401k Plan data: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES plan

BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 401k Plan overview

Plan Name	BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES
Plan identification number	005

BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRUIST FINANCIAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: TRUIST FINANCIAL CORPORATION

Employer identification number (EIN): 560939887

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2020-01-01
005 2019-01-01
005 2014-01-01 STEVE REEDER, SR. VICE PRESIDENT CINDY B POWELL 2015-07-30
005 2013-01-01 STEVE REEDER, SR VICE PRESIDENT CINDY POWELL 2014-08-08
005 2012-01-01 STEVE REEDER, SR VICE PRESIDENT CINDY POWELL, SVP CORP CONTROLLER 2013-10-11
005 2011-01-01 STEVE REEDER, SR VICE PRESIDENT CINDY POWELL, SVP CORP CONTROLLER 2012-10-09
005 2010-01-01 STEVE REEDER, SR VICE PRESIDENT CINDY POWELL, SVP CORP CONTROLLER 2011-10-17
005 2009-01-01 STEVE REEDER, SR VICE PRESIDENT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2020-01-01
005	2019-01-01
005	2014-01-01	STEVE REEDER, SR. VICE PRESIDENT	CINDY B POWELL	2015-07-30
005	2013-01-01	STEVE REEDER, SR VICE PRESIDENT	CINDY POWELL	2014-08-08
005	2012-01-01	STEVE REEDER, SR VICE PRESIDENT	CINDY POWELL, SVP CORP CONTROLLER	2013-10-11
005	2011-01-01	STEVE REEDER, SR VICE PRESIDENT	CINDY POWELL, SVP CORP CONTROLLER	2012-10-09
005	2010-01-01	STEVE REEDER, SR VICE PRESIDENT	CINDY POWELL, SVP CORP CONTROLLER	2011-10-17
005	2009-01-01	STEVE REEDER, SR VICE PRESIDENT

Plan Statistics for BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES

401k plan membership statisitcs for BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES

Measure Date Value
2020: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32,725
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
2019: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 33,540
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 22,776
Number of retired or separated participants receiving benefits 2019-01-01 39
Number of other retired or separated participants entitled to future benefits 2019-01-01 9,800
Total of all active and inactive participants 2019-01-01 32,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 110
Total participants 2019-01-01 32,725
Number of participants with account balances 2019-01-01 32,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 386
2014: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 38
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: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
Number of retired or separated participants receiving benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 38
Number of participants with account balances 2013-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 41
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
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 0
Total of all active and inactive participants 2011-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 45
Number of participants with account balances 2011-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 38
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 46
Number of participants with account balances 2010-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
Number of retired or separated participants receiving benefits 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 49
Number of participants with account balances 2009-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32,725
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
2019: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	33,540
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	22,776
Number of retired or separated participants receiving benefits	2019-01-01	39
Number of other retired or separated participants entitled to future benefits	2019-01-01	9,800
Total of all active and inactive participants	2019-01-01	32,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	110
Total participants	2019-01-01	32,725
Number of participants with account balances	2019-01-01	32,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	386
2014: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	38
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: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
Number of retired or separated participants receiving benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	38
Number of participants with account balances	2013-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	41
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
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	0
Total of all active and inactive participants	2011-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	45
Number of participants with account balances	2011-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	38
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	46
Number of participants with account balances	2010-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
Number of retired or separated participants receiving benefits	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	49
Number of participants with account balances	2009-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES

Measure	Date	Value
2020 : BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-07-31	$-322,551,217
Total unrealized appreciation/depreciation of assets	2020-07-31	$-322,551,217
Total transfer of assets from this plan	2020-07-31	$3,698,972,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-07-31	$5,772,526
Total income from all sources (including contributions)	2020-07-31	$155,084,497
Total loss/gain on sale of assets	2020-07-31	$5,488,643
Total of all expenses incurred	2020-07-31	$215,049,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$208,953,315
Expenses. Certain deemed distributions of participant loans	2020-07-31	$3,559,410
Value of total corrective distributions	2020-07-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$189,502,452
Value of total assets at end of year	2020-07-31	$0
Value of total assets at beginning of year	2020-07-31	$3,764,710,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-07-31	$2,536,700
Total interest from all sources	2020-07-31	$1,883,149
Total dividends received (eg from common stock, registered investment company shares)	2020-07-31	$21,511,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-07-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-07-31	$17,260,219
Was this plan covered by a fidelity bond	2020-07-31	No
If this is an individual account plan, was there a blackout period	2020-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Contributions received from participants	2020-07-31	$113,981,197
Participant contributions at end of year	2020-07-31	$0
Participant contributions at beginning of year	2020-07-31	$65,826,587
Participant contributions at end of year	2020-07-31	$0
Participant contributions at beginning of year	2020-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-07-31	$3,206,454
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-07-31	$192,658
Liabilities. Value of operating payables at end of year	2020-07-31	$0
Liabilities. Value of operating payables at beginning of year	2020-07-31	$3,528,627
Total non interest bearing cash at end of year	2020-07-31	$0
Total non interest bearing cash at beginning of year	2020-07-31	$6,426,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Value of net income/loss	2020-07-31	$-59,964,928
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$3,758,937,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Investment advisory and management fees	2020-07-31	$2,536,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$3,409,398,291
Interest on participant loans	2020-07-31	$1,874,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-07-31	$8,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-07-31	$259,249,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	No
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Assets. Invements in employer securities at end of year	2020-07-31	$0
Assets. Invements in employer securities at beginning of year	2020-07-31	$274,499,681
Contributions received in cash from employer	2020-07-31	$72,314,801
Employer contributions (assets) at end of year	2020-07-31	$0
Employer contributions (assets) at beginning of year	2020-07-31	$8,367,035
Income. Dividends from common stock	2020-07-31	$4,251,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$208,953,315
Liabilities. Value of benefit claims payable at end of year	2020-07-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-07-31	$2,243,899
Did the plan have assets held for investment	2020-07-31	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	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	Yes
Aggregate proceeds on sale of assets	2020-07-31	$33,189,409
Aggregate carrying amount (costs) on sale of assets	2020-07-31	$27,700,766
Opinion of an independent qualified public accountant for this plan	2020-07-31	Unqualified
Accountancy firm name	2020-07-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2020-07-31	721396621
2019 : BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$558,736,327
Total unrealized appreciation/depreciation of assets	2019-12-31	$558,736,327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,772,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,655,121
Total income from all sources (including contributions)	2019-12-31	$1,020,148,749
Total loss/gain on sale of assets	2019-12-31	$16,696,132
Total of all expenses incurred	2019-12-31	$299,260,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$290,427,946
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,961,004
Value of total corrective distributions	2019-12-31	$16,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$277,038,228
Value of total assets at end of year	2019-12-31	$3,764,710,365
Value of total assets at beginning of year	2019-12-31	$3,040,704,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,855,033
Total interest from all sources	2019-12-31	$3,838,699
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$81,624,215
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	$73,110,509
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
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
Contributions received from participants	2019-12-31	$155,466,221
Participant contributions at end of year	2019-12-31	$65,826,587
Participant contributions at beginning of year	2019-12-31	$72,725,347
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$3,324,351
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,549,786
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$192,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,158,533
Administrative expenses (other) incurred	2019-12-31	$190,295
Liabilities. Value of operating payables at end of year	2019-12-31	$3,528,627
Liabilities. Value of operating payables at beginning of year	2019-12-31	$975,273
Total non interest bearing cash at end of year	2019-12-31	$6,426,113
Total non interest bearing cash at beginning of year	2019-12-31	$2,538,376
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	$720,888,726
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,758,937,839
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,038,049,113
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,664,738
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,409,398,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,733,883,285
Interest on participant loans	2019-12-31	$3,785,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$53,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$82,215,148
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$274,499,681
Assets. Invements in employer securities at beginning of year	2019-12-31	$217,224,349
Contributions received in cash from employer	2019-12-31	$112,022,221
Employer contributions (assets) at end of year	2019-12-31	$8,367,035
Employer contributions (assets) at beginning of year	2019-12-31	$9,849,993
Income. Dividends from common stock	2019-12-31	$8,513,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$290,427,946
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$2,243,899
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$1,679,848
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
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
Aggregate proceeds on sale of assets	2019-12-31	$74,025,203
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$57,329,071
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2019-12-31	721396621
2014 : BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-1,442,899
Total income from all sources	2014-12-31	$119,011
Expenses. Total of all expenses incurred	2014-12-31	$609,208
Benefits paid (including direct rollovers)	2014-12-31	$609,208
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$1,933,096
Value of fidelity bond covering the plan	2014-12-31	$161,000,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$119,011
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-490,197
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,933,096
Assets. Value of employer securities	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$320,367
Expenses. Total of all expenses incurred	2013-12-31	$77,457
Benefits paid (including direct rollovers)	2013-12-31	$77,457
Total plan assets at end of year	2013-12-31	$1,933,096
Total plan assets at beginning of year	2013-12-31	$1,690,186
Value of fidelity bond covering the plan	2013-12-31	$150,000,000
Other income received	2013-12-31	$320,367
Net income (gross income less expenses)	2013-12-31	$242,910
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,933,096
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,690,186
Assets. Value of employer securities	2013-12-31	$457,872
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-12,143
Total income from all sources	2012-12-31	$197,373
Expenses. Total of all expenses incurred	2012-12-31	$235,731
Benefits paid (including direct rollovers)	2012-12-31	$235,731
Total plan assets at end of year	2012-12-31	$1,690,186
Total plan assets at beginning of year	2012-12-31	$1,740,687
Value of fidelity bond covering the plan	2012-12-31	$142,000,000
Other income received	2012-12-31	$197,373
Net income (gross income less expenses)	2012-12-31	$-38,358
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,690,186
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,740,687
Assets. Value of employer securities	2012-12-31	$380,932
2011 : BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$-15,946
Expenses. Total of all expenses incurred	2011-12-31	$24,125
Benefits paid (including direct rollovers)	2011-12-31	$24,125
Total plan assets at end of year	2011-12-31	$1,740,687
Total plan assets at beginning of year	2011-12-31	$1,780,758
Value of fidelity bond covering the plan	2011-12-31	$110,000,000
Other income received	2011-12-31	$-15,946
Net income (gross income less expenses)	2011-12-31	$-40,071
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,740,687
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,780,758
Assets. Value of employer securities	2011-12-31	$355,005
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$188,540
Expenses. Total of all expenses incurred	2010-12-31	$98,001
Benefits paid (including direct rollovers)	2010-12-31	$98,001
Total plan assets at end of year	2010-12-31	$1,780,758
Total plan assets at beginning of year	2010-12-31	$1,690,219
Value of fidelity bond covering the plan	2010-12-31	$110,000,000
Other income received	2010-12-31	$188,540
Net income (gross income less expenses)	2010-12-31	$90,539
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,780,758
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,690,219
Assets. Value of employer securities	2010-12-31	$363,100
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES

2020: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 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)	Yes
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: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 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
2014: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 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: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 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: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 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: BB & T 401(K) RETIREMENT PLAN FOR CERTAIN ACQUIRED COMPANIES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRUIST FINANCIAL CORPORATION
Employer identification number (EIN):	560939887
NAIC Classification:	522110
NAIC Description:	Commercial Banking