401k Plan data: ALLEGHENY GROUP RETIREMENT PLAN plan

ALLEGHENY GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	ALLEGHENY GROUP RETIREMENT PLAN
Plan identification number	001

ALLEGHENY GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRST NATIONAL BANK OF WILLIAMSON has sponsored the creation of one or more 401k plans.

Company Name: FIRST NATIONAL BANK OF WILLIAMSON

Employer identification number (EIN): 550785604

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEGHENY GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-11-01 DIANE BARTON 2016-08-09 TRANQUILLA WHITT 2016-08-09
001 2014-11-01 DIANE BARTON 2016-08-09 TRANQUILLA WHITT 2016-08-09
001 2013-11-01 KIMBERLY FOSTER TRANQUILLA WHITT 2015-08-07
001 2012-11-01 KIMBERLY FOSTER TRANQUILLA WHITT 2014-08-15
001 2011-11-01 KIMBERLY FOSTER TRANQUILLA WHITT 2013-08-09
001 2011-01-01 KIMBERLY MAY 2012-06-07
001 2010-01-01 KIMBERLY MAY 2011-06-22
001 2009-11-01 KIMBERLY FOSTER TRANQUILLA WHITT 2011-07-06
001 2009-11-01 KIMBERLY FOSTER TRANQUILLA WHITT 2011-07-22
001 2009-01-01 KIMBERLY MAY
001 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-11-01	DIANE BARTON	2016-08-09	TRANQUILLA WHITT	2016-08-09
001	2014-11-01	DIANE BARTON	2016-08-09	TRANQUILLA WHITT	2016-08-09
001	2013-11-01	KIMBERLY FOSTER		TRANQUILLA WHITT	2015-08-07
001	2012-11-01	KIMBERLY FOSTER		TRANQUILLA WHITT	2014-08-15
001	2011-11-01	KIMBERLY FOSTER		TRANQUILLA WHITT	2013-08-09
001	2011-01-01	KIMBERLY MAY	2012-06-07
001	2010-01-01	KIMBERLY MAY	2011-06-22
001	2009-11-01	KIMBERLY FOSTER		TRANQUILLA WHITT	2011-07-06
001	2009-11-01	KIMBERLY FOSTER		TRANQUILLA WHITT	2011-07-22
001	2009-01-01	KIMBERLY MAY
001	2008-11-01

Plan Statistics for ALLEGHENY GROUP RETIREMENT PLAN

401k plan membership statisitcs for ALLEGHENY GROUP RETIREMENT PLAN

Measure Date Value
2013: ALLEGHENY GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 53
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 26
Number of retired or separated participants receiving benefits 2013-11-01 14
Number of other retired or separated participants entitled to future benefits 2013-11-01 7
Total of all active and inactive participants 2013-11-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 2
Total participants 2013-11-01 49
2012: ALLEGHENY GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 57
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 28
Number of retired or separated participants receiving benefits 2012-11-01 13
Number of other retired or separated participants entitled to future benefits 2012-11-01 10
Total of all active and inactive participants 2012-11-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 2
Total participants 2012-11-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 1
2011: ALLEGHENY GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 59
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 31
Number of retired or separated participants receiving benefits 2011-11-01 11
Number of other retired or separated participants entitled to future benefits 2011-11-01 12
Total of all active and inactive participants 2011-11-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 3
Total participants 2011-11-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 3
2009: ALLEGHENY GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 32
Number of retired or separated participants receiving benefits 2009-11-01 11
Number of other retired or separated participants entitled to future benefits 2009-11-01 10
Total of all active and inactive participants 2009-11-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 3
Total participants 2009-11-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 1
Total participants, beginning-of-year 2009-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 47
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: ALLEGHENY GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	53
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	26
Number of retired or separated participants receiving benefits	2013-11-01	14
Number of other retired or separated participants entitled to future benefits	2013-11-01	7
Total of all active and inactive participants	2013-11-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	2
Total participants	2013-11-01	49
2012: ALLEGHENY GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	57
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	28
Number of retired or separated participants receiving benefits	2012-11-01	13
Number of other retired or separated participants entitled to future benefits	2012-11-01	10
Total of all active and inactive participants	2012-11-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	2
Total participants	2012-11-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	1
2011: ALLEGHENY GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	59
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	31
Number of retired or separated participants receiving benefits	2011-11-01	11
Number of other retired or separated participants entitled to future benefits	2011-11-01	12
Total of all active and inactive participants	2011-11-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	3
Total participants	2011-11-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	3
2009: ALLEGHENY GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	32
Number of retired or separated participants receiving benefits	2009-11-01	11
Number of other retired or separated participants entitled to future benefits	2009-11-01	10
Total of all active and inactive participants	2009-11-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	3
Total participants	2009-11-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	1
Total participants, beginning-of-year	2009-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	47
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALLEGHENY GROUP RETIREMENT PLAN

Measure	Date	Value
2014 : ALLEGHENY GROUP RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$8,435
Expenses. Total of all expenses incurred	2014-10-31	$148,395
Benefits paid (including direct rollovers)	2014-10-31	$122,270
Total plan assets at end of year	2014-10-31	$1,493,823
Total plan assets at beginning of year	2014-10-31	$1,633,783
Value of fidelity bond covering the plan	2014-10-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-10-31	$26,125
Other income received	2014-10-31	$965
Net income (gross income less expenses)	2014-10-31	$-139,960
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$1,493,823
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$1,633,783
Total contributions received or receivable from employer(s)	2014-10-31	$7,470
2013 : ALLEGHENY GROUP RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$130,949
Expenses. Total of all expenses incurred	2013-10-31	$151,170
Benefits paid (including direct rollovers)	2013-10-31	$102,972
Total plan assets at end of year	2013-10-31	$1,652,227
Total plan assets at beginning of year	2013-10-31	$1,672,448
Value of fidelity bond covering the plan	2013-10-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-10-31	$48,198
Other income received	2013-10-31	$104,948
Net income (gross income less expenses)	2013-10-31	$-20,221
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$1,652,227
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$1,672,448
Total contributions received or receivable from employer(s)	2013-10-31	$26,001
2012 : ALLEGHENY GROUP RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$294,802
Expenses. Total of all expenses incurred	2012-10-31	$139,573
Benefits paid (including direct rollovers)	2012-10-31	$104,772
Total plan assets at end of year	2012-10-31	$1,672,448
Total plan assets at beginning of year	2012-10-31	$1,517,219
Value of fidelity bond covering the plan	2012-10-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-10-31	$34,801
Other income received	2012-10-31	$110,442
Net income (gross income less expenses)	2012-10-31	$155,229
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$1,672,448
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$1,517,219
Total contributions received or receivable from employer(s)	2012-10-31	$184,360
2011 : ALLEGHENY GROUP RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-10-31	$8,071
Total income from all sources	2011-10-31	$204,345
Expenses. Total of all expenses incurred	2011-10-31	$133,560
Benefits paid (including direct rollovers)	2011-10-31	$102,544
Total plan assets at end of year	2011-10-31	$1,517,219
Total plan assets at beginning of year	2011-10-31	$1,438,363
Value of fidelity bond covering the plan	2011-10-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2011-10-31	$31,016
Other income received	2011-10-31	$18,688
Net income (gross income less expenses)	2011-10-31	$70,785
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$1,517,219
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$1,438,363
Total contributions received or receivable from employer(s)	2011-10-31	$185,657
2009 : ALLEGHENY GROUP RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ALLEGHENY GROUP RETIREMENT PLAN

2013: ALLEGHENY GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: ALLEGHENY GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: ALLEGHENY GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: ALLEGHENY GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: ALLEGHENY GROUP RETIREMENT PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	FIRST NATIONAL BANK OF WILLIAMSON
Employer identification number (EIN):	550785604
NAIC Classification:	522110
NAIC Description:	Commercial Banking