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VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 401k Plan overview

Plan NameVBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC.
Plan identification number 001

VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, 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.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BANK OF THE JAMES FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:BANK OF THE JAMES FINANCIAL GROUP, INC.
Employer identification number (EIN):200500300
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about BANK OF THE JAMES FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2003-10-03
Company Identification Number: 0603993
Legal Registered Office Address: 828 MAIN ST
828 MAIN ST 19TH FL
LYNCHBURG
United States of America (USA)
24504

More information about BANK OF THE JAMES FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHIRLEY T. DEEN
0012016-01-01SHIRLEY T. DEEN
0012015-01-01LAURIE MILLIGAN SHIRLEY T DEEN2016-10-04
0012014-01-01BETTE J ALBERT SHIRLEY T DEEN2015-07-28
0012013-01-01BETTE J ALBERT SHIRLEY T DEEN2014-07-23
0012012-01-01BETTE J ALBERT SHIRLEY T. DEEN2013-08-02
0012011-01-01BETTE J ALBERT SHIRLEY T. DEEN2012-07-26
0012010-01-01BETTE J ALBERT SHIRLEY T. DEEN2011-07-26
0012009-01-01BETTE J ALBERT SHIRLEY T. DEEN2010-10-04

Plan Statistics for VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC.

401k plan membership statisitcs for VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC.

Measure Date Value
2022: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01164
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01197
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01179
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01188
Number of participants with account balances2021-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01172
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01178
Number of participants with account balances2020-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01172
Number of participants with account balances2019-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-01159
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01175
Number of participants with account balances2018-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-01147
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01160
Number of participants with account balances2017-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01138
Total number of active participants reported on line 7a of the Form 55002016-01-01134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01151
Number of participants with account balances2016-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01134
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01138
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01132
Total number of active participants reported on line 7a of the Form 55002014-01-01120
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01128
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01133
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01142
Total number of active participants reported on line 7a of the Form 55002010-01-01126
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01139
Number of participants with account balances2010-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01142
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC.

Measure Date Value
2022 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-561,253
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$770,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$741,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,395,623
Value of total assets at end of year2022-12-31$11,775,695
Value of total assets at beginning of year2022-12-31$13,107,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,697
Total interest from all sources2022-12-31$9,674
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$214,067
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$214,067
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
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$915,217
Participant contributions at end of year2022-12-31$196,951
Participant contributions at beginning of year2022-12-31$254,611
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$57,906
Other income not declared elsewhere2022-12-31$28,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,331,574
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,775,695
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,107,269
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
Investment advisory and management fees2022-12-31$8,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,313,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,724,063
Interest on participant loans2022-12-31$9,674
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$1,128,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,264,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,208,757
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
Contributions received in cash from employer2022-12-31$422,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$741,624
Contract administrator fees2022-12-31$19,900
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
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2022-12-31541149263
2021 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,664,289
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$731,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$703,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,258,838
Value of total assets at end of year2021-12-31$13,107,269
Value of total assets at beginning of year2021-12-31$11,174,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,587
Total interest from all sources2021-12-31$11,378
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$192,862
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$192,862
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
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$844,804
Participant contributions at end of year2021-12-31$254,611
Participant contributions at beginning of year2021-12-31$259,159
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,386
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$750
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$1,933,263
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,107,269
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,174,006
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
Investment advisory and management fees2021-12-31$8,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,724,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,634,512
Interest on participant loans2021-12-31$11,378
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,128,595
Value of interest in common/collective trusts at beginning of year2021-12-31$1,280,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,175,931
Net investment gain or loss from common/collective trusts2021-12-31$25,280
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
Contributions received in cash from employer2021-12-31$410,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$703,439
Contract administrator fees2021-12-31$18,126
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
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2021-12-31541149263
2020 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,429,923
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$632,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$583,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,150,224
Value of total assets at end of year2020-12-31$11,174,006
Value of total assets at beginning of year2020-12-31$9,376,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,719
Total interest from all sources2020-12-31$15,151
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$150,150
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$150,150
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
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
Contributions received from participants2020-12-31$776,865
Participant contributions at end of year2020-12-31$259,159
Participant contributions at beginning of year2020-12-31$218,713
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,259
Administrative expenses (other) incurred2020-12-31$30,844
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$1,797,365
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,174,006
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,376,641
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,634,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,786,167
Interest on participant loans2020-12-31$15,151
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,280,335
Value of interest in common/collective trusts at beginning of year2020-12-31$364,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,095,663
Net investment gain or loss from common/collective trusts2020-12-31$18,735
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
Contributions received in cash from employer2020-12-31$373,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$583,839
Contract administrator fees2020-12-31$10,614
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2020-12-31541149263
2019 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$2,640,139
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,234,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,161,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,124,451
Value of total assets at end of year2019-12-31$9,376,641
Value of total assets at beginning of year2019-12-31$7,971,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,774
Total interest from all sources2019-12-31$8,554
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$197,299
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$197,299
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$682,352
Participant contributions at end of year2019-12-31$218,713
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,259
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,149
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$1,405,611
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,376,641
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,971,030
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,786,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,746,309
Interest on participant loans2019-12-31$8,554
Value of interest in common/collective trusts at end of year2019-12-31$364,502
Value of interest in common/collective trusts at beginning of year2019-12-31$2,224,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,309,835
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
Contributions received in cash from employer2019-12-31$346,950
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,161,754
Contract administrator fees2019-12-31$44,702
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2019-12-31541149263
2018 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$513,977
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$547,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$474,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$947,634
Value of total assets at end of year2018-12-31$7,971,030
Value of total assets at beginning of year2018-12-31$8,004,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,699
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$221,023
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$221,023
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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
Contributions received from participants2018-12-31$590,759
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$19,006
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
Income. Non cash contributions2018-12-31$56,004
Value of net income/loss2018-12-31$-33,407
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,971,030
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,004,437
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,746,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,105,861
Value of interest in common/collective trusts at end of year2018-12-31$2,224,721
Value of interest in common/collective trusts at beginning of year2018-12-31$1,869,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-654,680
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
Contributions received in cash from employer2018-12-31$300,871
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$9,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$474,685
Contract administrator fees2018-12-31$72,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2018-12-31541149263
2017 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,964,796
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$272,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$207,172
Value of total corrective distributions2017-12-31$211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$958,299
Value of total assets at end of year2017-12-31$8,004,437
Value of total assets at beginning of year2017-12-31$6,312,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,347
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$188,010
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$188,010
Administrative expenses professional fees incurred2017-12-31$30,436
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Contributions received from participants2017-12-31$531,535
Participant contributions at end of year2017-12-31$19,006
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$157,165
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$1,692,066
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,004,437
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,312,371
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$27,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,105,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,830,985
Value of interest in common/collective trusts at end of year2017-12-31$1,869,945
Value of interest in common/collective trusts at beginning of year2017-12-31$1,481,386
Net investment gain or loss from common/collective trusts2017-12-31$818,487
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
Contributions received in cash from employer2017-12-31$269,599
Employer contributions (assets) at end of year2017-12-31$9,625
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$207,172
Contract administrator fees2017-12-31$7,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2017-12-31541149263
2016 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,270,303
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$453,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$419,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$961,383
Value of total assets at end of year2016-12-31$6,312,371
Value of total assets at beginning of year2016-12-31$5,495,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,644
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$115,787
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$115,787
Administrative expenses professional fees incurred2016-12-31$12,022
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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
Contributions received from participants2016-12-31$492,862
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$15,309
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$215,081
Other income not declared elsewhere2016-12-31$193,133
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$4,331
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$816,680
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,312,371
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,495,691
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
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,830,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,595,137
Value of interest in common/collective trusts at end of year2016-12-31$1,481,386
Value of interest in common/collective trusts at beginning of year2016-12-31$873,195
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
Contributions received in cash from employer2016-12-31$253,440
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$7,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$419,979
Contract administrator fees2016-12-31$10,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2016-12-31541149263
2015 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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
Total income from all sources (including contributions)2015-12-31$678,404
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$133,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$121,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$725,082
Value of total assets at end of year2015-12-31$5,495,691
Value of total assets at beginning of year2015-12-31$4,950,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,371
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$246,644
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$246,644
Administrative expenses professional fees incurred2015-12-31$2,820
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
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
Contributions received from participants2015-12-31$422,788
Participant contributions at end of year2015-12-31$15,309
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$84,856
Total non interest bearing cash at end of year2015-12-31$4,331
Total non interest bearing cash at beginning of year2015-12-31$932
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
Value of net income/loss2015-12-31$545,255
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,495,691
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,950,436
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
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,595,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,585,618
Value of interest in common/collective trusts at end of year2015-12-31$873,195
Value of interest in common/collective trusts at beginning of year2015-12-31$363,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-302,018
Net investment gain or loss from common/collective trusts2015-12-31$8,696
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
Contributions received in cash from employer2015-12-31$217,438
Employer contributions (assets) at end of year2015-12-31$7,719
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$121,778
Contract administrator fees2015-12-31$40
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2015-12-31541149263
2014 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$721,223
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$99,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$89,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$496,719
Value of total assets at end of year2014-12-31$4,950,436
Value of total assets at beginning of year2014-12-31$4,328,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,637
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$252,331
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$252,331
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$348,450
Total non interest bearing cash at end of year2014-12-31$932
Total non interest bearing cash at beginning of year2014-12-31$2,467
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$621,470
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,950,436
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,328,966
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
Investment advisory and management fees2014-12-31$7,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,585,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,988,817
Value of interest in common/collective trusts at end of year2014-12-31$363,886
Value of interest in common/collective trusts at beginning of year2014-12-31$337,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-31,636
Net investment gain or loss from common/collective trusts2014-12-31$3,809
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
Contributions received in cash from employer2014-12-31$148,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$89,116
Contract administrator fees2014-12-31$3,174
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2014-12-31541149263
2013 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,179,664
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$143,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$133,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$427,098
Value of total assets at end of year2013-12-31$4,328,966
Value of total assets at beginning of year2013-12-31$3,292,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,629
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$104,617
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$104,617
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$302,208
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$2,467
Total non interest bearing cash at beginning of year2013-12-31$2,839
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$1,036,482
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,328,966
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,292,484
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$6,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,988,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,987,424
Value of interest in common/collective trusts at end of year2013-12-31$337,682
Value of interest in common/collective trusts at beginning of year2013-12-31$302,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$654,627
Net investment gain or loss from common/collective trusts2013-12-31$-6,678
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
Contributions received in cash from employer2013-12-31$124,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$133,553
Contract administrator fees2013-12-31$3,088
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2013-12-31541149263
2012 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,224
Total income from all sources (including contributions)2012-12-31$673,963
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$250,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$241,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$283,079
Value of total assets at end of year2012-12-31$3,292,484
Value of total assets at beginning of year2012-12-31$2,870,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,507
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$62,372
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$62,372
Administrative expenses professional fees incurred2012-12-31$3,923
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$259,345
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,734
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$1,224
Total non interest bearing cash at end of year2012-12-31$2,839
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$423,351
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,292,484
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,869,133
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
Investment advisory and management fees2012-12-31$5,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,987,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,387,490
Value of interest in common/collective trusts at end of year2012-12-31$302,221
Value of interest in common/collective trusts at beginning of year2012-12-31$476,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$316,535
Net investment gain or loss from common/collective trusts2012-12-31$11,977
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$241,105
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2012-12-31541149263
2011 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,599
Total income from all sources (including contributions)2011-12-31$235,658
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$105,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$93,331
Value of total corrective distributions2011-12-31$3,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$254,156
Value of total assets at end of year2011-12-31$2,870,357
Value of total assets at beginning of year2011-12-31$2,742,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,268
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$34,246
Administrative expenses professional fees incurred2011-12-31$4,176
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$251,951
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,205
Liabilities. Value of operating payables at end of year2011-12-31$1,224
Liabilities. Value of operating payables at beginning of year2011-12-31$3,599
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$130,460
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,869,133
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,738,673
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
Investment advisory and management fees2011-12-31$4,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,387,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,314,369
Value of interest in common/collective trusts at end of year2011-12-31$476,802
Value of interest in common/collective trusts at beginning of year2011-12-31$427,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-80,802
Net investment gain or loss from common/collective trusts2011-12-31$28,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$93,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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
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 name2011-12-31DAVIDSON, DOYLE & HILTON, LLP
Accountancy firm EIN2011-12-31541953476
2010 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$563,889
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$28,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$252,822
Value of total assets at end of year2010-12-31$2,742,272
Value of total assets at beginning of year2010-12-31$2,203,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,356
Total interest from all sources2010-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34,586
Administrative expenses professional fees incurred2010-12-31$3,499
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$252,822
Liabilities. Value of operating payables at end of year2010-12-31$3,599
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$535,164
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,738,673
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,203,509
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
Investment advisory and management fees2010-12-31$3,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,314,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,715,852
Value of interest in common/collective trusts at end of year2010-12-31$427,331
Value of interest in common/collective trusts at beginning of year2010-12-31$484,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$239,413
Net investment gain or loss from common/collective trusts2010-12-31$37,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,369
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
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 name2010-12-31DAVIDSON, DOYLE & HILTON, LLP
Accountancy firm EIN2010-12-31541953476
2009 : VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC.

2022: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VBA DEFINED CONTRIBUTION PLAN FOR BANK OF THE JAMES FINANCIAL GROUP, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813848
Policy instance 1
Insurance contract or identification number813848
Number of Individuals Covered194
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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