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AMERICAN FOUNDERS BANK RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN FOUNDERS BANK RETIREMENT PLAN
Plan identification number 001

AMERICAN FOUNDERS BANK RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN FOUNDERS BANK, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN FOUNDERS BANK, INC.
Employer identification number (EIN):611360949
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FOUNDERS BANK RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CARA KAY2015-05-18
0012013-01-01CARA KAY
0012012-01-01CARA ENDICOTT
0012011-01-01STACY HAMMOND
0012009-01-01JENNY CRAIG

Plan Statistics for AMERICAN FOUNDERS BANK RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN FOUNDERS BANK RETIREMENT PLAN

Measure Date Value
2013: AMERICAN FOUNDERS BANK RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01102
Total number of active participants reported on line 7a of the Form 55002013-01-0149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0176
Number of participants with account balances2013-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: AMERICAN FOUNDERS BANK RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01134
Total number of active participants reported on line 7a of the Form 55002012-01-0165
Number of retired or separated participants receiving benefits2012-01-0131
Total of all active and inactive participants2012-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0196
Number of participants with account balances2012-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: AMERICAN FOUNDERS BANK RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01130
Number of participants with account balances2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: AMERICAN FOUNDERS BANK RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-0191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01128
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0148

Financial Data on AMERICAN FOUNDERS BANK RETIREMENT PLAN

Measure Date Value
2013 : AMERICAN FOUNDERS BANK RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$847,043
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$557,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$521,327
Value of total corrective distributions2013-12-31$11,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$258,564
Value of total assets at end of year2013-12-31$3,061,824
Value of total assets at beginning of year2013-12-31$2,760,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,243
Total interest from all sources2013-12-31$1,307
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$25,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$25,891
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$176,148
Participant contributions at end of year2013-12-31$47,020
Participant contributions at beginning of year2013-12-31$27,745
Participant contributions at end of year2013-12-31$6,524
Participant contributions at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$387,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$289,896
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,050,247
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,760,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,600,329
Value of interest in pooled separate accounts at end of year2013-12-31$2,950,987
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$1,069
Interest earned on other investments2013-12-31$238
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$132,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$55,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$175,917
Net investment gain or loss from common/collective trusts2013-12-31$-2,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$82,416
Employer contributions (assets) at end of year2013-12-31$1,512
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$521,327
Contract administrator fees2013-12-31$24,243
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2013-12-31271235638
2012 : AMERICAN FOUNDERS BANK RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$797,644
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$970,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$940,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$390,621
Value of total assets at end of year2012-12-31$2,760,351
Value of total assets at beginning of year2012-12-31$2,933,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,425
Total interest from all sources2012-12-31$1,976
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$81,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$81,676
Administrative expenses professional fees incurred2012-12-31$5,850
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$255,705
Participant contributions at end of year2012-12-31$27,745
Participant contributions at beginning of year2012-12-31$64,518
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,190
Total non interest bearing cash at beginning of year2012-12-31$10,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-172,681
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,760,351
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,933,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,600,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,680,952
Interest on participant loans2012-12-31$1,976
Value of interest in common/collective trusts at end of year2012-12-31$132,277
Value of interest in common/collective trusts at beginning of year2012-12-31$174,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$322,379
Net investment gain or loss from common/collective trusts2012-12-31$992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$126,726
Employer contributions (assets) at beginning of year2012-12-31$202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$940,900
Contract administrator fees2012-12-31$160
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOUNTJOY CHILTON MEDLEY LLC
Accountancy firm EIN2012-12-31271235638
2011 : AMERICAN FOUNDERS BANK RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-125
Total unrealized appreciation/depreciation of assets2011-12-31$-125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$855
Total income from all sources (including contributions)2011-12-31$621,006
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$178,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$154,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$639,225
Value of total assets at end of year2011-12-31$2,933,032
Value of total assets at beginning of year2011-12-31$2,491,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,110
Total interest from all sources2011-12-31$2,113
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$68,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$68,625
Administrative expenses professional fees incurred2011-12-31$8,250
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$256,468
Participant contributions at end of year2011-12-31$64,518
Participant contributions at beginning of year2011-12-31$35,954
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$300,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$855
Total non interest bearing cash at end of year2011-12-31$10,594
Total non interest bearing cash at beginning of year2011-12-31$12,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$442,302
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,933,032
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,490,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$15,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,680,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,225,740
Interest on participant loans2011-12-31$2,113
Value of interest in common/collective trusts at end of year2011-12-31$174,558
Value of interest in common/collective trusts at beginning of year2011-12-31$203,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,944
Net investment gain/loss from pooled separate accounts2011-12-31$-89,143
Net investment gain or loss from common/collective trusts2011-12-31$311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$82,628
Employer contributions (assets) at end of year2011-12-31$202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$154,594
Contract administrator fees2011-12-31$200
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,765
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOUNTJOY CHILTON MEDLEY LLC
Accountancy firm EIN2011-12-31271235638
2010 : AMERICAN FOUNDERS BANK RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$313
Total unrealized appreciation/depreciation of assets2010-12-31$313
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$746,039
Total loss/gain on sale of assets2010-12-31$4
Total of all expenses incurred2010-12-31$184,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$158,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$452,445
Value of total assets at end of year2010-12-31$2,491,585
Value of total assets at beginning of year2010-12-31$1,928,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,747
Total interest from all sources2010-12-31$319
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$56,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$56,573
Administrative expenses professional fees incurred2010-12-31$600
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$275,140
Participant contributions at end of year2010-12-31$35,954
Participant contributions at beginning of year2010-12-31$4,223
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$38,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$855
Total non interest bearing cash at end of year2010-12-31$12,688
Total non interest bearing cash at beginning of year2010-12-31$9,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$561,874
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,490,730
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,928,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$13,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,225,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,906,472
Interest on participant loans2010-12-31$316
Value of interest in common/collective trusts at end of year2010-12-31$203,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$230,972
Net investment gain or loss from common/collective trusts2010-12-31$5,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$138,876
Income. Dividends from common stock2010-12-31$25
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$158,418
Contract administrator fees2010-12-31$11,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,765
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,748
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$300
Aggregate carrying amount (costs) on sale of assets2010-12-31$296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOUNTJOY CHILTON MEDLEY LLC
Accountancy firm EIN2010-12-31271235638
2009 : AMERICAN FOUNDERS BANK RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN FOUNDERS BANK RETIREMENT PLAN

2013: AMERICAN FOUNDERS BANK RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN FOUNDERS BANK RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN FOUNDERS BANK RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN FOUNDERS BANK RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342502-000
Policy instance 1
Insurance contract or identification number342502-000
Number of Individuals Covered70
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $22,417
Total amount of fees paid to insurance companyUSD $23,632
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees23632
Additional information about fees paid to insurance brokerTRUSTEE FEES AND RECORDKEEPING
Insurance broker organization code?2
Insurance broker nameSBHU LIFE AGENCY INC

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