401k Plan data: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN plan

BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: BNA BANK

Employer identification number (EIN): 640117070

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about BNA BANK

Jurisdiction of Incorporation: Mississippi Secretary of State

Incorporation Date:

Company Identification Number: 401438

More information about BNA BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 VANCE WITT VANCE WITT 2018-07-03
002 2016-01-01 VANCE WITT VANCE WITT 2017-06-01
002 2015-01-01 MACHELL KIRK MACHELL KIRK 2016-07-21
002 2014-01-01 MACHELL KIRK MACHELL KIRK 2015-07-20
002 2013-01-01 MACHELL KIRK MACHELL KIRK 2014-05-07
002 2012-01-01 MACHELL KIRK MACHELL KIRK 2013-04-05
002 2011-01-01 MACHELL KIRK MACHELL KIRK 2012-03-29
002 2009-01-01 MACHELL KIRK MACHELL KIRK 2010-08-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	VANCE WITT	VANCE WITT	2018-07-03
002	2016-01-01	VANCE WITT	VANCE WITT	2017-06-01
002	2015-01-01	MACHELL KIRK	MACHELL KIRK	2016-07-21
002	2014-01-01	MACHELL KIRK	MACHELL KIRK	2015-07-20
002	2013-01-01	MACHELL KIRK	MACHELL KIRK	2014-05-07
002	2012-01-01	MACHELL KIRK	MACHELL KIRK	2013-04-05
002	2011-01-01	MACHELL KIRK	MACHELL KIRK	2012-03-29
002	2009-01-01	MACHELL KIRK	MACHELL KIRK	2010-08-11

Plan Statistics for BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 93
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 99
Number of participants with account balances 2022-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 81
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 84
Number of participants with account balances 2021-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 91
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 92
Number of participants with account balances 2020-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 90
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 0
Total of all active and inactive participants 2019-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 90
Number of participants with account balances 2019-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 84
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 2
Total of all active and inactive participants 2018-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 86
Number of participants with account balances 2018-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 83
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 1
Total of all active and inactive participants 2017-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 84
Number of participants with account balances 2017-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 83
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 2
Total of all active and inactive participants 2016-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 85
Number of participants with account balances 2016-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 80
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 2
Total of all active and inactive participants 2015-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 82
Number of participants with account balances 2015-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 77
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 77
Number of participants with account balances 2014-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 82
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 83
Number of participants with account balances 2013-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 81
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 83
Number of participants with account balances 2012-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 87
Number of participants with account balances 2011-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 81
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 81
Number of participants with account balances 2009-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	93
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	99
Number of participants with account balances	2022-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	81
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	84
Number of participants with account balances	2021-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	92
Number of participants with account balances	2020-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	90
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	0
Total of all active and inactive participants	2019-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	90
Number of participants with account balances	2019-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	84
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	2
Total of all active and inactive participants	2018-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	86
Number of participants with account balances	2018-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	83
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	1
Total of all active and inactive participants	2017-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	84
Number of participants with account balances	2017-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	83
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	2
Total of all active and inactive participants	2016-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	85
Number of participants with account balances	2016-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	80
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	2
Total of all active and inactive participants	2015-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	82
Number of participants with account balances	2015-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	77
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	77
Number of participants with account balances	2014-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	82
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	83
Number of participants with account balances	2013-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	81
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	83
Number of participants with account balances	2012-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	87
Number of participants with account balances	2011-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	81
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	81
Number of participants with account balances	2009-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$793,935
Expenses. Total of all expenses incurred	2022-12-31	$287,155
Benefits paid (including direct rollovers)	2022-12-31	$287,155
Total plan assets at end of year	2022-12-31	$8,735,543
Total plan assets at beginning of year	2022-12-31	$8,228,763
Value of fidelity bond covering the plan	2022-12-31	$6,000,000
Other income received	2022-12-31	$573,935
Net income (gross income less expenses)	2022-12-31	$506,780
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,735,543
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,228,763
Assets. Value of employer securities	2022-12-31	$7,254,233
Total contributions received or receivable from employer(s)	2022-12-31	$220,000
2021 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$976,643
Expenses. Total of all expenses incurred	2021-12-31	$3,369,097
Benefits paid (including direct rollovers)	2021-12-31	$3,369,097
Total plan assets at end of year	2021-12-31	$8,228,763
Total plan assets at beginning of year	2021-12-31	$10,621,217
Value of fidelity bond covering the plan	2021-12-31	$6,000,000
Other income received	2021-12-31	$739,643
Net income (gross income less expenses)	2021-12-31	$-2,392,454
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,228,763
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,621,217
Assets. Value of employer securities	2021-12-31	$7,195,937
Total contributions received or receivable from employer(s)	2021-12-31	$237,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,409,961
Expenses. Total of all expenses incurred	2020-12-31	$281,628
Benefits paid (including direct rollovers)	2020-12-31	$281,628
Total plan assets at end of year	2020-12-31	$10,621,217
Total plan assets at beginning of year	2020-12-31	$9,492,884
Value of fidelity bond covering the plan	2020-12-31	$6,000,000
Other income received	2020-12-31	$1,244,681
Net income (gross income less expenses)	2020-12-31	$1,128,333
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,621,217
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,492,884
Assets. Value of employer securities	2020-12-31	$9,863,883
Total contributions received or receivable from employer(s)	2020-12-31	$165,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$822,878
Expenses. Total of all expenses incurred	2019-12-31	$19,139
Benefits paid (including direct rollovers)	2019-12-31	$19,139
Total plan assets at end of year	2019-12-31	$9,492,884
Total plan assets at beginning of year	2019-12-31	$8,689,145
Value of fidelity bond covering the plan	2019-12-31	$6,000,000
Other income received	2019-12-31	$678,878
Net income (gross income less expenses)	2019-12-31	$803,739
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,492,884
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$8,689,145
Assets. Value of employer securities	2019-12-31	$6,607,288
Total contributions received or receivable from employer(s)	2019-12-31	$144,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$595,881
Expenses. Total of all expenses incurred	2018-12-31	$57,415
Benefits paid (including direct rollovers)	2018-12-31	$57,415
Total plan assets at end of year	2018-12-31	$8,689,145
Total plan assets at beginning of year	2018-12-31	$8,150,679
Value of fidelity bond covering the plan	2018-12-31	$6,000,000
Other income received	2018-12-31	$455,881
Net income (gross income less expenses)	2018-12-31	$538,466
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,689,145
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,150,679
Assets. Value of employer securities	2018-12-31	$6,237,252
Total contributions received or receivable from employer(s)	2018-12-31	$140,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$679,765
Expenses. Total of all expenses incurred	2017-12-31	$476,335
Benefits paid (including direct rollovers)	2017-12-31	$476,335
Total plan assets at end of year	2017-12-31	$8,150,679
Total plan assets at beginning of year	2017-12-31	$7,947,249
Value of fidelity bond covering the plan	2017-12-31	$6,000,000
Other income received	2017-12-31	$554,765
Net income (gross income less expenses)	2017-12-31	$203,430
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,150,679
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,947,249
Assets. Value of employer securities	2017-12-31	$6,065,813
Total contributions received or receivable from employer(s)	2017-12-31	$125,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$650,830
Expenses. Total of all expenses incurred	2016-12-31	$85,075
Benefits paid (including direct rollovers)	2016-12-31	$85,075
Total plan assets at end of year	2016-12-31	$7,947,249
Total plan assets at beginning of year	2016-12-31	$7,381,494
Value of fidelity bond covering the plan	2016-12-31	$6,000,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$540,830
Net income (gross income less expenses)	2016-12-31	$565,755
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,947,249
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,381,494
Assets. Value of employer securities	2016-12-31	$6,093,810
Total contributions received or receivable from employer(s)	2016-12-31	$110,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$591,155
Expenses. Total of all expenses incurred	2015-12-31	$26,838
Benefits paid (including direct rollovers)	2015-12-31	$26,838
Total plan assets at end of year	2015-12-31	$7,381,494
Total plan assets at beginning of year	2015-12-31	$6,817,177
Value of fidelity bond covering the plan	2015-12-31	$6,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Other income received	2015-12-31	$486,155
Net income (gross income less expenses)	2015-12-31	$564,317
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,381,494
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,817,177
Assets. Value of employer securities	2015-12-31	$5,865,373
Total contributions received or receivable from employer(s)	2015-12-31	$105,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$441,867
Expenses. Total of all expenses incurred	2014-12-31	$1,500,970
Benefits paid (including direct rollovers)	2014-12-31	$1,500,970
Total plan assets at end of year	2014-12-31	$6,817,177
Total plan assets at beginning of year	2014-12-31	$7,876,280
Value of fidelity bond covering the plan	2014-12-31	$6,000,000
Other income received	2014-12-31	$331,867
Net income (gross income less expenses)	2014-12-31	$-1,059,103
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,817,177
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,876,280
Assets. Value of employer securities	2014-12-31	$5,645,962
Total contributions received or receivable from employer(s)	2014-12-31	$110,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$922,032
Expenses. Total of all expenses incurred	2013-12-31	$361,462
Benefits paid (including direct rollovers)	2013-12-31	$361,462
Total plan assets at end of year	2013-12-31	$7,876,280
Total plan assets at beginning of year	2013-12-31	$7,315,710
Value of fidelity bond covering the plan	2013-12-31	$6,000,000
Other income received	2013-12-31	$814,247
Net income (gross income less expenses)	2013-12-31	$560,570
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,876,280
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,315,710
Assets. Value of employer securities	2013-12-31	$6,911,121
Total contributions received or receivable from employer(s)	2013-12-31	$107,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$432,119
Expenses. Total of all expenses incurred	2012-12-31	$338,592
Benefits paid (including direct rollovers)	2012-12-31	$338,592
Total plan assets at end of year	2012-12-31	$7,315,710
Total plan assets at beginning of year	2012-12-31	$7,222,183
Value of fidelity bond covering the plan	2012-12-31	$6,000,000
Other income received	2012-12-31	$340,119
Net income (gross income less expenses)	2012-12-31	$93,527
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,315,710
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,222,183
Assets. Value of employer securities	2012-12-31	$6,723,760
Total contributions received or receivable from employer(s)	2012-12-31	$92,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$423,225
Expenses. Total of all expenses incurred	2011-12-31	$454,234
Benefits paid (including direct rollovers)	2011-12-31	$454,234
Total plan assets at end of year	2011-12-31	$7,222,183
Total plan assets at beginning of year	2011-12-31	$7,253,192
Value of fidelity bond covering the plan	2011-12-31	$6,000,000
Other income received	2011-12-31	$338,692
Net income (gross income less expenses)	2011-12-31	$-31,009
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,222,183
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,253,192
Assets. Value of employer securities	2011-12-31	$7,012,935
Total contributions received or receivable from employer(s)	2011-12-31	$84,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total income from all sources	2010-12-31	$-193,700
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$7,253,192
Total plan assets at beginning of year	2010-12-31	$7,446,892
Value of fidelity bond covering the plan	2010-12-31	$6,000,000
Other income received	2010-12-31	$-303,700
Net income (gross income less expenses)	2010-12-31	$-193,700
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,253,192
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,446,892
Assets. Value of employer securities	2010-12-31	$7,240,747
Total contributions received or receivable from employer(s)	2010-12-31	$110,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN

2022: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BNA BANK EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BNA BANK EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BNA BANK EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BNA BANK EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BNA BANK EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BNA BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BNA BANK
Employer identification number (EIN):	640117070
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Mississippi Secretary of State
Incorporation Date:
Company Identification Number:	401438