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INVESTAR HOLDING CORPORATION 401(K) PLAN 401k Plan overview

Plan NameINVESTAR HOLDING CORPORATION 401(K) PLAN
Plan identification number 001

INVESTAR HOLDING CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INVESTAR HOLDING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:INVESTAR HOLDING CORPORATION
Employer identification number (EIN):271560715
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INVESTAR HOLDING CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01THOMAS ALDRICH
0012023-01-01
0012023-01-01THOMAS ALDRICH
0012022-01-01
0012022-01-01THOMAS ALDRICH
0012021-01-01
0012021-01-01
0012021-01-01THOMAS ALDRICH
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS ALDRICH THOMAS ALDRICH2018-07-17
0012016-01-01THOMAS ALDRICH THOMAS ALDRICH2017-07-03
0012015-03-01THOMAS ALDRICH THOMAS ALDRICH2016-07-13

Financial Data on 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) assets2024-01-01$961,272
Total unrealized appreciation/depreciation of assets2024-01-01$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 assets2024-01-01$85,010
Total of all expenses incurred2024-01-01$3,154,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$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 year2024-01-01$26,682,617
Value of total assets at beginning of year2024-01-01$22,027,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$187,093
Total interest from all sources2024-01-01$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 year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$46,233
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$10,000,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$2,145,914
Participant contributions at end of year2024-01-01$610,508
Participant contributions at beginning of year2024-01-01$460,987
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$404,639
Other income not declared elsewhere2024-01-01$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$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)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$2,364,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$2,395,660
Value of interest in pooled separate accounts at end of year2024-01-01$20,192,508
Value of interest in pooled separate accounts at beginning of year2024-01-01$16,626,719
Interest on participant loans2024-01-01$49,365
Interest earned on other investments2024-01-01$6,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2024-01-01$326,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2024-01-01$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 accounts2024-01-01$2,167,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01Yes
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Assets. Invements in employer securities at end of year2024-01-01$3,189,189
Assets. Invements in employer securities at beginning of year2024-01-01$2,137,870
Contributions received in cash from employer2024-01-01$1,053,959
Income. Dividends from common stock2024-01-01$59,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$2,967,535
Contract administrator fees2024-01-01$187,093
Liabilities. Value of benefit claims payable at end of year2024-01-01$529,638
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Aggregate proceeds on sale of assets2024-01-01$394,163
Aggregate carrying amount (costs) on sale of assets2024-01-01$309,153
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01EISNERAMPER LLP
Accountancy firm EIN2024-01-01871363769
2023 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-590,229
Total unrealized appreciation/depreciation of assets2023-12-31$-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$5,830,019
Total loss/gain on sale of assets2023-12-31$-241,526
Total of all expenses incurred2023-12-31$2,137,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$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 year2023-12-31$22,027,115
Value of total assets at beginning of year2023-12-31$18,334,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$146,431
Total interest from all sources2023-12-31$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 year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$49,924
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,006,412
Participant contributions at end of year2023-12-31$460,987
Participant contributions at beginning of year2023-12-31$338,351
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$825,566
Other income not declared elsewhere2023-12-31$580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$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)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,395,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,917,623
Value of interest in pooled separate accounts at end of year2023-12-31$16,626,719
Value of interest in pooled separate accounts at beginning of year2023-12-31$12,885,101
Interest on participant loans2023-12-31$25,064
Interest earned on other investments2023-12-31$7,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$405,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$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 accounts2023-12-31$2,391,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$2,137,870
Assets. Invements in employer securities at beginning of year2023-12-31$2,699,104
Contributions received in cash from employer2023-12-31$1,001,998
Income. Dividends from common stock2023-12-31$52,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,990,855
Contract administrator fees2023-12-31$146,431
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$369,671
Aggregate carrying amount (costs) on sale of assets2023-12-31$611,197
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EISNERAMPER LLP
Accountancy firm EIN2023-12-31871363769
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$-590,229
Total unrealized appreciation/depreciation of assets2023-01-01$-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$5,830,019
Total loss/gain on sale of assets2023-01-01$-241,526
Total of all expenses incurred2023-01-01$2,137,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$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 year2023-01-01$22,027,115
Value of total assets at beginning of year2023-01-01$18,334,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$146,431
Total interest from all sources2023-01-01$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 year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$49,924
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,006,412
Participant contributions at end of year2023-01-01$460,987
Participant contributions at beginning of year2023-01-01$338,351
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$825,566
Other income not declared elsewhere2023-01-01$580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$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)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$2,395,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,917,623
Value of interest in pooled separate accounts at end of year2023-01-01$16,626,719
Value of interest in pooled separate accounts at beginning of year2023-01-01$12,885,101
Interest on participant loans2023-01-01$25,064
Interest earned on other investments2023-01-01$7,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$405,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$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 accounts2023-01-01$2,391,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$2,137,870
Assets. Invements in employer securities at beginning of year2023-01-01$2,699,104
Contributions received in cash from employer2023-01-01$1,001,998
Income. Dividends from common stock2023-01-01$52,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,990,855
Contract administrator fees2023-01-01$146,431
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$369,671
Aggregate carrying amount (costs) on sale of assets2023-01-01$611,197
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01EISNERAMPER LLP
Accountancy firm EIN2023-01-01871363769
2022 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$322,310
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$35,053
Total of all expenses incurred2022-12-31$3,108,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$18,334,382
Value of total assets at beginning of year2022-12-31$20,709,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$141,896
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$37,758
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,915,767
Participant contributions at end of year2022-12-31$338,351
Participant contributions at beginning of year2022-12-31$563,844
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$362,302
Other income not declared elsewhere2022-12-31$284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,917,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,268,209
Value of interest in pooled separate accounts at end of year2022-12-31$12,885,101
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,190,228
Interest on participant loans2022-12-31$20,803
Interest earned on other investments2022-12-31$7,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$494,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$452,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-420,695
Net investment gain/loss from pooled separate accounts2022-12-31$-2,616,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$2,699,104
Assets. Invements in employer securities at beginning of year2022-12-31$2,234,404
Contributions received in cash from employer2022-12-31$1,027,473
Income. Dividends from common stock2022-12-31$41,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,966,911
Contract administrator fees2022-12-31$141,896
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$504,246
Aggregate carrying amount (costs) on sale of assets2022-12-31$469,193
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2022-12-31721202445
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$322,310
Total unrealized appreciation/depreciation of assets2022-01-01$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 assets2022-01-01$35,053
Total of all expenses incurred2022-01-01$3,108,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$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 year2022-01-01$18,334,382
Value of total assets at beginning of year2022-01-01$20,709,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$141,896
Total interest from all sources2022-01-01$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 year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$37,758
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,915,767
Participant contributions at end of year2022-01-01$338,351
Participant contributions at beginning of year2022-01-01$563,844
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$362,302
Other income not declared elsewhere2022-01-01$284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-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)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,917,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,268,209
Value of interest in pooled separate accounts at end of year2022-01-01$12,885,101
Value of interest in pooled separate accounts at beginning of year2022-01-01$15,190,228
Interest on participant loans2022-01-01$20,803
Interest earned on other investments2022-01-01$7,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$494,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$452,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-420,695
Net investment gain/loss from pooled separate accounts2022-01-01$-2,616,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$2,699,104
Assets. Invements in employer securities at beginning of year2022-01-01$2,234,404
Contributions received in cash from employer2022-01-01$1,027,473
Income. Dividends from common stock2022-01-01$41,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,966,911
Contract administrator fees2022-01-01$141,896
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$504,246
Aggregate carrying amount (costs) on sale of assets2022-01-01$469,193
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2022-01-01721202445
2021 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$59,464
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$146,116
Total of all expenses incurred2021-12-31$3,068,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$20,709,628
Value of total assets at beginning of year2021-12-31$17,225,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$165,263
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$28,249
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,830,520
Participant contributions at end of year2021-12-31$563,844
Participant contributions at beginning of year2021-12-31$397,561
Participant contributions at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,268,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,905,759
Value of interest in pooled separate accounts at end of year2021-12-31$15,190,228
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,648,157
Interest on participant loans2021-12-31$24,469
Interest earned on other investments2021-12-31$4,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$452,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 accounts2021-12-31$2,014,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$2,234,404
Assets. Invements in employer securities at beginning of year2021-12-31$1,943,362
Contributions received in cash from employer2021-12-31$990,799
Employer contributions (assets) at beginning of year2021-12-31$28,519
Income. Dividends from common stock2021-12-31$37,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,902,520
Contract administrator fees2021-12-31$165,263
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$803,887
Aggregate carrying amount (costs) on sale of assets2021-12-31$657,771
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2021-12-31721202445
2020 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-522,520
Total unrealized appreciation/depreciation of assets2020-12-31$-522,520
Total transfer of assets to this plan2020-12-31$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$5,503,057
Total loss/gain on sale of assets2020-12-31$-100,224
Total of all expenses incurred2020-12-31$1,751,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,633,553
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$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 year2020-12-31$17,225,641
Value of total assets at beginning of year2020-12-31$13,474,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$118,277
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$24,289
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,689,909
Participant contributions at end of year2020-12-31$397,561
Participant contributions at beginning of year2020-12-31$346,543
Participant contributions at end of year2020-12-31$47,534
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,905,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,544,567
Value of interest in pooled separate accounts at end of year2020-12-31$12,648,157
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,230,710
Interest on participant loans2020-12-31$20,848
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$2,679
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$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 year2020-12-31$254,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$165,688
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$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 accounts2020-12-31$1,818,372
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$1,943,362
Assets. Invements in employer securities at beginning of year2020-12-31$2,186,906
Contributions received in cash from employer2020-12-31$1,141,212
Employer contributions (assets) at end of year2020-12-31$28,519
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$24,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,633,553
Contract administrator fees2020-12-31$118,277
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$174,786
Aggregate carrying amount (costs) on sale of assets2020-12-31$275,010
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2020-12-31721202445
2019 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-56,670
Total unrealized appreciation/depreciation of assets2019-12-31$-56,670
Total transfer of assets to this plan2019-12-31$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$5,994,355
Total loss/gain on sale of assets2019-12-31$-16,102
Total of all expenses incurred2019-12-31$1,499,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,405,078
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$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 year2019-12-31$13,474,414
Value of total assets at beginning of year2019-12-31$8,979,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$94,508
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$25,507
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,393,151
Participant contributions at end of year2019-12-31$346,543
Participant contributions at beginning of year2019-12-31$212,003
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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 year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,544,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,163,052
Value of interest in pooled separate accounts at end of year2019-12-31$9,230,710
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,433,805
Interest on participant loans2019-12-31$15,216
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$2,723
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$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 year2019-12-31$165,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$152,388
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$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 accounts2019-12-31$1,522,562
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$2,186,906
Assets. Invements in employer securities at beginning of year2019-12-31$1,863,829
Contributions received in cash from employer2019-12-31$763,509
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$150,198
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$18,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,405,078
Contract administrator fees2019-12-31$94,508
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$254,561
Aggregate carrying amount (costs) on sale of assets2019-12-31$270,663
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2019-12-31721202445
2018 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$17,722
Total unrealized appreciation/depreciation of assets2018-12-31$17,722
Total transfer of assets to this plan2018-12-31$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 assets2018-12-31$9,221
Total of all expenses incurred2018-12-31$575,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$502,354
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$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 year2018-12-31$8,979,645
Value of total assets at beginning of year2018-12-31$7,529,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$73,508
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$19,390
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,171,069
Participant contributions at end of year2018-12-31$212,003
Participant contributions at beginning of year2018-12-31$101,788
Participant contributions at end of year2018-12-31$4,370
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
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 year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,163,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$950,426
Value of interest in pooled separate accounts at end of year2018-12-31$5,433,805
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,824,844
Interest on participant loans2018-12-31$9,342
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$1,738
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$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 year2018-12-31$152,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$66,904
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-103,578
Net investment gain/loss from pooled separate accounts2018-12-31$-452,235
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,863,829
Assets. Invements in employer securities at beginning of year2018-12-31$1,585,773
Contributions received in cash from employer2018-12-31$822,856
Employer contributions (assets) at end of year2018-12-31$150,198
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$10,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$502,354
Contract administrator fees2018-12-31$73,508
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$195,244
Aggregate carrying amount (costs) on sale of assets2018-12-31$186,023
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2018-12-31721202445
2017 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$276,712
Total unrealized appreciation/depreciation of assets2017-12-31$276,712
Total transfer of assets to this plan2017-12-31$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 assets2017-12-31$18,863
Total of all expenses incurred2017-12-31$639,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$584,548
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$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 year2017-12-31$7,529,735
Value of total assets at beginning of year2017-12-31$5,231,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,998
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,887
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$813,610
Participant contributions at end of year2017-12-31$101,788
Participant contributions at beginning of year2017-12-31$136,211
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$6
Administrative expenses (other) incurred2017-12-31$14
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
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 year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$950,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$779,550
Value of interest in pooled separate accounts at end of year2017-12-31$4,824,844
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,339,511
Interest on participant loans2017-12-31$4,872
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$1,123
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$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 year2017-12-31$66,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$64,660
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$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 accounts2017-12-31$671,421
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$1,585,773
Assets. Invements in employer securities at beginning of year2017-12-31$911,681
Contributions received in cash from employer2017-12-31$451,153
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$4,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$584,413
Contract administrator fees2017-12-31$54,984
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$121,927
Aggregate carrying amount (costs) on sale of assets2017-12-31$103,064
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2017-12-31721202445
2016 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$106,225
Total unrealized appreciation/depreciation of assets2016-12-31$106,225
Total transfer of assets to this plan2016-12-31$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$1,668,773
Total loss/gain on sale of assets2016-12-31$-20,435
Total of all expenses incurred2016-12-31$798,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$758,095
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$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 year2016-12-31$5,231,613
Value of total assets at beginning of year2016-12-31$4,361,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,399
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$13,737
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$696,525
Participant contributions at end of year2016-12-31$136,211
Participant contributions at beginning of year2016-12-31$116,402
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
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 year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$779,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$719,466
Value of interest in pooled separate accounts at end of year2016-12-31$3,339,511
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,993,067
Interest on participant loans2016-12-31$5,125
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$789
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$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 year2016-12-31$64,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,042
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$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 accounts2016-12-31$212,736
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$911,681
Assets. Invements in employer securities at beginning of year2016-12-31$526,357
Contributions received in cash from employer2016-12-31$395,148
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$1,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$758,020
Contract administrator fees2016-12-31$40,397
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$131,026
Aggregate carrying amount (costs) on sale of assets2016-12-31$151,461
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2016-12-31721202445
2015 : INVESTAR HOLDING CORPORATION 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$35,755
Total unrealized appreciation/depreciation of assets2015-12-31$35,755
Total transfer of assets to this plan2015-12-31$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 assets2015-12-31$3,583
Total of all expenses incurred2015-12-31$482,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$452,000
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$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 year2015-12-31$4,361,334
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,906
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,944
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$608,319
Participant contributions at end of year2015-12-31$116,402
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$16
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
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 year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$719,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$2,993,067
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$3,779
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$104
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$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 year2015-12-31$6,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-34,032
Net investment gain/loss from pooled separate accounts2015-12-31$-114,064
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$526,357
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$352,152
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$452,000
Contract administrator fees2015-12-31$30,890
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$30,475
Aggregate carrying amount (costs) on sale of assets2015-12-31$26,892
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2015-12-31721202445

Form 5500 Responses for INVESTAR HOLDING CORPORATION 401(K) PLAN

2023: INVESTAR HOLDING CORPORATION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INVESTAR HOLDING CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INVESTAR HOLDING CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INVESTAR HOLDING CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INVESTAR HOLDING CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INVESTAR HOLDING CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INVESTAR HOLDING CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INVESTAR HOLDING CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INVESTAR HOLDING CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01First time form 5500 has been submittedYes
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621652
Policy instance 2
Insurance contract or identification number621652
Number of Individuals Covered385
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered385
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621652
Policy instance 2
Insurance contract or identification number621652
Number of Individuals Covered373
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered373
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621652
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621652
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621652
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621652
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621652
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621652
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

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