Logo

RED RIVER BANK 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRED RIVER BANK 401(K) PROFIT SHARING PLAN
Plan identification number 001

RED RIVER BANK 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RED RIVER BANCSHARES, INC. has sponsored the creation of one or more 401k plans.

Company Name:RED RIVER BANCSHARES, INC.
Employer identification number (EIN):721412058
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RED RIVER BANK 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANDREW CUTRER
0012016-01-01ANDREW CUTRER
0012015-01-01ANDREW CUTRER
0012014-01-01ANDREW CUTRER
0012013-01-01ANDREW CUTRER
0012012-01-01ANDREW CUTRER
0012011-01-01ANDREW CUTRER
0012009-01-01ANDREW CUTRER

Plan Statistics for RED RIVER BANK 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RED RIVER BANK 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01396
Total number of active participants reported on line 7a of the Form 55002023-01-01337
Number of other retired or separated participants entitled to future benefits2023-01-0156
Total of all active and inactive participants2023-01-01393
Total participants2023-01-01393
Number of participants with account balances2023-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-016
2022: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01374
Total number of active participants reported on line 7a of the Form 55002022-01-01340
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01396
Total participants2022-01-01396
Number of participants with account balances2022-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01360
Total number of active participants reported on line 7a of the Form 55002021-01-01316
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01356
Total participants2021-01-01356
Number of participants with account balances2021-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01360
Total number of active participants reported on line 7a of the Form 55002020-01-01307
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01344
Number of participants with account balances2020-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01358
Total number of active participants reported on line 7a of the Form 55002019-01-01310
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01347
Total participants2019-01-01347
Number of participants with account balances2019-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01339
Total number of active participants reported on line 7a of the Form 55002018-01-01294
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01340
Total participants2018-01-01340
Number of participants with account balances2018-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01314
Total number of active participants reported on line 7a of the Form 55002017-01-01276
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01321
Total participants2017-01-01321
Number of participants with account balances2017-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01320
Total number of active participants reported on line 7a of the Form 55002016-01-01267
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01304
Total participants2016-01-01304
Number of participants with account balances2016-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01301
Total number of active participants reported on line 7a of the Form 55002015-01-01264
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01306
Total participants2015-01-01306
Number of participants with account balances2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01268
Total number of active participants reported on line 7a of the Form 55002014-01-01269
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01301
Total participants2014-01-01301
Number of participants with account balances2014-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01236
Total number of active participants reported on line 7a of the Form 55002013-01-01236
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01268
Total participants2013-01-01268
Number of participants with account balances2013-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01241
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01236
Total participants2012-01-01236
Number of participants with account balances2012-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01234
Total number of active participants reported on line 7a of the Form 55002011-01-01210
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01241
Total participants2011-01-01241
Number of participants with account balances2011-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01202
Total number of active participants reported on line 7a of the Form 55002009-01-01194
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01213
Total participants2009-01-01213
Number of participants with account balances2009-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on RED RIVER BANK 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$4,375,280
Total unrealized appreciation/depreciation of assets2023-12-31$4,375,280
Total income from all sources (including contributions)2023-12-31$7,686,215
Total of all expenses incurred2023-12-31$1,684,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,655,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,619,805
Value of total assets at end of year2023-12-31$32,291,062
Value of total assets at beginning of year2023-12-31$26,289,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,751
Total interest from all sources2023-12-31$691,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,770,075
Participant contributions at end of year2023-12-31$394,061
Participant contributions at beginning of year2023-12-31$335,432
Participant contributions at end of year2023-12-31$71,834
Participant contributions at beginning of year2023-12-31$56,465
Assets. Other investments not covered elsewhere at end of year2023-12-31$96,359
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$67,552
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$69,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,001,775
Value of net assets at end of year (total assets less liabilities)2023-12-31$32,291,062
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$26,289,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$28,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$27,628,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$21,933,803
Interest on participant loans2023-12-31$25,353
Interest earned on other investments2023-12-31$665,777
Value of interest in common/collective trusts at end of year2023-12-31$931,247
Value of interest in common/collective trusts at beginning of year2023-12-31$708,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$2,387,480
Assets. Invements in employer securities at beginning of year2023-12-31$2,454,148
Contributions received in cash from employer2023-12-31$779,958
Employer contributions (assets) at end of year2023-12-31$781,230
Employer contributions (assets) at beginning of year2023-12-31$733,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,655,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EISNERAMPER LLP
Accountancy firm EIN2023-12-31871363769
2022 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,261,512
Total unrealized appreciation/depreciation of assets2022-12-31$-5,261,512
Total income from all sources (including contributions)2022-12-31$-1,818,306
Total of all expenses incurred2022-12-31$1,035,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$998,168
Expenses. Certain deemed distributions of participant loans2022-12-31$16,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,833,163
Value of total assets at end of year2022-12-31$26,289,287
Value of total assets at beginning of year2022-12-31$29,142,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,589
Total interest from all sources2022-12-31$610,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,671,149
Participant contributions at end of year2022-12-31$335,432
Participant contributions at beginning of year2022-12-31$302,245
Participant contributions at end of year2022-12-31$56,465
Assets. Other investments not covered elsewhere at end of year2022-12-31$67,552
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$428,938
Total non interest bearing cash at beginning of year2022-12-31$10,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,853,656
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,289,287
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,142,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,933,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,074,508
Interest on participant loans2022-12-31$15,532
Interest earned on other investments2022-12-31$594,511
Value of interest in common/collective trusts at end of year2022-12-31$708,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$467,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$467,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$2,454,148
Assets. Invements in employer securities at beginning of year2022-12-31$2,608,125
Contributions received in cash from employer2022-12-31$733,076
Employer contributions (assets) at end of year2022-12-31$733,076
Employer contributions (assets) at beginning of year2022-12-31$679,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$998,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2022-12-31721202445
2021 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,462,536
Total unrealized appreciation/depreciation of assets2021-12-31$3,462,536
Total income from all sources (including contributions)2021-12-31$6,539,218
Total of all expenses incurred2021-12-31$2,040,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,879,311
Expenses. Certain deemed distributions of participant loans2021-12-31$36,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,044,109
Value of total assets at end of year2021-12-31$29,142,943
Value of total assets at beginning of year2021-12-31$24,643,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,464
Total interest from all sources2021-12-31$32,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,495,897
Participant contributions at end of year2021-12-31$302,245
Participant contributions at beginning of year2021-12-31$416,891
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$868,214
Total non interest bearing cash at end of year2021-12-31$10,369
Total non interest bearing cash at beginning of year2021-12-31$18,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,499,096
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,142,943
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,643,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$124,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,074,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,329,589
Interest on participant loans2021-12-31$20,435
Interest earned on other investments2021-12-31$12,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$467,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$463,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$463,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$2,608,125
Assets. Invements in employer securities at beginning of year2021-12-31$2,415,563
Contributions received in cash from employer2021-12-31$679,998
Employer contributions (assets) at end of year2021-12-31$679,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,879,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HEARD, MCELROY & VESTAL, LLC
Accountancy firm EIN2021-12-31720398470
2020 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,931,955
Total unrealized appreciation/depreciation of assets2020-12-31$2,931,955
Total income from all sources (including contributions)2020-12-31$5,030,064
Total of all expenses incurred2020-12-31$687,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$589,571
Expenses. Certain deemed distributions of participant loans2020-12-31$2,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,064,864
Value of total assets at end of year2020-12-31$24,643,847
Value of total assets at beginning of year2020-12-31$20,301,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,871
Total interest from all sources2020-12-31$33,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,342,793
Participant contributions at end of year2020-12-31$416,891
Participant contributions at beginning of year2020-12-31$327,043
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$97,432
Total non interest bearing cash at end of year2020-12-31$18,629
Total non interest bearing cash at beginning of year2020-12-31$9,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,342,399
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,643,847
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,301,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$95,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,329,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,504,358
Interest on participant loans2020-12-31$22,598
Interest earned on other investments2020-12-31$10,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$463,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$463,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$463,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$2,415,563
Assets. Invements in employer securities at beginning of year2020-12-31$2,997,528
Contributions received in cash from employer2020-12-31$624,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$589,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HEARD, MCELROY & VESTAL, LLC
Accountancy firm EIN2020-12-31720398470
2019 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,774,231
Total unrealized appreciation/depreciation of assets2019-12-31$3,774,231
Total income from all sources (including contributions)2019-12-31$5,963,446
Total of all expenses incurred2019-12-31$779,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$698,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,158,793
Value of total assets at end of year2019-12-31$20,301,448
Value of total assets at beginning of year2019-12-31$15,117,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,644
Total interest from all sources2019-12-31$30,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,177,470
Participant contributions at end of year2019-12-31$327,043
Participant contributions at beginning of year2019-12-31$303,144
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$396,973
Total non interest bearing cash at end of year2019-12-31$9,344
Total non interest bearing cash at beginning of year2019-12-31$5,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,183,583
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,301,448
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,117,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$81,644
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,504,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,167,315
Interest on participant loans2019-12-31$19,728
Interest earned on other investments2019-12-31$10,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$463,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$463,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$463,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$2,997,528
Assets. Invements in employer securities at beginning of year2019-12-31$2,178,368
Contributions received in cash from employer2019-12-31$584,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$698,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HEARD, MCELROY & VESTAL, LLC
Accountancy firm EIN2019-12-31720398470
2018 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-705,240
Total unrealized appreciation/depreciation of assets2018-12-31$-705,240
Total income from all sources (including contributions)2018-12-31$984,032
Total of all expenses incurred2018-12-31$1,216,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,149,630
Expenses. Certain deemed distributions of participant loans2018-12-31$27,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,666,098
Value of total assets at end of year2018-12-31$15,117,865
Value of total assets at beginning of year2018-12-31$15,350,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,254
Total interest from all sources2018-12-31$23,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,074,043
Participant contributions at end of year2018-12-31$303,144
Participant contributions at beginning of year2018-12-31$342,048
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$64,558
Total non interest bearing cash at end of year2018-12-31$5,863
Total non interest bearing cash at beginning of year2018-12-31$14,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-232,248
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,117,865
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,350,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$39,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,167,315
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,345,917
Interest on participant loans2018-12-31$17,311
Interest earned on other investments2018-12-31$5,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$463,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$643,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$643,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$2,178,368
Assets. Invements in employer securities at beginning of year2018-12-31$2,004,590
Contributions received in cash from employer2018-12-31$527,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,149,630
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HEARD, MCELROY & VESTAL, LLC
Accountancy firm EIN2018-12-31720398470
2017 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,928,768
Total unrealized appreciation/depreciation of assets2017-12-31$1,928,768
Total income from all sources (including contributions)2017-12-31$3,405,151
Total of all expenses incurred2017-12-31$747,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$740,174
Expenses. Certain deemed distributions of participant loans2017-12-31$5,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,454,642
Value of total assets at end of year2017-12-31$15,350,113
Value of total assets at beginning of year2017-12-31$12,692,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,548
Total interest from all sources2017-12-31$21,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$969,181
Participant contributions at end of year2017-12-31$342,048
Participant contributions at beginning of year2017-12-31$197,527
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,195
Total non interest bearing cash at end of year2017-12-31$14,207
Total non interest bearing cash at beginning of year2017-12-31$3,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,658,005
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,350,113
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,692,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,548
Value of interest in pooled separate accounts at end of year2017-12-31$12,345,917
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,097,174
Interest on participant loans2017-12-31$14,705
Interest earned on other investments2017-12-31$7,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$643,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$550,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$550,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$2,004,590
Assets. Invements in employer securities at beginning of year2017-12-31$1,843,378
Contributions received in cash from employer2017-12-31$452,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$740,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HEARD, MCELROY & VESTAL, LLC
Accountancy firm EIN2017-12-31720398470
2016 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$976,044
Total unrealized appreciation/depreciation of assets2016-12-31$976,044
Total income from all sources (including contributions)2016-12-31$2,382,372
Total of all expenses incurred2016-12-31$528,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$525,389
Expenses. Certain deemed distributions of participant loans2016-12-31$848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,396,925
Value of total assets at end of year2016-12-31$12,692,108
Value of total assets at beginning of year2016-12-31$10,838,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,222
Total interest from all sources2016-12-31$9,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$885,894
Participant contributions at end of year2016-12-31$197,527
Participant contributions at beginning of year2016-12-31$209,381
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,075
Total non interest bearing cash at end of year2016-12-31$3,524
Total non interest bearing cash at beginning of year2016-12-31$12,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,853,913
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,692,108
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,838,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,222
Value of interest in pooled separate accounts at end of year2016-12-31$10,097,174
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,759,801
Interest on participant loans2016-12-31$9,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$550,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$243,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$243,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$1,843,378
Assets. Invements in employer securities at beginning of year2016-12-31$1,613,129
Contributions received in cash from employer2016-12-31$410,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$525,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HEARD, MCELROY & VESTAL, INC
Accountancy firm EIN2016-12-31720398470
2015 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$117,797
Total unrealized appreciation/depreciation of assets2015-12-31$117,797
Total income from all sources (including contributions)2015-12-31$1,396,967
Total of all expenses incurred2015-12-31$347,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$341,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,270,705
Value of total assets at end of year2015-12-31$10,838,195
Value of total assets at beginning of year2015-12-31$9,788,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,172
Total interest from all sources2015-12-31$8,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$825,981
Participant contributions at end of year2015-12-31$209,381
Participant contributions at beginning of year2015-12-31$188,460
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$71,988
Total non interest bearing cash at end of year2015-12-31$12,344
Total non interest bearing cash at beginning of year2015-12-31$8,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,049,279
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,838,195
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,788,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,172
Value of interest in pooled separate accounts at end of year2015-12-31$8,759,801
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,988,034
Interest on participant loans2015-12-31$8,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$243,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$166,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$166,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$1,613,129
Assets. Invements in employer securities at beginning of year2015-12-31$1,437,708
Contributions received in cash from employer2015-12-31$372,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$341,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HEARD, MCELROY & VESTAL, INC
Accountancy firm EIN2015-12-31720398470
2014 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$559,330
Total unrealized appreciation/depreciation of assets2014-12-31$559,330
Total income from all sources (including contributions)2014-12-31$1,942,455
Total of all expenses incurred2014-12-31$832,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$825,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,374,582
Value of total assets at end of year2014-12-31$9,788,916
Value of total assets at beginning of year2014-12-31$8,678,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,616
Total interest from all sources2014-12-31$8,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$748,533
Participant contributions at end of year2014-12-31$188,460
Participant contributions at beginning of year2014-12-31$160,514
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$288,741
Total non interest bearing cash at end of year2014-12-31$8,116
Total non interest bearing cash at beginning of year2014-12-31$3,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,110,283
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,788,916
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,678,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$6,616
Value of interest in pooled separate accounts at end of year2014-12-31$7,988,034
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,897,818
Interest on participant loans2014-12-31$8,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$166,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$317,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$317,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$1,437,708
Assets. Invements in employer securities at beginning of year2014-12-31$1,298,959
Contributions received in cash from employer2014-12-31$337,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$825,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HEARD, MCELROY & VESTAL, INC
Accountancy firm EIN2014-12-31720398470
2013 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,114,658
Total unrealized appreciation/depreciation of assets2013-12-31$1,114,658
Total income from all sources (including contributions)2013-12-31$2,141,740
Total of all expenses incurred2013-12-31$200,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$193,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,021,936
Value of total assets at end of year2013-12-31$8,678,633
Value of total assets at beginning of year2013-12-31$6,737,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,698
Total interest from all sources2013-12-31$5,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$659,335
Participant contributions at end of year2013-12-31$160,514
Participant contributions at beginning of year2013-12-31$92,241
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$69,572
Total non interest bearing cash at end of year2013-12-31$3,931
Total non interest bearing cash at beginning of year2013-12-31$2,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,941,607
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,678,633
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,737,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,698
Value of interest in pooled separate accounts at end of year2013-12-31$6,897,818
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,074,807
Interest on participant loans2013-12-31$5,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$317,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$321,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$321,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$1,298,959
Assets. Invements in employer securities at beginning of year2013-12-31$1,246,023
Contributions received in cash from employer2013-12-31$293,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$193,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HEARD, MCELROY & VESTAL, INC
Accountancy firm EIN2013-12-31720398470
2012 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$726,969
Total unrealized appreciation/depreciation of assets2012-12-31$726,969
Total income from all sources (including contributions)2012-12-31$1,536,110
Total of all expenses incurred2012-12-31$134,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$125,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$805,316
Value of total assets at end of year2012-12-31$6,737,026
Value of total assets at beginning of year2012-12-31$5,335,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,020
Total interest from all sources2012-12-31$3,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$560,057
Participant contributions at end of year2012-12-31$92,241
Participant contributions at beginning of year2012-12-31$42,091
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,343
Total non interest bearing cash at end of year2012-12-31$2,397
Total non interest bearing cash at beginning of year2012-12-31$4,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,401,118
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,737,026
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,335,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$9,020
Value of interest in pooled separate accounts at end of year2012-12-31$5,074,807
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,906,283
Interest on participant loans2012-12-31$3,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$321,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$303,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$303,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$1,246,023
Assets. Invements in employer securities at beginning of year2012-12-31$1,079,139
Contributions received in cash from employer2012-12-31$228,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$125,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HEARD, MCELROY & VESTAL, LLC
Accountancy firm EIN2012-12-31720398470
2011 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-31,221
Total unrealized appreciation/depreciation of assets2011-12-31$-31,221
Total income from all sources (including contributions)2011-12-31$710,819
Total of all expenses incurred2011-12-31$114,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$105,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$738,577
Value of total assets at end of year2011-12-31$5,335,908
Value of total assets at beginning of year2011-12-31$4,739,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,904
Total interest from all sources2011-12-31$1,641
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,822
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$521,462
Participant contributions at end of year2011-12-31$42,091
Participant contributions at beginning of year2011-12-31$15,843
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,041
Total non interest bearing cash at end of year2011-12-31$4,788
Total non interest bearing cash at beginning of year2011-12-31$4,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$596,640
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,335,908
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,739,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,904
Value of interest in pooled separate accounts at end of year2011-12-31$3,906,283
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,541,323
Interest on participant loans2011-12-31$1,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$303,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$224,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$224,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$1,079,139
Assets. Invements in employer securities at beginning of year2011-12-31$953,042
Contributions received in cash from employer2011-12-31$203,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$105,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HEARD, MCELROY & VESTAL, LLC
Accountancy firm EIN2011-12-31720398470
2010 : RED RIVER BANK 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$547,899
Total unrealized appreciation/depreciation of assets2010-12-31$547,899
Total income from all sources (including contributions)2010-12-31$1,275,493
Total of all expenses incurred2010-12-31$275,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$266,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$727,510
Value of total assets at end of year2010-12-31$4,739,268
Value of total assets at beginning of year2010-12-31$3,739,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,795
Total interest from all sources2010-12-31$84
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$495,637
Participant contributions at end of year2010-12-31$15,843
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,570
Total non interest bearing cash at end of year2010-12-31$4,569
Total non interest bearing cash at beginning of year2010-12-31$5,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$999,990
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,739,268
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,739,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,795
Value of interest in pooled separate accounts at end of year2010-12-31$3,541,323
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,197,132
Interest on participant loans2010-12-31$84
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$224,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$221,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$221,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$953,042
Assets. Invements in employer securities at beginning of year2010-12-31$308,988
Contributions received in cash from employer2010-12-31$192,303
Employer contributions (assets) at beginning of year2010-12-31$6,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$266,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HEARD, MCELROY & VESTAL, LLC
Accountancy firm EIN2010-12-31720398470

Form 5500 Responses for RED RIVER BANK 401(K) PROFIT SHARING PLAN

2023: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RED RIVER BANK 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered307
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered298
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered292
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered292
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,730
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,730
Amount paid for insurance broker fees0
Insurance broker organization code?2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered281
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,828
Total amount of fees paid to insurance companyUSD $409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,828
Amount paid for insurance broker fees0
Insurance broker organization code?2
Insurance broker namePEARCE, BEVILL, LEESBURG, MOORE, PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered253
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $21,301
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,301
Insurance broker organization code?2
Insurance broker nameSTIFEL, NICOLAUS & COMPANY, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered252
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,293
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,293
Insurance broker organization code?2
Insurance broker nameSTERNE, AGEE & LEACH, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered228
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,106
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,106
Insurance broker organization code?2
Amount paid for insurance broker fees0
Insurance broker namePEARCE, BEVILL, LEESBURG, MOORE, PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered212
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,278
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,772
Insurance broker organization code?2
Insurance broker namePEARCE, BEVILL, LEESBURG, MOORE, PC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered203
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,994
Total amount of fees paid to insurance companyUSD $1,930
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79756
Policy instance 1
Insurance contract or identification number79756
Number of Individuals Covered192
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,960
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,584
Insurance broker organization code?2
Insurance broker nameVARIOUS MUTUAL FUND COMPANIES

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1