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FIRST WHITNEY BANK & TRUST PST (401K) 401k Plan overview

Plan NameFIRST WHITNEY BANK & TRUST PST (401K)
Plan identification number 001

FIRST WHITNEY BANK & TRUST PST (401K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRST WHITNEY BANK & TRUST has sponsored the creation of one or more 401k plans.

Company Name:FIRST WHITNEY BANK & TRUST
Employer identification number (EIN):420599210
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST WHITNEY BANK & TRUST PST (401K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DEBRA PELLETT DEBRA PELLETT2019-07-11
0012017-01-01DEBRA PELLETT DEBRA PELLETT2018-07-18
0012016-01-01DEBRA PELLETT DEBRA PELLETT2017-07-24
0012015-01-01DEBRA PELLETT DEBRA PELLETT2016-07-06
0012014-01-01DEBRA PELLETT DEBRA PELLETT2015-07-21
0012013-01-01DEBRA PELLETT DEBRA PELLETT2014-07-10
0012012-01-01DEBRA PELLETT DEBRA PELLETT2013-07-09
0012011-01-01DEBRA PELLETT DEBRA PELLETT2012-05-31

Plan Statistics for FIRST WHITNEY BANK & TRUST PST (401K)

401k plan membership statisitcs for FIRST WHITNEY BANK & TRUST PST (401K)

Measure Date Value
2022: FIRST WHITNEY BANK & TRUST PST (401K) 2022 401k membership
Total participants, beginning-of-year2022-01-0119
Total number of active participants reported on line 7a of the Form 55002022-01-0116
Total of all active and inactive participants2022-01-0116
Total participants2022-01-0116
Number of participants with account balances2022-01-0116
2021: FIRST WHITNEY BANK & TRUST PST (401K) 2021 401k membership
Total participants, beginning-of-year2021-01-0118
Total number of active participants reported on line 7a of the Form 55002021-01-0119
Total of all active and inactive participants2021-01-0119
Total participants2021-01-0119
Number of participants with account balances2021-01-0119
2020: FIRST WHITNEY BANK & TRUST PST (401K) 2020 401k membership
Total participants, beginning-of-year2020-01-0121
Total number of active participants reported on line 7a of the Form 55002020-01-0118
Total of all active and inactive participants2020-01-0118
Total participants2020-01-0118
Number of participants with account balances2020-01-0118
2019: FIRST WHITNEY BANK & TRUST PST (401K) 2019 401k membership
Total participants, beginning-of-year2019-01-0119
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Total of all active and inactive participants2019-01-0121
Total participants2019-01-0121
Number of participants with account balances2019-01-0121
2018: FIRST WHITNEY BANK & TRUST PST (401K) 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Total of all active and inactive participants2018-01-0119
Total participants2018-01-0119
2017: FIRST WHITNEY BANK & TRUST PST (401K) 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Total of all active and inactive participants2017-01-0120
Total participants2017-01-0120
2016: FIRST WHITNEY BANK & TRUST PST (401K) 2016 401k membership
Total participants, beginning-of-year2016-01-0121
Total number of active participants reported on line 7a of the Form 55002016-01-0120
Total of all active and inactive participants2016-01-0120
Total participants2016-01-0120
2015: FIRST WHITNEY BANK & TRUST PST (401K) 2015 401k membership
Total participants, beginning-of-year2015-01-0121
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Total of all active and inactive participants2015-01-0121
Total participants2015-01-0121
2014: FIRST WHITNEY BANK & TRUST PST (401K) 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-0122
Total participants2014-01-0122
2013: FIRST WHITNEY BANK & TRUST PST (401K) 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0122
Total participants2013-01-0122
2012: FIRST WHITNEY BANK & TRUST PST (401K) 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Total of all active and inactive participants2012-01-0124
Total participants2012-01-0124
2011: FIRST WHITNEY BANK & TRUST PST (401K) 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-0124
Total participants2011-01-0124

Financial Data on FIRST WHITNEY BANK & TRUST PST (401K)

Measure Date Value
2022 : FIRST WHITNEY BANK & TRUST PST (401K) 2022 401k financial data
Total income from all sources2022-12-31$-165,401
Expenses. Total of all expenses incurred2022-12-31$312,790
Benefits paid (including direct rollovers)2022-12-31$312,790
Total plan assets at end of year2022-12-31$1,065,682
Total plan assets at beginning of year2022-12-31$1,543,873
Value of fidelity bond covering the plan2022-12-31$2,275,000
Total contributions received or receivable from participants2022-12-31$81,080
Other income received2022-12-31$-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
Total income from all sources2021-12-31$329,294
Expenses. Total of all expenses incurred2021-12-31$308,643
Benefits paid (including direct rollovers)2021-12-31$308,643
Total plan assets at end of year2021-12-31$1,543,873
Total plan assets at beginning of year2021-12-31$1,523,222
Value of fidelity bond covering the plan2021-12-31$2,275,000
Total contributions received or receivable from participants2021-12-31$104,358
Other income received2021-12-31$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
Total income from all sources2020-12-31$272,344
Expenses. Total of all expenses incurred2020-12-31$389,405
Benefits paid (including direct rollovers)2020-12-31$389,405
Total plan assets at end of year2020-12-31$1,523,222
Total plan assets at beginning of year2020-12-31$1,640,283
Value of fidelity bond covering the plan2020-12-31$2,275,000
Total contributions received or receivable from participants2020-12-31$83,760
Other income received2020-12-31$188,584
Net income (gross income less expenses)2020-12-31$-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
Total income from all sources2019-12-31$344,353
Total plan assets at end of year2019-12-31$1,640,283
Total plan assets at beginning of year2019-12-31$1,295,930
Value of fidelity bond covering the plan2019-12-31$2,275,000
Total contributions received or receivable from participants2019-12-31$96,025
Other income received2019-12-31$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
Total income from all sources2018-12-31$50,989
Expenses. Total of all expenses incurred2018-12-31$45,416
Benefits paid (including direct rollovers)2018-12-31$45,416
Total plan assets at end of year2018-12-31$1,295,930
Total plan assets at beginning of year2018-12-31$1,290,357
Value of fidelity bond covering the plan2018-12-31$2,275,000
Total contributions received or receivable from participants2018-12-31$89,290
Other income received2018-12-31$-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
Total income from all sources2017-12-31$236,559
Expenses. Total of all expenses incurred2017-12-31$3,706
Benefits paid (including direct rollovers)2017-12-31$3,706
Total plan assets at end of year2017-12-31$1,290,357
Total plan assets at beginning of year2017-12-31$1,057,504
Value of fidelity bond covering the plan2017-12-31$2,275,000
Total contributions received or receivable from participants2017-12-31$81,300
Other income received2017-12-31$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
Total income from all sources2016-12-31$149,299
Expenses. Total of all expenses incurred2016-12-31$12,324
Benefits paid (including direct rollovers)2016-12-31$12,324
Total plan assets at end of year2016-12-31$1,057,504
Total plan assets at beginning of year2016-12-31$920,529
Value of fidelity bond covering the plan2016-12-31$2,275,000
Total contributions received or receivable from participants2016-12-31$77,950
Other income received2016-12-31$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
Total income from all sources2015-12-31$60,933
Expenses. Total of all expenses incurred2015-12-31$66,094
Benefits paid (including direct rollovers)2015-12-31$66,094
Total plan assets at end of year2015-12-31$920,529
Total plan assets at beginning of year2015-12-31$925,690
Value of fidelity bond covering the plan2015-12-31$2,275,000
Total contributions received or receivable from participants2015-12-31$71,405
Other income received2015-12-31$-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
Total income from all sources2014-12-31$145,406
Expenses. Total of all expenses incurred2014-12-31$233,326
Benefits paid (including direct rollovers)2014-12-31$233,326
Total plan assets at end of year2014-12-31$925,690
Total plan assets at beginning of year2014-12-31$1,013,610
Value of fidelity bond covering the plan2014-12-31$2,275,000
Total contributions received or receivable from participants2014-12-31$61,280
Other income received2014-12-31$84,126
Net income (gross income less expenses)2014-12-31$-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
Total income from all sources2013-12-31$243,234
Expenses. Total of all expenses incurred2013-12-31$120,212
Benefits paid (including direct rollovers)2013-12-31$120,212
Total plan assets at end of year2013-12-31$1,013,610
Total plan assets at beginning of year2013-12-31$890,588
Value of fidelity bond covering the plan2013-12-31$2,275,000
Total contributions received or receivable from participants2013-12-31$59,215
Other income received2013-12-31$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
Total income from all sources2012-12-31$147,559
Expenses. Total of all expenses incurred2012-12-31$30,967
Benefits paid (including direct rollovers)2012-12-31$30,967
Total plan assets at end of year2012-12-31$890,588
Total plan assets at beginning of year2012-12-31$773,996
Value of fidelity bond covering the plan2012-12-31$2,275,000
Total contributions received or receivable from participants2012-12-31$55,200
Other income received2012-12-31$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
Total income from all sources2011-12-31$65,316
Expenses. Total of all expenses incurred2011-12-31$11,082
Benefits paid (including direct rollovers)2011-12-31$11,082
Total plan assets at end of year2011-12-31$773,996
Total plan assets at beginning of year2011-12-31$719,762
Value of fidelity bond covering the plan2011-12-31$2,275,000
Total contributions received or receivable from participants2011-12-31$70,925
Other income received2011-12-31$-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

Form 5500 Responses for FIRST WHITNEY BANK & TRUST PST (401K)

2022: FIRST WHITNEY BANK & TRUST PST (401K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST WHITNEY BANK & TRUST PST (401K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST WHITNEY BANK & TRUST PST (401K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST WHITNEY BANK & TRUST PST (401K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST WHITNEY BANK & TRUST PST (401K) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST WHITNEY BANK & TRUST PST (401K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST WHITNEY BANK & TRUST PST (401K) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST WHITNEY BANK & TRUST PST (401K) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST WHITNEY BANK & TRUST PST (401K) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST WHITNEY BANK & TRUST PST (401K) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST WHITNEY BANK & TRUST PST (401K) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST WHITNEY BANK & TRUST PST (401K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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