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Plan Name | SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SERVISFIRST BANK |
Employer identification number (EIN): | 202451671 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about SERVISFIRST BANK
Jurisdiction of Incorporation: | Alabama Secretary of State |
Incorporation Date: | 2005-04-28 |
Company Identification Number: | 241-206 |
Legal Registered Office Address: |
850 SHADES CREEK PKWY STE 200 BIRMINGHAM, United States of America (USA) 35209 |
More information about SERVISFIRST BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2011-01-01 | DANA MILLER | |||
001 | 2010-01-01 | DANA MILLER | |||
001 | 2009-01-01 | DANA MILLER |
Measure | Date | Value |
---|---|---|
2011: SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 17 |
Total of all active and inactive participants | 2010-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 175 |
Number of participants with account balances | 2010-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 8 |
2009: SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 159 |
Number of participants with account balances | 2009-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 11 |
Measure | Date | Value |
---|---|---|
2011 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-11-30 | $479,280 |
Total of all expenses incurred | 2011-11-30 | $4,173,479 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-11-30 | $4,158,601 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-11-30 | $271,661 |
Value of total assets at end of year | 2011-11-30 | $0 |
Value of total assets at beginning of year | 2011-11-30 | $3,694,199 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-11-30 | $14,878 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-11-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-11-30 | $0 |
Administrative expenses professional fees incurred | 2011-11-30 | $10,877 |
Was this plan covered by a fidelity bond | 2011-11-30 | Yes |
Value of fidelity bond cover | 2011-11-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-11-30 | No |
Contributions received from participants | 2011-11-30 | $136,027 |
Participant contributions at end of year | 2011-11-30 | $0 |
Participant contributions at beginning of year | 2011-11-30 | $19,553 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-11-30 | $40,425 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
Value of net income/loss | 2011-11-30 | $-3,694,199 |
Value of net assets at end of year (total assets less liabilities) | 2011-11-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-11-30 | $3,694,199 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-11-30 | No |
Investment advisory and management fees | 2011-11-30 | $3,841 |
Value of interest in pooled separate accounts at end of year | 2011-11-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-11-30 | $3,661,218 |
Net investment gain/loss from pooled separate accounts | 2011-11-30 | $207,619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-11-30 | No |
Contributions received in cash from employer | 2011-11-30 | $95,209 |
Employer contributions (assets) at end of year | 2011-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2011-11-30 | $13,428 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-11-30 | $4,158,601 |
Contract administrator fees | 2011-11-30 | $160 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-11-30 | No |
Did the plan have assets held for investment | 2011-11-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-11-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-11-30 | Disclaimer |
Accountancy firm name | 2011-11-30 | DIPIAZZA LAROCCA HEETER & CO, LL |
Accountancy firm EIN | 2011-11-30 | 263731278 |
2010 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $1,406,690 |
Total of all expenses incurred | 2010-12-31 | $185,800 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $150,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,038,319 |
Value of total assets at end of year | 2010-12-31 | $3,694,199 |
Value of total assets at beginning of year | 2010-12-31 | $2,473,309 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $34,916 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $27,050 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $585,145 |
Participant contributions at end of year | 2010-12-31 | $19,553 |
Participant contributions at beginning of year | 2010-12-31 | $20,587 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $76,612 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,220,890 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,694,199 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,473,309 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $7,236 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,661,218 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,439,978 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $368,371 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $376,562 |
Employer contributions (assets) at end of year | 2010-12-31 | $13,428 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $12,744 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $150,884 |
Contract administrator fees | 2010-12-31 | $630 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DIPIAZZA LAROCCA HEEETER & CO, LLC |
Accountancy firm EIN | 2010-12-31 | 263731278 |
2011: SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | This submission is the final filing | Yes |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SERVISFIRST BANK 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |