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ROBERT LEE STATE BANK RETIREMENT PLAN 401k Plan overview

Plan NameROBERT LEE STATE BANK RETIREMENT PLAN
Plan identification number 001

ROBERT LEE STATE BANK RETIREMENT 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).
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT LEE STATE BANK has sponsored the creation of one or more 401k plans.

Company Name:ROBERT LEE STATE BANK
Employer identification number (EIN):750526970
NAIC Classification:551111
NAIC Description:Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT LEE STATE BANK RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01STEPHEN MYERS2012-01-27
0012010-01-01STEPHEN MYERS2011-08-08
0012007-01-01STEPHEN MYERS

Plan Statistics for ROBERT LEE STATE BANK RETIREMENT PLAN

401k plan membership statisitcs for ROBERT LEE STATE BANK RETIREMENT PLAN

Measure Date Value
2007: ROBERT LEE STATE BANK RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0118
Total number of active participants reported on line 7a of the Form 55002007-01-0114
Number of retired or separated participants receiving benefits2007-01-011
Number of other retired or separated participants entitled to future benefits2007-01-013
Total of all active and inactive participants2007-01-0118
Total participants2007-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-011

Form 5500 Responses for ROBERT LEE STATE BANK RETIREMENT PLAN

2007: ROBERT LEE STATE BANK RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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