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THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN
Plan identification number 002

THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE FIRST NATIONAL BANK OF EMORY has sponsored the creation of one or more 401k plans.

Company Name:THE FIRST NATIONAL BANK OF EMORY
Employer identification number (EIN):750255457
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01 STEVE BEAVER2018-11-06
0022015-01-01STEVE BEAVER STEVE BEAVER2016-07-18
0022014-01-01STEVE BEAVER STEVE BEAVER2015-07-28
0022013-01-01STEVE BEAVER STEVE BEAVER2014-07-24
0022012-01-01STEVE BEAVER STEVE BEAVER2013-06-03
0022011-01-01STEVE BEAVER STEVE BEAVER2012-07-27
0022010-01-01STEVE E. BEAVER STEVE E. BEAVER2011-06-10
0022009-01-01STEVE E. BEAVER STEVE E. BEAVER2010-07-12

Financial Data on THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-15$109,311
Expenses. Total of all expenses incurred2016-09-15$1,791,789
Benefits paid (including direct rollovers)2016-09-15$1,790,339
Total plan assets at end of year2016-09-15$0
Total plan assets at beginning of year2016-09-15$1,682,478
Value of fidelity bond covering the plan2016-09-15$10,000
Total contributions received or receivable from participants2016-09-15$25,600
Contributions received from other sources (not participants or employers)2016-09-15$0
Other income received2016-09-15$-40,536
Net income (gross income less expenses)2016-09-15$-1,682,478
Net plan assets at end of year (total assets less liabilities)2016-09-15$0
Net plan assets at beginning of year (total assets less liabilities)2016-09-15$1,682,478
Total contributions received or receivable from employer(s)2016-09-15$124,247
Value of certain deemed distributions of participant loans2016-09-15$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-15$1,450
2015 : THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$141,864
Expenses. Total of all expenses incurred2015-12-31$39,964
Benefits paid (including direct rollovers)2015-12-31$39,514
Total plan assets at end of year2015-12-31$1,682,478
Total plan assets at beginning of year2015-12-31$1,580,578
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$46,665
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$22,612
Net income (gross income less expenses)2015-12-31$101,900
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,682,478
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,580,578
Assets. Value of participant loans2015-12-31$11,111
Total contributions received or receivable from employer(s)2015-12-31$72,587
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$450
2014 : THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$197,980
Expenses. Total of all expenses incurred2014-12-31$30,237
Benefits paid (including direct rollovers)2014-12-31$29,787
Total plan assets at end of year2014-12-31$1,580,578
Total plan assets at beginning of year2014-12-31$1,412,835
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$40,955
Contributions received from other sources (not participants or employers)2014-12-31$8,136
Other income received2014-12-31$76,266
Net income (gross income less expenses)2014-12-31$167,743
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,580,578
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,412,835
Assets. Value of participant loans2014-12-31$13,640
Total contributions received or receivable from employer(s)2014-12-31$72,623
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$450
2013 : THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$302,012
Expenses. Total of all expenses incurred2013-12-31$159,705
Benefits paid (including direct rollovers)2013-12-31$159,305
Total plan assets at end of year2013-12-31$1,412,835
Total plan assets at beginning of year2013-12-31$1,270,528
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$38,898
Other income received2013-12-31$181,406
Net income (gross income less expenses)2013-12-31$142,307
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,412,835
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,270,528
Total contributions received or receivable from employer(s)2013-12-31$81,708
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$400
2012 : THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$226,665
Expenses. Total of all expenses incurred2012-12-31$46,309
Benefits paid (including direct rollovers)2012-12-31$46,059
Total plan assets at end of year2012-12-31$1,270,528
Total plan assets at beginning of year2012-12-31$1,090,172
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$42,011
Other income received2012-12-31$84,714
Net income (gross income less expenses)2012-12-31$180,356
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,270,528
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,090,172
Total contributions received or receivable from employer(s)2012-12-31$99,940
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$250
2011 : THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$109,828
Expenses. Total of all expenses incurred2011-12-31$20,719
Benefits paid (including direct rollovers)2011-12-31$20,319
Total plan assets at end of year2011-12-31$1,090,172
Total plan assets at beginning of year2011-12-31$1,001,063
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$37,098
Other income received2011-12-31$-19,968
Net income (gross income less expenses)2011-12-31$89,109
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,090,172
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,001,063
Total contributions received or receivable from employer(s)2011-12-31$92,698
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$400
2010 : THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$194,082
Expenses. Total of all expenses incurred2010-12-31$13,322
Benefits paid (including direct rollovers)2010-12-31$13,172
Total plan assets at end of year2010-12-31$1,001,063
Total plan assets at beginning of year2010-12-31$820,303
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$46,096
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$48,847
Net income (gross income less expenses)2010-12-31$180,760
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,001,063
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$820,303
Total contributions received or receivable from employer(s)2010-12-31$99,139
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$150

Form 5500 Responses for THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN

2016: THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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: THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING 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: THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING 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: THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING 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: THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING 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: THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: THE FIRST NATIONAL BANK OF EMORY 401(K) PROFIT SHARING 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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