BANK OF OAK RIDGE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2016: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
2014: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
2013: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
2012: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 3 |
2011: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
2010: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 3 |
Number of participants with account balances | 2010-01-01 | 3 |
2009: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
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2016 : BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $899 |
Total income from all sources | 2016-12-31 | $5,933 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $7,493 |
Total plan assets at beginning of year | 2016-12-31 | $2,459 |
Value of fidelity bond covering the plan | 2016-12-31 | $246 |
Total contributions received or receivable from participants | 2016-12-31 | $2,949 |
Other income received | 2016-12-31 | $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 2510.3-102 | 2016-12-31 | $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 |
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Total plan liabilities at end of year | 2015-12-31 | $899 |
Total plan liabilities at beginning of year | 2015-12-31 | $3,000 |
Total income from all sources | 2015-12-31 | $1,824 |
Expenses. Total of all expenses incurred | 2015-12-31 | $121,413 |
Benefits paid (including direct rollovers) | 2015-12-31 | $121,413 |
Total plan assets at end of year | 2015-12-31 | $2,459 |
Total plan assets at beginning of year | 2015-12-31 | $124,149 |
Other income received | 2015-12-31 | $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 |
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Total plan liabilities at end of year | 2014-12-31 | $3,000 |
Total income from all sources | 2014-12-31 | $8,005 |
Expenses. Total of all expenses incurred | 2014-12-31 | $22,670 |
Benefits paid (including direct rollovers) | 2014-12-31 | $22,670 |
Total plan assets at end of year | 2014-12-31 | $124,149 |
Total plan assets at beginning of year | 2014-12-31 | $135,814 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $9,515 |
Expenses. Total of all expenses incurred | 2013-12-31 | $51,733 |
Benefits paid (including direct rollovers) | 2013-12-31 | $51,733 |
Total plan assets at end of year | 2013-12-31 | $135,814 |
Total plan assets at beginning of year | 2013-12-31 | $178,032 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $10,249 |
Total plan assets at end of year | 2012-12-31 | $178,032 |
Total plan assets at beginning of year | 2012-12-31 | $167,783 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $11,976 |
Total plan assets at end of year | 2011-12-31 | $167,783 |
Total plan assets at beginning of year | 2011-12-31 | $155,807 |
Other income received | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $12,857 |
Total plan assets at end of year | 2010-12-31 | $155,807 |
Total plan assets at beginning of year | 2010-12-31 | $142,950 |
Other income received | 2010-12-31 | $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 |
2016: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BANK OF OAK RIDGE PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |