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AMERICAN HERITAGE BANK PENSION PLAN 401k Plan overview

Plan NameAMERICAN HERITAGE BANK PENSION PLAN
Plan identification number 001

AMERICAN HERITAGE BANK PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:AMERICAN HERITAGE BANK
Employer identification number (EIN):730126720
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN HERITAGE BANK PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICKEY WILBURN2023-10-10 MICKEY WILBURN2023-10-10
0012021-01-01MICKEY WILBURN2022-10-03 MICKEY WILBURN2022-10-03
0012020-01-01MICKEY WILBURN2021-10-05 MICKEY WILBURN2021-10-05
0012019-01-01RICK ENGLEMAN2020-10-07 RICK ENGLEMAN2020-10-07
0012018-01-01RICK ENGLEMAN2019-10-10 RICK ENGLEMAN2019-10-10
0012017-01-01
0012016-01-01RANDALL VAUGHN
0012015-01-01RANDALL VAUGHN
0012015-01-01RANDALL VAUGHN
0012014-01-01RANDALL VAUGHN
0012013-01-01RANDALL VAUGHN
0012012-01-01RANDALL VAUGHN
0012011-01-01RANDALL VAUGHN
0012010-01-01RANDALL VAUGHN
0012009-01-01 RANDALL VAUGHN2010-10-11
0012009-01-01
0012009-01-01
0012009-01-01RANDALL VAUGHN
0012009-01-01RANDALL VAUGHN

Plan Statistics for AMERICAN HERITAGE BANK PENSION PLAN

401k plan membership statisitcs for AMERICAN HERITAGE BANK PENSION PLAN

Measure Date Value
2022: AMERICAN HERITAGE BANK PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-317,781,822
Acturial value of plan assets2022-12-318,224,931
Funding target for retired participants and beneficiaries receiving payment2022-12-314,255,697
Number of terminated vested participants2022-12-318
Fundng target for terminated vested participants2022-12-31158,536
Active participant vested funding target2022-12-312,488,660
Number of active participants2022-12-3141
Total funding liabilities for active participants2022-12-312,488,660
Total participant count2022-12-31118
Total funding target for all participants2022-12-316,902,893
Balance at beginning of prior year after applicable adjustments2022-12-31909,798
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-31909,798
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3166,353
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3169,637
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31927,721
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3160,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-0136
Number of retired or separated participants receiving benefits2022-01-0167
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-01111
Total participants2022-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN HERITAGE BANK PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-319,753,033
Acturial value of plan assets2021-12-3110,441,884
Funding target for retired participants and beneficiaries receiving payment2021-12-314,295,757
Number of terminated vested participants2021-12-318
Fundng target for terminated vested participants2021-12-31161,971
Active participant vested funding target2021-12-314,366,570
Number of active participants2021-12-3156
Total funding liabilities for active participants2021-12-314,366,570
Total participant count2021-12-31134
Total funding target for all participants2021-12-318,824,298
Balance at beginning of prior year after applicable adjustments2021-12-31876,154
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31876,154
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31491,215
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31517,765
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31909,798
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3170,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3166,353
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3160,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3166,353
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01134
Total number of active participants reported on line 7a of the Form 55002021-01-0141
Number of retired or separated participants receiving benefits2021-01-0165
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN HERITAGE BANK PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-319,942,259
Acturial value of plan assets2020-12-319,955,722
Funding target for retired participants and beneficiaries receiving payment2020-12-314,477,538
Number of terminated vested participants2020-12-319
Fundng target for terminated vested participants2020-12-31195,303
Active participant vested funding target2020-12-314,081,632
Number of active participants2020-12-3156
Total funding liabilities for active participants2020-12-314,081,632
Total participant count2020-12-31135
Total funding target for all participants2020-12-318,754,473
Balance at beginning of prior year after applicable adjustments2020-12-31942,861
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31942,861
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31550,566
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31581,400
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-31100,000
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31876,154
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31674,360
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31629,040
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3160,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31629,040
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01135
Total number of active participants reported on line 7a of the Form 55002020-01-0156
Number of retired or separated participants receiving benefits2020-01-0165
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN HERITAGE BANK PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3110,085,783
Acturial value of plan assets2019-12-3110,361,374
Funding target for retired participants and beneficiaries receiving payment2019-12-314,500,246
Number of terminated vested participants2019-12-3153
Fundng target for terminated vested participants2019-12-311,257,360
Active participant vested funding target2019-12-313,756,301
Number of active participants2019-12-3158
Total funding liabilities for active participants2019-12-313,756,301
Total participant count2019-12-31180
Total funding target for all participants2019-12-319,513,907
Balance at beginning of prior year after applicable adjustments2019-12-31934,822
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31934,822
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31620,396
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31656,059
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-31100,000
Balance of carryovers at beginning of current year2019-12-31842,861
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31745,155
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31688,391
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31142,431
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31137,825
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31137,825
Contributions allocatedtoward minimum required contributions for current year2019-12-31688,391
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01180
Total number of active participants reported on line 7a of the Form 55002019-01-0156
Number of retired or separated participants receiving benefits2019-01-0165
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01135
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN HERITAGE BANK PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-319,441,395
Acturial value of plan assets2018-12-3110,051,890
Funding target for retired participants and beneficiaries receiving payment2018-12-313,598,028
Number of terminated vested participants2018-12-3152
Fundng target for terminated vested participants2018-12-31959,782
Active participant vested funding target2018-12-314,223,156
Number of active participants2018-12-3166
Total funding liabilities for active participants2018-12-314,223,156
Total participant count2018-12-31180
Total funding target for all participants2018-12-318,780,966
Balance at beginning of prior year after applicable adjustments2018-12-31879,088
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31879,088
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31754,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31798,858
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31934,822
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31672,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31620,396
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31202,059
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31620,396
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01180
Total number of active participants reported on line 7a of the Form 55002018-01-0158
Number of retired or separated participants receiving benefits2018-01-0169
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN HERITAGE BANK PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-319,411,614
Acturial value of plan assets2017-12-319,567,925
Funding target for retired participants and beneficiaries receiving payment2017-12-313,457,241
Number of terminated vested participants2017-12-3150
Fundng target for terminated vested participants2017-12-31831,545
Active participant vested funding target2017-12-314,162,983
Number of active participants2017-12-3171
Total funding liabilities for active participants2017-12-314,162,983
Total participant count2017-12-31180
Total funding target for all participants2017-12-318,451,769
Balance at beginning of prior year after applicable adjustments2017-12-311,046,421
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-311,046,421
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31602,227
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31602,227
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-31250,000
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31879,088
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31815,355
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31754,155
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31212,436
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31754,155
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01180
Total number of active participants reported on line 7a of the Form 55002017-01-0166
Number of retired or separated participants receiving benefits2017-01-0162
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN HERITAGE BANK PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-319,577,590
Acturial value of plan assets2016-12-319,961,364
Funding target for retired participants and beneficiaries receiving payment2016-12-314,071,841
Number of terminated vested participants2016-12-3148
Fundng target for terminated vested participants2016-12-31719,564
Active participant vested funding target2016-12-313,778,949
Number of active participants2016-12-3177
Total funding liabilities for active participants2016-12-313,778,949
Total participant count2016-12-31181
Total funding target for all participants2016-12-318,570,354
Balance at beginning of prior year after applicable adjustments2016-12-311,041,111
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,041,111
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31809,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31861,247
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,046,421
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31646,976
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31602,227
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31206,339
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31602,227
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-0171
Number of retired or separated participants receiving benefits2016-01-0159
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01180
Total participants2016-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN HERITAGE BANK PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01187
Total number of active participants reported on line 7a of the Form 55002015-01-0177
Number of retired or separated participants receiving benefits2015-01-0155
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN HERITAGE BANK PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-0182
Number of retired or separated participants receiving benefits2014-01-0150
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN HERITAGE BANK PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01189
Total number of active participants reported on line 7a of the Form 55002013-01-0190
Number of retired or separated participants receiving benefits2013-01-0146
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN HERITAGE BANK PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01193
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Number of retired or separated participants receiving benefits2012-01-0140
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN HERITAGE BANK PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01105
Number of retired or separated participants receiving benefits2011-01-0136
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMERICAN HERITAGE BANK PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01192
Total number of active participants reported on line 7a of the Form 55002010-01-01117
Number of retired or separated participants receiving benefits2010-01-0132
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: AMERICAN HERITAGE BANK PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01195
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-0130
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of participants with account balances2009-01-01192

Financial Data on AMERICAN HERITAGE BANK PENSION PLAN

Measure Date Value
2022 : AMERICAN HERITAGE BANK PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-247,404
Total unrealized appreciation/depreciation of assets2022-12-31$-247,404
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$41,451
Total loss/gain on sale of assets2022-12-31$81,293
Total of all expenses incurred2022-12-31$1,397,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,296,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$70,000
Value of total assets at end of year2022-12-31$6,425,297
Value of total assets at beginning of year2022-12-31$7,781,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,318
Total interest from all sources2022-12-31$137,562
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$21,049
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$80,269
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,356,525
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,425,297
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,781,822
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,154,521
Interest earned on other investments2022-12-31$42,015
Income. Interest from US Government securities2022-12-31$95,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,644,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,735,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,735,606
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$2,780,487
Asset value of US Government securities at beginning of year2022-12-31$2,392,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Contributions received in cash from employer2022-12-31$70,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,296,658
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$499,185
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$3,037,471
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,956,178
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FINLEY & COOK
Accountancy firm EIN2022-12-31730604334
2021 : AMERICAN HERITAGE BANK PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$46,549
Total unrealized appreciation/depreciation of assets2021-12-31$46,549
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$646,935
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,618,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,564,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$424,360
Value of total assets at end of year2021-12-31$7,781,822
Value of total assets at beginning of year2021-12-31$9,753,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,539
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$136,302
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$39,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,520
Administrative expenses professional fees incurred2021-12-31$27,285
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$-70,000
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$70,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$17
Administrative expenses (other) incurred2021-12-31$25,830
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,971,211
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,781,822
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,753,033
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,154,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,130,348
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$42,014
Income. Interest from US Government securities2021-12-31$94,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,735,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,261,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,261,576
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$2,392,510
Asset value of US Government securities at beginning of year2021-12-31$2,953,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Contributions received in cash from employer2021-12-31$424,360
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$38,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,564,607
Contract administrator fees2021-12-31$424
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$499,185
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$407,778
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FINLEY & COOK
Accountancy firm EIN2021-12-31730604334
2020 : AMERICAN HERITAGE BANK PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$38,091
Total unrealized appreciation/depreciation of assets2020-12-31$38,091
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
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$1,104,901
Total loss/gain on sale of assets2020-12-31$171,306
Total of all expenses incurred2020-12-31$567,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$517,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$745,155
Value of total assets at end of year2020-12-31$9,753,033
Value of total assets at beginning of year2020-12-31$9,215,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,434
Total interest from all sources2020-12-31$120,814
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$29,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$20,150
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$-629,040
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$629,040
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$40,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$28,800
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$537,720
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,753,033
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,215,313
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$484
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,130,348
Income. Interest from US Government securities2020-12-31$120,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,261,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,731,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,731,266
Asset value of US Government securities at end of year2020-12-31$2,953,331
Asset value of US Government securities at beginning of year2020-12-31$4,443,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Contributions received in cash from employer2020-12-31$745,155
Income. Dividends from common stock2020-12-31$29,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$517,747
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$407,778
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$2,637,814
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,466,508
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FINLEY & COOK
Accountancy firm EIN2020-12-31730604334
2019 : AMERICAN HERITAGE BANK PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-696,296
Total unrealized appreciation/depreciation of assets2019-12-31$-696,296
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
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$1,373,585
Total loss/gain on sale of assets2019-12-31$1,153,050
Total of all expenses incurred2019-12-31$1,614,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,521,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$672,000
Value of total assets at end of year2019-12-31$9,215,313
Value of total assets at beginning of year2019-12-31$9,455,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,196
Total interest from all sources2019-12-31$209,674
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$35,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$35,157
Administrative expenses professional fees incurred2019-12-31$20,230
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$40,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$42,014
Administrative expenses (other) incurred2019-12-31$71,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-240,484
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,215,313
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,455,797
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$371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,770,604
Interest earned on other investments2019-12-31$446
Income. Interest from US Government securities2019-12-31$209,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,731,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,017,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,017,431
Asset value of US Government securities at end of year2019-12-31$4,443,264
Asset value of US Government securities at beginning of year2019-12-31$2,507,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$672,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,521,873
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,118,218
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
Aggregate proceeds on sale of assets2019-12-31$6,658,821
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,505,771
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FINLEY & COOK
Accountancy firm EIN2019-12-31730604334
2018 : AMERICAN HERITAGE BANK PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-138,727
Total unrealized appreciation/depreciation of assets2018-12-31$-138,727
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$802,810
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$788,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$724,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$679,020
Value of total assets at end of year2018-12-31$9,455,797
Value of total assets at beginning of year2018-12-31$9,441,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,618
Total interest from all sources2018-12-31$134,454
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$128,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$20,590
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$42,014
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$41,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$43,028
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$14,402
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,455,797
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,441,395
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,770,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,588,236
Interest earned on other investments2018-12-31$14
Income. Interest from US Government securities2018-12-31$134,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,017,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,943,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,943,185
Asset value of US Government securities at end of year2018-12-31$2,507,530
Asset value of US Government securities at beginning of year2018-12-31$2,692,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Contributions received in cash from employer2018-12-31$679,020
Income. Dividends from common stock2018-12-31$128,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$724,790
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,118,218
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,175,782
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FINLEY & COOK
Accountancy firm EIN2018-12-31730604334
2017 : AMERICAN HERITAGE BANK PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$296,163
Total unrealized appreciation/depreciation of assets2017-12-31$296,163
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,147,942
Total loss/gain on sale of assets2017-12-31$21,686
Total of all expenses incurred2017-12-31$711,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$660,510
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$580,229
Value of total assets at end of year2017-12-31$9,441,395
Value of total assets at beginning of year2017-12-31$9,005,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,354
Total interest from all sources2017-12-31$129,767
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$120,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$20,450
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$41,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$28,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$30,754
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$436,078
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,441,395
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,005,317
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$150
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,588,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,424,927
Interest earned on other investments2017-12-31$1,613
Income. Interest from US Government securities2017-12-31$100,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,943,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,235,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,235,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$27,505
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$2,692,542
Asset value of US Government securities at beginning of year2017-12-31$2,232,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Contributions received in cash from employer2017-12-31$580,229
Income. Dividends from common stock2017-12-31$120,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$660,510
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,175,782
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,084,604
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
Aggregate proceeds on sale of assets2017-12-31$1,496,406
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,474,720
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FINLEY & COOK
Accountancy firm EIN2017-12-31730604334
2016 : AMERICAN HERITAGE BANK PENSION 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$296,603
Total unrealized appreciation/depreciation of assets2016-12-31$296,603
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,232,677
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,391,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,317,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$653,082
Value of total assets at end of year2016-12-31$9,005,317
Value of total assets at beginning of year2016-12-31$9,164,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,443
Total interest from all sources2016-12-31$158,225
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$124,767
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$32,863
Administrative expenses professional fees incurred2016-12-31$22,810
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$28,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$26,470
Administrative expenses (other) incurred2016-12-31$51,244
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$0
Value of net income/loss2016-12-31$-158,866
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,005,317
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,164,183
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,424,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,264,665
Interest earned on other investments2016-12-31$431
Income. Interest from US Government securities2016-12-31$124,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,235,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,132,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,132,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$33,427
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$2,232,175
Asset value of US Government securities at beginning of year2016-12-31$1,804,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$653,082
Income. Dividends from common stock2016-12-31$91,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,317,100
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$102,670
Contract administrator fees2016-12-31$389
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,084,604
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,833,153
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$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FINLEY & COOK
Accountancy firm EIN2016-12-31730604334
2015 : AMERICAN HERITAGE BANK PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-236,359
Total unrealized appreciation/depreciation of assets2015-12-31$-236,359
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$689,147
Total loss/gain on sale of assets2015-12-31$91,560
Total of all expenses incurred2015-12-31$657,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$595,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$639,756
Value of total assets at end of year2015-12-31$9,164,183
Value of total assets at beginning of year2015-12-31$9,132,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,323
Total interest from all sources2015-12-31$91,526
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$102,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$17,801
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$26,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$25,179
Administrative expenses (other) incurred2015-12-31$44,211
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$31,417
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,164,183
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,132,766
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$311
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,264,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,328,041
Interest earned on other investments2015-12-31$657
Income. Interest from US Government securities2015-12-31$57,896
Income. Interest from corporate debt instruments2015-12-31$5,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,132,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,096,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,096,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$27,223
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$1,804,984
Asset value of US Government securities at beginning of year2015-12-31$2,047,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Contributions received in cash from employer2015-12-31$639,756
Income. Dividends from common stock2015-12-31$102,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$595,407
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$102,670
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$106,790
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,833,153
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,528,574
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
Aggregate proceeds on sale of assets2015-12-31$1,348,064
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,256,504
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FINLEY & COOK
Accountancy firm EIN2015-12-31730604334
2014 : AMERICAN HERITAGE BANK PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$161,815
Total unrealized appreciation/depreciation of assets2014-12-31$161,815
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$946,133
Total loss/gain on sale of assets2014-12-31$153,655
Total of all expenses incurred2014-12-31$920,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$855,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$461,829
Value of total assets at end of year2014-12-31$9,132,766
Value of total assets at beginning of year2014-12-31$9,107,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,625
Total interest from all sources2014-12-31$88,286
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$68,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$68,506
Administrative expenses professional fees incurred2014-12-31$19,078
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,266
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$25,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$17,783
Other income not declared elsewhere2014-12-31$12,042
Administrative expenses (other) incurred2014-12-31$26,005
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$25,579
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,132,766
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,107,187
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$19,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,328,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,297,765
Income. Interest from US Government securities2014-12-31$56,876
Income. Interest from corporate debt instruments2014-12-31$2,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,096,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,913,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,913,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$28,444
Asset value of US Government securities at end of year2014-12-31$2,047,795
Asset value of US Government securities at beginning of year2014-12-31$2,017,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$442,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$855,929
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$106,790
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$110,965
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,528,574
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$749,652
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
Aggregate proceeds on sale of assets2014-12-31$2,634,746
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,481,091
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FINLEY & COOK
Accountancy firm EIN2014-12-31730604334
2013 : AMERICAN HERITAGE BANK PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$318,824
Total unrealized appreciation/depreciation of assets2013-12-31$318,824
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$1,082,634
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,164,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,115,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$610,224
Value of total assets at end of year2013-12-31$9,107,187
Value of total assets at beginning of year2013-12-31$9,189,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,548
Total interest from all sources2013-12-31$65,512
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$88,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$27,490
Administrative expenses professional fees incurred2013-12-31$18,930
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$17,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,794
Administrative expenses (other) incurred2013-12-31$30,618
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$-82,302
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,107,187
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,189,489
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,297,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,297,349
Income. Interest from US Government securities2013-12-31$26,215
Income. Interest from corporate debt instruments2013-12-31$1,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,913,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,060,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,060,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$37,855
Asset value of US Government securities at end of year2013-12-31$2,017,566
Asset value of US Government securities at beginning of year2013-12-31$1,707,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$610,224
Income. Dividends from common stock2013-12-31$60,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,115,388
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$110,965
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$112,221
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$749,652
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FINLEY & COOK
Accountancy firm EIN2013-12-31730604334
2012 : AMERICAN HERITAGE BANK PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-211,001
Total unrealized appreciation/depreciation of assets2012-12-31$-211,001
Total income from all sources (including contributions)2012-12-31$1,102,664
Total loss/gain on sale of assets2012-12-31$621,686
Total of all expenses incurred2012-12-31$341,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$313,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$536,581
Value of total assets at end of year2012-12-31$9,189,489
Value of total assets at beginning of year2012-12-31$8,428,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,099
Total interest from all sources2012-12-31$69,879
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$85,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$35,955
Administrative expenses professional fees incurred2012-12-31$15,045
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$582,019
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$16,601
Other income not declared elsewhere2012-12-31$83
Administrative expenses (other) incurred2012-12-31$13,054
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$761,223
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,189,489
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,428,266
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,297,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,707,569
Income. Interest from US Government securities2012-12-31$17,343
Income. Interest from corporate debt instruments2012-12-31$1,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,060,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,238,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,238,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$51,396
Asset value of US Government securities at end of year2012-12-31$1,707,589
Asset value of US Government securities at beginning of year2012-12-31$1,776,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$536,581
Income. Dividends from common stock2012-12-31$49,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$313,342
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$112,221
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$106,961
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
Aggregate proceeds on sale of assets2012-12-31$3,438,367
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,816,681
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FINLEY & COOK
Accountancy firm EIN2012-12-31730604334
2011 : AMERICAN HERITAGE BANK PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$114,619
Total unrealized appreciation/depreciation of assets2011-12-31$114,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$796,141
Total loss/gain on sale of assets2011-12-31$163,361
Total of all expenses incurred2011-12-31$576,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$574,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$911,951
Value of total assets at end of year2011-12-31$7,875,399
Value of total assets at beginning of year2011-12-31$7,656,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,109
Total interest from all sources2011-12-31$8,467
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$199,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$199,546
Administrative expenses professional fees incurred2011-12-31$17,790
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$549,690
Participant contributions at end of year2011-12-31$207,224
Participant contributions at beginning of year2011-12-31$171,593
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$16,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$13,034
Other income not declared elsewhere2011-12-31$439
Administrative expenses (other) incurred2011-12-31$2,109
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$219,187
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,875,399
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,656,212
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$6,379,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,589,600
Interest on participant loans2011-12-31$8,422
Income. Interest from US Government securities2011-12-31$1,908
Value of interest in common/collective trusts at end of year2011-12-31$701,274
Value of interest in common/collective trusts at beginning of year2011-12-31$521,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$586,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$373,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$373,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$45
Asset value of US Government securities at end of year2011-12-31$1,776,948
Asset value of US Government securities at beginning of year2011-12-31$1,533,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-344,687
Net investment gain or loss from common/collective trusts2011-12-31$20,864
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
Contributions received in cash from employer2011-12-31$362,261
Income. Dividends from common stock2011-12-31$29,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$574,845
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$106,961
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$208,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$582,019
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$236,050
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
Aggregate proceeds on sale of assets2011-12-31$1,534,880
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,371,519
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 name2011-12-31FINLEY & COOK PLLC
Accountancy firm EIN2011-12-31730604334
2010 : AMERICAN HERITAGE BANK PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$442,032
Total unrealized appreciation/depreciation of assets2010-12-31$442,032
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$1,883,632
Total loss/gain on sale of assets2010-12-31$-24,378
Total of all expenses incurred2010-12-31$81,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$73,987
Expenses. Certain deemed distributions of participant loans2010-12-31$1,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,193,616
Value of total assets at end of year2010-12-31$7,656,212
Value of total assets at beginning of year2010-12-31$5,853,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,360
Total interest from all sources2010-12-31$8,099
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$123,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$123,966
Administrative expenses professional fees incurred2010-12-31$15,982
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$520,878
Participant contributions at end of year2010-12-31$171,593
Participant contributions at beginning of year2010-12-31$124,101
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$14,950
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$325,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$13,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,250
Other income not declared elsewhere2010-12-31$2,731
Administrative expenses (other) incurred2010-12-31$6,360
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$1,802,236
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,656,212
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,853,976
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 end of year2010-12-31$6,589,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,060,322
Interest on participant loans2010-12-31$8,083
Income. Interest from US Government securities2010-12-31$73,221
Income. Interest from corporate debt instruments2010-12-31$9,935
Value of interest in common/collective trusts at end of year2010-12-31$521,489
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$373,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$643,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$643,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16
Asset value of US Government securities at end of year2010-12-31$1,533,429
Asset value of US Government securities at beginning of year2010-12-31$402,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$546,239
Net investment gain or loss from common/collective trusts2010-12-31$11,712
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
Contributions received in cash from employer2010-12-31$347,231
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$10,689
Income. Dividends from common stock2010-12-31$703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$73,987
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$208,058
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$278,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$236,050
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
Aggregate proceeds on sale of assets2010-12-31$2,201,032
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,225,410
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 name2010-12-31FINLEY & COOK PLLC
Accountancy firm EIN2010-12-31730604334
2009 : AMERICAN HERITAGE BANK PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN HERITAGE BANK PENSION PLAN

2022: AMERICAN HERITAGE BANK PENSION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN HERITAGE BANK PENSION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN HERITAGE BANK PENSION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN HERITAGE BANK PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN HERITAGE BANK PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN HERITAGE BANK PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN HERITAGE BANK PENSION PLAN 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: AMERICAN HERITAGE BANK PENSION 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN HERITAGE BANK PENSION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN HERITAGE BANK PENSION 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN HERITAGE BANK PENSION 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN HERITAGE BANK PENSION 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN HERITAGE BANK PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN HERITAGE BANK PENSION 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

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