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FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameFIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BUILTWELL BANCORP, INC. has sponsored the creation of one or more 401k plans.

Company Name:BUILTWELL BANCORP, INC.
Employer identification number (EIN):621104098
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about BUILTWELL BANCORP, INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1715542

More information about BUILTWELL BANCORP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DONALD GRIFFIN
0032016-01-01DONALD GRIFFIN
0032015-01-01DONALD GRIFFIN
0032014-01-01DONALD GRIFFIN
0032013-01-01DONALD GRIFFIN
0032012-01-01DONALD GRIFFIN
0032011-01-01DONALD W. GRIFFIN
0032009-01-01DEBRA G. DURHAM

Plan Statistics for FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01436
Total number of active participants reported on line 7a of the Form 55002022-01-01253
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-01125
Total of all active and inactive participants2022-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01399
Number of participants with account balances2022-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01352
Total number of active participants reported on line 7a of the Form 55002021-01-01257
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01137
Total of all active and inactive participants2021-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01411
Number of participants with account balances2021-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01374
Total number of active participants reported on line 7a of the Form 55002020-01-01200
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-01120
Total of all active and inactive participants2020-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01338
Number of participants with account balances2020-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01381
Total number of active participants reported on line 7a of the Form 55002019-01-01212
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01346
Number of participants with account balances2019-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01519
Total number of active participants reported on line 7a of the Form 55002018-01-01211
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01125
Total of all active and inactive participants2018-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01353
Number of participants with account balances2018-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01499
Total number of active participants reported on line 7a of the Form 55002017-01-01214
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01265
Total of all active and inactive participants2017-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01495
Number of participants with account balances2017-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01485
Total number of active participants reported on line 7a of the Form 55002016-01-01213
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01251
Total of all active and inactive participants2016-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01476
Number of participants with account balances2016-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01469
Total number of active participants reported on line 7a of the Form 55002015-01-01232
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01230
Total of all active and inactive participants2015-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01470
Number of participants with account balances2015-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01457
Total number of active participants reported on line 7a of the Form 55002014-01-01246
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01203
Total of all active and inactive participants2014-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01456
Number of participants with account balances2014-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01425
Total number of active participants reported on line 7a of the Form 55002013-01-01235
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01189
Total of all active and inactive participants2013-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01430
Number of participants with account balances2013-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01366
Total number of active participants reported on line 7a of the Form 55002012-01-01232
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01170
Total of all active and inactive participants2012-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01408
Number of participants with account balances2012-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01353
Total number of active participants reported on line 7a of the Form 55002011-01-01191
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01152
Total of all active and inactive participants2011-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01350
Number of participants with account balances2011-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01332
Total number of active participants reported on line 7a of the Form 55002009-01-01207
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01331
Number of participants with account balances2009-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,360,618
Total unrealized appreciation/depreciation of assets2022-12-31$2,360,618
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$3,128,376
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,083,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,031,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$361,195
Value of total assets at end of year2022-12-31$14,591,242
Value of total assets at beginning of year2022-12-31$12,546,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,731
Total interest from all sources2022-12-31$8,894
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$397,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$52,731
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6
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$2,044,577
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,591,242
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,546,665
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 bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$351,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$669,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$669,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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 plan2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$14,237,953
Assets. Invements in employer securities at beginning of year2022-12-31$11,877,335
Contributions received in cash from employer2022-12-31$361,195
Income. Dividends from preferred stock2022-12-31$397,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,031,068
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 name2022-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2022-12-31580692043
2021 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,641,216
Total unrealized appreciation/depreciation of assets2021-12-31$1,641,216
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$2,362,855
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$868,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$827,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$356,971
Value of total assets at end of year2021-12-31$12,546,665
Value of total assets at beginning of year2021-12-31$11,052,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,692
Total interest from all sources2021-12-31$70
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$364,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$40,692
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
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$225,198
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6
Other income not declared elsewhere2021-12-31$7
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$1,494,568
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,546,665
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,052,097
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$669,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$680,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$680,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$70
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Assets. Invements in employer securities at end of year2021-12-31$11,877,335
Assets. Invements in employer securities at beginning of year2021-12-31$10,371,317
Contributions received in cash from employer2021-12-31$356,971
Income. Dividends from common stock2021-12-31$364,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$827,595
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
Aggregate proceeds on sale of assets2021-12-31$225,198
Aggregate carrying amount (costs) on sale of assets2021-12-31$225,198
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2021-12-31580692043
2020 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-1,464,796
Total unrealized appreciation/depreciation of assets2020-12-31$-1,464,796
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$0
Total income from all sources (including contributions)2020-12-31$-693,959
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$730,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$686,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$376,180
Value of total assets at end of year2020-12-31$11,052,097
Value of total assets at beginning of year2020-12-31$12,477,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,002
Total interest from all sources2020-12-31$2,978
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$391,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$44,002
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,424,950
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,052,097
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,477,047
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$680,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$798,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$798,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Assets. Invements in employer securities at end of year2020-12-31$10,371,317
Assets. Invements in employer securities at beginning of year2020-12-31$11,677,363
Contributions received in cash from employer2020-12-31$376,180
Income. Dividends from common stock2020-12-31$391,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$686,989
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2020-12-31580692043
2019 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$181,529
Total unrealized appreciation/depreciation of assets2019-12-31$181,529
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$1,033,236
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$556,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$513,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$367,650
Value of total assets at end of year2019-12-31$12,477,047
Value of total assets at beginning of year2019-12-31$12,000,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,436
Total interest from all sources2019-12-31$14,934
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$469,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$43,436
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,021
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$929
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$476,378
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,477,047
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,000,669
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$798,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$503,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$503,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Assets. Invements in employer securities at end of year2019-12-31$11,677,363
Assets. Invements in employer securities at beginning of year2019-12-31$11,495,834
Contributions received in cash from employer2019-12-31$367,650
Income. Dividends from common stock2019-12-31$469,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$513,422
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2019-12-31580692043
2018 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$904,903
Total unrealized appreciation/depreciation of assets2018-12-31$904,903
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$1,321,083
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$884,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$834,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$12,000,669
Value of total assets at beginning of year2018-12-31$11,564,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,408
Total interest from all sources2018-12-31$12,015
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$404,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$50,408
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$886
Other income not declared elsewhere2018-12-31$-2
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$436,163
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,000,669
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,564,506
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$503,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$972,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$972,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Assets. Invements in employer securities at end of year2018-12-31$11,495,834
Assets. Invements in employer securities at beginning of year2018-12-31$10,590,931
Income. Dividends from common stock2018-12-31$404,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$834,512
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2018-12-31580692043
2017 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,955,249
Total unrealized appreciation/depreciation of assets2017-12-31$1,955,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,546,798
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$358,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$322,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$223,916
Value of total assets at end of year2017-12-31$11,564,506
Value of total assets at beginning of year2017-12-31$9,376,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,375
Total interest from all sources2017-12-31$6,769
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$360,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$36,375
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$215
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$2,188,170
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,564,506
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,376,336
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$972,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$740,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$740,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$10,590,931
Assets. Invements in employer securities at beginning of year2017-12-31$8,635,682
Contributions received in cash from employer2017-12-31$223,916
Income. Dividends from common stock2017-12-31$360,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$322,253
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2017-12-31580692043
2016 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,043,503
Total unrealized appreciation/depreciation of assets2016-12-31$1,043,503
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,606,328
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$363,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$332,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$236,073
Value of total assets at end of year2016-12-31$9,376,336
Value of total assets at beginning of year2016-12-31$8,133,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,984
Total interest from all sources2016-12-31$1,974
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$324,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$30,984
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$36
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$1,243,309
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,376,336
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,133,027
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$740,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$668,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$668,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$8,635,682
Assets. Invements in employer securities at beginning of year2016-12-31$7,464,664
Contributions received in cash from employer2016-12-31$236,073
Income. Dividends from common stock2016-12-31$324,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$332,035
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 name2016-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2016-12-31580692043
2015 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$630,880
Total unrealized appreciation/depreciation of assets2015-12-31$630,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,151,067
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$244,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$213,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$235,932
Value of total assets at end of year2015-12-31$8,133,027
Value of total assets at beginning of year2015-12-31$7,226,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,308
Total interest from all sources2015-12-31$96
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$283,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$31,308
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$36
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$836
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$906,228
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,133,027
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,226,799
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$668,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$430,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$430,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$96
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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 plan2015-12-31Yes
Assets. Invements in employer securities at end of year2015-12-31$7,464,664
Assets. Invements in employer securities at beginning of year2015-12-31$6,796,096
Contributions received in cash from employer2015-12-31$235,932
Income. Dividends from common stock2015-12-31$283,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$213,531
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 name2015-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2015-12-31580692043
2014 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$621,449
Total unrealized appreciation/depreciation of assets2014-12-31$621,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,046,613
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$250,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$218,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$216,205
Value of total assets at end of year2014-12-31$7,226,799
Value of total assets at beginning of year2014-12-31$6,430,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,100
Total interest from all sources2014-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$208,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$31,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$796,547
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,226,799
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,430,252
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$430,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$372,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$372,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$43
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$6,796,096
Assets. Invements in employer securities at beginning of year2014-12-31$6,058,067
Contributions received in cash from employer2014-12-31$216,205
Income. Dividends from common stock2014-12-31$208,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$218,966
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 name2014-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2014-12-31580692043
2013 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$260,384
Total unrealized appreciation/depreciation of assets2013-12-31$260,384
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$559,411
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$281,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$263,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$209,283
Value of total assets at end of year2013-12-31$6,430,252
Value of total assets at beginning of year2013-12-31$6,152,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,608
Total interest from all sources2013-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$89,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$18,608
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$277,563
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,430,252
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,152,689
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$372,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$355,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$355,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$48
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$6,058,067
Assets. Invements in employer securities at beginning of year2013-12-31$5,797,683
Contributions received in cash from employer2013-12-31$209,283
Income. Dividends from common stock2013-12-31$89,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$263,240
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 name2013-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2013-12-31580692043
2012 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,401,025
Total unrealized appreciation/depreciation of assets2012-12-31$1,401,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,659,799
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$176,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$157,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$6,152,689
Value of total assets at beginning of year2012-12-31$4,669,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,885
Total interest from all sources2012-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$258,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$18,885
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,482,952
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,152,689
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,669,737
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$355,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$273,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$273,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$36
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Assets. Invements in employer securities at end of year2012-12-31$5,797,683
Assets. Invements in employer securities at beginning of year2012-12-31$4,396,658
Income. Dividends from common stock2012-12-31$258,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$157,962
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2012-12-31580692043
2011 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-311,583
Total unrealized appreciation/depreciation of assets2011-12-31$-311,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$55,000
Total income from all sources (including contributions)2011-12-31$36,429
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$504,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$482,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$175,455
Value of total assets at end of year2011-12-31$4,669,737
Value of total assets at beginning of year2011-12-31$5,192,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,629
Total interest from all sources2011-12-31$65
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$172,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$8,517
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$55,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-467,902
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,669,737
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,137,639
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$13,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$273,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$484,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$484,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$65
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$4,396,658
Assets. Invements in employer securities at beginning of year2011-12-31$4,708,241
Contributions received in cash from employer2011-12-31$175,455
Income. Dividends from preferred stock2011-12-31$172,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$482,702
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HAZLETT, LEWIS & BIETER, PLLC
Accountancy firm EIN2011-12-31620509553
2010 : FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-139,091
Total unrealized appreciation/depreciation of assets2010-12-31$-139,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$55,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$55,000
Total income from all sources (including contributions)2010-12-31$220,815
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$188,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$166,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$187,124
Value of total assets at end of year2010-12-31$5,192,639
Value of total assets at beginning of year2010-12-31$5,160,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,932
Total interest from all sources2010-12-31$290
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$172,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$8,367
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$55,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$55,000
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$32,137
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,137,639
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,105,502
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
Investment advisory and management fees2010-12-31$13,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$484,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$313,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$313,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Assets. Invements in employer securities at end of year2010-12-31$4,708,241
Assets. Invements in employer securities at beginning of year2010-12-31$4,847,331
Contributions received in cash from employer2010-12-31$187,124
Income. Dividends from common stock2010-12-31$172,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$166,746
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 name2010-12-31HAZLETT, LEWIS & BIETER, PLLC
Accountancy firm EIN2010-12-31620509553

Form 5500 Responses for FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

2022: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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: FIRST VOLUNTEER CORPORATION EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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