CAPON VALLEY BANK has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2012: CAPON VALLEY BANK 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 49 |
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 | 3 |
Total of all active and inactive participants | 2012-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 55 |
Number of participants with account balances | 2012-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: CAPON VALLEY BANK 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 51 |
Number of participants with account balances | 2011-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: CAPON VALLEY BANK 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 50 |
Number of participants with account balances | 2009-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2012 : CAPON VALLEY BANK 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $589,866 |
Expenses. Total of all expenses incurred | 2012-12-31 | $357,157 |
Benefits paid (including direct rollovers) | 2012-12-31 | $330,888 |
Total plan assets at end of year | 2012-12-31 | $3,623,723 |
Total plan assets at beginning of year | 2012-12-31 | $3,391,014 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $109,235 |
Other income received | 2012-12-31 | $292,709 |
Net income (gross income less expenses) | 2012-12-31 | $232,709 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,623,723 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,391,014 |
Assets. Value of participant loans | 2012-12-31 | $36,768 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $187,922 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $26,269 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : CAPON VALLEY BANK 401K PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $341,590 |
Expenses. Total of all expenses incurred | 2011-12-31 | $60,760 |
Benefits paid (including direct rollovers) | 2011-12-31 | $35,902 |
Total plan assets at end of year | 2011-12-31 | $3,391,014 |
Total plan assets at beginning of year | 2011-12-31 | $3,110,184 |
Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $101,105 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,225 |
Other income received | 2011-12-31 | $62,209 |
Net income (gross income less expenses) | 2011-12-31 | $280,830 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,391,014 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,110,184 |
Assets. Value of participant loans | 2011-12-31 | $37,881 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $178,276 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $19,633 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : CAPON VALLEY BANK 401K PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $592,171 |
Expenses. Total of all expenses incurred | 2010-12-31 | $43,153 |
Benefits paid (including direct rollovers) | 2010-12-31 | $21,146 |
Total plan assets at end of year | 2010-12-31 | $3,110,184 |
Total plan assets at beginning of year | 2010-12-31 | $2,561,166 |
Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $92,119 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $22,007 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $61,263 |
Other income received | 2010-12-31 | $266,293 |
Net income (gross income less expenses) | 2010-12-31 | $549,018 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,110,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,561,166 |
Assets. Value of participant loans | 2010-12-31 | $55,194 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $172,496 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : CAPON VALLEY BANK 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: CAPON VALLEY BANK 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CAPON VALLEY BANK 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CAPON VALLEY BANK 401K PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | 83154 |
Policy instance | 1 |
Insurance contract or identification number | 83154 | Number of Individuals Covered | 12 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | 83154 |
Policy instance | 1 |
Insurance contract or identification number | 83154 | Number of Individuals Covered | 12 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | 83154 |
Policy instance | 1 |
Insurance contract or identification number | 83154 | Number of Individuals Covered | 12 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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