401k Plan data: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN plan

FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 401k Plan overview

Plan Name	FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN
Plan identification number	002

FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JEFFREY GUDE 2023-09-27 JEFFREY GUDE 2023-09-27
002 2022-01-01 JEFFREY GUDE 2023-02-15
002 2021-01-01 JEFFREY GUDE 2022-02-23 JEFFREY GUDE 2022-02-23
002 2020-01-01 DEBBIE PELLETT 2021-02-15 DEBBIE PELLETT 2021-02-15
002 2019-01-01 DEBBIE PELLETT 2020-02-05 DEBBIE PELLETT 2020-02-05
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 DEBBIE PELLETT DEBBIE PELLETT 2015-02-11
002 2013-01-01 DEBBIE PELLETT DEBBIE PELLETT 2014-02-03
002 2012-01-01 DEBBIE PELLETT DEBBIE PELLETT 2013-02-05
002 2011-01-01 DEBBIE PELLETT 2012-02-10 DEBBIE PELLETT 2012-02-10
002 2010-01-01 DEBBIE PELLETT 2011-02-04 DEBBIE PELLETT 2011-02-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JEFFREY GUDE	2023-09-27	JEFFREY GUDE	2023-09-27
002	2022-01-01	JEFFREY GUDE	2023-02-15
002	2021-01-01	JEFFREY GUDE	2022-02-23	JEFFREY GUDE	2022-02-23
002	2020-01-01	DEBBIE PELLETT	2021-02-15	DEBBIE PELLETT	2021-02-15
002	2019-01-01	DEBBIE PELLETT	2020-02-05	DEBBIE PELLETT	2020-02-05
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	DEBBIE PELLETT		DEBBIE PELLETT	2015-02-11
002	2013-01-01	DEBBIE PELLETT		DEBBIE PELLETT	2014-02-03
002	2012-01-01	DEBBIE PELLETT		DEBBIE PELLETT	2013-02-05
002	2011-01-01	DEBBIE PELLETT	2012-02-10	DEBBIE PELLETT	2012-02-10
002	2010-01-01	DEBBIE PELLETT	2011-02-04	DEBBIE PELLETT	2011-02-04

Plan Statistics for FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN

Measure Date Value
2023: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 18
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 19
Number of participants with account balances 2022-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 18
Number of participants with account balances 2021-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2020 401k membership
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 19
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 20
Number of participants with account balances 2020-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 21
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 21
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 21
Number of participants with account balances 2018-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 21
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2016 401k membership
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 21
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 21
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 21
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Total of all active and inactive participants 2014-01-01 22
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Total of all active and inactive participants 2013-01-01 23
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 20
2012: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2012 401k membership
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 23
Total of all active and inactive participants 2012-01-01 23
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 22

Measure	Date	Value
2023: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	18
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	19
Number of participants with account balances	2022-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	18
Number of participants with account balances	2021-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2020 401k membership
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	19
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	20
Number of participants with account balances	2020-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	21
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	21
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	21
Number of participants with account balances	2018-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	21
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2016 401k membership
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	21
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	21
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	21
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Total of all active and inactive participants	2014-01-01	22
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Total of all active and inactive participants	2013-01-01	23
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	20
2012: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2012 401k membership
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	23
Total of all active and inactive participants	2012-01-01	23
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	22

Financial Data on FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN

Measure	Date	Value
2023 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-09-07	$-1,269,419
Total income from all sources	2023-09-07	$93,489
Expenses. Total of all expenses incurred	2023-09-07	$3,118
Benefits paid (including direct rollovers)	2023-09-07	$2,878
Total plan assets at end of year	2023-09-07	$0
Total plan assets at beginning of year	2023-09-07	$1,179,048
Value of fidelity bond covering the plan	2023-09-07	$2,275,000
Other income received	2023-09-07	$48,489
Net income (gross income less expenses)	2023-09-07	$90,371
Net plan assets at end of year (total assets less liabilities)	2023-09-07	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-09-07	$1,179,048
Assets. Value of employer securities	2023-09-07	$0
Total contributions received or receivable from employer(s)	2023-09-07	$45,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-09-07	$240
2022 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$107,727
Expenses. Total of all expenses incurred	2022-12-31	$167,838
Benefits paid (including direct rollovers)	2022-12-31	$167,153
Total plan assets at end of year	2022-12-31	$1,179,048
Total plan assets at beginning of year	2022-12-31	$1,239,159
Value of fidelity bond covering the plan	2022-12-31	$2,275,000
Other income received	2022-12-31	$17,727
Net income (gross income less expenses)	2022-12-31	$-60,111
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,179,048
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,239,159
Assets. Value of employer securities	2022-12-31	$250,794
Total contributions received or receivable from employer(s)	2022-12-31	$90,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$685
2021 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$146,999
Expenses. Total of all expenses incurred	2021-12-31	$231,816
Benefits paid (including direct rollovers)	2021-12-31	$229,315
Total plan assets at end of year	2021-12-31	$1,239,159
Total plan assets at beginning of year	2021-12-31	$1,323,976
Value of fidelity bond covering the plan	2021-12-31	$2,275,000
Other income received	2021-12-31	$56,999
Net income (gross income less expenses)	2021-12-31	$-84,817
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,239,159
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,323,976
Assets. Value of employer securities	2021-12-31	$253,643
Total contributions received or receivable from employer(s)	2021-12-31	$90,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,501
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$155,227
Expenses. Total of all expenses incurred	2020-12-31	$458,446
Benefits paid (including direct rollovers)	2020-12-31	$445,963
Total plan assets at end of year	2020-12-31	$1,323,976
Total plan assets at beginning of year	2020-12-31	$1,627,195
Value of fidelity bond covering the plan	2020-12-31	$2,275,000
Other income received	2020-12-31	$65,227
Net income (gross income less expenses)	2020-12-31	$-303,219
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,323,976
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,627,195
Assets. Value of employer securities	2020-12-31	$241,114
Total contributions received or receivable from employer(s)	2020-12-31	$90,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,483
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$146,420
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,627,195
Total plan assets at beginning of year	2019-12-31	$1,480,775
Value of fidelity bond covering the plan	2019-12-31	$2,275,000
Other income received	2019-12-31	$56,420
Net income (gross income less expenses)	2019-12-31	$146,420
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,627,195
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,480,775
Assets. Value of employer securities	2019-12-31	$229,495
Total contributions received or receivable from employer(s)	2019-12-31	$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$136,728
Expenses. Total of all expenses incurred	2018-12-31	$9,572
Benefits paid (including direct rollovers)	2018-12-31	$9,572
Total plan assets at end of year	2018-12-31	$1,480,775
Total plan assets at beginning of year	2018-12-31	$1,353,619
Value of fidelity bond covering the plan	2018-12-31	$2,275,000
Other income received	2018-12-31	$46,728
Net income (gross income less expenses)	2018-12-31	$127,156
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,480,775
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,353,619
Assets. Value of employer securities	2018-12-31	$219,561
Total contributions received or receivable from employer(s)	2018-12-31	$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$112,623
Expenses. Total of all expenses incurred	2017-12-31	$1,541
Benefits paid (including direct rollovers)	2017-12-31	$1,541
Total plan assets at end of year	2017-12-31	$1,353,619
Total plan assets at beginning of year	2017-12-31	$1,242,537
Value of fidelity bond covering the plan	2017-12-31	$2,275,000
Other income received	2017-12-31	$42,623
Net income (gross income less expenses)	2017-12-31	$111,082
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,353,619
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,242,537
Assets. Value of employer securities	2017-12-31	$213,547
Total contributions received or receivable from employer(s)	2017-12-31	$70,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$121,486
Expenses. Total of all expenses incurred	2016-12-31	$33,306
Benefits paid (including direct rollovers)	2016-12-31	$33,306
Total plan assets at end of year	2016-12-31	$1,242,537
Total plan assets at beginning of year	2016-12-31	$1,154,357
Value of fidelity bond covering the plan	2016-12-31	$2,275,000
Other income received	2016-12-31	$51,486
Net income (gross income less expenses)	2016-12-31	$88,180
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,242,537
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,154,357
Assets. Value of employer securities	2016-12-31	$200,041
Total contributions received or receivable from employer(s)	2016-12-31	$70,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$92,540
Expenses. Total of all expenses incurred	2015-12-31	$120,031
Benefits paid (including direct rollovers)	2015-12-31	$120,031
Total plan assets at end of year	2015-12-31	$1,154,357
Total plan assets at beginning of year	2015-12-31	$1,181,848
Value of fidelity bond covering the plan	2015-12-31	$2,275,000
Other income received	2015-12-31	$22,540
Net income (gross income less expenses)	2015-12-31	$-27,491
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,154,357
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,181,848
Assets. Value of employer securities	2015-12-31	$173,116
Total contributions received or receivable from employer(s)	2015-12-31	$70,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$110,339
Total plan assets at end of year	2014-12-31	$1,181,848
Total plan assets at beginning of year	2014-12-31	$1,071,509
Value of fidelity bond covering the plan	2014-12-31	$2,275,000
Other income received	2014-12-31	$40,339
Net income (gross income less expenses)	2014-12-31	$110,339
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,181,848
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,071,509
Assets. Value of employer securities	2014-12-31	$173,478
Total contributions received or receivable from employer(s)	2014-12-31	$70,000
2013 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$96,144
Expenses. Total of all expenses incurred	2013-12-31	$55,257
Benefits paid (including direct rollovers)	2013-12-31	$53,628
Total plan assets at end of year	2013-12-31	$1,071,509
Total plan assets at beginning of year	2013-12-31	$1,030,622
Value of fidelity bond covering the plan	2013-12-31	$2,275,000
Other income received	2013-12-31	$36,144
Net income (gross income less expenses)	2013-12-31	$40,887
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,071,509
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,030,622
Assets. Value of employer securities	2013-12-31	$165,246
Total contributions received or receivable from employer(s)	2013-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,629
2012 : FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$120,922
Expenses. Total of all expenses incurred	2012-12-31	$1,001,586
Benefits paid (including direct rollovers)	2012-12-31	$1,001,586
Total plan assets at end of year	2012-12-31	$1,030,622
Total plan assets at beginning of year	2012-12-31	$1,911,286
Value of fidelity bond covering the plan	2012-12-31	$2,275,000
Other income received	2012-12-31	$60,922
Net income (gross income less expenses)	2012-12-31	$-880,664
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,030,622
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,911,286
Assets. Value of employer securities	2012-12-31	$154,635
Total contributions received or receivable from employer(s)	2012-12-31	$60,000

Form 5500 Responses for FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN

2023: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FIRST WHITNEY BANK & TRUST PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

FIRST WHITNEY, INC. PROFIT SHARING PLAN [EIN = 061205556]

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