401k Plan data: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST plan

HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST
Plan identification number	010

HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

RENASANT BANK has sponsored the creation of one or more 401k plans.

Company Name: RENASANT BANK

Employer identification number (EIN): 640220550

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about RENASANT BANK

Jurisdiction of Incorporation: Mississippi Secretary of State

Incorporation Date:

Company Identification Number: 112100

More information about RENASANT BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
010 2016-01-01 ROSS AVEN
010 2015-01-01 ROSS AVEN
010 2014-01-01 RAY SMITH RAY SMITH 2015-09-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
010	2016-01-01	ROSS AVEN
010	2015-01-01	ROSS AVEN
010	2014-01-01	RAY SMITH	RAY SMITH	2015-09-23

Plan Statistics for HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2016: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 46
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 63
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2016: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	46
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	63
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2016 : HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-08-25	$-1,072,359
Total plan liabilities at beginning of year	2016-08-25	$0
Total income from all sources	2016-08-25	$171,186
Expenses. Total of all expenses incurred	2016-08-25	$11,556,806
Benefits paid (including direct rollovers)	2016-08-25	$11,531,188
Total plan assets at end of year	2016-08-25	$0
Total plan assets at beginning of year	2016-08-25	$12,457,979
Value of fidelity bond covering the plan	2016-08-25	$8,000,000
Total contributions received or receivable from participants	2016-08-25	$0
Expenses. Other expenses not covered elsewhere	2016-08-25	$25,618
Contributions received from other sources (not participants or employers)	2016-08-25	$0
Other income received	2016-08-25	$28,712
Noncash contributions received	2016-08-25	$0
Net income (gross income less expenses)	2016-08-25	$-11,385,620
Net plan assets at end of year (total assets less liabilities)	2016-08-25	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-08-25	$12,457,979
Total contributions received or receivable from employer(s)	2016-08-25	$142,474
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-25	$0
2015 : HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$278,818
Expenses. Total of all expenses incurred	2015-12-31	$2,919,094
Benefits paid (including direct rollovers)	2015-12-31	$2,919,094
Total plan assets at end of year	2015-12-31	$12,457,979
Total plan assets at beginning of year	2015-12-31	$15,098,255
Value of fidelity bond covering the plan	2015-12-31	$8,000,000
Other income received	2015-12-31	$278,818
Net income (gross income less expenses)	2015-12-31	$-2,640,276
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$12,457,979
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$15,098,255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$6,867
Total income from all sources	2014-12-31	$5,553,956
Expenses. Total of all expenses incurred	2014-12-31	$86,080
Benefits paid (including direct rollovers)	2014-12-31	$72,080
Total plan assets at end of year	2014-12-31	$15,098,255
Total plan assets at beginning of year	2014-12-31	$9,637,246
Value of fidelity bond covering the plan	2014-12-31	$8,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$14,000
Other income received	2014-12-31	$-196,044
Net income (gross income less expenses)	2014-12-31	$5,467,876
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$15,098,255
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,630,379
Total contributions received or receivable from employer(s)	2014-12-31	$5,750,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST

2016: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HERITAGEBANK OF THE SOUTH DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RENASANT BANK
Employer identification number (EIN):	640220550
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Mississippi Secretary of State
Incorporation Date:
Company Identification Number:	112100