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Plan Name | GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PLATTE VALLEY BANK |
Employer identification number (EIN): | 440247225 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about PLATTE VALLEY BANK
Jurisdiction of Incorporation: | Wyoming Corporations Division |
Incorporation Date: | 2008-03-31 |
Company Identification Number: | 000552418 |
Legal Registered Office Address: |
2201 Main St Torrington United States of America (USA) 82240 |
More information about PLATTE VALLEY BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | KIM KELLEY | |||
001 | 2016-01-01 | KAREN ANDERSON | |||
001 | 2015-01-01 | KAREN ANDERSON | |||
001 | 2014-01-01 | KAREN ANDERSON | KAREN ANDERSON | 2015-07-16 | |
001 | 2014-01-01 | KAREN ANDERSON | KAREN ANDERSON | 2015-07-14 | |
001 | 2013-01-01 | KAREN ANDERSON | KAREN ANDERSON | 2014-06-19 | |
001 | 2012-01-01 | KAREN ANDERSON | KAREN ANDERSON | 2013-07-15 | |
001 | 2011-01-01 | KAREN ANDERSON | KAREN ANDERSON | 2012-07-02 | |
001 | 2010-01-01 | KAREN ANDERSON | KAREN ANDERSON | 2011-06-30 | |
001 | 2009-01-01 | KAREN ANDERSON | KAREN ANDERSON | 2010-07-15 |
Measure | Date | Value |
---|---|---|
2020: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
2019: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 160 |
Total of all active and inactive participants | 2019-01-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 179 |
Number of participants with account balances | 2019-01-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 24 |
Total of all active and inactive participants | 2018-01-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 205 |
Number of participants with account balances | 2018-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 187 |
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 | 26 |
Total of all active and inactive participants | 2017-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 213 |
Number of participants with account balances | 2017-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 21 |
Total of all active and inactive participants | 2016-01-01 | 193 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 193 |
Number of participants with account balances | 2016-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 20 |
Total of all active and inactive participants | 2015-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 180 |
Number of participants with account balances | 2015-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 27 |
Total of all active and inactive participants | 2014-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 187 |
Number of participants with account balances | 2014-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 29 |
Total of all active and inactive participants | 2013-01-01 | 188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 188 |
Number of participants with account balances | 2013-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 29 |
Total of all active and inactive participants | 2012-01-01 | 188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 188 |
Number of participants with account balances | 2012-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 19 |
Total of all active and inactive participants | 2011-01-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 176 |
Number of participants with account balances | 2011-01-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 16 |
Total of all active and inactive participants | 2010-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 175 |
Number of participants with account balances | 2010-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
Total of all active and inactive participants | 2009-01-01 | 178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 178 |
Number of participants with account balances | 2009-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-03-24 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-03-24 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-24 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-24 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-24 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-24 | $0 |
Total income from all sources (including contributions) | 2020-03-24 | $75,829 |
Total income from all sources (including contributions) | 2020-03-24 | $75,829 |
Total loss/gain on sale of assets | 2020-03-24 | $0 |
Total loss/gain on sale of assets | 2020-03-24 | $0 |
Total of all expenses incurred | 2020-03-24 | $14,472,038 |
Total of all expenses incurred | 2020-03-24 | $14,472,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-24 | $14,461,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-24 | $14,461,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-24 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-24 | $0 |
Value of total assets at end of year | 2020-03-24 | $0 |
Value of total assets at end of year | 2020-03-24 | $0 |
Value of total assets at beginning of year | 2020-03-24 | $14,396,209 |
Value of total assets at beginning of year | 2020-03-24 | $14,396,209 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-24 | $10,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-24 | $10,604 |
Total interest from all sources | 2020-03-24 | $41 |
Total interest from all sources | 2020-03-24 | $41 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-24 | $2,832 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-24 | $2,832 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-24 | Yes |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-24 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-03-24 | $0 |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-03-24 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-24 | $2,832 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-24 | $2,832 |
Administrative expenses professional fees incurred | 2020-03-24 | $309 |
Administrative expenses professional fees incurred | 2020-03-24 | $309 |
Was this plan covered by a fidelity bond | 2020-03-24 | Yes |
Was this plan covered by a fidelity bond | 2020-03-24 | Yes |
Value of fidelity bond cover | 2020-03-24 | $5,000,000 |
Value of fidelity bond cover | 2020-03-24 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-03-24 | No |
If this is an individual account plan, was there a blackout period | 2020-03-24 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-03-24 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-24 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-24 | No |
Participant contributions at end of year | 2020-03-24 | $0 |
Participant contributions at end of year | 2020-03-24 | $0 |
Participant contributions at beginning of year | 2020-03-24 | $10,417 |
Participant contributions at beginning of year | 2020-03-24 | $10,417 |
Other income not declared elsewhere | 2020-03-24 | $1,006 |
Other income not declared elsewhere | 2020-03-24 | $1,006 |
Administrative expenses (other) incurred | 2020-03-24 | $8,696 |
Administrative expenses (other) incurred | 2020-03-24 | $8,696 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-24 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-24 | No |
Value of net income/loss | 2020-03-24 | $-14,396,209 |
Value of net income/loss | 2020-03-24 | $-14,396,209 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-24 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-24 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-24 | $14,396,209 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-24 | $14,396,209 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-24 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-24 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-24 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-24 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-24 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-24 | No |
Investment advisory and management fees | 2020-03-24 | $1,599 |
Investment advisory and management fees | 2020-03-24 | $1,599 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-24 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-24 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-24 | $13,075,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-24 | $13,075,043 |
Interest on participant loans | 2020-03-24 | $41 |
Interest on participant loans | 2020-03-24 | $41 |
Value of interest in common/collective trusts at end of year | 2020-03-24 | $0 |
Value of interest in common/collective trusts at end of year | 2020-03-24 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-03-24 | $1,310,749 |
Value of interest in common/collective trusts at beginning of year | 2020-03-24 | $1,310,749 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-24 | $75,885 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-24 | $75,885 |
Net investment gain or loss from common/collective trusts | 2020-03-24 | $-3,935 |
Net investment gain or loss from common/collective trusts | 2020-03-24 | $-3,935 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-24 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-24 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-24 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-24 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-24 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-24 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-24 | $14,461,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-24 | $14,461,434 |
Did the plan have assets held for investment | 2020-03-24 | Yes |
Did the plan have assets held for investment | 2020-03-24 | 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 | 2020-03-24 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-24 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-24 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-24 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-24 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-24 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-24 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2020-03-24 | Disclaimer |
Accountancy firm name | 2020-03-24 | EIDE BAILLY, LLP |
Accountancy firm name | 2020-03-24 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2020-03-24 | 450250958 |
Accountancy firm EIN | 2020-03-24 | 450250958 |
2019 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,698,236 |
Total income from all sources (including contributions) | 2019-12-31 | $4,698,236 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,718,385 |
Total of all expenses incurred | 2019-12-31 | $4,718,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,680,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,680,093 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,214,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,214,916 |
Value of total assets at end of year | 2019-12-31 | $14,396,209 |
Value of total assets at end of year | 2019-12-31 | $14,396,209 |
Value of total assets at beginning of year | 2019-12-31 | $14,416,358 |
Value of total assets at beginning of year | 2019-12-31 | $14,416,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $38,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $38,292 |
Total income from rents | 2019-12-31 | $0 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $3,903 |
Total interest from all sources | 2019-12-31 | $3,903 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $598,675 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $598,675 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $598,675 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $598,675 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $824,287 |
Contributions received from participants | 2019-12-31 | $824,287 |
Participant contributions at end of year | 2019-12-31 | $10,417 |
Participant contributions at end of year | 2019-12-31 | $10,417 |
Participant contributions at beginning of year | 2019-12-31 | $107,884 |
Participant contributions at beginning of year | 2019-12-31 | $107,884 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $68,909 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $68,909 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $7,647 |
Other income not declared elsewhere | 2019-12-31 | $7,647 |
Administrative expenses (other) incurred | 2019-12-31 | $24,715 |
Administrative expenses (other) incurred | 2019-12-31 | $24,715 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $-20,149 |
Value of net income/loss | 2019-12-31 | $-20,149 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,396,209 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,396,209 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,416,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,416,358 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $13,577 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,075,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,603,124 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,603,124 |
Interest on participant loans | 2019-12-31 | $3,903 |
Interest on participant loans | 2019-12-31 | $3,903 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,310,749 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,310,749 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $700,907 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $700,907 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,791,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,791,147 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $81,948 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $81,948 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $321,720 |
Contributions received in cash from employer | 2019-12-31 | $321,720 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,443 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,443 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,680,093 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | EIDE BAILLY, LLP |
Accountancy firm name | 2019-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2019-12-31 | 450250958 |
Accountancy firm EIN | 2019-12-31 | 450250958 |
2018 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
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 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $861,171 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $912,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $871,326 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,715,863 |
Value of total assets at end of year | 2018-12-31 | $14,416,358 |
Value of total assets at beginning of year | 2018-12-31 | $14,467,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $41,184 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $6,454 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $691,485 |
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 | $691,485 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
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 | $737,128 |
Participant contributions at end of year | 2018-12-31 | $107,884 |
Participant contributions at beginning of year | 2018-12-31 | $148,974 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $691,412 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $93,982 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $1,159 |
Administrative expenses (other) incurred | 2018-12-31 | $32,585 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $2,584 |
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 |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-51,339 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,416,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,467,697 |
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 |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $8,599 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $13,603,124 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $13,340,348 |
Interest on participant loans | 2018-12-31 | $6,454 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $700,907 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $881,809 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,557,793 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $4,003 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $287,323 |
Employer contributions (assets) at end of year | 2018-12-31 | $4,443 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $871,326 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $0 |
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 | 2018-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2018-12-31 | 450250958 |
2017 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 | $3,569,545 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $454,588 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $424,563 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,528,288 |
Value of total assets at end of year | 2017-12-31 | $14,467,697 |
Value of total assets at beginning of year | 2017-12-31 | $11,352,740 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $30,025 |
Total interest from all sources | 2017-12-31 | $5,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $580,943 |
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 | $580,943 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
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 | $668,662 |
Participant contributions at end of year | 2017-12-31 | $148,974 |
Participant contributions at beginning of year | 2017-12-31 | $92,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $608,570 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $93,982 |
Administrative expenses (other) incurred | 2017-12-31 | $5,175 |
Total non interest bearing cash at end of year | 2017-12-31 | $2,584 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $2,584 |
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 | $3,114,957 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $14,467,697 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,352,740 |
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 |
Investment advisory and management fees | 2017-12-31 | $24,850 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $13,340,348 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,948,359 |
Interest on participant loans | 2017-12-31 | $5,795 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $881,809 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $302,933 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,447,402 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $7,117 |
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 | $251,056 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $6,595 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $424,563 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2017-12-31 | 450250958 |
2016 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
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 | $1,977,946 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $213,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $190,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $937,871 |
Value of total assets at end of year | 2016-12-31 | $11,352,740 |
Value of total assets at beginning of year | 2016-12-31 | $9,588,077 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $23,100 |
Total interest from all sources | 2016-12-31 | $3,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $394,863 |
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 | $394,863 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $6,850,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
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 | $589,137 |
Participant contributions at end of year | 2016-12-31 | $92,269 |
Participant contributions at beginning of year | 2016-12-31 | $86,540 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $129,390 |
Administrative expenses (other) incurred | 2016-12-31 | $6,469 |
Total non interest bearing cash at end of year | 2016-12-31 | $2,584 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $90,920 |
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 | $1,764,663 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,352,740 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,588,077 |
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 |
Investment advisory and management fees | 2016-12-31 | $16,631 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,948,359 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,145,542 |
Interest on participant loans | 2016-12-31 | $3,641 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $302,933 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $254,675 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $638,751 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,820 |
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 | $219,344 |
Employer contributions (assets) at end of year | 2016-12-31 | $6,595 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $10,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $190,183 |
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 | 2016-12-31 | Yes |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2016-12-31 | 450250958 |
2015 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 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 | $726,734 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $270,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $250,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $762,520 |
Value of total assets at end of year | 2015-12-31 | $9,588,077 |
Value of total assets at beginning of year | 2015-12-31 | $9,131,467 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $19,706 |
Total interest from all sources | 2015-12-31 | $1,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $384,018 |
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 | $384,018 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $6,850,000 |
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 | $534,883 |
Participant contributions at end of year | 2015-12-31 | $86,540 |
Participant contributions at beginning of year | 2015-12-31 | $19,946 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $18,900 |
Total non interest bearing cash at end of year | 2015-12-31 | $90,920 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $87,368 |
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 |
Value of net income/loss | 2015-12-31 | $456,610 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,588,077 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,131,467 |
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 |
Investment advisory and management fees | 2015-12-31 | $16,194 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,145,542 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,780,607 |
Interest on participant loans | 2015-12-31 | $1,749 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $254,675 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $240,551 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-421,054 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-499 |
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 | $208,737 |
Employer contributions (assets) at end of year | 2015-12-31 | $10,400 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $250,418 |
Contract administrator fees | 2015-12-31 | $3,512 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2015-12-31 | 450250958 |
2014 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 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 | $1,691,803 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $311,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $297,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $994,156 |
Value of total assets at end of year | 2014-12-31 | $9,131,467 |
Value of total assets at beginning of year | 2014-12-31 | $7,751,426 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13,885 |
Total interest from all sources | 2014-12-31 | $504 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $361,929 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $361,929 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $6,850,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $482,937 |
Participant contributions at end of year | 2014-12-31 | $19,946 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $321,788 |
Total non interest bearing cash at end of year | 2014-12-31 | $87,368 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $76,219 |
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 | $1,380,041 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,131,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,751,426 |
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 |
Investment advisory and management fees | 2014-12-31 | $12,089 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,780,607 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,459,414 |
Interest on participant loans | 2014-12-31 | $504 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $240,551 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $210,492 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $331,341 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,873 |
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 | $189,431 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,995 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $5,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $297,877 |
Contract administrator fees | 2014-12-31 | $1,796 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2014-12-31 | 450250958 |
2013 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 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 | $2,132,342 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $234,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $222,660 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $675,850 |
Value of total assets at end of year | 2013-12-31 | $7,751,426 |
Value of total assets at beginning of year | 2013-12-31 | $5,854,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,276 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $263,042 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $263,042 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $6,850,000 |
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 | $455,243 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $31,166 |
Total non interest bearing cash at end of year | 2013-12-31 | $76,219 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $64,825 |
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 | $1,897,406 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,751,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,854,020 |
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 |
Investment advisory and management fees | 2013-12-31 | $11,051 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,459,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,597,665 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $210,492 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $184,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,194,614 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-1,164 |
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 | $189,441 |
Employer contributions (assets) at end of year | 2013-12-31 | $5,301 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $6,861 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $222,660 |
Contract administrator fees | 2013-12-31 | $1,225 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2013-12-31 | 450250958 |
2012 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $1,351,095 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $377,896 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $370,252 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $625,442 |
Value of total assets at end of year | 2012-12-31 | $5,854,020 |
Value of total assets at beginning of year | 2012-12-31 | $4,880,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,644 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $178,761 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $178,761 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $6,850,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 | $433,402 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $9,704 |
Total non interest bearing cash at end of year | 2012-12-31 | $64,825 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $55,586 |
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 | $973,199 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,854,020 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,880,821 |
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 |
Investment advisory and management fees | 2012-12-31 | $7,263 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,597,665 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,664,625 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $184,669 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $155,269 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $543,069 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $3,823 |
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 | $182,336 |
Employer contributions (assets) at end of year | 2012-12-31 | $6,861 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,341 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $370,252 |
Contract administrator fees | 2012-12-31 | $381 |
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 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2012-12-31 | 450250958 |
2011 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $623,012 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $94,692 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $90,191 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $649,576 |
Value of total assets at end of year | 2011-12-31 | $4,880,821 |
Value of total assets at beginning of year | 2011-12-31 | $4,352,501 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,501 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $166,454 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $166,454 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $6,850,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $434,184 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $34,486 |
Total non interest bearing cash at end of year | 2011-12-31 | $55,586 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $52,906 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $528,320 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,880,821 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,352,501 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $4,021 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,664,625 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,118,584 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $155,269 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $173,136 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-196,895 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $3,877 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $180,906 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,341 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $7,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $90,191 |
Contract administrator fees | 2011-12-31 | $480 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2011-12-31 | 450250958 |
2010 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,169,111 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $125,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $122,031 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $630,449 |
Value of total assets at end of year | 2010-12-31 | $4,352,501 |
Value of total assets at beginning of year | 2010-12-31 | $3,308,952 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,531 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $78,520 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $78,520 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $6,850,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $445,376 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $220 |
Total non interest bearing cash at end of year | 2010-12-31 | $52,906 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,043,549 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,352,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,308,952 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $3,531 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,118,584 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,201,264 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $173,136 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $103,042 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $453,316 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $6,826 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $184,853 |
Employer contributions (assets) at end of year | 2010-12-31 | $7,875 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $4,646 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $122,031 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2010-12-31 | 450250958 |
2009 : GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 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 | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 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: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 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: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 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: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 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: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 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: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: GROUP RETIREMENT PLAN FOR PLATTE VALLEY BANK 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |