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Plan Name | JOHN MARSHALL BANK 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JOHN MARSHALL BANK |
Employer identification number (EIN): | 743125891 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about JOHN MARSHALL BANK
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2005-04-05 |
Company Identification Number: | 0635442 |
Legal Registered Office Address: |
1943 ISAAC NEWTON SQUARE SUITE 100 RESTON United States of America (USA) 20190 |
More information about JOHN MARSHALL BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LINDA FOURNEY | |||
001 | 2016-01-01 | LINDA FOURNEY | 2017-07-21 | ||
001 | 2015-01-01 | LINDA FOURNEY | 2016-09-08 | ||
001 | 2014-01-01 | LINDA FOURNEY | 2015-06-01 | ||
001 | 2013-01-01 | CARL DODSON | 2014-08-13 | ||
001 | 2012-01-01 | CARL DODSON | 2013-06-19 | ||
001 | 2011-01-01 | CARL DODSON | 2012-08-09 | ||
001 | 2010-01-01 | CARL DODSON | 2011-08-17 |
Measure | Date | Value |
---|---|---|
2022: JOHN MARSHALL BANK 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 43 |
Total of all active and inactive participants | 2022-01-01 | 172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 172 |
Number of participants with account balances | 2022-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
2021: JOHN MARSHALL BANK 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 40 |
Total of all active and inactive participants | 2021-01-01 | 173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 173 |
Number of participants with account balances | 2021-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JOHN MARSHALL BANK 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 37 |
Total of all active and inactive participants | 2020-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 169 |
Number of participants with account balances | 2020-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: JOHN MARSHALL BANK 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 30 |
Total of all active and inactive participants | 2019-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 157 |
Number of participants with account balances | 2019-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JOHN MARSHALL BANK 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 24 |
Total of all active and inactive participants | 2018-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 159 |
Number of participants with account balances | 2018-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 15 |
2017: JOHN MARSHALL BANK 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 20 |
Total of all active and inactive participants | 2017-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 138 |
Number of participants with account balances | 2017-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : JOHN MARSHALL BANK 401K PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-559,177 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,950,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,907,152 |
Value of total corrective distributions | 2022-12-31 | $399 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,910,135 |
Value of total assets at end of year | 2022-12-31 | $11,629,626 |
Value of total assets at beginning of year | 2022-12-31 | $14,139,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $43,344 |
Total interest from all sources | 2022-12-31 | $12,416 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $170,812 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $170,812 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,150,695 |
Participant contributions at end of year | 2022-12-31 | $316,427 |
Participant contributions at beginning of year | 2022-12-31 | $270,616 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $95,796 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,510,072 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,629,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,139,698 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $31,506 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $10,552,206 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,533,470 |
Interest on participant loans | 2022-12-31 | $12,416 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $760,993 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $335,612 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,657,481 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $4,941 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $663,644 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,907,152 |
Contract administrator fees | 2022-12-31 | $11,838 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2022-12-31 | 541149263 |
2021 : JOHN MARSHALL BANK 401K PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $3,603,875 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,854,697 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,827,816 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,788,802 |
Value of total assets at end of year | 2021-12-31 | $14,139,698 |
Value of total assets at beginning of year | 2021-12-31 | $12,390,520 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $26,881 |
Total interest from all sources | 2021-12-31 | $14,365 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $218,018 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $218,018 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,135,688 |
Participant contributions at end of year | 2021-12-31 | $270,616 |
Participant contributions at beginning of year | 2021-12-31 | $346,234 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $39,878 |
Other income not declared elsewhere | 2021-12-31 | $29,699 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,749,178 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $14,139,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,390,520 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $21,082 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,533,470 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,044,286 |
Interest on participant loans | 2021-12-31 | $14,365 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $335,612 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,551,388 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $613,236 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,827,816 |
Contract administrator fees | 2021-12-31 | $5,799 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2021-12-31 | 541149263 |
2020 : JOHN MARSHALL BANK 401K PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $3,078,668 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $802,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $800,294 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,446,111 |
Value of total assets at end of year | 2020-12-31 | $12,390,520 |
Value of total assets at beginning of year | 2020-12-31 | $10,114,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,900 |
Total interest from all sources | 2020-12-31 | $11,794 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $981,584 |
Participant contributions at end of year | 2020-12-31 | $346,234 |
Participant contributions at beginning of year | 2020-12-31 | $170,267 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $32,031 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $22,754 |
Other income not declared elsewhere | 2020-12-31 | $12,129 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,276,474 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,390,520 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,114,046 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,044,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,834,821 |
Interest on participant loans | 2020-12-31 | $11,794 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,608,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $441,773 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $76,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $800,294 |
Contract administrator fees | 2020-12-31 | $1,900 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2020-12-31 | 541149263 |
2019 : JOHN MARSHALL BANK 401K PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $3,781,360 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,469,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,467,246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,173,368 |
Value of total assets at end of year | 2019-12-31 | $10,114,046 |
Value of total assets at beginning of year | 2019-12-31 | $7,802,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,300 |
Total interest from all sources | 2019-12-31 | $9,666 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $979,702 |
Participant contributions at end of year | 2019-12-31 | $170,267 |
Participant contributions at beginning of year | 2019-12-31 | $172,594 |
Participant contributions at end of year | 2019-12-31 | $32,031 |
Participant contributions at beginning of year | 2019-12-31 | $36,030 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $684,893 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,311,814 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,114,046 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,802,232 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,834,821 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,576,355 |
Interest on participant loans | 2019-12-31 | $9,666 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,598,326 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $508,773 |
Employer contributions (assets) at end of year | 2019-12-31 | $76,927 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $17,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,467,246 |
Contract administrator fees | 2019-12-31 | $2,300 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2019-12-31 | 541149263 |
2018 : JOHN MARSHALL BANK 401K PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $1,021,710 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $362,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $355,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,365,312 |
Value of total assets at end of year | 2018-12-31 | $7,802,232 |
Value of total assets at beginning of year | 2018-12-31 | $7,143,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $7,180 |
Total interest from all sources | 2018-12-31 | $9,944 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $888,148 |
Participant contributions at end of year | 2018-12-31 | $172,594 |
Participant contributions at beginning of year | 2018-12-31 | $192,398 |
Participant contributions at end of year | 2018-12-31 | $36,030 |
Participant contributions at beginning of year | 2018-12-31 | $30,958 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $48,417 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $658,979 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,802,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,143,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,576,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,903,845 |
Interest on participant loans | 2018-12-31 | $9,944 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-353,546 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $428,747 |
Employer contributions (assets) at end of year | 2018-12-31 | $17,253 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $16,052 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $355,551 |
Contract administrator fees | 2018-12-31 | $7,180 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2018-12-31 | 541149263 |
2017 : JOHN MARSHALL BANK 401K PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 |
Total income from all sources (including contributions) | 2017-12-31 | $2,142,896 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $209,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $206,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,185,293 |
Value of total assets at end of year | 2017-12-31 | $7,143,253 |
Value of total assets at beginning of year | 2017-12-31 | $5,209,601 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,550 |
Total interest from all sources | 2017-12-31 | $9,132 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $772,729 |
Participant contributions at end of year | 2017-12-31 | $192,398 |
Participant contributions at beginning of year | 2017-12-31 | $186,407 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $31,651 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,933,652 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,143,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,209,601 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,950,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,023,194 |
Interest on participant loans | 2017-12-31 | $9,132 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $948,471 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $380,913 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $206,694 |
Contract administrator fees | 2017-12-31 | $2,550 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | YOUNT, HYDE & BARBOUR, P.C. |
Accountancy firm EIN | 2017-12-31 | 541149263 |
2022: JOHN MARSHALL BANK 401K PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JOHN MARSHALL BANK 401K PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JOHN MARSHALL BANK 401K PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JOHN MARSHALL BANK 401K PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JOHN MARSHALL BANK 401K PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JOHN MARSHALL BANK 401K PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |