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FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRST BAIRD BANCSHARES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIRST BAIRD BANCSHARES, INC.
Employer identification number (EIN):751777399
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about FIRST BAIRD BANCSHARES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-01-30
Company Identification Number: 0800168624
Legal Registered Office Address: 100 WILLOW BEND DR ATTN: SAMANTHA WILSON

WILLOW PARK

76008

More information about FIRST BAIRD BANCSHARES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CINDY WHIDDON
0022016-01-01CINDY WHIDDON
0022015-01-01CINDY WHIDDON
0022014-01-01CINDY WHIDDON
0022013-01-01CINDY WHIDDON CINDY WHIDDON2014-10-15
0022012-01-01CINDY WHIDDON CINDY WHIDDON2013-10-09
0022011-01-01CINDY WHIDDON
0022009-01-01CINDY WHIDDON CINDY WHIDDON2011-09-26
0022009-01-01CINDY WHIDDON CINDY WHIDDON2010-10-07

Plan Statistics for FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01284
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01102
Total of all active and inactive participants2022-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01280
Number of participants with account balances2022-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01267
Total number of active participants reported on line 7a of the Form 55002021-01-01172
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01266
Number of participants with account balances2021-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01270
Total number of active participants reported on line 7a of the Form 55002020-01-01189
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01257
Number of participants with account balances2020-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01265
Total number of active participants reported on line 7a of the Form 55002019-01-01197
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01257
Number of participants with account balances2019-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01259
Total number of active participants reported on line 7a of the Form 55002018-01-01220
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01265
Number of participants with account balances2018-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01245
Total number of active participants reported on line 7a of the Form 55002017-01-01210
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01244
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01234
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01243
Number of participants with account balances2016-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01228
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01232
Number of participants with account balances2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01202
Total number of active participants reported on line 7a of the Form 55002014-01-01202
Number of retired or separated participants receiving benefits2014-01-0126
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01228
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01211
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01202
Number of participants with account balances2013-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01200
Total number of active participants reported on line 7a of the Form 55002012-01-01181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01197
Number of participants with account balances2012-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01212
Number of participants with account balances2011-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01222
Total number of active participants reported on line 7a of the Form 55002009-01-01197
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01215
Number of participants with account balances2009-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-563,411
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$945,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$920,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,719,070
Value of total assets at end of year2022-12-31$10,471,897
Value of total assets at beginning of year2022-12-31$11,980,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,154
Total interest from all sources2022-12-31$21,174
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$451,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$451,190
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
Contributions received from participants2022-12-31$844,709
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$296,441
Other income not declared elsewhere2022-12-31$19,674
Administrative expenses (other) incurred2022-12-31$25,154
Total non interest bearing cash at end of year2022-12-31$90
Total non interest bearing cash at beginning of year2022-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,509,035
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,471,897
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,980,932
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 in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,278,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,834,049
Value of interest in common/collective trusts at end of year2022-12-31$688,662
Value of interest in common/collective trusts at beginning of year2022-12-31$403,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,504,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$743,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$743,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,783,377
Net investment gain or loss from common/collective trusts2022-12-31$8,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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 plan2022-12-31No
Contributions received in cash from employer2022-12-31$577,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$920,470
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 name2022-12-31WHITLEY PENN
Accountancy firm EIN2022-12-31752393478
2021 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$21,099
Total income from all sources (including contributions)2021-12-31$3,253,468
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,326,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,300,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,638,542
Value of total assets at end of year2021-12-31$11,980,932
Value of total assets at beginning of year2021-12-31$10,075,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,196
Total interest from all sources2021-12-31$267
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,008,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,008,763
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$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$827,297
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$238,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$21,099
Other income not declared elsewhere2021-12-31$19,938
Administrative expenses (other) incurred2021-12-31$26,196
Total non interest bearing cash at end of year2021-12-31$1
Total non interest bearing cash at beginning of year2021-12-31$21,715
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$1,926,886
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,980,932
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,054,046
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 in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,834,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,904,342
Value of interest in common/collective trusts at end of year2021-12-31$403,794
Value of interest in common/collective trusts at beginning of year2021-12-31$83,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$743,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,065,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,065,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$579,389
Net investment gain or loss from common/collective trusts2021-12-31$6,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$572,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,300,386
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHITLEY PENN
Accountancy firm EIN2021-12-31752393478
2020 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,070
Total income from all sources (including contributions)2020-12-31$2,834,181
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$818,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$787,241
Value of total corrective distributions2020-12-31$633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,417,020
Value of total assets at end of year2020-12-31$10,075,145
Value of total assets at beginning of year2020-12-31$8,057,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,831
Total interest from all sources2020-12-31$2,112
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$515,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$515,474
Administrative expenses professional fees incurred2020-12-31$4,468
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
Contributions received from participants2020-12-31$818,205
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$21,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$19,070
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$26,363
Total non interest bearing cash at end of year2020-12-31$21,715
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,015,476
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,054,046
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,038,570
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 in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,904,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,564,657
Value of interest in common/collective trusts at end of year2020-12-31$83,111
Value of interest in common/collective trusts at beginning of year2020-12-31$72,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,065,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$420,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$420,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$899,575
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Contributions received in cash from employer2020-12-31$582,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$787,241
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 name2020-12-31WHITLEY PENN
Accountancy firm EIN2020-12-31752393478
2019 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,370
Total income from all sources (including contributions)2019-12-31$4,854,448
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,423,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,390,124
Value of total corrective distributions2019-12-31$19,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,579,996
Value of total assets at end of year2019-12-31$8,057,640
Value of total assets at beginning of year2019-12-31$4,631,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,537
Total interest from all sources2019-12-31$4,687
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$459,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$459,419
Administrative expenses professional fees incurred2019-12-31$2,961
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
Contributions received from participants2019-12-31$789,048
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,251,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$19,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,370
Other income not declared elsewhere2019-12-31$9,851
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$3,430,717
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,038,570
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,607,853
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
Investment advisory and management fees2019-12-31$11,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,564,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,417,779
Value of interest in common/collective trusts at end of year2019-12-31$72,898
Value of interest in common/collective trusts at beginning of year2019-12-31$28,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$420,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$184,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$184,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$799,430
Net investment gain or loss from common/collective trusts2019-12-31$1,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$539,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,390,124
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITLEY PENN
Accountancy firm EIN2019-12-31752393478
2018 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$400
Total income from all sources (including contributions)2018-12-31$775,835
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$295,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$274,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,129,890
Value of total assets at end of year2018-12-31$4,631,223
Value of total assets at beginning of year2018-12-31$4,127,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,343
Total interest from all sources2018-12-31$1,546
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$1,230
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Contributions received from participants2018-12-31$675,348
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$19,245
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$47,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$400
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$480,582
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,607,853
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,127,271
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
Investment advisory and management fees2018-12-31$19,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,417,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,951,470
Value of interest in common/collective trusts at end of year2018-12-31$28,828
Value of interest in common/collective trusts at beginning of year2018-12-31$17,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$184,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$138,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$138,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-355,820
Net investment gain or loss from common/collective trusts2018-12-31$219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$406,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$274,910
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$400
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$380
Total income from all sources (including contributions)2017-12-31$1,245,704
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$123,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$108,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$695,217
Value of total assets at end of year2017-12-31$4,127,671
Value of total assets at beginning of year2017-12-31$3,005,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,278
Total interest from all sources2017-12-31$462
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Contributions received from participants2017-12-31$439,823
Participant contributions at end of year2017-12-31$19,245
Participant contributions at beginning of year2017-12-31$15,816
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$255,394
Other income not declared elsewhere2017-12-31$93
Total non interest bearing cash at end of year2017-12-31$400
Total non interest bearing cash at beginning of year2017-12-31$380
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$1,121,771
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,127,271
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,005,500
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
Investment advisory and management fees2017-12-31$14,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,951,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,860,090
Value of interest in common/collective trusts at end of year2017-12-31$17,738
Value of interest in common/collective trusts at beginning of year2017-12-31$2,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$138,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$126,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$126,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$549,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$108,655
Contract administrator fees2017-12-31$1,160
Liabilities. Value of benefit claims payable at end of year2017-12-31$400
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$380
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$375
Total income from all sources (including contributions)2016-12-31$770,311
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$89,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$79,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$542,842
Value of total assets at end of year2016-12-31$3,005,880
Value of total assets at beginning of year2016-12-31$2,324,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,757
Total interest from all sources2016-12-31$-221
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Contributions received from participants2016-12-31$392,104
Participant contributions at end of year2016-12-31$15,816
Participant contributions at beginning of year2016-12-31$15,475
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$150,738
Total non interest bearing cash at end of year2016-12-31$380
Total non interest bearing cash at beginning of year2016-12-31$375
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$681,050
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,005,500
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,324,450
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
Investment advisory and management fees2016-12-31$9,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,860,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,206,752
Value of interest in common/collective trusts at end of year2016-12-31$2,854
Value of interest in common/collective trusts at beginning of year2016-12-31$1,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$126,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$100,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$100,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$227,678
Net investment gain or loss from common/collective trusts2016-12-31$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$79,504
Liabilities. Value of benefit claims payable at end of year2016-12-31$380
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$375
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 name2016-12-31DAVIS KINARD & CO., PC
Accountancy firm EIN2016-12-31751332266
2015 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$150
Total income from all sources (including contributions)2015-12-31$309,718
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$193,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$184,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$405,415
Value of total assets at end of year2015-12-31$2,324,825
Value of total assets at beginning of year2015-12-31$2,208,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,148
Total interest from all sources2015-12-31$-344
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$9,148
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Contributions received from participants2015-12-31$372,129
Participant contributions at end of year2015-12-31$15,475
Participant contributions at beginning of year2015-12-31$14,565
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,286
Total non interest bearing cash at end of year2015-12-31$375
Total non interest bearing cash at beginning of year2015-12-31$150
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$116,308
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,324,450
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,208,142
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 in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,206,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,135,769
Value of interest in common/collective trusts at end of year2015-12-31$1,413
Value of interest in common/collective trusts at beginning of year2015-12-31$701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$100,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$57,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$57,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-95,358
Net investment gain or loss from common/collective trusts2015-12-31$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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 plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$184,262
Liabilities. Value of benefit claims payable at end of year2015-12-31$375
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$150
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 name2015-12-31DAVIS KINARD & CO., PC
Accountancy firm EIN2015-12-31751332266
2014 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$75
Total income from all sources (including contributions)2014-12-31$428,916
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$116,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$107,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$314,944
Value of total assets at end of year2014-12-31$2,208,292
Value of total assets at beginning of year2014-12-31$1,895,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,784
Total interest from all sources2014-12-31$-288
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$8,784
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
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
Contributions received from participants2014-12-31$314,944
Participant contributions at end of year2014-12-31$14,565
Participant contributions at beginning of year2014-12-31$12,415
Total non interest bearing cash at end of year2014-12-31$150
Total non interest bearing cash at beginning of year2014-12-31$75
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$312,659
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,208,142
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,895,483
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 in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,135,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,816,900
Value of interest in common/collective trusts at end of year2014-12-31$701
Value of interest in common/collective trusts at beginning of year2014-12-31$304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$57,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$65,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$65,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$114,258
Net investment gain or loss from common/collective trusts2014-12-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$107,473
Liabilities. Value of benefit claims payable at end of year2014-12-31$150
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$75
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 name2014-12-31DAVIS KINARD & CO., PC
Accountancy firm EIN2014-12-31751332266
2013 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$75
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$587,026
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$219,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$212,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$278,588
Value of total assets at end of year2013-12-31$1,895,558
Value of total assets at beginning of year2013-12-31$1,527,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,315
Total interest from all sources2013-12-31$-366
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$7,315
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
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
Contributions received from participants2013-12-31$272,383
Participant contributions at end of year2013-12-31$12,415
Participant contributions at beginning of year2013-12-31$10,611
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,205
Total non interest bearing cash at end of year2013-12-31$75
Total non interest bearing cash 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$367,597
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,895,483
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,527,886
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 in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,816,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,430,438
Value of interest in common/collective trusts at end of year2013-12-31$304
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$65,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$86,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$86,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$308,803
Net investment gain or loss from common/collective trusts2013-12-31$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$212,114
Liabilities. Value of benefit claims payable at end of year2013-12-31$75
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 name2013-12-31DAVIS KINARD & CO., PC
Accountancy firm EIN2013-12-31751332266
2012 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$457,582
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$454,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$450,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$328,604
Value of total assets at end of year2012-12-31$1,527,886
Value of total assets at beginning of year2012-12-31$1,524,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,828
Total interest from all sources2012-12-31$-93
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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
Contributions received from participants2012-12-31$219,566
Participant contributions at end of year2012-12-31$10,611
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$109,038
Administrative expenses (other) incurred2012-12-31$385
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$3,353
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,527,886
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,524,533
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
Investment advisory and management fees2012-12-31$2,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,430,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$956,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$86,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$568,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$568,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-93
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$129,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$450,401
Contract administrator fees2012-12-31$1,303
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31DAVIS KINARD & CO., PC
Accountancy firm EIN2012-12-31751332266
2011 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$189,820
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$162,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$160,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$181,254
Value of total assets at end of year2011-12-31$1,524,533
Value of total assets at beginning of year2011-12-31$1,496,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,296
Total interest from all sources2011-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$39,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$39,937
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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
Contributions received from participants2011-12-31$163,848
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,406
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$27,771
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,524,533
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,496,762
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$956,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,194,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$568,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$247,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$247,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$55,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-31,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$160,753
Contract administrator fees2011-12-31$1,296
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 name2011-12-31DAVIS KINARD & CO, PC
Accountancy firm EIN2011-12-31751332266
2010 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$349,185
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$32,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,614
Value of total corrective distributions2010-12-31$1,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$232,932
Value of total assets at end of year2010-12-31$1,496,762
Value of total assets at beginning of year2010-12-31$1,180,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,161
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$36,848
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$191,214
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,718
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$316,491
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,496,762
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,180,271
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,194,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$859,893
Interest earned on other investments2010-12-31$1,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$247,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$270,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$270,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$55,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$50,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$78,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31WJG AND ASSOCIATES P.L.L.C.
Accountancy firm EIN2010-12-31731544803
2009 : FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN

2022: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA06840
Policy instance 1
Insurance contract or identification numberGA06840
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA06840
Policy instance 1
Insurance contract or identification numberGA06840
Number of Individuals Covered14
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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