FIRST WHITNEY BANK & TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FIRST WHITNEY BANK & TRUST PST (401K)
Measure | Date | Value |
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2022: FIRST WHITNEY BANK & TRUST PST (401K) 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 16 |
Total of all active and inactive participants | 2022-01-01 | 16 |
Total participants | 2022-01-01 | 16 |
Number of participants with account balances | 2022-01-01 | 16 |
2021: FIRST WHITNEY BANK & TRUST PST (401K) 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Total participants | 2021-01-01 | 19 |
Number of participants with account balances | 2021-01-01 | 19 |
2020: FIRST WHITNEY BANK & TRUST PST (401K) 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
Total of all active and inactive participants | 2020-01-01 | 18 |
Total participants | 2020-01-01 | 18 |
Number of participants with account balances | 2020-01-01 | 18 |
2019: FIRST WHITNEY BANK & TRUST PST (401K) 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 21 |
Total of all active and inactive participants | 2019-01-01 | 21 |
Total participants | 2019-01-01 | 21 |
Number of participants with account balances | 2019-01-01 | 21 |
2018: FIRST WHITNEY BANK & TRUST PST (401K) 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
Total of all active and inactive participants | 2018-01-01 | 19 |
Total participants | 2018-01-01 | 19 |
2017: FIRST WHITNEY BANK & TRUST PST (401K) 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
Total of all active and inactive participants | 2017-01-01 | 20 |
Total participants | 2017-01-01 | 20 |
2016: FIRST WHITNEY BANK & TRUST PST (401K) 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 20 |
Total of all active and inactive participants | 2016-01-01 | 20 |
Total participants | 2016-01-01 | 20 |
2015: FIRST WHITNEY BANK & TRUST PST (401K) 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
Total of all active and inactive participants | 2015-01-01 | 21 |
Total participants | 2015-01-01 | 21 |
2014: FIRST WHITNEY BANK & TRUST PST (401K) 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 22 |
Total participants | 2014-01-01 | 22 |
2013: FIRST WHITNEY BANK & TRUST PST (401K) 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 22 |
Total participants | 2013-01-01 | 22 |
2012: FIRST WHITNEY BANK & TRUST PST (401K) 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
Total of all active and inactive participants | 2012-01-01 | 24 |
Total participants | 2012-01-01 | 24 |
2011: FIRST WHITNEY BANK & TRUST PST (401K) 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 24 |
Total participants | 2011-01-01 | 24 |
Measure | Date | Value |
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2022 : FIRST WHITNEY BANK & TRUST PST (401K) 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-165,401 |
Expenses. Total of all expenses incurred | 2022-12-31 | $312,790 |
Benefits paid (including direct rollovers) | 2022-12-31 | $312,790 |
Total plan assets at end of year | 2022-12-31 | $1,065,682 |
Total plan assets at beginning of year | 2022-12-31 | $1,543,873 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2022-12-31 | $81,080 |
Other income received | 2022-12-31 | $-246,481 |
Net income (gross income less expenses) | 2022-12-31 | $-478,191 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,065,682 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,543,873 |
2021 : FIRST WHITNEY BANK & TRUST PST (401K) 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $329,294 |
Expenses. Total of all expenses incurred | 2021-12-31 | $308,643 |
Benefits paid (including direct rollovers) | 2021-12-31 | $308,643 |
Total plan assets at end of year | 2021-12-31 | $1,543,873 |
Total plan assets at beginning of year | 2021-12-31 | $1,523,222 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2021-12-31 | $104,358 |
Other income received | 2021-12-31 | $224,936 |
Net income (gross income less expenses) | 2021-12-31 | $20,651 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,543,873 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,523,222 |
2020 : FIRST WHITNEY BANK & TRUST PST (401K) 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $272,344 |
Expenses. Total of all expenses incurred | 2020-12-31 | $389,405 |
Benefits paid (including direct rollovers) | 2020-12-31 | $389,405 |
Total plan assets at end of year | 2020-12-31 | $1,523,222 |
Total plan assets at beginning of year | 2020-12-31 | $1,640,283 |
Value of fidelity bond covering the plan | 2020-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2020-12-31 | $83,760 |
Other income received | 2020-12-31 | $188,584 |
Net income (gross income less expenses) | 2020-12-31 | $-117,061 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,523,222 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,640,283 |
2019 : FIRST WHITNEY BANK & TRUST PST (401K) 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $344,353 |
Total plan assets at end of year | 2019-12-31 | $1,640,283 |
Total plan assets at beginning of year | 2019-12-31 | $1,295,930 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2019-12-31 | $96,025 |
Other income received | 2019-12-31 | $248,328 |
Net income (gross income less expenses) | 2019-12-31 | $344,353 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,640,283 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,295,930 |
2018 : FIRST WHITNEY BANK & TRUST PST (401K) 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $50,989 |
Expenses. Total of all expenses incurred | 2018-12-31 | $45,416 |
Benefits paid (including direct rollovers) | 2018-12-31 | $45,416 |
Total plan assets at end of year | 2018-12-31 | $1,295,930 |
Total plan assets at beginning of year | 2018-12-31 | $1,290,357 |
Value of fidelity bond covering the plan | 2018-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2018-12-31 | $89,290 |
Other income received | 2018-12-31 | $-38,301 |
Net income (gross income less expenses) | 2018-12-31 | $5,573 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,295,930 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,290,357 |
2017 : FIRST WHITNEY BANK & TRUST PST (401K) 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $236,559 |
Expenses. Total of all expenses incurred | 2017-12-31 | $3,706 |
Benefits paid (including direct rollovers) | 2017-12-31 | $3,706 |
Total plan assets at end of year | 2017-12-31 | $1,290,357 |
Total plan assets at beginning of year | 2017-12-31 | $1,057,504 |
Value of fidelity bond covering the plan | 2017-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2017-12-31 | $81,300 |
Other income received | 2017-12-31 | $155,259 |
Net income (gross income less expenses) | 2017-12-31 | $232,853 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,290,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,057,504 |
2016 : FIRST WHITNEY BANK & TRUST PST (401K) 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $149,299 |
Expenses. Total of all expenses incurred | 2016-12-31 | $12,324 |
Benefits paid (including direct rollovers) | 2016-12-31 | $12,324 |
Total plan assets at end of year | 2016-12-31 | $1,057,504 |
Total plan assets at beginning of year | 2016-12-31 | $920,529 |
Value of fidelity bond covering the plan | 2016-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2016-12-31 | $77,950 |
Other income received | 2016-12-31 | $71,349 |
Net income (gross income less expenses) | 2016-12-31 | $136,975 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,057,504 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $920,529 |
2015 : FIRST WHITNEY BANK & TRUST PST (401K) 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $60,933 |
Expenses. Total of all expenses incurred | 2015-12-31 | $66,094 |
Benefits paid (including direct rollovers) | 2015-12-31 | $66,094 |
Total plan assets at end of year | 2015-12-31 | $920,529 |
Total plan assets at beginning of year | 2015-12-31 | $925,690 |
Value of fidelity bond covering the plan | 2015-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2015-12-31 | $71,405 |
Other income received | 2015-12-31 | $-10,472 |
Net income (gross income less expenses) | 2015-12-31 | $-5,161 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $920,529 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $925,690 |
2014 : FIRST WHITNEY BANK & TRUST PST (401K) 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $145,406 |
Expenses. Total of all expenses incurred | 2014-12-31 | $233,326 |
Benefits paid (including direct rollovers) | 2014-12-31 | $233,326 |
Total plan assets at end of year | 2014-12-31 | $925,690 |
Total plan assets at beginning of year | 2014-12-31 | $1,013,610 |
Value of fidelity bond covering the plan | 2014-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2014-12-31 | $61,280 |
Other income received | 2014-12-31 | $84,126 |
Net income (gross income less expenses) | 2014-12-31 | $-87,920 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $925,690 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,013,610 |
2013 : FIRST WHITNEY BANK & TRUST PST (401K) 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $243,234 |
Expenses. Total of all expenses incurred | 2013-12-31 | $120,212 |
Benefits paid (including direct rollovers) | 2013-12-31 | $120,212 |
Total plan assets at end of year | 2013-12-31 | $1,013,610 |
Total plan assets at beginning of year | 2013-12-31 | $890,588 |
Value of fidelity bond covering the plan | 2013-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2013-12-31 | $59,215 |
Other income received | 2013-12-31 | $184,019 |
Net income (gross income less expenses) | 2013-12-31 | $123,022 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,013,610 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $890,588 |
2012 : FIRST WHITNEY BANK & TRUST PST (401K) 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $147,559 |
Expenses. Total of all expenses incurred | 2012-12-31 | $30,967 |
Benefits paid (including direct rollovers) | 2012-12-31 | $30,967 |
Total plan assets at end of year | 2012-12-31 | $890,588 |
Total plan assets at beginning of year | 2012-12-31 | $773,996 |
Value of fidelity bond covering the plan | 2012-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2012-12-31 | $55,200 |
Other income received | 2012-12-31 | $92,359 |
Net income (gross income less expenses) | 2012-12-31 | $116,592 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $890,588 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $773,996 |
2011 : FIRST WHITNEY BANK & TRUST PST (401K) 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $65,316 |
Expenses. Total of all expenses incurred | 2011-12-31 | $11,082 |
Benefits paid (including direct rollovers) | 2011-12-31 | $11,082 |
Total plan assets at end of year | 2011-12-31 | $773,996 |
Total plan assets at beginning of year | 2011-12-31 | $719,762 |
Value of fidelity bond covering the plan | 2011-12-31 | $2,275,000 |
Total contributions received or receivable from participants | 2011-12-31 | $70,925 |
Other income received | 2011-12-31 | $-5,609 |
Net income (gross income less expenses) | 2011-12-31 | $54,234 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $773,996 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $719,762 |