MCLEAN BANK HOLDING COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2014: TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 64 |
Total participants | 2014-01-01 | 64 |
Number of participants with account balances | 2014-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 61 |
Total participants | 2013-01-01 | 61 |
Number of participants with account balances | 2013-01-01 | 60 |
2012: TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 62 |
Total participants | 2012-01-01 | 62 |
Number of participants with account balances | 2012-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 58 |
Total of all active and inactive participants | 2011-01-01 | 58 |
Total participants | 2011-01-01 | 58 |
Number of participants with account balances | 2011-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
Measure | Date | Value |
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2014 : TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $605,200 |
Expenses. Total of all expenses incurred | 2014-12-31 | $13,773 |
Benefits paid (including direct rollovers) | 2014-12-31 | $11,547 |
Total plan assets at end of year | 2014-12-31 | $4,097,174 |
Total plan assets at beginning of year | 2014-12-31 | $3,505,747 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,400 |
Total contributions received or receivable from participants | 2014-12-31 | $154,013 |
Other income received | 2014-12-31 | $244,237 |
Net income (gross income less expenses) | 2014-12-31 | $591,427 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,097,174 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,505,747 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $206,950 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,226 |
2013 : TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,010,288 |
Expenses. Total of all expenses incurred | 2013-12-31 | $625,236 |
Benefits paid (including direct rollovers) | 2013-12-31 | $620,065 |
Total plan assets at end of year | 2013-12-31 | $3,505,747 |
Total plan assets at beginning of year | 2013-12-31 | $3,120,695 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,575 |
Total contributions received or receivable from participants | 2013-12-31 | $134,086 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $13 |
Other income received | 2013-12-31 | $687,113 |
Net income (gross income less expenses) | 2013-12-31 | $385,052 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,505,747 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,120,695 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $189,076 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,171 |
2012 : TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $671,192 |
Expenses. Total of all expenses incurred | 2012-12-31 | $198,942 |
Benefits paid (including direct rollovers) | 2012-12-31 | $193,804 |
Total plan assets at end of year | 2012-12-31 | $3,120,695 |
Total plan assets at beginning of year | 2012-12-31 | $2,648,445 |
Total contributions received or receivable from participants | 2012-12-31 | $122,794 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $2,453 |
Other income received | 2012-12-31 | $361,029 |
Net income (gross income less expenses) | 2012-12-31 | $472,250 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,120,695 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,648,445 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $184,916 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,138 |
2011 : TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $279,315 |
Expenses. Total of all expenses incurred | 2011-12-31 | $89,206 |
Benefits paid (including direct rollovers) | 2011-12-31 | $84,359 |
Total plan assets at end of year | 2011-12-31 | $2,648,445 |
Total plan assets at beginning of year | 2011-12-31 | $2,458,336 |
Total contributions received or receivable from participants | 2011-12-31 | $116,125 |
Other income received | 2011-12-31 | $-18,219 |
Net income (gross income less expenses) | 2011-12-31 | $190,109 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,648,445 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,458,336 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $181,409 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,847 |
2014: TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TRUCOMMUNITY BANK 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 ) |
Policy contract number | 14380 |
Policy instance | 1 |
Insurance contract or identification number | 14380 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 ) |
Policy contract number | 14380 |
Policy instance | 1 |
Insurance contract or identification number | 14380 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker name | JOHN S MCSWANEY & ASSOC INC |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 011468122 |
Policy instance | 1 |
Insurance contract or identification number | 011468122 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $34 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $24 | Insurance broker organization code? | 3 | Insurance broker name | MATTHEWS JAY CHARLES |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 ) |
Policy contract number | 14380 |
Policy instance | 2 |
Insurance contract or identification number | 14380 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker name | JOHN S MCSWANEY & ASSOC INC |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 011468122 |
Policy instance | 1 |
Insurance contract or identification number | 011468122 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $34 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 ) |
Policy contract number | 14380 |
Policy instance | 2 |
Insurance contract or identification number | 14380 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $52 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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