401k Plan data: HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN plan

HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN
Plan identification number	001

HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
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

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

Company Name: HELENA NATIONAL BANK

Employer identification number (EIN): 710692006

NAIC Classification: 551111
NAIC Description: Offices of Bank Holding Companies

Additional information about HELENA NATIONAL BANK

Jurisdiction of Incorporation: Arkansas Secretary of State

Incorporation Date:

Company Identification Number: 200000275

More information about HELENA NATIONAL BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2009-08-01 JEFF STEELE
001 2009-01-01 JEFF STEELE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2009-08-01	JEFF STEELE
001	2009-01-01	JEFF STEELE

Plan Statistics for HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN

Measure Date Value
2009: HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 65
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 41
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 14
Total of all active and inactive participants 2009-08-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 55
Number of participants with account balances 2009-08-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 3
Total participants, beginning-of-year 2009-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 47
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 14
Total of all active and inactive participants 2009-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 61
Number of participants with account balances 2009-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2009: HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	65
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	41
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	14
Total of all active and inactive participants	2009-08-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	55
Number of participants with account balances	2009-08-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	3
Total participants, beginning-of-year	2009-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	47
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	14
Total of all active and inactive participants	2009-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	61
Number of participants with account balances	2009-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2011 : HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-07-31	$552
Total income from all sources	2011-07-31	$639,235
Expenses. Total of all expenses incurred	2011-07-31	$703,904
Benefits paid (including direct rollovers)	2011-07-31	$703,794
Total plan assets at end of year	2011-07-31	$3,722,243
Total plan assets at beginning of year	2011-07-31	$3,787,464
Value of fidelity bond covering the plan	2011-07-31	$3,000,000
Total contributions received or receivable from participants	2011-07-31	$68,586
Contributions received from other sources (not participants or employers)	2011-07-31	$0
Other income received	2011-07-31	$406,554
Net income (gross income less expenses)	2011-07-31	$-64,669
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$3,722,243
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$3,786,912
Assets. Value of employer securities	2011-07-31	$434,750
Total contributions received or receivable from employer(s)	2011-07-31	$164,095
Expenses. Administrative service providers (salaries,fees and commissions)	2011-07-31	$110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
2010 : HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$309,459
Total plan liabilities at beginning of year	2010-12-31	$349,582
Total income from all sources	2010-12-31	$209,273
Expenses. Total of all expenses incurred	2010-12-31	$242,340
Benefits paid (including direct rollovers)	2010-12-31	$219,143
Total plan assets at end of year	2010-12-31	$1,294,582
Total plan assets at beginning of year	2010-12-31	$1,367,772
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$70
Other income received	2010-12-31	$145,883
Net income (gross income less expenses)	2010-12-31	$-33,067
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$985,123
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,018,190
Assets. Value of employer securities	2010-12-31	$1,214,480
Total contributions received or receivable from employer(s)	2010-12-31	$63,320
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$23,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-07-31	$0

Form 5500 Responses for HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN

2009: HELENA NATIONAL BANK EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HELENA NATIONAL BANK
Employer identification number (EIN):	710692006
NAIC Classification:	551111
NAIC Description:	Offices of Bank Holding Companies

Jurisdiction of Incorporation:	Arkansas Secretary of State
Incorporation Date:
Company Identification Number:	200000275