401k Plan data: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN plan

PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

PLANTERS BANK has sponsored the creation of one or more 401k plans.

Company Name: PLANTERS BANK

Employer identification number (EIN): 611293646

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 ELIZABETH MCCOY 2019-10-11
001 2017-01-01 JACK GRAHAM
001 2016-01-01 JACK GRAHAM
001 2015-01-01 JACK GRAHAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01	ELIZABETH MCCOY	2019-10-11
001	2017-01-01	JACK GRAHAM
001	2016-01-01	JACK GRAHAM
001	2015-01-01	JACK GRAHAM

Plan Statistics for PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2019: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 148
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 170
Number of participants with account balances 2019-01-01 4
2018: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 152
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 187
Number of participants with account balances 2018-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 158
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 186
Number of participants with account balances 2017-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 152
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 181
Number of participants with account balances 2016-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 158
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 176
Number of participants with account balances 2015-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1

Measure	Date	Value
2019: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	148
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	170
Number of participants with account balances	2019-01-01	4
2018: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	152
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	187
Number of participants with account balances	2018-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	158
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	186
Number of participants with account balances	2017-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	152
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	181
Number of participants with account balances	2016-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	158
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	176
Number of participants with account balances	2015-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1

Financial Data on PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2019 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$2,935,119
Total unrealized appreciation/depreciation of assets	2019-12-31	$2,935,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,306,807
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,366,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,333,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,295,011
Value of total assets at end of year	2019-12-31	$31,545,446
Value of total assets at beginning of year	2019-12-31	$26,604,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,363
Total interest from all sources	2019-12-31	$36,441
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$650,261
Participant contributions at end of year	2019-12-31	$116,714
Participant contributions at beginning of year	2019-12-31	$128,504
Participant contributions at end of year	2019-12-31	$19,643
Participant contributions at beginning of year	2019-12-31	$19,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,940,524
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$31,545,446
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$26,604,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$32,363
Value of interest in pooled separate accounts at end of year	2019-12-31	$10,099,646
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,266,155
Interest on participant loans	2019-12-31	$7,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$38,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$217,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$217,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$29,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,180,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$912,714
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,040,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$20,012,175
Assets. Invements in employer securities at beginning of year	2019-12-31	$16,835,136
Contributions received in cash from employer	2019-12-31	$644,750
Employer contributions (assets) at end of year	2019-12-31	$78,484
Employer contributions (assets) at beginning of year	2019-12-31	$225,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,333,920
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2019-12-31	621532536
2018 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$175,366
Total unrealized appreciation/depreciation of assets	2018-12-31	$175,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,201,799
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,992,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,961,129
Value of total corrective distributions	2018-12-31	$14,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,183,078
Value of total assets at end of year	2018-12-31	$26,604,922
Value of total assets at beginning of year	2018-12-31	$28,395,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,350
Total interest from all sources	2018-12-31	$31,131
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$438,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$582,916
Participant contributions at end of year	2018-12-31	$128,504
Participant contributions at beginning of year	2018-12-31	$122,996
Participant contributions at end of year	2018-12-31	$19,435
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$59,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,790,298
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$26,604,922
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$28,395,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$16,350
Value of interest in pooled separate accounts at end of year	2018-12-31	$8,266,155
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$10,126,821
Interest on participant loans	2018-12-31	$7,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$217,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$500,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$500,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$23,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$912,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,982,504
Net investment gain/loss from pooled separate accounts	2018-12-31	$-626,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$16,835,136
Assets. Invements in employer securities at beginning of year	2018-12-31	$15,662,460
Contributions received in cash from employer	2018-12-31	$540,191
Employer contributions (assets) at end of year	2018-12-31	$225,228
Income. Dividends from preferred stock	2018-12-31	$438,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,961,129
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2018-12-31	621532536
2017 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$1,236,510
Total unrealized appreciation/depreciation of assets	2017-12-31	$1,236,510
Total income from all sources (including contributions)	2017-12-31	$4,764,592
Total of all expenses incurred	2017-12-31	$722,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$714,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,294,597
Value of total assets at end of year	2017-12-31	$28,395,220
Value of total assets at beginning of year	2017-12-31	$24,352,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,774
Total interest from all sources	2017-12-31	$4,795
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$693,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$554,654
Participant contributions at end of year	2017-12-31	$122,996
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$153,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$4,042,222
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$28,395,220
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$24,352,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$7,774
Value of interest in pooled separate accounts at end of year	2017-12-31	$10,126,821
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$8,489,692
Interest on participant loans	2017-12-31	$4,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$500,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$316,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$316,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,982,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,383,688
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,534,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$15,662,460
Assets. Invements in employer securities at beginning of year	2017-12-31	$14,163,450
Contributions received in cash from employer	2017-12-31	$586,212
Income. Dividends from preferred stock	2017-12-31	$693,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$714,596
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$3,237,360
Total unrealized appreciation/depreciation of assets	2016-12-31	$3,237,360
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,766,180
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$884,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$874,445
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$4,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,058,379
Value of total assets at end of year	2016-12-31	$24,352,998
Value of total assets at beginning of year	2016-12-31	$19,471,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,589
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$753
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$660,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$511,611
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$186
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$61,521
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$4,881,827
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$24,352,998
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,471,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$5,589
Value of interest in pooled separate accounts at end of year	2016-12-31	$8,489,692
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$7,365,906
Interest on participant loans	2016-12-31	$0
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$316,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$303,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$303,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,383,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,128,999
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$809,646
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$14,163,450
Assets. Invements in employer securities at beginning of year	2016-12-31	$10,672,965
Contributions received in cash from employer	2016-12-31	$485,247
Income. Dividends from preferred stock	2016-12-31	$660,042
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$874,445
Contract administrator fees	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$1,027,767
Total unrealized appreciation/depreciation of assets	2015-12-31	$1,027,767
Total income from all sources (including contributions)	2015-12-31	$2,498,127
Total of all expenses incurred	2015-12-31	$749,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$736,384
Value of total corrective distributions	2015-12-31	$7,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,016,699
Value of total assets at end of year	2015-12-31	$19,471,171
Value of total assets at beginning of year	2015-12-31	$17,722,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,418
Total interest from all sources	2015-12-31	$345
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$605,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$480,417
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$186
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$65,492
Total non interest bearing cash at beginning of year	2015-12-31	$316,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,748,644
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,471,171
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$17,722,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$5,418
Value of interest in pooled separate accounts at end of year	2015-12-31	$7,365,906
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$7,013,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$303,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,128,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,027,425
Net investment gain/loss from pooled separate accounts	2015-12-31	$-151,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$10,672,965
Assets. Invements in employer securities at beginning of year	2015-12-31	$9,364,598
Contributions received in cash from employer	2015-12-31	$470,790
Employer contributions (assets) at beginning of year	2015-12-31	$600
Income. Dividends from preferred stock	2015-12-31	$605,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$736,384
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260

Form 5500 Responses for PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN

2019: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PLANTERS BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP41299

Policy instance

Insurance contract or identification number	GP41299
Number of Individuals Covered	165
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $15,601
Total amount of fees paid to insurance company	USD $6,000
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Other information about contract	GROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance Broker	USD $15,601
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	AGENT OR BROKER
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP41299

Policy instance

Insurance contract or identification number	GP41299
Number of Individuals Covered	162
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,995
Total amount of fees paid to insurance company	USD $13,555
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	13555
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATOR
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

816404

Policy instance

Insurance contract or identification number	816404
Number of Individuals Covered	146
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $26,610
Total amount of fees paid to insurance company	USD $4,745
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $26,610
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	1
Insurance broker name	RETIREMENT MANAGEMENT SERVICES LLC

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Company Name:	PLANTERS BANK
Employer identification number (EIN):	611293646
NAIC Classification:	522110
NAIC Description:	Commercial Banking