FIRST NATIONAL BANK OF WINNSBORO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN
| Measure | Date | Value |
|---|
| 2023 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,611,761 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $493,199 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $453,134 |
| Total plan assets at end of year | 2023-12-31 | $9,149,127 |
| Total plan assets at beginning of year | 2023-12-31 | $8,030,565 |
| Value of fidelity bond covering the plan | 2023-12-31 | $2,000,000 |
| Other income received | 2023-12-31 | $1,011,761 |
| Net income (gross income less expenses) | 2023-12-31 | $1,118,562 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $9,149,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,030,565 |
| Assets. Value of employer securities | 2023-12-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $600,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $40,065 |
| 2022 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-334,145 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $526,441 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $460,484 |
| Total plan assets at end of year | 2022-12-31 | $8,030,565 |
| Total plan assets at beginning of year | 2022-12-31 | $8,891,151 |
| Value of fidelity bond covering the plan | 2022-12-31 | $4,000,000 |
| Other income received | 2022-12-31 | $-934,145 |
| Net income (gross income less expenses) | 2022-12-31 | $-860,586 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,030,565 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,891,151 |
| Assets. Value of employer securities | 2022-12-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $600,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $65,957 |
| 2021 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,345,632 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $533,963 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $471,744 |
| Total plan assets at end of year | 2021-12-31 | $8,891,151 |
| Total plan assets at beginning of year | 2021-12-31 | $8,079,482 |
| Value of fidelity bond covering the plan | 2021-12-31 | $4,000,000 |
| Other income received | 2021-12-31 | $745,632 |
| Net income (gross income less expenses) | 2021-12-31 | $811,669 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,891,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,079,482 |
| Assets. Value of employer securities | 2021-12-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $600,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $62,219 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,238,933 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $518,119 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $469,814 |
| Total plan assets at end of year | 2020-12-31 | $8,079,482 |
| Total plan assets at beginning of year | 2020-12-31 | $7,358,668 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,275,000 |
| Other income received | 2020-12-31 | $638,933 |
| Net income (gross income less expenses) | 2020-12-31 | $720,814 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,079,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,358,668 |
| Assets. Value of employer securities | 2020-12-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $600,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $48,305 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,293,941 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $494,439 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $460,704 |
| Total plan assets at end of year | 2019-12-31 | $7,358,668 |
| Total plan assets at beginning of year | 2019-12-31 | $6,559,166 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,275,000 |
| Other income received | 2019-12-31 | $693,941 |
| Net income (gross income less expenses) | 2019-12-31 | $799,502 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,358,668 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,559,166 |
| Assets. Value of employer securities | 2019-12-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $600,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $33,735 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $399,062 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $401,282 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $384,109 |
| Total plan assets at end of year | 2018-12-31 | $6,559,166 |
| Total plan assets at beginning of year | 2018-12-31 | $6,561,386 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,275,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $17,173 |
| Other income received | 2018-12-31 | $-200,938 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,220 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,559,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,561,386 |
| Assets. Value of employer securities | 2018-12-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $600,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $901,217 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $394,701 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $365,495 |
| Total plan assets at end of year | 2017-12-31 | $6,561,386 |
| Total plan assets at beginning of year | 2017-12-31 | $6,054,870 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,275,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $29,206 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $301,217 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $506,516 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,561,386 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,054,870 |
| Assets. Value of employer securities | 2017-12-31 | $375,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $600,000 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $738,247 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $383,513 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $367,980 |
| Total plan assets at end of year | 2016-12-31 | $6,054,870 |
| Total plan assets at beginning of year | 2016-12-31 | $5,700,136 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,275,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $15,533 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $138,247 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $354,734 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,054,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,700,136 |
| Assets. Value of employer securities | 2016-12-31 | $402,369 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $600,000 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $754,938 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $376,157 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $361,192 |
| Total plan assets at end of year | 2015-12-31 | $5,700,136 |
| Total plan assets at beginning of year | 2015-12-31 | $5,321,355 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,275,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $14,965 |
| Other income received | 2015-12-31 | $154,938 |
| Net income (gross income less expenses) | 2015-12-31 | $378,781 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,700,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,321,355 |
| Assets. Value of employer securities | 2015-12-31 | $402,369 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $600,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $758,399 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $303,155 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $290,241 |
| Total plan assets at end of year | 2014-12-31 | $5,321,355 |
| Total plan assets at beginning of year | 2014-12-31 | $4,866,111 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,275,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $12,914 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $158,399 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $455,244 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,321,355 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,866,111 |
| Assets. Value of employer securities | 2014-12-31 | $369,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $600,000 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $614,674 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $295,730 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $283,547 |
| Total plan assets at end of year | 2013-12-31 | $4,866,111 |
| Total plan assets at beginning of year | 2013-12-31 | $4,547,167 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,275,000 |
| Other income received | 2013-12-31 | $54,674 |
| Net income (gross income less expenses) | 2013-12-31 | $318,944 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,866,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,547,167 |
| Assets. Value of employer securities | 2013-12-31 | $369,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $560,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $12,183 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $752,243 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $280,529 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $269,500 |
| Total plan assets at end of year | 2012-12-31 | $4,547,167 |
| Total plan assets at beginning of year | 2012-12-31 | $4,075,453 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,275,000 |
| Other income received | 2012-12-31 | $192,243 |
| Net income (gross income less expenses) | 2012-12-31 | $471,714 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,547,167 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,075,453 |
| Assets. Value of employer securities | 2012-12-31 | $369,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $560,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $11,029 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $582,249 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $276,917 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $266,706 |
| Total plan assets at end of year | 2011-12-31 | $4,075,453 |
| Total plan assets at beginning of year | 2011-12-31 | $3,770,121 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,275,000 |
| Other income received | 2011-12-31 | $82,249 |
| Net income (gross income less expenses) | 2011-12-31 | $305,332 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,075,453 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,770,121 |
| Assets. Value of employer securities | 2011-12-31 | $369,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $500,000 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $10,211 |
| 2010 : FIRST NATIONAL BANK OF WINNSBORO EMPLOYEE PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $687,518 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $268,194 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $259,154 |
| Total plan assets at end of year | 2010-12-31 | $3,770,121 |
| Total plan assets at beginning of year | 2010-12-31 | $3,350,797 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,275,000 |
| Other income received | 2010-12-31 | $207,518 |
| Net income (gross income less expenses) | 2010-12-31 | $419,324 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,770,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,350,797 |
| Assets. Value of employer securities | 2010-12-31 | $368,040 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $480,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,040 |
