |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2012-12-31 | 560747981 |
2011 : VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2011 401k financial data | ||
Total transfer of assets to this plan | 2011-12-31 | $187,387 |
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 | $3,229,851 |
Total of all expenses incurred | 2011-12-31 | $2,688,890 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,673,353 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,821,152 |
Value of total assets at end of year | 2011-12-31 | $31,230,060 |
Value of total assets at beginning of year | 2011-12-31 | $30,501,712 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,537 |
Total interest from all sources | 2011-12-31 | $43,277 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $882,156 |
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 | $882,156 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $12,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
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 | $2,206,895 |
Participant contributions at end of year | 2011-12-31 | $974,891 |
Participant contributions at beginning of year | 2011-12-31 | $885,915 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $527,959 |
Administrative expenses (other) incurred | 2011-12-31 | $15,537 |
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 | $540,961 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $31,230,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $30,501,712 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $27,677,793 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $27,128,123 |
Interest on participant loans | 2011-12-31 | $43,277 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,577,376 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,487,674 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,583,574 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $66,840 |
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 | $1,086,298 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,673,353 |
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 | No |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2011-12-31 | 560747981 |
2010 : VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2010 401k financial data | ||
Total transfer of assets to this plan | 2010-12-31 | $11,151,184 |
Total income from all sources (including contributions) | 2010-12-31 | $6,447,751 |
Total of all expenses incurred | 2010-12-31 | $3,277,714 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,249,991 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $13,701 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,988,151 |
Value of total assets at end of year | 2010-12-31 | $30,501,712 |
Value of total assets at beginning of year | 2010-12-31 | $16,180,490 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $14,022 |
Total interest from all sources | 2010-12-31 | $34,692 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $565,003 |
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 | $565,003 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $12,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
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 | $1,583,501 |
Participant contributions at end of year | 2010-12-31 | $885,915 |
Participant contributions at beginning of year | 2010-12-31 | $382,964 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $785,589 |
Administrative expenses (other) incurred | 2010-12-31 | $14,022 |
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 | $3,170,037 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $30,501,712 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $16,180,490 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $27,128,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,517,282 |
Interest on participant loans | 2010-12-31 | $32,215 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,487,674 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,477 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $5,280,244 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,796,630 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $63,275 |
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 | Yes |
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 | $1,619,061 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,249,991 |
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 | 2010-12-31 | Yes |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2010-12-31 | 560747981 |
2014: VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
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) | Yes |
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: VIRGINIA FINANCIAL GROUP, INC. 401(K) 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: VIRGINIA FINANCIAL GROUP, INC. 401(K) 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: VIRGINIA FINANCIAL GROUP, INC. 401(K) 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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: VIRGINIA FINANCIAL GROUP, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |