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AMERI-NATIONAL CORPORATION 401(K) PLAN 401k Plan overview

Plan NameAMERI-NATIONAL CORPORATION 401(K) PLAN
Plan identification number 001

AMERI-NATIONAL CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERI-NATIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AMERI-NATIONAL CORPORATION
Employer identification number (EIN):481055686
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERI-NATIONAL CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JESSICA EGGERS
0012016-01-01MOLLY DODSON
0012015-01-01MOLLY DODSON
0012014-01-01MOLLY DODSON
0012013-01-01MOLLY DODSON
0012012-01-01MOLLY DODSON
0012011-01-01MOLLY DODSON
0012009-01-01MOLLY DODSON MOLLY DODSON2010-08-25

Plan Statistics for AMERI-NATIONAL CORPORATION 401(K) PLAN

401k plan membership statisitcs for AMERI-NATIONAL CORPORATION 401(K) PLAN

Measure Date Value
2022: AMERI-NATIONAL CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01523
Total number of active participants reported on line 7a of the Form 55002022-01-01410
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0197
Total of all active and inactive participants2022-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01507
Number of participants with account balances2022-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERI-NATIONAL CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01512
Total number of active participants reported on line 7a of the Form 55002021-01-01430
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01506
Number of participants with account balances2021-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERI-NATIONAL CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01431
Total number of active participants reported on line 7a of the Form 55002020-01-01405
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01490
Number of participants with account balances2020-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERI-NATIONAL CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01382
Total number of active participants reported on line 7a of the Form 55002019-01-01357
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01434
Number of participants with account balances2019-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: AMERI-NATIONAL CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01351
Total number of active participants reported on line 7a of the Form 55002018-01-01313
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01374
Number of participants with account balances2018-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: AMERI-NATIONAL CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01331
Total number of active participants reported on line 7a of the Form 55002017-01-01275
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01337
Number of participants with account balances2017-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: AMERI-NATIONAL CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01307
Total number of active participants reported on line 7a of the Form 55002016-01-01264
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01318
Number of participants with account balances2016-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: AMERI-NATIONAL CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01295
Total number of active participants reported on line 7a of the Form 55002015-01-01229
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01288
Number of participants with account balances2015-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: AMERI-NATIONAL CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01297
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01283
Number of participants with account balances2014-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0136
2013: AMERI-NATIONAL CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01294
Total number of active participants reported on line 7a of the Form 55002013-01-01234
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01293
Number of participants with account balances2013-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: AMERI-NATIONAL CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01301
Total number of active participants reported on line 7a of the Form 55002012-01-01219
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01282
Number of participants with account balances2012-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: AMERI-NATIONAL CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01300
Total number of active participants reported on line 7a of the Form 55002011-01-01230
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01283
Number of participants with account balances2011-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2009: AMERI-NATIONAL CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01339
Total number of active participants reported on line 7a of the Form 55002009-01-01233
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01289
Number of participants with account balances2009-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on AMERI-NATIONAL CORPORATION 401(K) PLAN

Measure Date Value
2022 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,585,573
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,732,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,626,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,314,623
Value of total assets at end of year2022-12-31$46,746,600
Value of total assets at beginning of year2022-12-31$52,064,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$105,515
Total interest from all sources2022-12-31$28,224
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$82,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$82,236
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,232,448
Participant contributions at end of year2022-12-31$138,240
Participant contributions at beginning of year2022-12-31$169,344
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$817,098
Other income not declared elsewhere2022-12-31$21,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,317,914
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,746,600
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$52,064,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,106,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,346,897
Value of interest in pooled separate accounts at end of year2022-12-31$13,126,902
Value of interest in pooled separate accounts at beginning of year2022-12-31$14,887,853
Interest on participant loans2022-12-31$10,217
Interest earned on other investments2022-12-31$18,007
Value of interest in common/collective trusts at end of year2022-12-31$26,042,412
Value of interest in common/collective trusts at beginning of year2022-12-31$30,016,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,262,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,484,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,062,965
Net investment gain/loss from pooled separate accounts2022-12-31$-2,590,224
Net investment gain or loss from common/collective trusts2022-12-31$-5,378,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,265,077
Employer contributions (assets) at end of year2022-12-31$69,467
Employer contributions (assets) at beginning of year2022-12-31$159,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,626,826
Contract administrator fees2022-12-31$105,515
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2022-12-31481246310
2021 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,355,363
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,166,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,051,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,447,651
Value of total assets at end of year2021-12-31$52,064,514
Value of total assets at beginning of year2021-12-31$41,875,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,939
Total interest from all sources2021-12-31$27,255
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$75,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$75,610
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,148,500
Participant contributions at end of year2021-12-31$169,344
Participant contributions at beginning of year2021-12-31$308,101
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$652,696
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,000
Other income not declared elsewhere2021-12-31$17,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,189,063
Value of net assets at end of year (total assets less liabilities)2021-12-31$52,064,514
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,875,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,346,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,867,577
Value of interest in pooled separate accounts at end of year2021-12-31$14,887,853
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,034,835
Interest on participant loans2021-12-31$15,748
Interest earned on other investments2021-12-31$11,507
Value of interest in common/collective trusts at end of year2021-12-31$30,016,666
Value of interest in common/collective trusts at beginning of year2021-12-31$25,328,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,484,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,116,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$556,160
Net investment gain/loss from pooled separate accounts2021-12-31$2,083,147
Net investment gain or loss from common/collective trusts2021-12-31$4,147,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,646,455
Employer contributions (assets) at end of year2021-12-31$159,074
Employer contributions (assets) at beginning of year2021-12-31$219,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,050,361
Contract administrator fees2021-12-31$114,939
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2021-12-31481246310
2020 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,645
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,437,110
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,698,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,567,145
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,556,330
Value of total assets at end of year2020-12-31$41,875,451
Value of total assets at beginning of year2020-12-31$32,161,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$131,104
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$38,215
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$42,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$42,794
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$4,124,754
Participant contributions at end of year2020-12-31$308,101
Participant contributions at beginning of year2020-12-31$462,211
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$798,895
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$12,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$13,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,738,861
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,875,451
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,136,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,867,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,672,434
Value of interest in pooled separate accounts at end of year2020-12-31$11,034,835
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$28,596
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$9,619
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$25,328,794
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,116,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$514,249
Net investment gain/loss from pooled separate accounts2020-12-31$1,473,923
Net investment gain or loss from common/collective trusts2020-12-31$2,811,599
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,632,681
Employer contributions (assets) at end of year2020-12-31$219,318
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,565,145
Contract administrator fees2020-12-31$131,104
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$24,645
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PICKETT CHANEY AND MCMULLEN
Accountancy firm EIN2020-12-31481246310
2019 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$48,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$48,582
Total income from all sources (including contributions)2019-12-31$10,015,151
Total income from all sources (including contributions)2019-12-31$10,015,151
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,170,494
Total of all expenses incurred2019-12-31$2,170,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,957,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,957,624
Value of total corrective distributions2019-12-31$22,666
Value of total corrective distributions2019-12-31$22,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,436,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,436,542
Value of total assets at end of year2019-12-31$32,161,235
Value of total assets at end of year2019-12-31$32,161,235
Value of total assets at beginning of year2019-12-31$24,340,515
Value of total assets at beginning of year2019-12-31$24,340,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$190,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$190,204
Total interest from all sources2019-12-31$29,289
Total interest from all sources2019-12-31$29,289
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$780,178
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$780,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$780,178
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$780,178
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,013,301
Contributions received from participants2019-12-31$3,013,301
Participant contributions at end of year2019-12-31$462,211
Participant contributions at end of year2019-12-31$462,211
Participant contributions at beginning of year2019-12-31$437,309
Participant contributions at beginning of year2019-12-31$437,309
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$471,506
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$471,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$12,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$12,786
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$99,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$24,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$24,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$48,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$48,582
Total non interest bearing cash at end of year2019-12-31$13,804
Total non interest bearing cash at end of year2019-12-31$13,804
Total non interest bearing cash at beginning of year2019-12-31$11,337
Total non interest bearing cash at beginning of year2019-12-31$11,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,844,657
Value of net income/loss2019-12-31$7,844,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,136,590
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,136,590
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,291,933
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,291,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$149,970
Investment advisory and management fees2019-12-31$149,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,672,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,672,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,717,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,717,769
Interest on participant loans2019-12-31$29,289
Interest on participant loans2019-12-31$29,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,769,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,769,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$951,735
Contributions received in cash from employer2019-12-31$951,735
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$74,473
Employer contributions (assets) at beginning of year2019-12-31$74,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,957,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,957,624
Contract administrator fees2019-12-31$40,234
Contract administrator fees2019-12-31$40,234
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm name2019-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2019-12-31481246310
Accountancy firm EIN2019-12-31481246310
2018 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$48,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$87,413
Total income from all sources (including contributions)2018-12-31$1,825,892
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,450,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,282,797
Value of total corrective distributions2018-12-31$4,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,086,470
Value of total assets at end of year2018-12-31$24,340,515
Value of total assets at beginning of year2018-12-31$24,003,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$163,418
Total interest from all sources2018-12-31$24,068
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$775,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$775,196
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,476,220
Participant contributions at end of year2018-12-31$437,309
Participant contributions at beginning of year2018-12-31$310,700
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$35,207
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$791,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$99,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$14,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$48,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$87,413
Total non interest bearing cash at end of year2018-12-31$11,337
Total non interest bearing cash at beginning of year2018-12-31$20,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$375,474
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,291,933
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,916,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$131,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,717,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,519,025
Interest on participant loans2018-12-31$24,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,059,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$818,743
Employer contributions (assets) at end of year2018-12-31$74,473
Employer contributions (assets) at beginning of year2018-12-31$103,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,282,797
Contract administrator fees2018-12-31$32,313
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2018-12-31481246310
2017 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$87,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,334
Total income from all sources (including contributions)2017-12-31$6,770,545
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,362,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,202,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,396,392
Value of total assets at end of year2017-12-31$24,003,872
Value of total assets at beginning of year2017-12-31$18,517,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$160,322
Total interest from all sources2017-12-31$20,614
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$650,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$650,107
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,144,995
Participant contributions at end of year2017-12-31$310,700
Participant contributions at beginning of year2017-12-31$233,674
Participant contributions at end of year2017-12-31$35,207
Participant contributions at beginning of year2017-12-31$29,840
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$469,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$14,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$87,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,334
Administrative expenses (other) incurred2017-12-31$750
Total non interest bearing cash at end of year2017-12-31$20,876
Total non interest bearing cash at beginning of year2017-12-31$8,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,408,204
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,916,459
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,508,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$131,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,519,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,169,663
Interest on participant loans2017-12-31$20,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,703,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$781,891
Employer contributions (assets) at end of year2017-12-31$103,847
Employer contributions (assets) at beginning of year2017-12-31$75,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,202,019
Contract administrator fees2017-12-31$28,331
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2017-12-31481246310
2016 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,075
Total income from all sources (including contributions)2016-12-31$4,644,731
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,923,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,792,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,133,793
Value of total assets at end of year2016-12-31$18,517,589
Value of total assets at beginning of year2016-12-31$15,807,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$131,015
Total interest from all sources2016-12-31$10,636
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$502,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$502,744
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,035,527
Participant contributions at end of year2016-12-31$233,674
Participant contributions at beginning of year2016-12-31$245,098
Participant contributions at end of year2016-12-31$29,840
Participant contributions at beginning of year2016-12-31$27,699
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$388,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$18,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$20,075
Administrative expenses (other) incurred2016-12-31$750
Total non interest bearing cash at end of year2016-12-31$8,963
Total non interest bearing cash at beginning of year2016-12-31$18,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,721,093
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,508,255
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,787,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$105,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,169,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,021,079
Interest on participant loans2016-12-31$10,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$432,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$432,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$997,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$709,495
Employer contributions (assets) at end of year2016-12-31$75,078
Employer contributions (assets) at beginning of year2016-12-31$43,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,792,623
Contract administrator fees2016-12-31$24,766
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2016-12-31481246310
2015 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,538
Total income from all sources (including contributions)2015-12-31$1,834,987
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,064,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$943,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,221,046
Value of total assets at end of year2015-12-31$15,807,237
Value of total assets at beginning of year2015-12-31$15,031,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$120,865
Total interest from all sources2015-12-31$11,083
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$499,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$499,246
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,647,672
Participant contributions at end of year2015-12-31$245,098
Participant contributions at beginning of year2015-12-31$183,510
Participant contributions at end of year2015-12-31$27,699
Participant contributions at beginning of year2015-12-31$19,170
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$18,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$20,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15,538
Administrative expenses (other) incurred2015-12-31$750
Total non interest bearing cash at end of year2015-12-31$18,980
Total non interest bearing cash at beginning of year2015-12-31$9,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$770,967
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,787,162
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,016,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$94,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,021,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,347,457
Interest on participant loans2015-12-31$11,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$432,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$462,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$462,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-896,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$515,786
Employer contributions (assets) at end of year2015-12-31$43,324
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$943,155
Contract administrator fees2015-12-31$25,373
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2015-12-31481246310
2014 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,094
Total income from all sources (including contributions)2014-12-31$3,107,067
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,241,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,124,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,361,720
Value of total assets at end of year2014-12-31$15,031,733
Value of total assets at beginning of year2014-12-31$14,165,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$116,600
Total interest from all sources2014-12-31$9,817
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$541,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$541,575
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,339,003
Participant contributions at end of year2014-12-31$183,510
Participant contributions at beginning of year2014-12-31$228,375
Participant contributions at end of year2014-12-31$19,170
Participant contributions at beginning of year2014-12-31$34,444
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$581,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$16,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$15,094
Administrative expenses (other) incurred2014-12-31$750
Total non interest bearing cash at end of year2014-12-31$9,322
Total non interest bearing cash at beginning of year2014-12-31$4,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$865,964
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,016,195
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,150,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$92,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,347,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,756,466
Interest on participant loans2014-12-31$9,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$462,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$125,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$125,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$193,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$441,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,124,503
Contract administrator fees2014-12-31$23,297
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2014-12-31481246310
2013 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,516
Total income from all sources (including contributions)2013-12-31$4,389,923
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,803,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,697,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,167,964
Value of total assets at end of year2013-12-31$14,165,325
Value of total assets at beginning of year2013-12-31$11,594,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$106,021
Total interest from all sources2013-12-31$11,024
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$425,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$425,366
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,558,897
Participant contributions at end of year2013-12-31$228,375
Participant contributions at beginning of year2013-12-31$153,331
Participant contributions at end of year2013-12-31$34,444
Participant contributions at beginning of year2013-12-31$23,953
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$93,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$16,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$26,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$15,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$30,516
Other income not declared elsewhere2013-12-31$1,485
Administrative expenses (other) incurred2013-12-31$750
Total non interest bearing cash at end of year2013-12-31$4,238
Total non interest bearing cash at beginning of year2013-12-31$4,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,586,146
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,150,231
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,564,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$80,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,756,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,007,084
Interest on participant loans2013-12-31$11,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$125,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$379,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$379,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,784,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$515,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,697,756
Contract administrator fees2013-12-31$25,149
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2013-12-31481246310
2012 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,461
Total income from all sources (including contributions)2012-12-31$3,871,018
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,031,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$946,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,473,083
Value of total assets at end of year2012-12-31$11,594,601
Value of total assets at beginning of year2012-12-31$8,728,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$85,261
Total interest from all sources2012-12-31$10,646
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$342,579
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$342,579
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,727,571
Participant contributions at end of year2012-12-31$153,331
Participant contributions at beginning of year2012-12-31$142,337
Participant contributions at end of year2012-12-31$23,953
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$182,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$26,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$30,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,461
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$4,308
Total non interest bearing cash at beginning of year2012-12-31$3,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,839,455
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,564,085
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,724,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$62,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,007,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,191,387
Interest on participant loans2012-12-31$10,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$379,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$390,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$390,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,044,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$562,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$946,302
Contract administrator fees2012-12-31$22,613
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2012-12-31481246310
2011 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,964
Total income from all sources (including contributions)2011-12-31$1,490,933
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,015,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$948,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,875,503
Value of total assets at end of year2011-12-31$8,728,091
Value of total assets at beginning of year2011-12-31$8,255,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,788
Total interest from all sources2011-12-31$10,300
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$230,873
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$230,873
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,367,153
Participant contributions at end of year2011-12-31$142,337
Participant contributions at beginning of year2011-12-31$101,667
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$130,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,964
Administrative expenses (other) incurred2011-12-31$746
Total non interest bearing cash at end of year2011-12-31$3,523
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$474,939
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,724,630
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,249,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$43,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,191,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,610,007
Interest on participant loans2011-12-31$10,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$390,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$541,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$541,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-625,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$377,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$948,206
Contract administrator fees2011-12-31$23,556
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2011-12-31481246310
2010 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,964
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$2,811,395
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$562,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$555,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,901,872
Value of total assets at end of year2010-12-31$8,255,655
Value of total assets at beginning of year2010-12-31$6,000,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,668
Total interest from all sources2010-12-31$10,049
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$109,145
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$109,145
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,360,144
Participant contributions at end of year2010-12-31$101,667
Participant contributions at beginning of year2010-12-31$78,273
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$30,196
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$151,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,964
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,248,926
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,249,691
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,000,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,610,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,446,700
Interest on participant loans2010-12-31$10,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$541,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$445,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$790,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$390,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$555,801
Contract administrator fees2010-12-31$6,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2010-12-31481246310
2009 : AMERI-NATIONAL CORPORATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERI-NATIONAL CORPORATION 401(K) PLAN

2022: AMERI-NATIONAL CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERI-NATIONAL CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERI-NATIONAL CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERI-NATIONAL CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERI-NATIONAL CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERI-NATIONAL CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERI-NATIONAL CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERI-NATIONAL CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERI-NATIONAL CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERI-NATIONAL CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERI-NATIONAL CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERI-NATIONAL CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERI-NATIONAL CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered507
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number534681
Policy instance 2
Insurance contract or identification number534681
Number of Individuals Covered507
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered506
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number534681
Policy instance 2
Insurance contract or identification number534681
Number of Individuals Covered506
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number534681
Policy instance 2
Insurance contract or identification number534681
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG34752
Policy instance 1
Insurance contract or identification numberG34752
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-10-25
Total amount of commissions paid to insurance brokerUSD $12,060
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,690
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCREATIVE PLANNING SERVS INC

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