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BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameBANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST
Plan identification number 001

BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BANK OF OAK RIDGE has sponsored the creation of one or more 401k plans.

Company Name:BANK OF OAK RIDGE
Employer identification number (EIN):720125010
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about BANK OF OAK RIDGE

Jurisdiction of Incorporation: Louisiana Secretary Of State, Commercial Division
Incorporation Date:
Company Identification Number: 06900190B

More information about BANK OF OAK RIDGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAIGE OLIVER2024-10-15
0012022-01-01PAIGE OLIVER2023-09-18
0012021-01-01PAIGE OLIVER2022-10-17
0012020-01-01PAIGE OLIVER2021-06-02 PAIGE OLIVER2021-06-02
0012019-01-01PAIGE OLIVER2020-07-23 PAIGE OLIVER2020-07-23
0012018-01-01PAIGE OLIVER2019-05-15 PAIGE OLIVER2019-05-15
0012017-01-01PAIGE OLIVER2018-07-18 PAIGE OLIVER2018-07-18
0012016-01-01PAIGE B. OLIVER PAIGE B. OLIVER2017-10-07
0012015-01-01CLINT SHEPARD PAIGE B. OLIVER2016-07-28
0012014-01-01CLINT SHEPARD PAIGE B. OLIVER2015-07-30
0012013-01-01CLINT SHEPARD E. H. ALLEN, PRESIDENT2014-10-09
0012012-01-01CLINT SHEPARD E. H. ALLEN, PRESIDENT2013-07-22
0012011-01-01CLINT SHEPARD E H ALLEN PRESIDENT2012-07-24
0012010-01-01CLINT SHEPARD E H ALLEN PRESIDENT2011-07-22
0012009-01-01CLINT SHEPARD E H ALLEN PRESIDENT2010-07-22

Financial Data on BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-21287
Net assets as of the end of the plan year2025-05-211549133
Total assets as of the beginning of the plan year2025-05-211256379
Value of plan covered by a fidelity bond2025-05-21500000
Participant contributions to plan in this plan year2025-05-2153686
Other income to plan in this plan year2025-05-21202563
Plan net income in this plan year2025-05-21292754
Net assets as of the end of the plan year2025-05-211549133
Net assets as of the beginning of the plan year2025-05-211256379
Employer contributions to plan in this plan year2025-05-2136792
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-21287
2024 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15270
Net assets as of the end of the plan year2024-10-151256379
Total assets as of the beginning of the plan year2024-10-15942213
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-1570183
Other income to plan in this plan year2024-10-15201617
Plan net income in this plan year2024-10-15314166
Net assets as of the end of the plan year2024-10-151256379
Net assets as of the beginning of the plan year2024-10-15942213
Value of contributions failed to transmitted timely2024-10-1547268
Employer contributions to plan in this plan year2024-10-1542636
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15270
2016 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$899
Total income from all sources2016-12-31$5,933
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$7,493
Total plan assets at beginning of year2016-12-31$2,459
Value of fidelity bond covering the plan2016-12-31$246
Total contributions received or receivable from participants2016-12-31$2,949
Other income received2016-12-31$35
Net income (gross income less expenses)2016-12-31$5,933
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,493
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,560
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$623
Total contributions received or receivable from employer(s)2016-12-31$2,949
2015 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$899
Total plan liabilities at beginning of year2015-12-31$3,000
Total income from all sources2015-12-31$1,824
Expenses. Total of all expenses incurred2015-12-31$121,413
Benefits paid (including direct rollovers)2015-12-31$121,413
Total plan assets at end of year2015-12-31$2,459
Total plan assets at beginning of year2015-12-31$124,149
Other income received2015-12-31$264
Net income (gross income less expenses)2015-12-31$-119,589
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,560
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$121,149
Total contributions received or receivable from employer(s)2015-12-31$1,560
2014 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$3,000
Total income from all sources2014-12-31$8,005
Expenses. Total of all expenses incurred2014-12-31$22,670
Benefits paid (including direct rollovers)2014-12-31$22,670
Total plan assets at end of year2014-12-31$124,149
Total plan assets at beginning of year2014-12-31$135,814
Other income received2014-12-31$519
Net income (gross income less expenses)2014-12-31$-14,665
Net plan assets at end of year (total assets less liabilities)2014-12-31$121,149
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$135,814
Total contributions received or receivable from employer(s)2014-12-31$7,486
2013 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$9,515
Expenses. Total of all expenses incurred2013-12-31$51,733
Benefits paid (including direct rollovers)2013-12-31$51,733
Total plan assets at end of year2013-12-31$135,814
Total plan assets at beginning of year2013-12-31$178,032
Other income received2013-12-31$635
Net income (gross income less expenses)2013-12-31$-42,218
Net plan assets at end of year (total assets less liabilities)2013-12-31$135,814
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$178,032
Total contributions received or receivable from employer(s)2013-12-31$8,880
2012 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$10,249
Total plan assets at end of year2012-12-31$178,032
Total plan assets at beginning of year2012-12-31$167,783
Other income received2012-12-31$1,369
Net income (gross income less expenses)2012-12-31$10,249
Net plan assets at end of year (total assets less liabilities)2012-12-31$178,032
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$167,783
Total contributions received or receivable from employer(s)2012-12-31$8,880
2011 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$11,976
Total plan assets at end of year2011-12-31$167,783
Total plan assets at beginning of year2011-12-31$155,807
Other income received2011-12-31$1,489
Net income (gross income less expenses)2011-12-31$11,976
Net plan assets at end of year (total assets less liabilities)2011-12-31$167,783
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$155,807
Total contributions received or receivable from employer(s)2011-12-31$10,487
2010 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$12,857
Total plan assets at end of year2010-12-31$155,807
Total plan assets at beginning of year2010-12-31$142,950
Other income received2010-12-31$2,582
Net income (gross income less expenses)2010-12-31$12,857
Net plan assets at end of year (total assets less liabilities)2010-12-31$155,807
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$142,950
Total contributions received or receivable from employer(s)2010-12-31$10,275

Form 5500 Responses for BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST

2016: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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