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PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

PLANTERS BANK has sponsored the creation of one or more 401k plans.

Company Name:PLANTERS BANK
Employer identification number (EIN):611293646
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ELIZABETH MCCOY2023-08-22
0022021-01-01ELIZABETH MCCOY2022-09-12
0022020-01-01ELIZABETH MCCOY2021-08-09
0022020-01-01ELIZABETH MCCOY2021-08-09
0022019-01-01ELIZABETH MCCOY2021-06-28
0022019-01-01ELIZABETH MCCOY2021-06-28
0022018-01-01ELIZABETH MCCOY2021-06-28
0022017-01-01ELIZABETH MCCOY2021-06-28
0022016-01-01ELIZABETH MCCOY2021-06-28
0022015-01-01ELIZABETH MCCOY2021-06-28
0022014-01-01JACK GRAHAM
0022013-01-01JACK GRAHAM
0022012-01-01JACK GRAHAM
0022011-01-01JACK GRAHAM
0022009-01-01JACK GRAHAM

Plan Statistics for PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01170
Total number of active participants reported on line 7a of the Form 55002022-01-01146
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01193
Number of participants with account balances2022-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01183
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01170
Number of participants with account balances2021-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01170
Total number of active participants reported on line 7a of the Form 55002020-01-01151
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01183
Number of participants with account balances2020-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01187
Total number of active participants reported on line 7a of the Form 55002019-01-01148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01170
Number of participants with account balances2019-01-014
2018: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01187
Number of participants with account balances2018-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-01158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01186
Number of participants with account balances2017-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-01152
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01176
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01176
Number of participants with account balances2015-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01176
Total number of active participants reported on line 7a of the Form 55002014-01-01153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01176
Number of participants with account balances2014-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01176
Total participants2013-01-01176
Number of participants with account balances2013-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01144
Number of participants with account balances2012-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01132
Number of participants with account balances2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01131
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01125
Total participants2009-01-01125
Number of participants with account balances2009-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$1,757,028
Total unrealized appreciation/depreciation of assets2022-12-31$1,757,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$136
Total income from all sources (including contributions)2022-12-31$1,486,990
Total of all expenses incurred2022-12-31$1,833,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,810,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,843,868
Value of total assets at end of year2022-12-31$33,222,149
Value of total assets at beginning of year2022-12-31$33,568,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,821
Total interest from all sources2022-12-31$28,083
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$272,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$829,932
Participant contributions at end of year2022-12-31$161,751
Participant contributions at beginning of year2022-12-31$124,458
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$40,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-346,052
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,222,134
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,568,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,821
Value of interest in pooled separate accounts at end of year2022-12-31$10,093,761
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,373,904
Interest on participant loans2022-12-31$6,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$377,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$193,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$193,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,322,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,068,411
Net investment gain/loss from pooled separate accounts2022-12-31$-2,414,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$20,678,868
Assets. Invements in employer securities at beginning of year2022-12-31$19,174,680
Contributions received in cash from employer2022-12-31$973,494
Employer contributions (assets) at end of year2022-12-31$588,000
Employer contributions (assets) at beginning of year2022-12-31$633,000
Income. Dividends from preferred stock2022-12-31$272,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,810,221
Liabilities. Value of benefit claims payable at end of year2022-12-31$15
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$136
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ELLIOTT DAVIS
Accountancy firm EIN2022-12-31570381582
2021 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,739,240
Total unrealized appreciation/depreciation of assets2021-12-31$2,739,240
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,239,859
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,439,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,401,191
Expenses. Certain deemed distributions of participant loans2021-12-31$7,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,749,215
Value of total assets at end of year2021-12-31$33,568,322
Value of total assets at beginning of year2021-12-31$28,768,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,590
Total interest from all sources2021-12-31$18,102
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$151,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$758,392
Participant contributions at end of year2021-12-31$124,458
Participant contributions at beginning of year2021-12-31$121,009
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,800,166
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,568,186
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,768,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,590
Value of interest in pooled separate accounts at end of year2021-12-31$12,373,904
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,191,593
Interest on participant loans2021-12-31$4,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$193,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$54,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$54,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$13,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,068,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,246,804
Net investment gain/loss from pooled separate accounts2021-12-31$1,582,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$19,174,680
Assets. Invements in employer securities at beginning of year2021-12-31$16,964,400
Contributions received in cash from employer2021-12-31$979,405
Employer contributions (assets) at end of year2021-12-31$633,000
Employer contributions (assets) at beginning of year2021-12-31$190,000
Income. Dividends from preferred stock2021-12-31$151,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,401,191
Liabilities. Value of benefit claims payable at end of year2021-12-31$136
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ELLIOTT DAVIS
Accountancy firm EIN2021-12-31570381582
2020 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,060,176
Total unrealized appreciation/depreciation of assets2020-12-31$1,060,176
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$0
Total income from all sources (including contributions)2020-12-31$3,933,222
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,710,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,672,999
Value of total corrective distributions2020-12-31$16,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,586,782
Value of total assets at end of year2020-12-31$28,768,020
Value of total assets at beginning of year2020-12-31$31,545,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,622
Total interest from all sources2020-12-31$22,751
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$667,308
Participant contributions at end of year2020-12-31$121,009
Participant contributions at beginning of year2020-12-31$116,714
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$19,643
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$138,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-2,777,426
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,768,020
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,545,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$21,622
Value of interest in pooled separate accounts at end of year2020-12-31$10,191,593
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,099,646
Interest on participant loans2020-12-31$7,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$54,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$38,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$38,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$15,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,246,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,180,376
Net investment gain/loss from pooled separate accounts2020-12-31$1,263,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$16,964,400
Assets. Invements in employer securities at beginning of year2020-12-31$20,012,175
Contributions received in cash from employer2020-12-31$780,735
Employer contributions (assets) at end of year2020-12-31$190,000
Employer contributions (assets) at beginning of year2020-12-31$78,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,672,999
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ELLIOTT DAVIS
Accountancy firm EIN2020-12-31570381582
2019 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,935,119
Total unrealized appreciation/depreciation of assets2019-12-31$2,935,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,306,807
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,366,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,333,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,295,011
Value of total assets at end of year2019-12-31$31,545,446
Value of total assets at beginning of year2019-12-31$26,604,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,363
Total interest from all sources2019-12-31$36,441
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$650,261
Participant contributions at end of year2019-12-31$116,714
Participant contributions at beginning of year2019-12-31$128,504
Participant contributions at end of year2019-12-31$19,643
Participant contributions at beginning of year2019-12-31$19,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,940,524
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,545,446
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,604,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$32,363
Value of interest in pooled separate accounts at end of year2019-12-31$10,099,646
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,266,155
Interest on participant loans2019-12-31$7,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$38,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$217,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$217,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$29,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,180,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$912,714
Net investment gain/loss from pooled separate accounts2019-12-31$2,040,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$20,012,175
Assets. Invements in employer securities at beginning of year2019-12-31$16,835,136
Contributions received in cash from employer2019-12-31$644,750
Employer contributions (assets) at end of year2019-12-31$78,484
Employer contributions (assets) at beginning of year2019-12-31$225,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,333,920
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2019-12-31621532536
2018 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$175,366
Total unrealized appreciation/depreciation of assets2018-12-31$175,366
Total income from all sources (including contributions)2018-12-31$1,201,799
Total of all expenses incurred2018-12-31$2,992,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,961,129
Value of total corrective distributions2018-12-31$14,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,183,078
Value of total assets at end of year2018-12-31$26,604,922
Value of total assets at beginning of year2018-12-31$28,395,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,350
Total interest from all sources2018-12-31$31,131
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$438,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$582,916
Participant contributions at end of year2018-12-31$128,504
Participant contributions at beginning of year2018-12-31$122,996
Participant contributions at end of year2018-12-31$19,435
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$59,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,790,298
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,604,922
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,395,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$16,350
Value of interest in pooled separate accounts at end of year2018-12-31$8,266,155
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,126,821
Interest on participant loans2018-12-31$7,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$217,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$500,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$500,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$23,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$912,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,982,504
Net investment gain/loss from pooled separate accounts2018-12-31$-626,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$16,835,136
Assets. Invements in employer securities at beginning of year2018-12-31$15,662,460
Contributions received in cash from employer2018-12-31$540,191
Employer contributions (assets) at end of year2018-12-31$225,228
Income. Dividends from preferred stock2018-12-31$438,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,961,129
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2018-12-31621532536
2017 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,236,510
Total unrealized appreciation/depreciation of assets2017-12-31$1,236,510
Total income from all sources (including contributions)2017-12-31$4,764,592
Total of all expenses incurred2017-12-31$722,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$714,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,294,597
Value of total assets at end of year2017-12-31$28,395,220
Value of total assets at beginning of year2017-12-31$24,352,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,774
Total interest from all sources2017-12-31$4,795
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$693,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$554,654
Participant contributions at end of year2017-12-31$122,996
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$153,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$4,042,222
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,395,220
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,352,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,774
Value of interest in pooled separate accounts at end of year2017-12-31$10,126,821
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,489,692
Interest on participant loans2017-12-31$4,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$500,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$316,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$316,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,982,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,383,688
Net investment gain/loss from pooled separate accounts2017-12-31$1,534,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$15,662,460
Assets. Invements in employer securities at beginning of year2017-12-31$14,163,450
Contributions received in cash from employer2017-12-31$586,212
Income. Dividends from preferred stock2017-12-31$693,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$714,596
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD,LLP
Accountancy firm EIN2017-12-31440160260
2016 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,237,360
Total unrealized appreciation/depreciation of assets2016-12-31$3,237,360
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,766,180
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$884,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$874,445
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$4,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,058,379
Value of total assets at end of year2016-12-31$24,352,998
Value of total assets at beginning of year2016-12-31$19,471,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,589
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$753
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$660,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$511,611
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$186
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$61,521
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$4,881,827
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,352,998
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,471,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,589
Value of interest in pooled separate accounts at end of year2016-12-31$8,489,692
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,365,906
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$316,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$303,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$303,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,383,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,128,999
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$809,646
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$14,163,450
Assets. Invements in employer securities at beginning of year2016-12-31$10,672,965
Contributions received in cash from employer2016-12-31$485,247
Income. Dividends from preferred stock2016-12-31$660,042
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$874,445
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,027,767
Total unrealized appreciation/depreciation of assets2015-12-31$1,027,767
Total income from all sources (including contributions)2015-12-31$2,498,127
Total of all expenses incurred2015-12-31$749,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$736,384
Value of total corrective distributions2015-12-31$7,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,016,699
Value of total assets at end of year2015-12-31$19,471,171
Value of total assets at beginning of year2015-12-31$17,722,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,418
Total interest from all sources2015-12-31$345
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$605,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$480,417
Assets. Other investments not covered elsewhere at end of year2015-12-31$186
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$65,492
Total non interest bearing cash at beginning of year2015-12-31$316,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,748,644
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,471,171
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,722,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,418
Value of interest in pooled separate accounts at end of year2015-12-31$7,365,906
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,013,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$303,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,128,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,027,425
Net investment gain/loss from pooled separate accounts2015-12-31$-151,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$10,672,965
Assets. Invements in employer securities at beginning of year2015-12-31$9,364,598
Contributions received in cash from employer2015-12-31$470,790
Employer contributions (assets) at beginning of year2015-12-31$600
Income. Dividends from preferred stock2015-12-31$605,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$736,384
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,304,903
Total unrealized appreciation/depreciation of assets2014-12-31$1,304,903
Total income from all sources (including contributions)2014-12-31$2,992,797
Total of all expenses incurred2014-12-31$358,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$340,613
Value of total corrective distributions2014-12-31$13,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$872,387
Value of total assets at end of year2014-12-31$17,722,527
Value of total assets at beginning of year2014-12-31$15,088,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,486
Total interest from all sources2014-12-31$200
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$449,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$454,706
Total non interest bearing cash at end of year2014-12-31$316,538
Total non interest bearing cash at beginning of year2014-12-31$178,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,633,890
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,722,527
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,088,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$4,486
Value of interest in pooled separate accounts at end of year2014-12-31$7,013,366
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,184,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,027,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$831,972
Net investment gain/loss from pooled separate accounts2014-12-31$366,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$9,364,598
Assets. Invements in employer securities at beginning of year2014-12-31$7,893,795
Contributions received in cash from employer2014-12-31$417,681
Employer contributions (assets) at end of year2014-12-31$600
Income. Dividends from preferred stock2014-12-31$449,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$340,613
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$751,790
Total unrealized appreciation/depreciation of assets2013-12-31$751,790
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$3,137,160
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$651,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$637,999
Value of total corrective distributions2013-12-31$10,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$842,784
Value of total assets at end of year2013-12-31$15,088,637
Value of total assets at beginning of year2013-12-31$12,603,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,405
Total interest from all sources2013-12-31$164
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$387,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$447,532
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,892
Total non interest bearing cash at end of year2013-12-31$178,109
Total non interest bearing cash at beginning of year2013-12-31$229,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,485,217
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,088,637
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,603,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,405
Value of interest in pooled separate accounts at end of year2013-12-31$6,184,761
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,373,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$831,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$773,220
Net investment gain/loss from pooled separate accounts2013-12-31$1,154,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$7,893,795
Assets. Invements in employer securities at beginning of year2013-12-31$7,227,505
Contributions received in cash from employer2013-12-31$375,360
Income. Dividends from preferred stock2013-12-31$387,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$637,999
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,131,361
Total unrealized appreciation/depreciation of assets2012-12-31$1,131,361
Total income from all sources (including contributions)2012-12-31$2,835,339
Total of all expenses incurred2012-12-31$680,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$677,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$767,581
Value of total assets at end of year2012-12-31$12,603,420
Value of total assets at beginning of year2012-12-31$10,448,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,948
Total interest from all sources2012-12-31$189
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$349,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$361,782
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$49,035
Other income not declared elsewhere2012-12-31$9,825
Total non interest bearing cash at end of year2012-12-31$229,335
Total non interest bearing cash at beginning of year2012-12-31$163,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,155,300
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,603,420
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,448,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,948
Value of interest in pooled separate accounts at end of year2012-12-31$4,373,360
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,678,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$773,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$645,302
Net investment gain/loss from pooled separate accounts2012-12-31$576,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$7,227,505
Assets. Invements in employer securities at beginning of year2012-12-31$5,960,480
Contributions received in cash from employer2012-12-31$356,764
Income. Dividends from preferred stock2012-12-31$349,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$677,091
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$965,355
Total unrealized appreciation/depreciation of assets2011-12-31$965,355
Total income from all sources (including contributions)2011-12-31$1,855,962
Total of all expenses incurred2011-12-31$285,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$283,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$688,354
Value of total assets at end of year2011-12-31$10,448,120
Value of total assets at beginning of year2011-12-31$8,877,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,320
Total interest from all sources2011-12-31$12,741
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$314,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$355,434
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,063
Other income not declared elsewhere2011-12-31$3,223
Total non interest bearing cash at end of year2011-12-31$163,415
Total non interest bearing cash at beginning of year2011-12-31$195,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,570,377
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,448,120
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,877,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,678,923
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,374,406
Interest earned on other investments2011-12-31$12,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$645,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$478,007
Net investment gain/loss from pooled separate accounts2011-12-31$-128,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$5,960,480
Assets. Invements in employer securities at beginning of year2011-12-31$4,829,963
Contributions received in cash from employer2011-12-31$328,857
Income. Dividends from common stock2011-12-31$314,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$283,265
Contract administrator fees2011-12-31$2,320
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$865,068
Total unrealized appreciation/depreciation of assets2010-12-31$865,068
Total transfer of assets from this plan2010-12-31$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$2,157,156
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$180,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$176,892
Value of total corrective distributions2010-12-31$3,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$614,788
Value of total assets at end of year2010-12-31$8,877,743
Value of total assets at beginning of year2010-12-31$6,900,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$75
Total interest from all sources2010-12-31$97
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$328,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$332,007
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$75
Total non interest bearing cash at end of year2010-12-31$195,367
Total non interest bearing cash at beginning of year2010-12-31$6,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,977,043
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,877,743
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,900,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,929,057
Value of interest in pooled separate accounts at end of year2010-12-31$3,374,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$478,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$163,467
Net investment gain/loss from pooled separate accounts2010-12-31$185,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$4,829,963
Assets. Invements in employer securities at beginning of year2010-12-31$3,964,895
Contributions received in cash from employer2010-12-31$280,824
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$328,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$176,892
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

2022: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP41299/FZG1
Policy instance 1
Insurance contract or identification numberGP41299/FZG1
Number of Individuals Covered182
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,026
Total amount of fees paid to insurance companyUSD $24,119
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $18,026
Insurance broker organization code?4
Amount paid for insurance broker fees24119
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP41299/FZG1
Policy instance 1
Insurance contract or identification numberGP41299/FZG1
Number of Individuals Covered169
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,880
Total amount of fees paid to insurance companyUSD $42,470
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $18,880
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerAGENT OR BROKER
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP41299/FZG1
Policy instance 1
Insurance contract or identification numberGP41299/FZG1
Number of Individuals Covered165
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,763
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $14,763
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerAGENT OR BROKER
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP41299
Policy instance 1
Insurance contract or identification numberGP41299
Number of Individuals Covered165
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,601
Total amount of fees paid to insurance companyUSD $6,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6000
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP41299
Policy instance 1
Insurance contract or identification numberGP41299
Number of Individuals Covered162
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,995
Total amount of fees paid to insurance companyUSD $13,555
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13555
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816404
Policy instance 1
Insurance contract or identification number816404
Number of Individuals Covered146
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $26,610
Total amount of fees paid to insurance companyUSD $4,745
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $26,610
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876050
Policy instance 2
Insurance contract or identification number876050
Number of Individuals Covered160
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $20,122
Total amount of fees paid to insurance companyUSD $4,335
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $20,122
Amount paid for insurance broker fees0
Insurance broker organization code?1
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816404
Policy instance 1
Insurance contract or identification number816404
Number of Individuals Covered142
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $93,951
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $93,951
Amount paid for insurance broker fees0
Insurance broker organization code?1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876050
Policy instance 1
Insurance contract or identification number876050
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,443
Total amount of fees paid to insurance companyUSD $4,039
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $20,443
Amount paid for insurance broker fees0
Insurance broker organization code?1
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876050
Policy instance 1
Insurance contract or identification number876050
Number of Individuals Covered145
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,492
Total amount of fees paid to insurance companyUSD $3,600
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $18,492
Insurance broker organization code?1
Amount paid for insurance broker fees3600
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameRETIREMENT MANAGEMENT SERVICES LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876050
Policy instance 1
Insurance contract or identification number876050
Number of Individuals Covered151
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,682
Total amount of fees paid to insurance companyUSD $2,789
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14,682
Insurance broker organization code?1
Amount paid for insurance broker fees2789
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameRETIREMENT MANAGEMENT SERVICES LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876050
Policy instance 1
Insurance contract or identification number876050
Number of Individuals Covered110
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,548
Total amount of fees paid to insurance companyUSD $2,248
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,548
Insurance broker organization code?1
Amount paid for insurance broker fees2248
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameRETIREMENT MANAGEMENT SERVICES LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876050
Policy instance 1
Insurance contract or identification number876050
Number of Individuals Covered109
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,218
Total amount of fees paid to insurance companyUSD $15,850
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876050
Policy instance 1
Insurance contract or identification number876050
Number of Individuals Covered115
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $37,273
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $37,273
Insurance broker organization code?1
Insurance broker nameSTOCK YARDS BANK AND TRUST CO.

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