SERVISFIRST BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SERVISFIRST BANK 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-844,382 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-844,382 |
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 | $-1,357,734 |
Total loss/gain on sale of assets | 2022-12-31 | $-37,403 |
Total of all expenses incurred | 2022-12-31 | $5,002,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,871,719 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,866,566 |
Value of total assets at end of year | 2022-12-31 | $49,994,161 |
Value of total assets at beginning of year | 2022-12-31 | $56,354,153 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $130,539 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,005,668 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,005,668 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,138,118 |
Participant contributions at end of year | 2022-12-31 | $134,532 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,580,969 |
Administrative expenses (other) incurred | 2022-12-31 | $130,539 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,359,992 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $49,994,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $56,354,153 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $42,286,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $47,811,778 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $115,604 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,253,955 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,878,639 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,375,233 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $27,050 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $4,250,457 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $2,147,479 |
Employer contributions (assets) at end of year | 2022-12-31 | $68,403 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,871,719 |
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 | 2022-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $5,548,132 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $373,133 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $410,536 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $15,154,559 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,013,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,773,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,963,334 |
Value of total assets at end of year | 2021-12-31 | $56,354,153 |
Value of total assets at beginning of year | 2021-12-31 | $46,213,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $240,345 |
Total interest from all sources | 2021-12-31 | $47,209 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,957,660 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,957,275 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,499,855 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $90,825 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $589,773 |
Other income not declared elsewhere | 2021-12-31 | $2,936,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $10,140,897 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $56,354,153 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $46,213,256 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $9,985 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $47,811,778 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $39,278,367 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $115,604 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $85,250 |
Interest earned on other investments | 2021-12-31 | $47,209 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,878,639 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $3,815,080 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,240,204 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $9,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,873,706 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $51,720 |
Income. Dividends from common stock | 2021-12-31 | $385 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,773,317 |
Contract administrator fees | 2021-12-31 | $230,360 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $5,548,132 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $2,892,014 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2021-12-31 | 560747981 |
2020 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $298,282 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $298,282 |
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 | $11,418,357 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,365,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,213,297 |
Value of total corrective distributions | 2020-12-31 | $822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,630,385 |
Value of total assets at end of year | 2020-12-31 | $46,213,256 |
Value of total assets at beginning of year | 2020-12-31 | $37,160,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $151,031 |
Total interest from all sources | 2020-12-31 | $56,156 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $939,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $939,203 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,382,058 |
Participant contributions at end of year | 2020-12-31 | $90,825 |
Participant contributions at beginning of year | 2020-12-31 | $90,213 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $402,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $9,053,207 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $46,213,256 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $37,160,049 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $39,278,367 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $32,622,410 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $85,250 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $152,898 |
Interest earned on other investments | 2020-12-31 | $56,156 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,815,080 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,855,377 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,481,525 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $12,806 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,846,002 |
Employer contributions (assets) at end of year | 2020-12-31 | $51,720 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $52,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,213,297 |
Contract administrator fees | 2020-12-31 | $151,031 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $2,892,014 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $2,386,997 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2020-12-31 | 560747981 |
2019 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $378,250 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $378,250 |
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 | $12,461,906 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,969,423 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,825,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,010,870 |
Value of total assets at end of year | 2019-12-31 | $37,160,049 |
Value of total assets at beginning of year | 2019-12-31 | $27,667,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $144,217 |
Total interest from all sources | 2019-12-31 | $38,692 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $751,485 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $751,485 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,146,014 |
Participant contributions at end of year | 2019-12-31 | $90,213 |
Participant contributions at beginning of year | 2019-12-31 | $700 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,190,513 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,492,483 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $37,160,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,667,566 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $32,622,410 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $24,550,207 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $152,898 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $82,529 |
Interest earned on other investments | 2019-12-31 | $38,692 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,855,377 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,398,620 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,267,117 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $15,492 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,674,343 |
Employer contributions (assets) at end of year | 2019-12-31 | $52,154 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $200 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,825,206 |
Contract administrator fees | 2019-12-31 | $144,217 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $2,386,997 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,635,310 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2019-12-31 | 560747981 |
2018 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-440,549 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-440,549 |
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 | $2,307,501 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,031,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,894,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,349,125 |
Value of total assets at end of year | 2018-12-31 | $27,667,566 |
Value of total assets at beginning of year | 2018-12-31 | $28,391,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $137,385 |
Total interest from all sources | 2018-12-31 | $22,078 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $740,065 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $739,490 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,754,637 |
Participant contributions at end of year | 2018-12-31 | $700 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $105,990 |
Other income not declared elsewhere | 2018-12-31 | $347 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-723,991 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $27,667,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $28,391,557 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $24,550,207 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $25,561,184 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $82,529 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $68,306 |
Interest earned on other investments | 2018-12-31 | $22,078 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,398,620 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,049,148 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,358,468 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-5,097 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,488,498 |
Employer contributions (assets) at end of year | 2018-12-31 | $200 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $8,280 |
Income. Dividends from common stock | 2018-12-31 | $575 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,894,107 |
Contract administrator fees | 2018-12-31 | $137,385 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $1,635,310 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $1,704,639 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2018-12-31 | 560747981 |
2017 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $181,781 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $181,781 |
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 | $8,431,187 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,134,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $995,188 |
Value of total corrective distributions | 2017-12-31 | $2,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,973,616 |
Value of total assets at end of year | 2017-12-31 | $28,391,557 |
Value of total assets at beginning of year | 2017-12-31 | $21,095,283 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $136,738 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $573,100 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $573,100 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,487,848 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $93 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,056,611 |
Administrative expenses (other) incurred | 2017-12-31 | $136,738 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,296,274 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $28,391,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $21,095,283 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $25,561,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,099,830 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $68,306 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $47,850 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $8,077,108 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,049,148 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $939,293 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,966,253 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $7,205 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $729,232 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,429,157 |
Employer contributions (assets) at end of year | 2017-12-31 | $8,280 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $995,188 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $1,704,639 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $931,109 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2017-12-31 | 560747981 |
2016 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $141,588 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $141,588 |
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 | $5,649,514 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $700,476 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $580,074 |
Value of total corrective distributions | 2016-12-31 | $1,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,409,025 |
Value of total assets at end of year | 2016-12-31 | $21,095,283 |
Value of total assets at beginning of year | 2016-12-31 | $16,146,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $118,999 |
Total interest from all sources | 2016-12-31 | $95 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $231,268 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $231,268 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,228,171 |
Participant contributions at end of year | 2016-12-31 | $93 |
Participant contributions at beginning of year | 2016-12-31 | $5,582 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $67,626 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $886,348 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,949,038 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $21,095,283 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,146,245 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,099,830 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,528,472 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $47,850 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,657 |
Interest on participant loans | 2016-12-31 | $95 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $8,077,108 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $7,958,183 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $939,293 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $544,041 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $637,189 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,259 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $229,090 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,294,506 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $40,684 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $580,074 |
Contract administrator fees | 2016-12-31 | $118,999 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $931,109 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2016-12-31 | 560747981 |
2015 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $2,722,977 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $834,761 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $737,370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,085,412 |
Value of total assets at end of year | 2015-12-31 | $16,146,245 |
Value of total assets at beginning of year | 2015-12-31 | $14,258,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $97,391 |
Total interest from all sources | 2015-12-31 | $9,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $240,457 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $240,457 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,820,619 |
Participant contributions at end of year | 2015-12-31 | $5,582 |
Participant contributions at beginning of year | 2015-12-31 | $17,949 |
Participant contributions at end of year | 2015-12-31 | $67,626 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $184,207 |
Administrative expenses (other) incurred | 2015-12-31 | $97,391 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $1,888,216 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,146,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,258,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,528,472 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,550,204 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,657 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $467 |
Interest earned on other investments | 2015-12-31 | $8,770 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $7,958,183 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $8,399,126 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $544,041 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $290,750 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-303,766 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-69 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-308,294 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,080,586 |
Employer contributions (assets) at end of year | 2015-12-31 | $40,684 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $737,370 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLACK & PINCKARD, LLC |
Accountancy firm EIN | 2015-12-31 | 260079381 |
2014 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $2,665,041 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $584,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $489,428 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,138,217 |
Value of total assets at end of year | 2014-12-31 | $14,258,029 |
Value of total assets at beginning of year | 2014-12-31 | $12,177,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $95,483 |
Total interest from all sources | 2014-12-31 | $1,787 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,237,776 |
Participant contributions at end of year | 2014-12-31 | $17,949 |
Participant contributions at beginning of year | 2014-12-31 | $55,923 |
Participant contributions at beginning of year | 2014-12-31 | $35,621 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $114,907 |
Administrative expenses (other) incurred | 2014-12-31 | $1,658 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $7,852 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,080,130 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,258,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,177,899 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,550,204 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,533,061 |
Interest on participant loans | 2014-12-31 | $1,787 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $8,399,126 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $290,750 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,303,237 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $25,919 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $499,118 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $785,534 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $242,205 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $489,428 |
Contract administrator fees | 2014-12-31 | $93,825 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BLACK & PINCKARD, LLC |
Accountancy firm EIN | 2014-12-31 | 260079381 |
2013 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $3,886,183 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $746,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $671,937 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,366,462 |
Value of total assets at end of year | 2013-12-31 | $12,177,899 |
Value of total assets at beginning of year | 2013-12-31 | $9,037,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $74,197 |
Total interest from all sources | 2013-12-31 | $19,984 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,101,618 |
Participant contributions at end of year | 2013-12-31 | $55,923 |
Participant contributions at beginning of year | 2013-12-31 | $117,622 |
Participant contributions at end of year | 2013-12-31 | $35,621 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $362,164 |
Total non interest bearing cash at end of year | 2013-12-31 | $7,852 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $9,647 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,140,049 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,177,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,037,850 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,533,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,263,290 |
Interest on participant loans | 2013-12-31 | $3,057 |
Interest earned on other investments | 2013-12-31 | $16,927 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,303,237 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,499,737 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $902,680 |
Employer contributions (assets) at end of year | 2013-12-31 | $242,205 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $647,291 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $671,937 |
Contract administrator fees | 2013-12-31 | $74,197 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BLACK & PINCKARD, LLC |
Accountancy firm EIN | 2013-12-31 | 260079381 |
2012 : SERVISFIRST BANK 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $7,557,868 |
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 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,935,627 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $455,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $423,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,519,158 |
Value of total assets at end of year | 2012-12-31 | $9,037,850 |
Value of total assets at beginning of year | 2012-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $32,590 |
Total interest from all sources | 2012-12-31 | $4,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $472,466 |
Participant contributions at end of year | 2012-12-31 | $117,622 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $96,316 |
Other income not declared elsewhere | 2012-12-31 | $31,323 |
Total non interest bearing cash at end of year | 2012-12-31 | $9,647 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,479,982 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,037,850 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,263,290 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $4,410 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $380,736 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $950,376 |
Employer contributions (assets) at end of year | 2012-12-31 | $647,291 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $423,055 |
Contract administrator fees | 2012-12-31 | $32,590 |
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 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BLACK & PINCKARD, LLC |
Accountancy firm EIN | 2012-12-31 | 260079381 |