401k Plan data: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN plan

FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN
Plan identification number	001

FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRST NATIONAL BANK OF MIDDLE TENNESEE has sponsored the creation of one or more 401k plans.

Company Name: FIRST NATIONAL BANK OF MIDDLE TENNESEE

Employer identification number (EIN): 621203303

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2008-01-01 PIETER VAN VUUREN PIETER VAN VUUREN 2011-06-23

Plan Statistics for FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 133
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 19
Total of all active and inactive participants 2023-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 152
Number of participants with account balances 2023-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 11
2022: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 144
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 163
Number of participants with account balances 2022-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 136
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 151
Number of participants with account balances 2021-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2008: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 0
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
Number of employers contributing to the scheme 2008-01-01 0

Measure	Date	Value
2023: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	133
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	19
Total of all active and inactive participants	2023-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	152
Number of participants with account balances	2023-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	11
2022: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	144
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	163
Number of participants with account balances	2022-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	136
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	151
Number of participants with account balances	2021-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2008: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	0
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
Number of employers contributing to the scheme	2008-01-01	0

Financial Data on FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2023 : FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,372,064
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$666,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$611,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,106,053
Value of total assets at end of year	2023-12-31	$9,142,590
Value of total assets at beginning of year	2023-12-31	$7,437,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$54,723
Total interest from all sources	2023-12-31	$1,202
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$32,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$32,689
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$683,955
Participant contributions at end of year	2023-12-31	$20,404
Participant contributions at beginning of year	2023-12-31	$28,860
Participant contributions at end of year	2023-12-31	$350
Participant contributions at beginning of year	2023-12-31	$800
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$117,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,705,524
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$9,142,590
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$7,437,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$1,777,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,769,095
Value of interest in pooled separate accounts at end of year	2023-12-31	$6,111,535
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$4,702,844
Interest on participant loans	2023-12-31	$1,202
Value of interest in common/collective trusts at end of year	2023-12-31	$928,581
Value of interest in common/collective trusts at beginning of year	2023-12-31	$642,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$347,023
Net investment gain/loss from pooled separate accounts	2023-12-31	$865,255
Net investment gain or loss from common/collective trusts	2023-12-31	$19,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$304,121
Employer contributions (assets) at end of year	2023-12-31	$304,121
Employer contributions (assets) at beginning of year	2023-12-31	$293,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$611,817
Contract administrator fees	2023-12-31	$54,723
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MAGGART AND ASSOCIATES, P.C.
Accountancy firm EIN	2023-12-31	621036705
2022 : FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-388,595
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$774,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$723,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$983,224
Value of total assets at end of year	2022-12-31	$7,437,066
Value of total assets at beginning of year	2022-12-31	$8,599,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$51,058
Total interest from all sources	2022-12-31	$1,605
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$44,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$44,395
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$671,085
Participant contributions at end of year	2022-12-31	$28,860
Participant contributions at beginning of year	2022-12-31	$32,929
Participant contributions at end of year	2022-12-31	$800
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$18,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,162,851
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,437,066
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,599,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,769,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,364,351
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,702,844
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,318,935
Interest on participant loans	2022-12-31	$1,605
Value of interest in common/collective trusts at end of year	2022-12-31	$642,122
Value of interest in common/collective trusts at beginning of year	2022-12-31	$634,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-511,010
Net investment gain/loss from pooled separate accounts	2022-12-31	$-917,140
Net investment gain or loss from common/collective trusts	2022-12-31	$10,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$293,345
Employer contributions (assets) at end of year	2022-12-31	$293,345
Employer contributions (assets) at beginning of year	2022-12-31	$249,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$723,198
Contract administrator fees	2022-12-31	$51,058
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAGGART & ASSOCIATES, P.C.
Accountancy firm EIN	2022-12-31	621036705
2021 : FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$0
Total income from all sources (including contributions)	2021-12-31	$1,931,963
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$413,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$330,622
Expenses. Certain deemed distributions of participant loans	2021-12-31	$29,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$835,174
Value of total assets at end of year	2021-12-31	$8,599,917
Value of total assets at beginning of year	2021-12-31	$7,081,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$53,026
Total interest from all sources	2021-12-31	$2,648
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$41,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$41,731
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$584,150
Participant contributions at end of year	2021-12-31	$32,929
Participant contributions at beginning of year	2021-12-31	$61,577
Participant contributions at beginning of year	2021-12-31	$15,612
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,518,520
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,599,917
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,081,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,364,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,853,814
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,318,935
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,318,833
Interest on participant loans	2021-12-31	$2,648
Value of interest in common/collective trusts at end of year	2021-12-31	$634,263
Value of interest in common/collective trusts at beginning of year	2021-12-31	$565,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$320,666
Net investment gain/loss from pooled separate accounts	2021-12-31	$722,286
Net investment gain or loss from common/collective trusts	2021-12-31	$9,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$249,439
Employer contributions (assets) at end of year	2021-12-31	$249,439
Employer contributions (assets) at beginning of year	2021-12-31	$265,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$330,622
Contract administrator fees	2021-12-31	$53,026
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAGGART & ASSOCIATES, P.C.
Accountancy firm EIN	2021-12-31	621036705
2008 : FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2008 401k financial data
Transfers to/from the plan	2008-03-14	$-2,808,193
Total income from all sources	2008-03-14	$-249,817
Expenses. Total of all expenses incurred	2008-03-14	$217,677
Benefits paid (including direct rollovers)	2008-03-14	$215,142
Total plan assets at end of year	2008-03-14	$0
Total plan assets at beginning of year	2008-03-14	$3,275,687
Value of fidelity bond covering the plan	2008-03-14	$3,000,000
Expenses. Other expenses not covered elsewhere	2008-03-14	$2,535
Other income received	2008-03-14	$-249,817
Net income (gross income less expenses)	2008-03-14	$-467,494
Net plan assets at end of year (total assets less liabilities)	2008-03-14	$0
Net plan assets at beginning of year (total assets less liabilities)	2008-03-14	$3,275,687
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-03-14	$0

Form 5500 Responses for FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN

2023: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2008: FIRST NATIONAL BANK OF MCMINNVILLE DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	Yes
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

624965

Policy instance

Insurance contract or identification number	624965
Number of Individuals Covered	152
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

624965

Policy instance

Insurance contract or identification number	624965
Number of Individuals Covered	163
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

624965

Policy instance

Insurance contract or identification number	624965
Number of Individuals Covered	151
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	FIRST NATIONAL BANK OF MIDDLE TENNESEE
Employer identification number (EIN):	621203303
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing