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Plan Name | ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ACCESS NATIONAL CORPORATION |
Employer identification number (EIN): | 820545425 |
NAIC Classification: | 522300 |
NAIC Description: | Activities Related to Credit Intermediation |
Additional information about ACCESS NATIONAL CORPORATION
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2002-04-17 |
Company Identification Number: | 0576092 |
Legal Registered Office Address: |
1800 ROBERT FULTON DRIVE RESTON United States of America (USA) 20191 |
More information about ACCESS NATIONAL CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | KAREN PULEO | |||
001 | 2016-01-01 | KAREN PULEO | |||
001 | 2015-01-01 | KAREN PULEO | |||
001 | 2014-01-01 | KAREN PULEO | |||
001 | 2013-01-01 | KAREN PULEO | |||
001 | 2012-01-01 | KAREN PULEO | |||
001 | 2011-01-01 | MICHAEL CLARKE | |||
001 | 2010-01-01 | MICHAEL CLARKE | |||
001 | 2009-01-01 | MICHAEL CLARKE |
Measure | Date | Value |
---|---|---|
2019: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 432 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 432 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 386 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 71 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 457 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 457 |
Number of participants with account balances | 2018-01-01 | 429 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 39 |
2017: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 344 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 88 |
Total of all active and inactive participants | 2017-01-01 | 432 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 432 |
Number of participants with account balances | 2017-01-01 | 429 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 52 |
2016: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 249 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 218 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 44 |
Total of all active and inactive participants | 2016-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 262 |
Number of participants with account balances | 2016-01-01 | 250 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 13 |
2015: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 38 |
Total of all active and inactive participants | 2015-01-01 | 239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 239 |
Number of participants with account balances | 2015-01-01 | 201 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 12 |
2014: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 196 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 47 |
Total of all active and inactive participants | 2014-01-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 243 |
Number of participants with account balances | 2014-01-01 | 208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 10 |
2013: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 68 |
Total of all active and inactive participants | 2013-01-01 | 258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 258 |
Number of participants with account balances | 2013-01-01 | 211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 20 |
2012: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 236 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 41 |
Total of all active and inactive participants | 2012-01-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 277 |
Number of participants with account balances | 2012-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 12 |
2011: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 225 |
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 | 34 |
Total of all active and inactive participants | 2011-01-01 | 259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 259 |
Number of participants with account balances | 2011-01-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 11 |
2010: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 214 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 38 |
Total of all active and inactive participants | 2010-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 253 |
Number of participants with account balances | 2010-01-01 | 204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 12 |
2009: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 243 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 29 |
Total of all active and inactive participants | 2009-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 273 |
Number of participants with account balances | 2009-01-01 | 204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2019 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2019 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-04-01 | $0 |
2018 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,857,339 |
Total loss/gain on sale of assets | 2018-12-31 | $238,684 |
Total of all expenses incurred | 2018-12-31 | $6,400,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,167,783 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $88,023 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,868,286 |
Value of total assets at end of year | 2018-12-31 | $29,346,562 |
Value of total assets at beginning of year | 2018-12-31 | $33,889,275 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $144,246 |
Total interest from all sources | 2018-12-31 | $9,253 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $562,486 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $562,486 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,444,140 |
Participant contributions at end of year | 2018-12-31 | $552,116 |
Participant contributions at beginning of year | 2018-12-31 | $724,020 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $74,773 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $4,722,153 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $5,673,566 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $338,354 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,948 |
Administrative expenses (other) incurred | 2018-12-31 | $12,760 |
Total non interest bearing cash at end of year | 2018-12-31 | $2,035 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $85 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,542,713 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $29,346,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $33,889,275 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $23,542,345 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $26,894,523 |
Interest on participant loans | 2018-12-31 | $9,253 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,821,370 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,085,792 |
Employer contributions (assets) at end of year | 2018-12-31 | $527,913 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $520,360 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,167,783 |
Contract administrator fees | 2018-12-31 | $101,486 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $238,684 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BDO USA |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $575,173 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $15,300,806 |
Total loss/gain on sale of assets | 2017-12-31 | $346,353 |
Total of all expenses incurred | 2017-12-31 | $4,101,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,908,615 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $51,598 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $11,434,911 |
Value of total assets at end of year | 2017-12-31 | $33,889,275 |
Value of total assets at beginning of year | 2017-12-31 | $22,114,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $141,432 |
Total interest from all sources | 2017-12-31 | $29,096 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $462,082 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $462,082 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,317,288 |
Participant contributions at end of year | 2017-12-31 | $724,020 |
Participant contributions at beginning of year | 2017-12-31 | $490,515 |
Participant contributions at end of year | 2017-12-31 | $74,773 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $5,673,566 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $5,138,988 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $8,085,874 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,948 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $839,743 |
Administrative expenses (other) incurred | 2017-12-31 | $10,630 |
Total non interest bearing cash at end of year | 2017-12-31 | $85 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $2,520 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $11,199,161 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $33,889,275 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,114,941 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $26,894,523 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $16,113,985 |
Interest on participant loans | 2017-12-31 | $27,903 |
Interest earned on other investments | 2017-12-31 | $1,193 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,188,621 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,031,749 |
Employer contributions (assets) at end of year | 2017-12-31 | $520,360 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $368,933 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,908,615 |
Contract administrator fees | 2017-12-31 | $100,802 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $346,353 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BDO USA |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,829,365 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $953,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $776,255 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $23,599 |
Value of total corrective distributions | 2016-12-31 | $39,098 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,398,698 |
Value of total assets at end of year | 2016-12-31 | $22,114,941 |
Value of total assets at beginning of year | 2016-12-31 | $18,239,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $114,479 |
Total interest from all sources | 2016-12-31 | $19,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $337,347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $337,347 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,622,012 |
Participant contributions at end of year | 2016-12-31 | $490,515 |
Participant contributions at beginning of year | 2016-12-31 | $571,505 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $5,138,988 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $3,121,693 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $51,418 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $1,233,094 |
Administrative expenses (other) incurred | 2016-12-31 | $7,170 |
Total non interest bearing cash at end of year | 2016-12-31 | $2,520 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $3,875,934 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,114,941 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,239,007 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $16,113,985 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $14,210,193 |
Interest on participant loans | 2016-12-31 | $19,131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $841,095 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $725,268 |
Employer contributions (assets) at end of year | 2016-12-31 | $368,933 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $335,616 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $776,255 |
Contract administrator fees | 2016-12-31 | $77,309 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BDO USA |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-11,179 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-11,179 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,988,737 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,179,804 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,033,266 |
Value of total corrective distributions | 2015-12-31 | $30,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,628,550 |
Value of total assets at end of year | 2015-12-31 | $18,239,007 |
Value of total assets at beginning of year | 2015-12-31 | $16,430,074 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $116,149 |
Total interest from all sources | 2015-12-31 | $15,805 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $291,207 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $291,207 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,448,105 |
Participant contributions at end of year | 2015-12-31 | $571,505 |
Participant contributions at beginning of year | 2015-12-31 | $267,472 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $750 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $3,121,693 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $2,337,366 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $551,280 |
Other income not declared elsewhere | 2015-12-31 | $-270 |
Administrative expenses (other) incurred | 2015-12-31 | $3,880 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $48,338 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $1,808,933 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,239,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,430,074 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $29,755 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $14,210,193 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $13,496,448 |
Interest on participant loans | 2015-12-31 | $15,805 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $64,624 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $629,165 |
Employer contributions (assets) at end of year | 2015-12-31 | $335,616 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $279,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,033,266 |
Contract administrator fees | 2015-12-31 | $82,514 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BDO USA |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $330,226 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $330,226 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,055,978 |
Total loss/gain on sale of assets | 2014-12-31 | $153,721 |
Total of all expenses incurred | 2014-12-31 | $978,030 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $839,620 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $6,212 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,773,505 |
Value of total assets at end of year | 2014-12-31 | $16,430,074 |
Value of total assets at beginning of year | 2014-12-31 | $14,352,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $132,198 |
Total interest from all sources | 2014-12-31 | $326,124 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $267,327 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $267,327 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,214,206 |
Participant contributions at end of year | 2014-12-31 | $267,472 |
Participant contributions at beginning of year | 2014-12-31 | $226,018 |
Participant contributions at end of year | 2014-12-31 | $750 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $2,337,366 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $2,006,612 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $38,009 |
Other income not declared elsewhere | 2014-12-31 | $205,075 |
Total non interest bearing cash at end of year | 2014-12-31 | $48,338 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $38,545 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,077,948 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $16,430,074 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,352,126 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $132,198 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $13,496,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,825,775 |
Interest on participant loans | 2014-12-31 | $9,473 |
Interest earned on other investments | 2014-12-31 | $316,651 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $521,290 |
Employer contributions (assets) at end of year | 2014-12-31 | $279,700 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $255,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $839,620 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $153,721 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BDO USA |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $4,410,610 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,320,035 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,179,091 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $25,833 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,871,925 |
Value of total assets at end of year | 2013-12-31 | $14,352,126 |
Value of total assets at beginning of year | 2013-12-31 | $12,261,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $115,111 |
Total interest from all sources | 2013-12-31 | $216,378 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $224,768 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $224,768 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,240,065 |
Participant contributions at end of year | 2013-12-31 | $226,018 |
Participant contributions at beginning of year | 2013-12-31 | $176,757 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $34,228 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $2,006,612 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,628,718 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $80,583 |
Total non interest bearing cash at end of year | 2013-12-31 | $38,545 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $44,415 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,090,575 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,352,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,261,551 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $115,111 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,825,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,099,187 |
Interest on participant loans | 2013-12-31 | $8,798 |
Interest earned on other investments | 2013-12-31 | $207,580 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,097,539 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $551,277 |
Employer contributions (assets) at end of year | 2013-12-31 | $255,176 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $278,246 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,179,091 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BDO USA |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $3,443,479 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $353,529 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $250,491 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,793,957 |
Value of total assets at end of year | 2012-12-31 | $12,261,551 |
Value of total assets at beginning of year | 2012-12-31 | $9,171,601 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $103,038 |
Total interest from all sources | 2012-12-31 | $436,023 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $217,137 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $217,137 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,178,984 |
Participant contributions at end of year | 2012-12-31 | $176,757 |
Participant contributions at beginning of year | 2012-12-31 | $152,468 |
Participant contributions at end of year | 2012-12-31 | $34,228 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,628,718 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,107,341 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $53,867 |
Total non interest bearing cash at end of year | 2012-12-31 | $44,415 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $45,949 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,089,950 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,261,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,171,601 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $103,038 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,099,187 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,650,156 |
Interest on participant loans | 2012-12-31 | $6,078 |
Interest earned on other investments | 2012-12-31 | $429,945 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $996,362 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $561,106 |
Employer contributions (assets) at end of year | 2012-12-31 | $278,246 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $215,687 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $250,491 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BDO USA |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : ACCESS NATIONAL 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 | $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 | $1,566,617 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,022,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $923,338 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $15,296 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,431,072 |
Value of total assets at end of year | 2011-12-31 | $9,171,601 |
Value of total assets at beginning of year | 2011-12-31 | $8,627,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $83,696 |
Total interest from all sources | 2011-12-31 | $204,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $162,554 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $162,554 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $980,475 |
Participant contributions at end of year | 2011-12-31 | $152,468 |
Participant contributions at beginning of year | 2011-12-31 | $221,348 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $32,017 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,107,341 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $950,717 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $11,417 |
Total non interest bearing cash at end of year | 2011-12-31 | $45,949 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $42,505 |
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 | $544,287 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,171,601 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,627,314 |
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 | $83,696 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,650,156 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,178,190 |
Interest on participant loans | 2011-12-31 | $8,100 |
Interest earned on other investments | 2011-12-31 | $196,595 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-231,704 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 |
Contributions received in cash from employer | 2011-12-31 | $439,180 |
Employer contributions (assets) at end of year | 2011-12-31 | $215,687 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $202,537 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $923,338 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BDO USA |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $2,190,057 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $761,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $668,092 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $23,853 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,329,994 |
Value of total assets at end of year | 2010-12-31 | $8,627,314 |
Value of total assets at beginning of year | 2010-12-31 | $7,198,646 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $69,444 |
Total interest from all sources | 2010-12-31 | $84,486 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $136,804 |
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 | $136,804 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $865,556 |
Participant contributions at end of year | 2010-12-31 | $221,348 |
Participant contributions at beginning of year | 2010-12-31 | $115,991 |
Participant contributions at end of year | 2010-12-31 | $32,017 |
Participant contributions at beginning of year | 2010-12-31 | $30,908 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $950,717 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $778,604 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $61,728 |
Administrative expenses (other) incurred | 2010-12-31 | $69,444 |
Total non interest bearing cash at end of year | 2010-12-31 | $42,505 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $37,640 |
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 | $1,428,668 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,627,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,198,646 |
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 | $7,178,190 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,023,364 |
Interest on participant loans | 2010-12-31 | $6,146 |
Interest earned on other investments | 2010-12-31 | $78,340 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $638,773 |
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 |
Contributions received in cash from employer | 2010-12-31 | $402,710 |
Employer contributions (assets) at end of year | 2010-12-31 | $202,537 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $212,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $668,092 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BDO USA |
Accountancy firm EIN | 2010-12-31 | 135381590 |
2009 : ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2019: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ACCESS NATIONAL 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 |
2010: ACCESS NATIONAL CORPORATION PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ACCESS NATIONAL 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 |