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BNA Bank

Company Details

Name: BNA Bank
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 16 Oct 1896 (128 years ago)
Business ID: 401438
State of Incorporation: MISSISSIPPI
Historical names: BANK OF NEW ALBANY, NEW ALBANY, MISS.

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BNA BANK 401(K) PLAN 2023 640117070 2024-10-10 BNA BANK 120
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
BNA BANK 401(K) PLAN 2022 640117070 2023-10-13 BNA BANK 113
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2023-10-13
Name of individual signing MICHAEL R. ALEF
Valid signature Filed with authorized/valid electronic signature
BNA BANK 401(K) PLAN 2021 640117070 2022-07-27 BNA BANK 112
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2022-07-27
Name of individual signing MICHAEL R. ALEF
Valid signature Filed with authorized/valid electronic signature
BNA BANK 401(K) PLAN 2020 640117070 2021-06-28 BNA BANK 112
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2021-06-28
Name of individual signing MICHAEL R. ALEF
Valid signature Filed with authorized/valid electronic signature
BNA BANK 401(K) PLAN 2019 640117070 2020-06-16 BNA BANK 110
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2020-06-16
Name of individual signing MICHAEL R. ALEF
Valid signature Filed with authorized/valid electronic signature
BNA BANK 401(K) PLAN 2018 640117070 2019-09-17 BNA BANK 101
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2019-09-17
Name of individual signing VANCE WITT
Valid signature Filed with authorized/valid electronic signature
BNA BANK 401(K) PLAN 2017 640117070 2018-07-10 BNA BANK 101
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2018-07-10
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-10
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
BNA BANK 401(K) PLAN 2016 640117070 2017-04-19 BNA BANK 95
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2017-04-19
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-19
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
BNA BANK 401(K) PLAN 2015 640117070 2016-07-25 BNA BANK 91
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-11-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2016-07-25
Name of individual signing MIKE ALEF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-25
Name of individual signing MIKE ALEF
Valid signature Filed with authorized/valid electronic signature
BNA BANK 401(K) PLAN 2014 640117070 2015-07-27 BNA BANK 90
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-11-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2015-07-27
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-27
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/05/07/20140507141104P030328934723001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s mailing address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Plan sponsor’s address BNA BANK, 133 EAST BANKHEAD STREET, NEW ALBANY, MS, 38652

Number of participants as of the end of the plan year

Active participants 82
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 82
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of

Role Plan administrator
Date 2014-05-07
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-07
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/05/08/20140508093338P040116348837001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2007-11-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2014-05-08
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-08
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/04/05/20130405133127P040160947667001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s mailing address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Plan sponsor’s address BNA BANK, 133 EAST BANKHEAD STREET, NEW ALBANY, MS, 38652

Number of participants as of the end of the plan year

Active participants 81
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 82
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of

Role Plan administrator
Date 2013-04-05
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-04-05
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/04/10/20130410091919P040214602513001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2007-11-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Signature of

Role Plan administrator
Date 2013-04-10
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-04-10
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/03/29/20120329144226P030268858992001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s mailing address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Plan sponsor’s address BNA BANK, 133 EAST BANKHEAD STREET, NEW ALBANY, MS, 38652

Plan administrator’s name and address

Administrator’s EIN 640117070
Plan administrator’s name BNA BANK
Plan administrator’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Administrator’s telephone number 6625348171

Number of participants as of the end of the plan year

Active participants 83
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 86
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of

Role Plan administrator
Date 2012-03-29
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-03-29
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/03/29/20120329151437P040059118273001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2007-11-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Plan administrator’s name and address

Administrator’s EIN 640117070
Plan administrator’s name BNA BANK
Plan administrator’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Administrator’s telephone number 6625348171

Signature of

Role Plan administrator
Date 2012-03-29
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-03-29
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/03/24/20110324151536P030030732001001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s mailing address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Plan sponsor’s address BNA BANK, 133 EAST BANKHEAD STREET, NEW ALBANY, MS, 38652

Plan administrator’s name and address

Administrator’s EIN 640117070
Plan administrator’s name BNA BANK
Plan administrator’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Administrator’s telephone number 6625348171

Number of participants as of the end of the plan year

Active participants 86
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 84
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-03-24
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-03-24
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/03/28/20110328115514P040033289217001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2007-11-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Plan administrator’s name and address

Administrator’s EIN 640117070
Plan administrator’s name BNA BANK
Plan administrator’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Administrator’s telephone number 6625348171

Signature of

Role Plan administrator
Date 2011-03-28
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-03-28
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/08/11/20100811130842P030040852791001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s mailing address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Plan sponsor’s address BNA BANK, 133 EAST BANKHEAD STREET, NEW ALBANY, MS, 38652

Plan administrator’s name and address

Administrator’s EIN 640117070
Plan administrator’s name BNA BANK
Plan administrator’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Administrator’s telephone number 6625348171

Number of participants as of the end of the plan year

Active participants 81
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 80
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-08-11
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-11
Name of individual signing MACHELL KIRK
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/08/12/20100812085250P030097705928001.pdf
Three-digit plan number (PN) 003
Effective date of plan 2007-11-01
Business code 522110
Sponsor’s telephone number 6625348171
Plan sponsor’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652

Plan administrator’s name and address

Administrator’s EIN 640117070
Plan administrator’s name BNA BANK
Plan administrator’s address 133 EAST BANKHEAD, NEW ALBANY, MS, 38652
Administrator’s telephone number 6625348171

Signature of

Role Plan administrator
Date 2010-08-12
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-12
Name of individual signing MICHAEL ALEF
Valid signature Filed with authorized/valid electronic signature

Incorporator

Name Role
J A SMALLWOOD Incorporator
J T BAKER Incorporator
SAM D OWEN Incorporator

Filings

Type Status Filed Date Description
Amendment Form Filed 2007-10-23 Amendment
Amendment Form Filed 2005-07-11 Amendment
See File Filed 2002-05-16 See File
Amendment Form Filed 1999-04-06 Amendment
See File Filed 1996-11-05 See File
See File Filed 1995-04-04 See File
See File Filed 1990-05-10 See File
See File Filed 1989-05-25 See File
See File Filed 1985-03-03 See File
Amendment Form Filed 1981-04-24 Amendment

Date of last update: 14 Dec 2024

Sources: Mississippi Secretary of State