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SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 401k Plan overview

Plan NameSAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.
Plan identification number 002

SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHSIDE BANCSHARES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHSIDE BANCSHARES, INC.
Employer identification number (EIN):751848732
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01GINA HEPPEL GINA HEPPEL2019-07-10
0022017-01-01GINA HEPPEL GINA HEPPEL2018-07-18
0022016-01-01GINA HEPPEL GINA HEPPEL2017-08-01
0022015-01-01KIM PARTIN KIM PARTIN2016-09-16
0022014-01-01KATHY HAYDEN, CPA
0022013-01-01KATHY HAYDEN, CPA
0022012-01-01KATHY HAYDEN, CPA
0022011-01-01KATHY HAYDEN CPA
0022009-01-01KATHY HAYDEN CPA

Plan Statistics for SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.

401k plan membership statisitcs for SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.

Measure Date Value
2022: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-011,013
Total number of active participants reported on line 7a of the Form 55002022-01-01890
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01128
Total of all active and inactive participants2022-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,018
Number of participants with account balances2022-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0170
2021: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01940
Total number of active participants reported on line 7a of the Form 55002021-01-01823
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01945
Number of participants with account balances2021-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0166
2020: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01942
Total number of active participants reported on line 7a of the Form 55002020-01-01849
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01930
Number of participants with account balances2020-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0162
2019: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01934
Total number of active participants reported on line 7a of the Form 55002019-01-01862
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01930
Number of participants with account balances2019-01-01906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01952
Total number of active participants reported on line 7a of the Form 55002018-01-01851
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01912
Number of participants with account balances2018-01-01883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0185
2017: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01738
Total number of active participants reported on line 7a of the Form 55002017-01-01887
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01940
Number of participants with account balances2017-01-01885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01737
Total number of active participants reported on line 7a of the Form 55002016-01-01695
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01736
Number of participants with account balances2016-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01759
Total number of active participants reported on line 7a of the Form 55002015-01-01579
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01617
Number of participants with account balances2015-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01493
Total number of active participants reported on line 7a of the Form 55002014-01-01478
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01506
Total participants2014-01-01506
Number of participants with account balances2014-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01578
Total number of active participants reported on line 7a of the Form 55002013-01-01469
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01493
Number of participants with account balances2013-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01588
Total number of active participants reported on line 7a of the Form 55002012-01-01550
Number of retired or separated participants receiving benefits2012-01-0128
Total of all active and inactive participants2012-01-01578
Total participants2012-01-01578
Number of participants with account balances2012-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01522
Total number of active participants reported on line 7a of the Form 55002011-01-01560
Number of retired or separated participants receiving benefits2011-01-0127
Total of all active and inactive participants2011-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01588
Number of participants with account balances2011-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01451
Total number of active participants reported on line 7a of the Form 55002009-01-01509
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01548
Total participants2009-01-01548
Number of participants with account balances2009-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.

Measure Date Value
2022 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-688,838
Total unrealized appreciation/depreciation of assets2022-12-31$-688,838
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$0
Total income from all sources (including contributions)2022-12-31$-2,650,980
Total loss/gain on sale of assets2022-12-31$-12,050
Total of all expenses incurred2022-12-31$4,365,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,261,581
Value of total corrective distributions2022-12-31$1,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,084,596
Value of total assets at end of year2022-12-31$53,873,356
Value of total assets at beginning of year2022-12-31$60,889,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,063
Total interest from all sources2022-12-31$58,497
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$226,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$59,059
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,546,211
Participant contributions at end of year2022-12-31$1,096,973
Participant contributions at beginning of year2022-12-31$867,024
Participant contributions at end of year2022-12-31$142,244
Participant contributions at beginning of year2022-12-31$142,071
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$500,570
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$92
Other income not declared elsewhere2022-12-31$-153
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
Value of net income/loss2022-12-31$-7,016,349
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,873,356
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,889,705
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 end of year2022-12-31$4,739,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,931,859
Value of interest in pooled separate accounts at end of year2022-12-31$8,442,489
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,680,143
Interest on participant loans2022-12-31$37,159
Interest earned on other investments2022-12-31$21,338
Value of interest in common/collective trusts at end of year2022-12-31$31,610,152
Value of interest in common/collective trusts at beginning of year2022-12-31$37,171,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,387,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,311,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-748,178
Net investment gain/loss from pooled separate accounts2022-12-31$-2,156,626
Net investment gain or loss from common/collective trusts2022-12-31$-6,414,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Assets. Invements in employer securities at end of year2022-12-31$4,416,687
Assets. Invements in employer securities at beginning of year2022-12-31$4,839,752
Contributions received in cash from employer2022-12-31$2,037,815
Employer contributions (assets) at end of year2022-12-31$2,037,815
Employer contributions (assets) at beginning of year2022-12-31$1,946,451
Income. Dividends from common stock2022-12-31$167,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,261,489
Contract administrator fees2022-12-31$102,063
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$117,587
Aggregate carrying amount (costs) on sale of assets2022-12-31$129,637
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG
Accountancy firm EIN2022-12-31346565596
2021 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,178,431
Total unrealized appreciation/depreciation of assets2021-12-31$1,178,431
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$14,475,303
Total loss/gain on sale of assets2021-12-31$80,859
Total of all expenses incurred2021-12-31$4,132,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,109,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,323,579
Value of total assets at end of year2021-12-31$60,889,705
Value of total assets at beginning of year2021-12-31$50,546,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,525
Total interest from all sources2021-12-31$56,247
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$187,967
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$28,331
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,150,933
Participant contributions at end of year2021-12-31$867,024
Participant contributions at beginning of year2021-12-31$988,321
Participant contributions at end of year2021-12-31$142,071
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$226,195
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$10,343,136
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,889,705
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,546,569
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$4,931,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,069,062
Value of interest in pooled separate accounts at end of year2021-12-31$9,680,143
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,251,732
Interest on participant loans2021-12-31$36,985
Interest earned on other investments2021-12-31$19,262
Value of interest in common/collective trusts at end of year2021-12-31$37,171,076
Value of interest in common/collective trusts at beginning of year2021-12-31$30,629,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,311,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,045,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$402,761
Net investment gain/loss from pooled separate accounts2021-12-31$1,732,785
Net investment gain or loss from common/collective trusts2021-12-31$4,512,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Assets. Invements in employer securities at end of year2021-12-31$4,839,752
Assets. Invements in employer securities at beginning of year2021-12-31$3,641,358
Contributions received in cash from employer2021-12-31$1,946,451
Employer contributions (assets) at end of year2021-12-31$1,946,451
Employer contributions (assets) at beginning of year2021-12-31$1,921,532
Income. Dividends from common stock2021-12-31$159,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,109,642
Contract administrator fees2021-12-31$22,525
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
Aggregate proceeds on sale of assets2021-12-31$442,447
Aggregate carrying amount (costs) on sale of assets2021-12-31$361,588
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-624,358
Total unrealized appreciation/depreciation of assets2020-12-31$-624,358
Total transfer of assets to 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$10,894,526
Total loss/gain on sale of assets2020-12-31$-108,348
Total of all expenses incurred2020-12-31$4,069,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,024,143
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,952,369
Value of total assets at end of year2020-12-31$50,546,569
Value of total assets at beginning of year2020-12-31$43,721,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,172
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$61,197
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$171,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$19,826
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,922,776
Participant contributions at end of year2020-12-31$988,321
Participant contributions at beginning of year2020-12-31$813,161
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$39
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$108,061
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$208
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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$6,825,211
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,546,569
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,721,358
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,069,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,985,079
Value of interest in pooled separate accounts at end of year2020-12-31$7,251,732
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,321,056
Interest on participant loans2020-12-31$44,977
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$16,220
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$30,629,213
Value of interest in common/collective trusts at beginning of year2020-12-31$27,235,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,045,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$682,120
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$523,773
Net investment gain/loss from pooled separate accounts2020-12-31$1,157,419
Net investment gain or loss from common/collective trusts2020-12-31$3,760,795
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Assets. Invements in employer securities at end of year2020-12-31$3,641,358
Assets. Invements in employer securities at beginning of year2020-12-31$4,264,808
Contributions received in cash from employer2020-12-31$1,921,532
Employer contributions (assets) at end of year2020-12-31$1,921,532
Employer contributions (assets) at beginning of year2020-12-31$1,419,747
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$151,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,024,143
Contract administrator fees2020-12-31$45,172
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$327,586
Aggregate carrying amount (costs) on sale of assets2020-12-31$435,934
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 name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$580,958
Total unrealized appreciation/depreciation of assets2019-12-31$580,958
Total transfer of assets to 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$18,871,350
Total loss/gain on sale of assets2019-12-31$22,531
Total of all expenses incurred2019-12-31$1,160,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,106,288
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,808,652
Value of total assets at end of year2019-12-31$43,721,358
Value of total assets at beginning of year2019-12-31$26,010,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,659
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$44,161
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$186,417
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$45,196
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$3,464,887
Participant contributions at end of year2019-12-31$813,161
Participant contributions at beginning of year2019-12-31$533,488
Participant contributions at end of year2019-12-31$39
Participant contributions at beginning of year2019-12-31$23
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,924,018
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,710,403
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,721,358
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,010,955
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,985,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,903,288
Value of interest in pooled separate accounts at end of year2019-12-31$5,321,056
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,264,796
Interest on participant loans2019-12-31$36,630
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$7,531
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$27,235,348
Value of interest in common/collective trusts at beginning of year2019-12-31$15,431,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$682,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$188,412
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$443,171
Net investment gain/loss from pooled separate accounts2019-12-31$1,002,351
Net investment gain or loss from common/collective trusts2019-12-31$3,783,109
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Assets. Invements in employer securities at end of year2019-12-31$4,264,808
Assets. Invements in employer securities at beginning of year2019-12-31$3,440,392
Contributions received in cash from employer2019-12-31$1,419,747
Employer contributions (assets) at end of year2019-12-31$1,419,747
Employer contributions (assets) at beginning of year2019-12-31$1,249,174
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$141,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,106,288
Contract administrator fees2019-12-31$54,659
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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$301,318
Aggregate carrying amount (costs) on sale of assets2019-12-31$278,787
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-213,864
Total unrealized appreciation/depreciation of assets2018-12-31$-213,864
Total transfer of assets to 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$3,486,655
Total loss/gain on sale of assets2018-12-31$12,125
Total of all expenses incurred2018-12-31$1,212,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,183,888
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,055,974
Value of total assets at end of year2018-12-31$26,010,955
Value of total assets at beginning of year2018-12-31$23,736,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,284
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$25,292
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$147,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$19,936
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$3,299,537
Participant contributions at end of year2018-12-31$533,488
Participant contributions at beginning of year2018-12-31$424,726
Participant contributions at end of year2018-12-31$23
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$507,263
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
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$2,274,483
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,010,955
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,736,472
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,903,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,269,358
Value of interest in pooled separate accounts at end of year2018-12-31$3,264,796
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,982,549
Interest on participant loans2018-12-31$22,048
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$3,244
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$15,431,382
Value of interest in common/collective trusts at beginning of year2018-12-31$14,649,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$188,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$197,031
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-145,201
Net investment gain/loss from pooled separate accounts2018-12-31$-229,971
Net investment gain or loss from common/collective trusts2018-12-31$-1,165,655
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Assets. Invements in employer securities at end of year2018-12-31$3,440,392
Assets. Invements in employer securities at beginning of year2018-12-31$3,564,632
Contributions received in cash from employer2018-12-31$1,249,174
Employer contributions (assets) at end of year2018-12-31$1,249,174
Employer contributions (assets) at beginning of year2018-12-31$648,240
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$128,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,183,888
Contract administrator fees2018-12-31$28,284
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$404,156
Aggregate carrying amount (costs) on sale of assets2018-12-31$392,031
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-357,235
Total unrealized appreciation/depreciation of assets2017-12-31$-357,235
Total transfer of assets to 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
Total income from all sources (including contributions)2017-12-31$6,484,137
Total loss/gain on sale of assets2017-12-31$-114,833
Total of all expenses incurred2017-12-31$4,122,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,074,312
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$13,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,173,662
Value of total assets at end of year2017-12-31$23,736,472
Value of total assets at beginning of year2017-12-31$21,375,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,493
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$21,910
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$265,516
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$14,650
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$2,549,849
Participant contributions at end of year2017-12-31$424,726
Participant contributions at beginning of year2017-12-31$454,303
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$975,573
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$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,361,174
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,736,472
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,375,298
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,269,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,620,575
Value of interest in pooled separate accounts at end of year2017-12-31$2,982,549
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,935,370
Interest on participant loans2017-12-31$17,581
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$4,329
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$14,649,936
Value of interest in common/collective trusts at beginning of year2017-12-31$11,591,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$197,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$377,541
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$236,279
Net investment gain/loss from pooled separate accounts2017-12-31$392,780
Net investment gain or loss from common/collective trusts2017-12-31$1,866,058
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Assets. Invements in employer securities at end of year2017-12-31$3,564,632
Assets. Invements in employer securities at beginning of year2017-12-31$4,980,535
Contributions received in cash from employer2017-12-31$648,240
Employer contributions (assets) at end of year2017-12-31$648,240
Employer contributions (assets) at beginning of year2017-12-31$415,963
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$250,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,074,312
Contract administrator fees2017-12-31$35,493
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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$1,635,439
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,750,272
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 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$1,642,437
Total unrealized appreciation/depreciation of assets2016-12-31$1,642,437
Total transfer of assets to 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$7,199,111
Total loss/gain on sale of assets2016-12-31$276,383
Total of all expenses incurred2016-12-31$1,961,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,950,303
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,739,774
Value of total assets at end of year2016-12-31$21,375,298
Value of total assets at beginning of year2016-12-31$16,137,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,227
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$20,691
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$371,446
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$16,836
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,858,261
Participant contributions at end of year2016-12-31$454,303
Participant contributions at beginning of year2016-12-31$399,811
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,467,465
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$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$19,931
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,237,581
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,375,298
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,137,717
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,620,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,580,759
Value of interest in pooled separate accounts at end of year2016-12-31$1,935,370
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,344,248
Interest on participant loans2016-12-31$14,883
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$5,808
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$11,591,011
Value of interest in common/collective trusts at beginning of year2016-12-31$8,981,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$377,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$277,627
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$141,141
Net investment gain/loss from pooled separate accounts2016-12-31$191,775
Net investment gain or loss from common/collective trusts2016-12-31$795,533
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Assets. Invements in employer securities at end of year2016-12-31$4,980,535
Assets. Invements in employer securities at beginning of year2016-12-31$3,155,208
Contributions received in cash from employer2016-12-31$414,048
Employer contributions (assets) at end of year2016-12-31$415,963
Employer contributions (assets) at beginning of year2016-12-31$398,627
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$354,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,950,303
Contract administrator fees2016-12-31$11,227
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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$1,138,967
Aggregate carrying amount (costs) on sale of assets2016-12-31$862,584
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$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 name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-587,878
Total unrealized appreciation/depreciation of assets2015-12-31$-587,878
Total transfer of assets to 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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,345,458
Total loss/gain on sale of assets2015-12-31$-30,830
Total of all expenses incurred2015-12-31$2,216,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,172,100
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$18,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,946,356
Value of total assets at end of year2015-12-31$16,137,717
Value of total assets at beginning of year2015-12-31$15,009,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,572
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$18,965
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$268,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$17,941
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$1,816,293
Participant contributions at end of year2015-12-31$399,811
Participant contributions at beginning of year2015-12-31$410,565
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,738,893
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$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$4,160
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$1,128,592
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,137,717
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,009,125
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,580,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,022,518
Value of interest in pooled separate accounts at end of year2015-12-31$1,344,248
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$13,827
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$5,138
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$8,981,437
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,832,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,832,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$277,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-165,363
Net investment gain/loss from pooled separate accounts2015-12-31$-18,197
Net investment gain or loss from common/collective trusts2015-12-31$-85,720
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Assets. Invements in employer securities at end of year2015-12-31$3,155,208
Assets. Invements in employer securities at beginning of year2015-12-31$2,581,576
Contributions received in cash from employer2015-12-31$391,170
Employer contributions (assets) at end of year2015-12-31$398,627
Employer contributions (assets) at beginning of year2015-12-31$157,349
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$250,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,172,100
Contract administrator fees2015-12-31$26,572
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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$492,309
Aggregate carrying amount (costs) on sale of assets2015-12-31$523,139
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$252,869
Total unrealized appreciation/depreciation of assets2014-12-31$252,869
Total income from all sources (including contributions)2014-12-31$2,307,192
Total loss/gain on sale of assets2014-12-31$20,076
Total of all expenses incurred2014-12-31$1,952,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,939,386
Value of total corrective distributions2014-12-31$6,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,170,302
Value of total assets at end of year2014-12-31$15,009,125
Value of total assets at beginning of year2014-12-31$14,653,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,159
Total interest from all sources2014-12-31$14,805
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$168,636
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$84,053
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$989,072
Participant contributions at end of year2014-12-31$410,565
Participant contributions at beginning of year2014-12-31$465,914
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,198
Other income not declared elsewhere2014-12-31$520,558
Total non interest bearing cash at end of year2014-12-31$4,160
Total non interest bearing cash at beginning of year2014-12-31$3,047
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$355,147
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,009,125
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,653,978
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,022,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,142,956
Interest on participant loans2014-12-31$14,565
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,832,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,787,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,787,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$159,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Assets. Invements in employer securities at end of year2014-12-31$2,581,576
Assets. Invements in employer securities at beginning of year2014-12-31$2,147,830
Contributions received in cash from employer2014-12-31$149,032
Employer contributions (assets) at end of year2014-12-31$157,349
Employer contributions (assets) at beginning of year2014-12-31$107,016
Income. Dividends from common stock2014-12-31$84,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,939,386
Contract administrator fees2014-12-31$6,159
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$284,153
Aggregate carrying amount (costs) on sale of assets2014-12-31$264,077
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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,115,517
Total unrealized appreciation/depreciation of assets2013-12-31$2,115,517
Total income from all sources (including contributions)2013-12-31$3,843,344
Total loss/gain on sale of assets2013-12-31$60,261
Total of all expenses incurred2013-12-31$1,321,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,252,015
Expenses. Certain deemed distributions of participant loans2013-12-31$21,587
Value of total corrective distributions2013-12-31$44,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,066,109
Value of total assets at end of year2013-12-31$14,653,978
Value of total assets at beginning of year2013-12-31$12,131,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,454
Total interest from all sources2013-12-31$15,809
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$144,935
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$72,127
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$941,187
Participant contributions at end of year2013-12-31$465,914
Participant contributions at beginning of year2013-12-31$487,166
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,612
Other income not declared elsewhere2013-12-31$440,713
Total non interest bearing cash at end of year2013-12-31$3,047
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
Value of net income/loss2013-12-31$2,522,212
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,653,978
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,131,766
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
Investment advisory and management fees2013-12-31$4
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,142,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,527,541
Interest on participant loans2013-12-31$15,568
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,787,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,378,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,378,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Assets. Invements in employer securities at end of year2013-12-31$2,147,830
Assets. Invements in employer securities at beginning of year2013-12-31$1,632,887
Contributions received in cash from employer2013-12-31$100,310
Employer contributions (assets) at end of year2013-12-31$107,016
Employer contributions (assets) at beginning of year2013-12-31$105,788
Income. Dividends from common stock2013-12-31$72,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,252,015
Contract administrator fees2013-12-31$3,450
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
Aggregate proceeds on sale of assets2013-12-31$1,209,748
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,149,487
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 name2013-12-31HENRY & PETERS, P.C.
Accountancy firm EIN2013-12-31751503978
2012 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$766,354
Total unrealized appreciation/depreciation of assets2012-12-31$766,354
Total income from all sources (including contributions)2012-12-31$2,102,356
Total loss/gain on sale of assets2012-12-31$17,847
Total of all expenses incurred2012-12-31$842,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$798,896
Expenses. Certain deemed distributions of participant loans2012-12-31$2,967
Value of total corrective distributions2012-12-31$40,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,043,266
Value of total assets at end of year2012-12-31$12,131,766
Value of total assets at beginning of year2012-12-31$10,871,885
Total interest from all sources2012-12-31$14,381
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$161,468
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$70,648
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$939,187
Participant contributions at end of year2012-12-31$487,166
Participant contributions at beginning of year2012-12-31$383,319
Other income not declared elsewhere2012-12-31$99,040
Total non interest bearing cash at beginning of year2012-12-31$241
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$1,259,881
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,131,766
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,871,885
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$7,527,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,034,219
Interest on participant loans2012-12-31$14,143
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,378,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,279,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,279,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Assets. Invements in employer securities at end of year2012-12-31$1,632,887
Assets. Invements in employer securities at beginning of year2012-12-31$1,948,707
Contributions received in cash from employer2012-12-31$104,079
Employer contributions (assets) at end of year2012-12-31$105,788
Employer contributions (assets) at beginning of year2012-12-31$82,273
Income. Dividends from common stock2012-12-31$90,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$798,896
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$143,601
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$861,702
Aggregate carrying amount (costs) on sale of assets2012-12-31$843,855
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HENRY & PETERS, P.C.
Accountancy firm EIN2012-12-31751503978
2011 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-409,919
Total unrealized appreciation/depreciation of assets2011-12-31$-409,919
Total income from all sources (including contributions)2011-12-31$1,062,550
Total loss/gain on sale of assets2011-12-31$328,020
Total of all expenses incurred2011-12-31$527,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$505,490
Value of total corrective distributions2011-12-31$21,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$920,886
Value of total assets at end of year2011-12-31$10,871,885
Value of total assets at beginning of year2011-12-31$10,336,640
Total interest from all sources2011-12-31$72,083
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$151,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$830,256
Participant contributions at end of year2011-12-31$383,319
Participant contributions at beginning of year2011-12-31$336,547
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,902
Total non interest bearing cash at end of year2011-12-31$241
Total non interest bearing cash at beginning of year2011-12-31$32,110
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$535,245
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,871,885
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,336,640
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$6,034,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,244,819
Interest on participant loans2011-12-31$12,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,279,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,691,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,691,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$59,345
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
Assets. Invements in employer securities at end of year2011-12-31$1,948,707
Assets. Invements in employer securities at beginning of year2011-12-31$1,670,872
Contributions received in cash from employer2011-12-31$80,728
Employer contributions (assets) at end of year2011-12-31$82,273
Employer contributions (assets) at beginning of year2011-12-31$60,646
Income. Dividends from common stock2011-12-31$151,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$505,490
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$143,601
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$299,837
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$2,282,595
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,954,575
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HENRY & PETERS, P.C.
Accountancy firm EIN2011-12-31751503978
2010 : SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,067,032
Total unrealized appreciation/depreciation of assets2010-12-31$1,067,032
Total income from all sources (including contributions)2010-12-31$1,969,104
Total loss/gain on sale of assets2010-12-31$-127,269
Total of all expenses incurred2010-12-31$222,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$162,809
Value of total corrective distributions2010-12-31$60,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$862,071
Value of total assets at end of year2010-12-31$10,336,640
Value of total assets at beginning of year2010-12-31$8,590,473
Total interest from all sources2010-12-31$74,087
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$93,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$801,425
Participant contributions at end of year2010-12-31$336,547
Participant contributions at beginning of year2010-12-31$280,339
Total non interest bearing cash at end of year2010-12-31$32,110
Total non interest bearing cash at beginning of year2010-12-31$29,809
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$1,746,167
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,336,640
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,590,473
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$6,244,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,913,029
Interest on participant loans2010-12-31$13,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,691,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,784,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,784,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$61,054
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
Assets. Invements in employer securities at end of year2010-12-31$1,670,872
Assets. Invements in employer securities at beginning of year2010-12-31$1,348,345
Contributions received in cash from employer2010-12-31$60,646
Employer contributions (assets) at end of year2010-12-31$60,646
Employer contributions (assets) at beginning of year2010-12-31$36,766
Income. Dividends from common stock2010-12-31$93,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$162,809
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$299,837
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$197,702
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$1,203,604
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,330,873
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HENRY & PETERS, P.C.
Accountancy firm EIN2010-12-31751503978

Form 5500 Responses for SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC.

2022: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811159
Policy instance 2
Insurance contract or identification number811159
Number of Individuals Covered1018
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1018
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811159
Policy instance 2
Insurance contract or identification number811159
Number of Individuals Covered945
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered945
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811159
Policy instance 2
Insurance contract or identification number811159
Number of Individuals Covered930
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered930
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811159
Policy instance 2
Insurance contract or identification number811159
Number of Individuals Covered930
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered930
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811159
Policy instance 2
Insurance contract or identification number811159
Number of Individuals Covered912
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered912
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811159
Policy instance 2
Insurance contract or identification number811159
Number of Individuals Covered940
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered940
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811159
Policy instance 2
Insurance contract or identification number811159
Number of Individuals Covered617
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered617
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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