401k Plan data: CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN plan

CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan Name	CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN
Plan identification number	004

CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
Profit-sharing
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CADENCE BANK, N.A. has sponsored the creation of one or more 401k plans.

Company Name: CADENCE BANK, N.A.

Employer identification number (EIN): 640156695

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-01-01 COLLEEN REYES 2022-07-22 COLLEEN REYES 2022-07-22
004 2020-01-01 COLLEEN REYES 2021-07-27 COLLEEN REYES 2021-07-27
004 2019-01-01 COLLEEN REYES 2020-09-28 COLLEEN REYES 2020-09-28
004 2018-01-01 COLLEEN REYES 2019-07-26 COLLEEN REYES 2019-07-26
004 2017-01-01 COLLEEN REYES 2018-10-04 COLLEEN REYES 2018-10-04
004 2016-01-01 COLLEEN REYES 2017-07-07
004 2015-01-01 COLLEEN REYES 2016-09-30
004 2014-01-01 COLLEEN REYES 2015-07-07
004 2013-01-01 COLLEEN REYES 2014-10-07
004 2012-01-01 COLLEEN REYES 2013-09-28
004 2011-01-01 COLLEEN REYES COLLEEN REYES 2012-10-11
004 2009-01-01 COLLEEN REYES COLLEEN REYES 2010-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2021-01-01	COLLEEN REYES	2022-07-22	COLLEEN REYES	2022-07-22
004	2020-01-01	COLLEEN REYES	2021-07-27	COLLEEN REYES	2021-07-27
004	2019-01-01	COLLEEN REYES	2020-09-28	COLLEEN REYES	2020-09-28
004	2018-01-01	COLLEEN REYES	2019-07-26	COLLEEN REYES	2019-07-26
004	2017-01-01	COLLEEN REYES	2018-10-04	COLLEEN REYES	2018-10-04
004	2016-01-01	COLLEEN REYES	2017-07-07
004	2015-01-01	COLLEEN REYES	2016-09-30
004	2014-01-01	COLLEEN REYES	2015-07-07
004	2013-01-01	COLLEEN REYES	2014-10-07
004	2012-01-01	COLLEEN REYES	2013-09-28
004	2011-01-01	COLLEEN REYES		COLLEEN REYES	2012-10-11
004	2009-01-01	COLLEEN REYES		COLLEEN REYES	2010-09-28

Plan Statistics for CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN

Measure Date Value
2011: CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 6
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 358
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 348
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 375
Number of participants with account balances 2009-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 16

Measure	Date	Value
2011: CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	6
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	358
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	348
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	375
Number of participants with account balances	2009-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	16

Financial Data on CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN

Measure	Date	Value
2011 : CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$12,170
Total income from all sources (including contributions)	2011-12-31	$69,198
Total loss/gain on sale of assets	2011-12-31	$48,253
Total of all expenses incurred	2011-12-31	$1,994,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,985,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$38,371
Value of total assets at beginning of year	2011-12-31	$1,973,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$9,093
Total interest from all sources	2011-12-31	$12,829
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$8,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$8,116
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$800,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$6,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$2,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$12,170
Administrative expenses (other) incurred	2011-12-31	$6,938
Total non interest bearing cash at beginning of year	2011-12-31	$43
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,925,428
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$36,216
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,961,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$2,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,943,147
Interest earned on other investments	2011-12-31	$12,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$38,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$23,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$23,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,985,533
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$4,069,175
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$4,020,922
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	T.E. LOTT & COMPANY, CPAS
Accountancy firm EIN	2011-12-31	640575804
2010 : CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$180,643
Total unrealized appreciation/depreciation of assets	2010-12-31	$180,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$12,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$20,526
Total income from all sources (including contributions)	2010-12-31	$278,894
Total loss/gain on sale of assets	2010-12-31	$39,717
Total of all expenses incurred	2010-12-31	$261,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$241,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$1,973,814
Value of total assets at beginning of year	2010-12-31	$1,964,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$19,537
Total interest from all sources	2010-12-31	$6,968
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$51,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$51,566
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$800,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$6,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$19,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$12,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$20,526
Administrative expenses (other) incurred	2010-12-31	$19,537
Total non interest bearing cash at end of year	2010-12-31	$43
Total non interest bearing cash at beginning of year	2010-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$17,754
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,961,644
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,943,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,943,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,922,648
Interest earned on other investments	2010-12-31	$6,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$23,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$22,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$22,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$241,603
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,136,916
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,097,199
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	T.E. LOTT & CO, CPAS
Accountancy firm EIN	2010-12-31	640575804

Form 5500 Responses for CADENCE FINANCIAL CORPORATION PROFIT SHARING PLAN

2011: CADENCE FINANCIAL CORPORATION PROFIT SHARING 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: CADENCE FINANCIAL CORPORATION PROFIT SHARING 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

Potentially related plans

CADENCE FINANCIAL CORPORATION 401K PLAN [EIN = 640694775]

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Company Name:	CADENCE BANK, N.A.
Employer identification number (EIN):	640156695
NAIC Classification:	522110
NAIC Description:	Commercial Banking