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| Plan Name | FIRST NATIONAL BANK OF REFUGIO DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | VANTAGE BANK TEXAS |
| Employer identification number (EIN): | 740856797 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2016-05-01 | PATRICIA TERRY | 2016-12-29 | ||
| 001 | 2015-05-01 | PATRICIA TERRY | 2016-10-06 | ||
| 001 | 2014-05-01 | PATRICIA TERRY | 2015-08-24 | ||
| 001 | 2013-05-01 | PATRICIA TERRY | 2014-11-18 | ||
| 001 | 2012-05-01 | PATRICIA TERRY | 2013-10-29 | ||
| 001 | 2011-05-01 | PATRICIA TERRY | 2012-11-29 | ||
| 001 | 2010-05-01 | PATRICIA TERRY | 2011-11-29 | ||
| 001 | 2007-05-01 |
| Measure | Date | Value |
|---|---|---|
| 2008 : FIRST NATIONAL BANK OF REFUGIO DEFINED BENEFIT PENSION PLAN 2008 401k financial data | ||
| Total income from all sources | 2008-04-30 | $191,622 |
| Expenses. Total of all expenses incurred | 2008-04-30 | $438,185 |
| Benefits paid (including direct rollovers) | 2008-04-30 | $422,774 |
| Total plan assets at end of year | 2008-04-30 | $1,594,592 |
| Total plan assets at beginning of year | 2008-04-30 | $1,841,155 |
| Value of fidelity bond covering the plan | 2008-04-30 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2008-04-30 | $15,411 |
| Other income received | 2008-04-30 | $73,161 |
| Net income (gross income less expenses) | 2008-04-30 | $-246,563 |
| Net plan assets at end of year (total assets less liabilities) | 2008-04-30 | $1,594,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-04-30 | $1,841,155 |
| Total contributions received or receivable from employer(s) | 2008-04-30 | $118,461 |
| 2007: FIRST NATIONAL BANK OF REFUGIO DEFINED BENEFIT PENSION PLAN 2007 form 5500 responses | ||
|---|---|---|
| 2007-05-01 | Type of plan entity | Single employer plan |
| 2007-05-01 | Submission has been amended | No |
| 2007-05-01 | This submission is the final filing | No |
| 2007-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-05-01 | Plan is a collectively bargained plan | No |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) | |
| Policy contract number | G602374-0007 |
| Policy instance | 1 |