401k Plan data: CITIZENS BANK & TRUST OF VIVIAN ESOP plan

CITIZENS BANK & TRUST OF VIVIAN ESOP 401k Plan overview

Plan Name	CITIZENS BANK & TRUST OF VIVIAN ESOP
Plan identification number	003

CITIZENS BANK & TRUST OF VIVIAN ESOP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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). Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

CB&T BANCSHARES INC. has sponsored the creation of one or more 401k plans.

Company Name: CB&T BANCSHARES INC.

Employer identification number (EIN): 721500192

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITIZENS BANK & TRUST OF VIVIAN ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ANTHONY BROOME 2023-09-18 ANTHONY BROOME 2023-09-18
003 2021-01-01 ANTHONY BROOME 2022-10-13 ANTHONY BROOME 2022-10-13
003 2020-01-01 ANTHONY BROOME 2021-10-01 ANTHONY BROOME 2021-10-01
003 2019-01-01 ANTHONY BROOME 2020-06-05 ANTHONY BROOME 2020-06-05
003 2018-01-01 ANTHONY BROOME 2019-10-15 ANTHONY BROOME 2019-10-15
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 DAN CALDWELL
003 2013-01-01 DAN CALDWELL
003 2012-01-01 DAN CALDWELL
003 2011-01-01 DAN CALDWELL
003 2010-01-01 DAN CALDWELL
003 2009-01-01 DAN CALDWELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	ANTHONY BROOME	2023-09-18	ANTHONY BROOME	2023-09-18
003	2021-01-01	ANTHONY BROOME	2022-10-13	ANTHONY BROOME	2022-10-13
003	2020-01-01	ANTHONY BROOME	2021-10-01	ANTHONY BROOME	2021-10-01
003	2019-01-01	ANTHONY BROOME	2020-06-05	ANTHONY BROOME	2020-06-05
003	2018-01-01	ANTHONY BROOME	2019-10-15	ANTHONY BROOME	2019-10-15
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	DAN CALDWELL
003	2013-01-01	DAN CALDWELL
003	2012-01-01	DAN CALDWELL
003	2011-01-01	DAN CALDWELL
003	2010-01-01	DAN CALDWELL
003	2009-01-01	DAN CALDWELL

Plan Statistics for CITIZENS BANK & TRUST OF VIVIAN ESOP

401k plan membership statisitcs for CITIZENS BANK & TRUST OF VIVIAN ESOP

Measure Date Value
2022: CITIZENS BANK & TRUST OF VIVIAN ESOP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
Number of retired or separated participants receiving benefits 2022-01-01 17
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 88
Number of participants with account balances 2022-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: CITIZENS BANK & TRUST OF VIVIAN ESOP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 43
Number of retired or separated participants receiving benefits 2021-01-01 18
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 91
Number of participants with account balances 2021-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: CITIZENS BANK & TRUST OF VIVIAN ESOP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 48
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 30
Total of all active and inactive participants 2020-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 89
Number of participants with account balances 2020-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: CITIZENS BANK & TRUST OF VIVIAN ESOP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 45
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 89
Number of participants with account balances 2019-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: CITIZENS BANK & TRUST OF VIVIAN ESOP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 49
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 87
Number of participants with account balances 2018-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: CITIZENS BANK & TRUST OF VIVIAN ESOP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 48
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 33
Total of all active and inactive participants 2017-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 84
Number of participants with account balances 2017-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: CITIZENS BANK & TRUST OF VIVIAN ESOP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 52
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 80
Number of participants with account balances 2016-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: CITIZENS BANK & TRUST OF VIVIAN ESOP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 55
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 75
Number of participants with account balances 2015-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: CITIZENS BANK & TRUST OF VIVIAN ESOP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 50
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 69
Number of participants with account balances 2014-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: CITIZENS BANK & TRUST OF VIVIAN ESOP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 49
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 60
Number of participants with account balances 2013-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: CITIZENS BANK & TRUST OF VIVIAN ESOP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 60
Total participants 2012-01-01 60
Number of participants with account balances 2012-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: CITIZENS BANK & TRUST OF VIVIAN ESOP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 44
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 49
Total participants 2011-01-01 49
Number of participants with account balances 2011-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: CITIZENS BANK & TRUST OF VIVIAN ESOP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 37
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 41
Total participants 2010-01-01 41
Number of participants with account balances 2010-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: CITIZENS BANK & TRUST OF VIVIAN ESOP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Total of all active and inactive participants 2009-01-01 27
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 27

Measure	Date	Value
2022: CITIZENS BANK & TRUST OF VIVIAN ESOP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
Number of retired or separated participants receiving benefits	2022-01-01	17
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	88
Number of participants with account balances	2022-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: CITIZENS BANK & TRUST OF VIVIAN ESOP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	43
Number of retired or separated participants receiving benefits	2021-01-01	18
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	91
Number of participants with account balances	2021-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: CITIZENS BANK & TRUST OF VIVIAN ESOP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	48
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	30
Total of all active and inactive participants	2020-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	89
Number of participants with account balances	2020-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: CITIZENS BANK & TRUST OF VIVIAN ESOP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	45
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	89
Number of participants with account balances	2019-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: CITIZENS BANK & TRUST OF VIVIAN ESOP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	49
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	87
Number of participants with account balances	2018-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: CITIZENS BANK & TRUST OF VIVIAN ESOP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	48
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	33
Total of all active and inactive participants	2017-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	84
Number of participants with account balances	2017-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: CITIZENS BANK & TRUST OF VIVIAN ESOP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	52
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	80
Number of participants with account balances	2016-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: CITIZENS BANK & TRUST OF VIVIAN ESOP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	55
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	75
Number of participants with account balances	2015-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: CITIZENS BANK & TRUST OF VIVIAN ESOP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	50
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	69
Number of participants with account balances	2014-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: CITIZENS BANK & TRUST OF VIVIAN ESOP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	49
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	60
Number of participants with account balances	2013-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: CITIZENS BANK & TRUST OF VIVIAN ESOP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	60
Total participants	2012-01-01	60
Number of participants with account balances	2012-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: CITIZENS BANK & TRUST OF VIVIAN ESOP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	44
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	49
Total participants	2011-01-01	49
Number of participants with account balances	2011-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: CITIZENS BANK & TRUST OF VIVIAN ESOP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	37
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	41
Total participants	2010-01-01	41
Number of participants with account balances	2010-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: CITIZENS BANK & TRUST OF VIVIAN ESOP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Total of all active and inactive participants	2009-01-01	27
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	27

Financial Data on CITIZENS BANK & TRUST OF VIVIAN ESOP

Measure	Date	Value
2022 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2022 401k financial data
Total income from all sources	2022-12-31	$-87,150
Expenses. Total of all expenses incurred	2022-12-31	$86,839
Benefits paid (including direct rollovers)	2022-12-31	$86,839
Total plan assets at end of year	2022-12-31	$1,653,184
Total plan assets at beginning of year	2022-12-31	$1,827,173
Value of fidelity bond covering the plan	2022-12-31	$2,000,000
Other income received	2022-12-31	$-87,150
Net income (gross income less expenses)	2022-12-31	$-173,989
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,653,184
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,827,173
Assets. Value of employer securities	2022-12-31	$1,522,614
2021 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2021 401k financial data
Total income from all sources	2021-12-31	$110,121
Expenses. Total of all expenses incurred	2021-12-31	$76,661
Benefits paid (including direct rollovers)	2021-12-31	$76,661
Total plan assets at end of year	2021-12-31	$1,827,173
Total plan assets at beginning of year	2021-12-31	$1,793,713
Value of fidelity bond covering the plan	2021-12-31	$2,000,000
Other income received	2021-12-31	$70,121
Net income (gross income less expenses)	2021-12-31	$33,460
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,827,173
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,793,713
Assets. Value of employer securities	2021-12-31	$1,677,881
Total contributions received or receivable from employer(s)	2021-12-31	$40,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$175,189
Expenses. Total of all expenses incurred	2020-12-31	$65,797
Benefits paid (including direct rollovers)	2020-12-31	$65,797
Total plan assets at end of year	2020-12-31	$1,793,713
Total plan assets at beginning of year	2020-12-31	$1,684,321
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Other income received	2020-12-31	$110,189
Net income (gross income less expenses)	2020-12-31	$109,392
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,793,713
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,684,321
Assets. Value of employer securities	2020-12-31	$1,702,924
Total contributions received or receivable from employer(s)	2020-12-31	$65,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$94,335
Total income from all sources	2019-12-31	$214,112
Expenses. Total of all expenses incurred	2019-12-31	$9,983
Benefits paid (including direct rollovers)	2019-12-31	$7,676
Total plan assets at end of year	2019-12-31	$1,684,321
Total plan assets at beginning of year	2019-12-31	$1,574,527
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$2,307
Other income received	2019-12-31	$157,612
Net income (gross income less expenses)	2019-12-31	$204,129
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,684,321
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,480,192
Assets. Value of employer securities	2019-12-31	$1,677,881
Total contributions received or receivable from employer(s)	2019-12-31	$56,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$94,335
Total plan liabilities at beginning of year	2018-12-31	$188,670
Total income from all sources	2018-12-31	$177,531
Expenses. Total of all expenses incurred	2018-12-31	$10,415
Benefits paid (including direct rollovers)	2018-12-31	$4,544
Total plan assets at end of year	2018-12-31	$1,574,527
Total plan assets at beginning of year	2018-12-31	$1,501,746
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$5,871
Other income received	2018-12-31	$132,531
Net income (gross income less expenses)	2018-12-31	$167,116
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,480,192
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,313,076
Assets. Value of employer securities	2018-12-31	$1,556,026
Total contributions received or receivable from employer(s)	2018-12-31	$45,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$188,670
Total plan liabilities at beginning of year	2017-12-31	$283,006
Total income from all sources	2017-12-31	$45,927
Expenses. Total of all expenses incurred	2017-12-31	$14,556
Benefits paid (including direct rollovers)	2017-12-31	$6,487
Total plan assets at end of year	2017-12-31	$1,501,746
Total plan assets at beginning of year	2017-12-31	$1,564,711
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$8,069
Other income received	2017-12-31	$3,927
Net income (gross income less expenses)	2017-12-31	$31,371
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,313,076
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,281,705
Assets. Value of employer securities	2017-12-31	$1,477,489
Total contributions received or receivable from employer(s)	2017-12-31	$42,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$283,006
Total plan liabilities at beginning of year	2016-12-31	$377,342
Total income from all sources	2016-12-31	$10,128
Expenses. Total of all expenses incurred	2016-12-31	$9,791
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,564,711
Total plan assets at beginning of year	2016-12-31	$1,658,710
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$9,791
Other income received	2016-12-31	$-6,872
Net income (gross income less expenses)	2016-12-31	$337
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,281,705
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,281,368
Assets. Value of employer securities	2016-12-31	$1,546,209
Total contributions received or receivable from employer(s)	2016-12-31	$17,000
2015 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$377,342
Total plan liabilities at beginning of year	2015-12-31	$471,677
Total income from all sources	2015-12-31	$114,398
Expenses. Total of all expenses incurred	2015-12-31	$14,636
Benefits paid (including direct rollovers)	2015-12-31	$2,973
Total plan assets at end of year	2015-12-31	$1,658,710
Total plan assets at beginning of year	2015-12-31	$1,653,283
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$11,663
Other income received	2015-12-31	$112,898
Net income (gross income less expenses)	2015-12-31	$99,762
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,281,368
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,181,606
Assets. Value of employer securities	2015-12-31	$1,619,838
Total contributions received or receivable from employer(s)	2015-12-31	$1,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$471,677
Total plan liabilities at beginning of year	2014-12-31	$566,012
Total income from all sources	2014-12-31	$129,952
Expenses. Total of all expenses incurred	2014-12-31	$14,373
Benefits paid (including direct rollovers)	2014-12-31	$115
Total plan assets at end of year	2014-12-31	$1,653,283
Total plan assets at beginning of year	2014-12-31	$1,632,039
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$14,258
Other income received	2014-12-31	$109,952
Net income (gross income less expenses)	2014-12-31	$115,579
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,181,606
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,066,027
Assets. Value of employer securities	2014-12-31	$1,619,838
Total contributions received or receivable from employer(s)	2014-12-31	$20,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$566,012
Total plan liabilities at beginning of year	2013-12-31	$660,348
Total income from all sources	2013-12-31	$115,815
Expenses. Total of all expenses incurred	2013-12-31	$70,455
Benefits paid (including direct rollovers)	2013-12-31	$53,612
Total plan assets at end of year	2013-12-31	$1,632,039
Total plan assets at beginning of year	2013-12-31	$1,681,015
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$16,843
Other income received	2013-12-31	$115,815
Net income (gross income less expenses)	2013-12-31	$45,360
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,066,027
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,020,667
Assets. Value of employer securities	2013-12-31	$1,605,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$660,348
Total plan liabilities at beginning of year	2012-12-31	$754,683
Total income from all sources	2012-12-31	$470,688
Expenses. Total of all expenses incurred	2012-12-31	$19,460
Total plan assets at end of year	2012-12-31	$1,681,015
Total plan assets at beginning of year	2012-12-31	$1,324,122
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$19,460
Other income received	2012-12-31	$368,688
Net income (gross income less expenses)	2012-12-31	$451,228
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,020,667
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$569,439
Assets. Value of employer securities	2012-12-31	$1,497,795
Total contributions received or receivable from employer(s)	2012-12-31	$102,000
2011 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$754,684
Total plan liabilities at beginning of year	2011-12-31	$849,019
Total income from all sources	2011-12-31	$167,576
Expenses. Total of all expenses incurred	2011-12-31	$22,051
Total plan assets at end of year	2011-12-31	$1,086,510
Total plan assets at beginning of year	2011-12-31	$1,035,320
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$22,051
Other income received	2011-12-31	$65,576
Net income (gross income less expenses)	2011-12-31	$145,525
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$331,826
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$186,301
Assets. Value of employer securities	2011-12-31	$1,001,705
Total contributions received or receivable from employer(s)	2011-12-31	$102,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$400
2010 : CITIZENS BANK & TRUST OF VIVIAN ESOP 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$849,019
Total plan liabilities at beginning of year	2010-12-31	$943,355
Total income from all sources	2010-12-31	$136,626
Expenses. Total of all expenses incurred	2010-12-31	$30,300
Total plan assets at end of year	2010-12-31	$1,035,320
Total plan assets at beginning of year	2010-12-31	$1,023,330
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$30,300
Other income received	2010-12-31	$41,626
Net income (gross income less expenses)	2010-12-31	$106,326
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$186,301
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$79,975
Assets. Value of employer securities	2010-12-31	$968,389
Total contributions received or receivable from employer(s)	2010-12-31	$95,000

Form 5500 Responses for CITIZENS BANK & TRUST OF VIVIAN ESOP

2022: CITIZENS BANK & TRUST OF VIVIAN ESOP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CITIZENS BANK & TRUST OF VIVIAN ESOP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CITIZENS BANK & TRUST OF VIVIAN ESOP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CITIZENS BANK & TRUST OF VIVIAN ESOP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CITIZENS BANK & TRUST OF VIVIAN ESOP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CITIZENS BANK & TRUST OF VIVIAN ESOP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CITIZENS BANK & TRUST OF VIVIAN ESOP 2016 form 5500 responses
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: CITIZENS BANK & TRUST OF VIVIAN ESOP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CITIZENS BANK & TRUST OF VIVIAN ESOP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CITIZENS BANK & TRUST OF VIVIAN ESOP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CITIZENS BANK & TRUST OF VIVIAN ESOP 2012 form 5500 responses
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: CITIZENS BANK & TRUST OF VIVIAN ESOP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CITIZENS BANK & TRUST OF VIVIAN ESOP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CITIZENS BANK & TRUST OF VIVIAN ESOP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CB&T BANCSHARES INC.
Employer identification number (EIN):	721500192
NAIC Classification:	522110
NAIC Description:	Commercial Banking