INVESTAR HOLDING CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INVESTAR HOLDING CORPORATION 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2024 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2024-01-01 | $961,272 |
| Total unrealized appreciation/depreciation of assets | 2024-01-01 | $961,272 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $529,638 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total income from all sources (including contributions) | 2024-01-01 | $7,280,492 |
| Total loss/gain on sale of assets | 2024-01-01 | $85,010 |
| Total of all expenses incurred | 2024-01-01 | $3,154,628 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $2,967,535 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-01 | $3,604,512 |
| Value of total assets at end of year | 2024-01-01 | $26,682,617 |
| Value of total assets at beginning of year | 2024-01-01 | $22,027,115 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $187,093 |
| Total interest from all sources | 2024-01-01 | $55,428 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-01 | $106,152 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2024-01-01 | $46,233 |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Contributions received from participants | 2024-01-01 | $2,145,914 |
| Participant contributions at end of year | 2024-01-01 | $610,508 |
| Participant contributions at beginning of year | 2024-01-01 | $460,987 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2024-01-01 | $404,639 |
| Other income not declared elsewhere | 2024-01-01 | $440 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $4,125,864 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $26,152,979 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $22,027,115 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-01-01 | $2,364,044 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-01-01 | $2,395,660 |
| Value of interest in pooled separate accounts at end of year | 2024-01-01 | $20,192,508 |
| Value of interest in pooled separate accounts at beginning of year | 2024-01-01 | $16,626,719 |
| Interest on participant loans | 2024-01-01 | $49,365 |
| Interest earned on other investments | 2024-01-01 | $6,063 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2024-01-01 | $326,368 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2024-01-01 | $405,879 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-01-01 | $300,075 |
| Net investment gain/loss from pooled separate accounts | 2024-01-01 | $2,167,603 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Assets. Invements in employer securities at end of year | 2024-01-01 | $3,189,189 |
| Assets. Invements in employer securities at beginning of year | 2024-01-01 | $2,137,870 |
| Contributions received in cash from employer | 2024-01-01 | $1,053,959 |
| Income. Dividends from common stock | 2024-01-01 | $59,919 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $2,967,535 |
| Contract administrator fees | 2024-01-01 | $187,093 |
| Liabilities. Value of benefit claims payable at end of year | 2024-01-01 | $529,638 |
| Did the plan have assets held for investment | 2024-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | No |
| Aggregate proceeds on sale of assets | 2024-01-01 | $394,163 |
| Aggregate carrying amount (costs) on sale of assets | 2024-01-01 | $309,153 |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | EISNERAMPER LLP |
| Accountancy firm EIN | 2024-01-01 | 871363769 |
| 2023 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $-590,229 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $-590,229 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,830,019 |
| Total loss/gain on sale of assets | 2023-12-31 | $-241,526 |
| Total of all expenses incurred | 2023-12-31 | $2,137,286 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,990,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,833,976 |
| Value of total assets at end of year | 2023-12-31 | $22,027,115 |
| Value of total assets at beginning of year | 2023-12-31 | $18,334,382 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $146,431 |
| Total interest from all sources | 2023-12-31 | $32,300 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $102,235 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $49,924 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $2,006,412 |
| Participant contributions at end of year | 2023-12-31 | $460,987 |
| Participant contributions at beginning of year | 2023-12-31 | $338,351 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $825,566 |
| Other income not declared elsewhere | 2023-12-31 | $580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,692,733 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $22,027,115 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $18,334,382 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,395,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,917,623 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $16,626,719 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $12,885,101 |
| Interest on participant loans | 2023-12-31 | $25,064 |
| Interest earned on other investments | 2023-12-31 | $7,236 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $405,879 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $494,203 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $300,871 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $2,391,812 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Assets. Invements in employer securities at end of year | 2023-12-31 | $2,137,870 |
| Assets. Invements in employer securities at beginning of year | 2023-12-31 | $2,699,104 |
| Contributions received in cash from employer | 2023-12-31 | $1,001,998 |
| Income. Dividends from common stock | 2023-12-31 | $52,311 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,990,855 |
| Contract administrator fees | 2023-12-31 | $146,431 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $369,671 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $611,197 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | EISNERAMPER LLP |
| Accountancy firm EIN | 2023-12-31 | 871363769 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $-590,229 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $-590,229 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $5,830,019 |
| Total loss/gain on sale of assets | 2023-01-01 | $-241,526 |
| Total of all expenses incurred | 2023-01-01 | $2,137,286 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,990,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $3,833,976 |
| Value of total assets at end of year | 2023-01-01 | $22,027,115 |
| Value of total assets at beginning of year | 2023-01-01 | $18,334,382 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $146,431 |
| Total interest from all sources | 2023-01-01 | $32,300 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $102,235 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $49,924 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $2,006,412 |
| Participant contributions at end of year | 2023-01-01 | $460,987 |
| Participant contributions at beginning of year | 2023-01-01 | $338,351 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $825,566 |
| Other income not declared elsewhere | 2023-01-01 | $580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,692,733 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $22,027,115 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $18,334,382 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $2,395,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,917,623 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $16,626,719 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $12,885,101 |
| Interest on participant loans | 2023-01-01 | $25,064 |
| Interest earned on other investments | 2023-01-01 | $7,236 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $405,879 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $494,203 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $300,871 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $2,391,812 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Assets. Invements in employer securities at end of year | 2023-01-01 | $2,137,870 |
| Assets. Invements in employer securities at beginning of year | 2023-01-01 | $2,699,104 |
| Contributions received in cash from employer | 2023-01-01 | $1,001,998 |
| Income. Dividends from common stock | 2023-01-01 | $52,311 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,990,855 |
| Contract administrator fees | 2023-01-01 | $146,431 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $369,671 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $611,197 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | EISNERAMPER LLP |
| Accountancy firm EIN | 2023-01-01 | 871363769 |
| 2022 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $322,310 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $322,310 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $733,561 |
| Total loss/gain on sale of assets | 2022-12-31 | $35,053 |
| Total of all expenses incurred | 2022-12-31 | $3,108,807 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,966,911 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,305,542 |
| Value of total assets at end of year | 2022-12-31 | $18,334,382 |
| Value of total assets at beginning of year | 2022-12-31 | $20,709,628 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $141,896 |
| Total interest from all sources | 2022-12-31 | $27,949 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $79,588 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $37,758 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,915,767 |
| Participant contributions at end of year | 2022-12-31 | $338,351 |
| Participant contributions at beginning of year | 2022-12-31 | $563,844 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $362,302 |
| Other income not declared elsewhere | 2022-12-31 | $284 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,375,246 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,334,382 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,709,628 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,917,623 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,268,209 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $12,885,101 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $15,190,228 |
| Interest on participant loans | 2022-12-31 | $20,803 |
| Interest earned on other investments | 2022-12-31 | $7,146 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $494,203 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $452,943 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-420,695 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,616,470 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Assets. Invements in employer securities at end of year | 2022-12-31 | $2,699,104 |
| Assets. Invements in employer securities at beginning of year | 2022-12-31 | $2,234,404 |
| Contributions received in cash from employer | 2022-12-31 | $1,027,473 |
| Income. Dividends from common stock | 2022-12-31 | $41,830 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,966,911 |
| Contract administrator fees | 2022-12-31 | $141,896 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $504,246 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $469,193 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | POSTLETHWAITE AND NETTERVILLE |
| Accountancy firm EIN | 2022-12-31 | 721202445 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $322,310 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $322,310 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $733,561 |
| Total loss/gain on sale of assets | 2022-01-01 | $35,053 |
| Total of all expenses incurred | 2022-01-01 | $3,108,807 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,966,911 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $3,305,542 |
| Value of total assets at end of year | 2022-01-01 | $18,334,382 |
| Value of total assets at beginning of year | 2022-01-01 | $20,709,628 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $141,896 |
| Total interest from all sources | 2022-01-01 | $27,949 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $79,588 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $37,758 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,915,767 |
| Participant contributions at end of year | 2022-01-01 | $338,351 |
| Participant contributions at beginning of year | 2022-01-01 | $563,844 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $362,302 |
| Other income not declared elsewhere | 2022-01-01 | $284 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-2,375,246 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $18,334,382 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $20,709,628 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,917,623 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,268,209 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $12,885,101 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $15,190,228 |
| Interest on participant loans | 2022-01-01 | $20,803 |
| Interest earned on other investments | 2022-01-01 | $7,146 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $494,203 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $452,943 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-420,695 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-2,616,470 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Assets. Invements in employer securities at end of year | 2022-01-01 | $2,699,104 |
| Assets. Invements in employer securities at beginning of year | 2022-01-01 | $2,234,404 |
| Contributions received in cash from employer | 2022-01-01 | $1,027,473 |
| Income. Dividends from common stock | 2022-01-01 | $41,830 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,966,911 |
| Contract administrator fees | 2022-01-01 | $141,896 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Aggregate proceeds on sale of assets | 2022-01-01 | $504,246 |
| Aggregate carrying amount (costs) on sale of assets | 2022-01-01 | $469,193 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | POSTLETHWAITE AND NETTERVILLE |
| Accountancy firm EIN | 2022-01-01 | 721202445 |
| 2021 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $59,464 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $59,464 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $6,552,038 |
| Total loss/gain on sale of assets | 2021-12-31 | $146,116 |
| Total of all expenses incurred | 2021-12-31 | $3,068,051 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,902,788 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,960,172 |
| Value of total assets at end of year | 2021-12-31 | $20,709,628 |
| Value of total assets at beginning of year | 2021-12-31 | $17,225,641 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $165,263 |
| Total interest from all sources | 2021-12-31 | $29,416 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $66,193 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $28,249 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,830,520 |
| Participant contributions at end of year | 2021-12-31 | $563,844 |
| Participant contributions at beginning of year | 2021-12-31 | $397,561 |
| Participant contributions at beginning of year | 2021-12-31 | $47,534 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,138,853 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $268 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,483,987 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,709,628 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,225,641 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,268,209 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,905,759 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $15,190,228 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $12,648,157 |
| Interest on participant loans | 2021-12-31 | $24,469 |
| Interest earned on other investments | 2021-12-31 | $4,947 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $452,943 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $254,749 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $276,259 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,014,418 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Invements in employer securities at end of year | 2021-12-31 | $2,234,404 |
| Assets. Invements in employer securities at beginning of year | 2021-12-31 | $1,943,362 |
| Contributions received in cash from employer | 2021-12-31 | $990,799 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $28,519 |
| Income. Dividends from common stock | 2021-12-31 | $37,944 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,902,520 |
| Contract administrator fees | 2021-12-31 | $165,263 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $803,887 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $657,771 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | POSTLETHWAITE AND NETTERVILLE |
| Accountancy firm EIN | 2021-12-31 | 721202445 |
| 2020 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-522,520 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-522,520 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $5,503,057 |
| Total loss/gain on sale of assets | 2020-12-31 | $-100,224 |
| Total of all expenses incurred | 2020-12-31 | $1,751,830 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,633,553 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of total corrective distributions | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,987,607 |
| Value of total assets at end of year | 2020-12-31 | $17,225,641 |
| Value of total assets at beginning of year | 2020-12-31 | $13,474,414 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $118,277 |
| Total income from rents | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $23,527 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $48,894 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $24,289 |
| Administrative expenses professional fees incurred | 2020-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
| Contributions received from participants | 2020-12-31 | $1,689,909 |
| Participant contributions at end of year | 2020-12-31 | $397,561 |
| Participant contributions at beginning of year | 2020-12-31 | $346,543 |
| Participant contributions at end of year | 2020-12-31 | $47,534 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,156,486 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,751,227 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,225,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,474,414 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
| Investment advisory and management fees | 2020-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,905,759 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,544,567 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $12,648,157 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $9,230,710 |
| Interest on participant loans | 2020-12-31 | $20,848 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $2,679 |
| Income. Interest from US Government securities | 2020-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $254,749 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $165,688 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $247,401 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,818,372 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Assets. Invements in employer securities at end of year | 2020-12-31 | $1,943,362 |
| Assets. Invements in employer securities at beginning of year | 2020-12-31 | $2,186,906 |
| Contributions received in cash from employer | 2020-12-31 | $1,141,212 |
| Employer contributions (assets) at end of year | 2020-12-31 | $28,519 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Income. Dividends from preferred stock | 2020-12-31 | $0 |
| Income. Dividends from common stock | 2020-12-31 | $24,605 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,633,553 |
| Contract administrator fees | 2020-12-31 | $118,277 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $174,786 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $275,010 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2020-12-31 | 721202445 |
| 2019 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-56,670 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-56,670 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,994,355 |
| Total loss/gain on sale of assets | 2019-12-31 | $-16,102 |
| Total of all expenses incurred | 2019-12-31 | $1,499,586 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,405,078 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of total corrective distributions | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,242,210 |
| Value of total assets at end of year | 2019-12-31 | $13,474,414 |
| Value of total assets at beginning of year | 2019-12-31 | $8,979,645 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $94,508 |
| Total income from rents | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $17,939 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $44,033 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $25,507 |
| Administrative expenses professional fees incurred | 2019-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
| Contributions received from participants | 2019-12-31 | $1,393,151 |
| Participant contributions at end of year | 2019-12-31 | $346,543 |
| Participant contributions at beginning of year | 2019-12-31 | $212,003 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $4,370 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,085,550 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $4,494,769 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,474,414 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,979,645 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
| Investment advisory and management fees | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,544,567 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,163,052 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $9,230,710 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,433,805 |
| Interest on participant loans | 2019-12-31 | $15,216 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $2,723 |
| Income. Interest from US Government securities | 2019-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $165,688 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $152,388 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $240,383 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,522,562 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Assets. Invements in employer securities at end of year | 2019-12-31 | $2,186,906 |
| Assets. Invements in employer securities at beginning of year | 2019-12-31 | $1,863,829 |
| Contributions received in cash from employer | 2019-12-31 | $763,509 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $150,198 |
| Income. Dividends from preferred stock | 2019-12-31 | $0 |
| Income. Dividends from common stock | 2019-12-31 | $18,526 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,405,078 |
| Contract administrator fees | 2019-12-31 | $94,508 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $254,561 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $270,663 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2019-12-31 | 721202445 |
| 2018 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $17,722 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $17,722 |
| Total transfer of assets to this plan | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $2,025,772 |
| Total loss/gain on sale of assets | 2018-12-31 | $9,221 |
| Total of all expenses incurred | 2018-12-31 | $575,862 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $502,354 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of total corrective distributions | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,513,654 |
| Value of total assets at end of year | 2018-12-31 | $8,979,645 |
| Value of total assets at beginning of year | 2018-12-31 | $7,529,735 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $73,508 |
| Total income from rents | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $11,080 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $29,908 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $19,390 |
| Administrative expenses professional fees incurred | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
| Contributions received from participants | 2018-12-31 | $1,171,069 |
| Participant contributions at end of year | 2018-12-31 | $212,003 |
| Participant contributions at beginning of year | 2018-12-31 | $101,788 |
| Participant contributions at end of year | 2018-12-31 | $4,370 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $519,729 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $1,449,910 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,979,645 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,529,735 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
| Investment advisory and management fees | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,163,052 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $950,426 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $5,433,805 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $4,824,844 |
| Interest on participant loans | 2018-12-31 | $9,342 |
| Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
| Interest earned on other investments | 2018-12-31 | $1,738 |
| Income. Interest from US Government securities | 2018-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $152,388 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $66,904 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-103,578 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-452,235 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Assets. Invements in employer securities at end of year | 2018-12-31 | $1,863,829 |
| Assets. Invements in employer securities at beginning of year | 2018-12-31 | $1,585,773 |
| Contributions received in cash from employer | 2018-12-31 | $822,856 |
| Employer contributions (assets) at end of year | 2018-12-31 | $150,198 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Income. Dividends from preferred stock | 2018-12-31 | $0 |
| Income. Dividends from common stock | 2018-12-31 | $10,518 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $502,354 |
| Contract administrator fees | 2018-12-31 | $73,508 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $195,244 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $186,023 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2018-12-31 | 721202445 |
| 2017 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $276,712 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $276,712 |
| Total transfer of assets to this plan | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $2,937,668 |
| Total loss/gain on sale of assets | 2017-12-31 | $18,863 |
| Total of all expenses incurred | 2017-12-31 | $639,546 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $584,548 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,823,691 |
| Value of total assets at end of year | 2017-12-31 | $7,529,735 |
| Value of total assets at beginning of year | 2017-12-31 | $5,231,613 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $54,998 |
| Total income from rents | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $5,995 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $19,642 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $14,887 |
| Administrative expenses professional fees incurred | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
| Contributions received from participants | 2017-12-31 | $813,610 |
| Participant contributions at end of year | 2017-12-31 | $101,788 |
| Participant contributions at beginning of year | 2017-12-31 | $136,211 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $558,928 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $135 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Other income not declared elsewhere | 2017-12-31 | $6 |
| Administrative expenses (other) incurred | 2017-12-31 | $14 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
| Total non interest bearing cash at end of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $2,298,122 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,529,735 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,231,613 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $950,426 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $779,550 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $4,824,844 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $3,339,511 |
| Interest on participant loans | 2017-12-31 | $4,872 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
| Interest earned on other investments | 2017-12-31 | $1,123 |
| Income. Interest from US Government securities | 2017-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $66,904 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $64,660 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $121,338 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $671,421 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $1,585,773 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $911,681 |
| Contributions received in cash from employer | 2017-12-31 | $451,153 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Income. Dividends from preferred stock | 2017-12-31 | $0 |
| Income. Dividends from common stock | 2017-12-31 | $4,755 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $584,413 |
| Contract administrator fees | 2017-12-31 | $54,984 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $121,927 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $103,064 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2017-12-31 | 721202445 |
| 2016 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $106,225 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $106,225 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,668,773 |
| Total loss/gain on sale of assets | 2016-12-31 | $-20,435 |
| Total of all expenses incurred | 2016-12-31 | $798,494 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $758,095 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of total corrective distributions | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,299,510 |
| Value of total assets at end of year | 2016-12-31 | $5,231,613 |
| Value of total assets at beginning of year | 2016-12-31 | $4,361,334 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $40,399 |
| Total income from rents | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $5,914 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $15,348 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $13,737 |
| Administrative expenses professional fees incurred | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
| Contributions received from participants | 2016-12-31 | $696,525 |
| Participant contributions at end of year | 2016-12-31 | $136,211 |
| Participant contributions at beginning of year | 2016-12-31 | $116,402 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $207,837 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $75 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
| Other income not declared elsewhere | 2016-12-31 | $0 |
| Administrative expenses (other) incurred | 2016-12-31 | $2 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
| Total non interest bearing cash at end of year | 2016-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $870,279 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,231,613 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,361,334 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
| Investment advisory and management fees | 2016-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $779,550 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $719,466 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $3,339,511 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,993,067 |
| Interest on participant loans | 2016-12-31 | $5,125 |
| Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
| Interest earned on other investments | 2016-12-31 | $789 |
| Income. Interest from US Government securities | 2016-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $64,660 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $6,042 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $49,475 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $212,736 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Assets. Invements in employer securities at end of year | 2016-12-31 | $911,681 |
| Assets. Invements in employer securities at beginning of year | 2016-12-31 | $526,357 |
| Contributions received in cash from employer | 2016-12-31 | $395,148 |
| Employer contributions (assets) at end of year | 2016-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Income. Dividends from preferred stock | 2016-12-31 | $0 |
| Income. Dividends from common stock | 2016-12-31 | $1,611 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $758,020 |
| Contract administrator fees | 2016-12-31 | $40,397 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $131,026 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $151,461 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2016-12-31 | 721202445 |
| 2015 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $35,755 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $35,755 |
| Total transfer of assets to this plan | 2015-12-31 | $3,569,934 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,274,306 |
| Total loss/gain on sale of assets | 2015-12-31 | $3,583 |
| Total of all expenses incurred | 2015-12-31 | $482,906 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $452,000 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of total corrective distributions | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,369,753 |
| Value of total assets at end of year | 2015-12-31 | $4,361,334 |
| Value of total assets at beginning of year | 2015-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $30,906 |
| Total income from rents | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $3,883 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $9,428 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $8,944 |
| Administrative expenses professional fees incurred | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $0 |
| Contributions received from participants | 2015-12-31 | $608,319 |
| Participant contributions at end of year | 2015-12-31 | $116,402 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $409,282 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Other income not declared elsewhere | 2015-12-31 | $0 |
| Administrative expenses (other) incurred | 2015-12-31 | $16 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $791,400 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,361,334 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-12-31 | $0 |
| Investment advisory and management fees | 2015-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $719,466 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,993,067 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
| Interest on participant loans | 2015-12-31 | $3,779 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Interest earned on other investments | 2015-12-31 | $104 |
| Income. Interest from US Government securities | 2015-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $6,042 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-34,032 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-114,064 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Assets. Invements in employer securities at end of year | 2015-12-31 | $526,357 |
| Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
| Contributions received in cash from employer | 2015-12-31 | $352,152 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Income. Dividends from preferred stock | 2015-12-31 | $0 |
| Income. Dividends from common stock | 2015-12-31 | $484 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $452,000 |
| Contract administrator fees | 2015-12-31 | $30,890 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $30,475 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $26,892 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2015-12-31 | 721202445 |