Logo

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

Plan NameFIRST NATIONAL BANK OF REFUGIO DEFINED BENEFIT PENSION PLAN
Plan identification number 001

FIRST NATIONAL BANK OF REFUGIO DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

VANTAGE BANK TEXAS has sponsored the creation of one or more 401k plans.

Company Name:VANTAGE BANK TEXAS
Employer identification number (EIN):740856797
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-05-01PATRICIA TERRY2016-12-29
0012015-05-01PATRICIA TERRY2016-10-06
0012014-05-01PATRICIA TERRY2015-08-24
0012013-05-01PATRICIA TERRY2014-11-18
0012012-05-01PATRICIA TERRY2013-10-29
0012011-05-01PATRICIA TERRY2012-11-29
0012010-05-01PATRICIA TERRY2011-11-29
0012007-05-01

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

Measure Date Value
2008 : FIRST NATIONAL BANK OF REFUGIO DEFINED BENEFIT PENSION PLAN 2008 401k financial data
Total income from all sources2008-04-30$191,622
Expenses. Total of all expenses incurred2008-04-30$438,185
Benefits paid (including direct rollovers)2008-04-30$422,774
Total plan assets at end of year2008-04-30$1,594,592
Total plan assets at beginning of year2008-04-30$1,841,155
Value of fidelity bond covering the plan2008-04-30$2,000,000
Expenses. Other expenses not covered elsewhere2008-04-30$15,411
Other income received2008-04-30$73,161
Net income (gross income less expenses)2008-04-30$-246,563
Net plan assets at end of year (total assets less liabilities)2008-04-30$1,594,592
Net plan assets at beginning of year (total assets less liabilities)2008-04-30$1,841,155
Total contributions received or receivable from employer(s)2008-04-30$118,461

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

2007: FIRST NATIONAL BANK OF REFUGIO DEFINED BENEFIT PENSION PLAN 2007 form 5500 responses
2007-05-01Type of plan entitySingle employer plan
2007-05-01Submission has been amendedNo
2007-05-01This submission is the final filingNo
2007-05-01This return/report is a short plan year return/report (less than 12 months)No
2007-05-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG602374-0007
Policy instance 1
Insurance contract or identification numberG602374-0007
Number of Individuals Covered9
Insurance policy start date2007-05-01
Insurance policy end date2008-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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