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SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 401k Plan overview

Plan NameSBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS
Plan identification number 002

SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 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.
  • 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

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

Company Name:CLINTON SAVINGS BANK
Employer identification number (EIN):041185690
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about CLINTON SAVINGS BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 041185690

More information about CLINTON SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS FORESE JR.
0022017-01-01THOMAS FORESE JR
0022016-01-01THOMAS FORESE JR
0022015-01-01THOMAS FORESE JR
0022014-01-01THOMAS FORESE JR
0022013-01-01THOMAS FORESE JR
0022012-01-01THOMAS FORESE JR.
0022011-01-01THOMAS FORESE JR.
0022010-01-01THOMAS FORESE JR.
0022009-01-01THOMAS FORESE JR.

Plan Statistics for SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS

401k plan membership statisitcs for SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS

Measure Date Value
2023: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2023 401k membership
Total participants, beginning-of-year2023-01-01197
Total number of active participants reported on line 7a of the Form 55002023-01-01108
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0197
Total of all active and inactive participants2023-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01205
Number of participants with account balances2023-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2022 401k membership
Total participants, beginning-of-year2022-01-01188
Total number of active participants reported on line 7a of the Form 55002022-01-01104
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01197
Number of participants with account balances2022-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2021 401k membership
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01188
Number of participants with account balances2021-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01172
Number of participants with account balances2020-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2019 401k membership
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01161
Number of participants with account balances2019-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01153
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01152
Number of participants with account balances2017-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01148
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2015 401k membership
Total participants, beginning-of-year2015-01-01172
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01181
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01172
Number of participants with account balances2014-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-01103
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01167
Number of participants with account balances2013-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-01103
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01164
Number of participants with account balances2012-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2011 401k membership
Total participants, beginning-of-year2011-01-01148
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01157
Number of participants with account balances2011-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2010 401k membership
Total participants, beginning-of-year2010-01-01131
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0144
Total of all active and inactive participants2010-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01148
Number of participants with account balances2010-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2009 401k membership
Total participants, beginning-of-year2009-01-01127
Total number of active participants reported on line 7a of the Form 55002009-01-0198
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01131
Number of participants with account balances2009-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS

Measure Date Value
2023 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,285,409
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$315,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$315,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,120,418
Value of total assets at end of year2023-12-31$15,082,093
Value of total assets at beginning of year2023-12-31$12,112,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$550
Total interest from all sources2023-12-31$15,851
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$573,020
Participant contributions at end of year2023-12-31$276,364
Participant contributions at beginning of year2023-12-31$291,691
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$58,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,969,587
Value of net assets at end of year (total assets less liabilities)2023-12-31$15,082,093
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,112,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest on participant loans2023-12-31$15,851
Value of interest in common/collective trusts at end of year2023-12-31$14,805,729
Value of interest in common/collective trusts at beginning of year2023-12-31$11,820,815
Net investment gain or loss from common/collective trusts2023-12-31$2,149,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$488,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$315,272
Contract administrator fees2023-12-31$550
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2023-12-31203985546
2022 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,741,739
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$426,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$425,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$958,465
Value of total assets at end of year2022-12-31$12,112,506
Value of total assets at beginning of year2022-12-31$14,280,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$750
Total interest from all sources2022-12-31$10,674
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$505,501
Participant contributions at end of year2022-12-31$291,691
Participant contributions at beginning of year2022-12-31$204,254
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,168,334
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,112,506
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,280,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$10,674
Value of interest in common/collective trusts at end of year2022-12-31$11,820,815
Value of interest in common/collective trusts at beginning of year2022-12-31$14,076,586
Net investment gain or loss from common/collective trusts2022-12-31$-2,710,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$421,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$425,845
Contract administrator fees2022-12-31$750
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2022-12-31203985546
2021 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,857,886
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$860,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$859,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$993,214
Value of total assets at end of year2021-12-31$14,280,840
Value of total assets at beginning of year2021-12-31$12,283,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$725
Total interest from all sources2021-12-31$10,940
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$514,098
Participant contributions at end of year2021-12-31$204,254
Participant contributions at beginning of year2021-12-31$238,300
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$53,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,997,689
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,280,840
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,283,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$10,940
Value of interest in common/collective trusts at end of year2021-12-31$14,076,586
Value of interest in common/collective trusts at beginning of year2021-12-31$12,044,851
Net investment gain or loss from common/collective trusts2021-12-31$1,853,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$425,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$859,472
Contract administrator fees2021-12-31$725
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2021-12-31203985546
2020 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,615,107
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$940,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$940,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$923,382
Value of total assets at end of year2020-12-31$12,283,151
Value of total assets at beginning of year2020-12-31$10,609,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$290
Total interest from all sources2020-12-31$15,010
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$448,814
Participant contributions at end of year2020-12-31$238,300
Participant contributions at beginning of year2020-12-31$332,466
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,674,140
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,283,151
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,609,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$15,010
Value of interest in common/collective trusts at end of year2020-12-31$12,044,851
Value of interest in common/collective trusts at beginning of year2020-12-31$10,276,545
Net investment gain or loss from common/collective trusts2020-12-31$1,676,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$408,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$940,677
Contract administrator fees2020-12-31$290
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2020-12-31203985546
2019 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,854,855
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,124,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,124,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$878,117
Value of total assets at end of year2019-12-31$10,609,011
Value of total assets at beginning of year2019-12-31$8,878,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$250
Total interest from all sources2019-12-31$19,447
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$430,995
Participant contributions at end of year2019-12-31$332,466
Participant contributions at beginning of year2019-12-31$419,264
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$72,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,730,468
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,609,011
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,878,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$19,447
Value of interest in common/collective trusts at end of year2019-12-31$10,276,545
Value of interest in common/collective trusts at beginning of year2019-12-31$8,459,279
Net investment gain or loss from common/collective trusts2019-12-31$1,957,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$374,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,124,137
Contract administrator fees2019-12-31$250
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2019-12-31203985546
2018 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$443,937
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$573,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$572,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$836,523
Value of total assets at end of year2018-12-31$8,878,543
Value of total assets at beginning of year2018-12-31$9,007,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$300
Total interest from all sources2018-12-31$17,575
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$443,212
Participant contributions at end of year2018-12-31$419,264
Participant contributions at beginning of year2018-12-31$307,618
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-129,102
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,878,543
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,007,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$17,575
Value of interest in common/collective trusts at end of year2018-12-31$8,459,279
Value of interest in common/collective trusts at beginning of year2018-12-31$8,700,027
Net investment gain or loss from common/collective trusts2018-12-31$-410,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$382,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$572,739
Contract administrator fees2018-12-31$300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2018-12-31203985546
2017 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,330,730
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$982,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$955,414
Expenses. Certain deemed distributions of participant loans2017-12-31$26,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,045,403
Value of total assets at end of year2017-12-31$9,007,645
Value of total assets at beginning of year2017-12-31$7,659,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$9,952
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$414,012
Participant contributions at end of year2017-12-31$307,618
Participant contributions at beginning of year2017-12-31$231,027
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$274,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,348,539
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,007,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,659,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$9,952
Value of interest in common/collective trusts at end of year2017-12-31$8,700,027
Value of interest in common/collective trusts at beginning of year2017-12-31$7,428,079
Net investment gain or loss from common/collective trusts2017-12-31$1,275,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$357,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$955,414
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2017-12-31203985546
2016 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,330,909
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$449,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$426,294
Expenses. Certain deemed distributions of participant loans2016-12-31$23,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$736,672
Value of total assets at end of year2016-12-31$7,659,106
Value of total assets at beginning of year2016-12-31$6,777,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$8,965
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$389,467
Participant contributions at end of year2016-12-31$231,027
Participant contributions at beginning of year2016-12-31$215,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$881,307
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,659,106
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,777,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$8,965
Value of interest in common/collective trusts at end of year2016-12-31$7,428,079
Value of interest in common/collective trusts at beginning of year2016-12-31$6,562,680
Net investment gain or loss from common/collective trusts2016-12-31$585,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$347,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$426,294
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2016-12-31203985546
2015 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$583,502
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$503,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$501,651
Expenses. Certain deemed distributions of participant loans2015-12-31$1,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$662,847
Value of total assets at end of year2015-12-31$6,777,799
Value of total assets at beginning of year2015-12-31$6,697,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$7,954
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$327,094
Participant contributions at end of year2015-12-31$215,119
Participant contributions at beginning of year2015-12-31$154,114
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$80,363
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,777,799
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,697,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$7,954
Value of interest in common/collective trusts at end of year2015-12-31$6,562,680
Value of interest in common/collective trusts at beginning of year2015-12-31$6,543,322
Net investment gain or loss from common/collective trusts2015-12-31$-87,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$328,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$501,651
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2015-12-31203985546
2014 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,051,576
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$346,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$345,153
Expenses. Certain deemed distributions of participant loans2014-12-31$1,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$751,801
Value of total assets at end of year2014-12-31$6,697,436
Value of total assets at beginning of year2014-12-31$5,992,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$4,347
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$301,488
Participant contributions at end of year2014-12-31$154,114
Participant contributions at beginning of year2014-12-31$75,151
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$137,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$704,726
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,697,436
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,992,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$4,347
Value of interest in common/collective trusts at end of year2014-12-31$6,543,322
Value of interest in common/collective trusts at beginning of year2014-12-31$5,917,559
Net investment gain or loss from common/collective trusts2014-12-31$295,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$313,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$345,153
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2014-12-31203985546
2013 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 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$0
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$1,632,644
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$351,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$316,047
Expenses. Certain deemed distributions of participant loans2013-12-31$35,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$604,694
Value of total assets at end of year2013-12-31$5,992,710
Value of total assets at beginning of year2013-12-31$4,711,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$3,610
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$283,426
Participant contributions at end of year2013-12-31$75,151
Participant contributions at beginning of year2013-12-31$125,244
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$138,708
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$1,280,841
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,992,710
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,711,869
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
Interest on participant loans2013-12-31$3,610
Value of interest in common/collective trusts at end of year2013-12-31$5,917,559
Value of interest in common/collective trusts at beginning of year2013-12-31$4,586,625
Net investment gain or loss from common/collective trusts2013-12-31$1,024,340
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$182,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$316,047
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MARCUM LLP
Accountancy firm EIN2013-12-31111986323
2012 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 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$998,493
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$167,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$138,650
Expenses. Certain deemed distributions of participant loans2012-12-31$28,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$478,211
Value of total assets at end of year2012-12-31$4,711,869
Value of total assets at beginning of year2012-12-31$3,880,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$4,872
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$320,412
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$277,318
Participant contributions at end of year2012-12-31$125,244
Participant contributions at beginning of year2012-12-31$104,248
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,747
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$831,291
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,711,869
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,880,578
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
Interest on participant loans2012-12-31$4,872
Value of interest in common/collective trusts at end of year2012-12-31$4,586,625
Value of interest in common/collective trusts at beginning of year2012-12-31$3,776,330
Net investment gain or loss from common/collective trusts2012-12-31$515,410
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$175,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$138,650
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MARCUM LLP
Accountancy firm EIN2012-12-31111986323
2011 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$482,917
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$397,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$316,274
Expenses. Certain deemed distributions of participant loans2011-12-31$80,918
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$494,114
Value of total assets at end of year2011-12-31$3,880,578
Value of total assets at beginning of year2011-12-31$3,794,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$6,111
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$320,412
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$260,605
Participant contributions at end of year2011-12-31$104,248
Participant contributions at beginning of year2011-12-31$214,128
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$71,195
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$85,725
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,880,578
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,794,853
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
Interest on participant loans2011-12-31$6,111
Value of interest in common/collective trusts at end of year2011-12-31$3,776,330
Value of interest in common/collective trusts at beginning of year2011-12-31$3,580,725
Net investment gain or loss from common/collective trusts2011-12-31$-17,308
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$162,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$316,274
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENT, MCLAUGHLIN & NANGLE, INC,
Accountancy firm EIN2011-12-31042603383
2010 : SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
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$834,504
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$243,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$233,975
Expenses. Certain deemed distributions of participant loans2010-12-31$9,793
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$395,383
Value of total assets at end of year2010-12-31$3,794,853
Value of total assets at beginning of year2010-12-31$3,204,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$7,892
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$320,412
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$244,006
Participant contributions at end of year2010-12-31$214,128
Participant contributions at beginning of year2010-12-31$138,245
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
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$590,736
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,794,853
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,204,117
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
Interest on participant loans2010-12-31$7,892
Value of interest in common/collective trusts at end of year2010-12-31$3,580,725
Value of interest in common/collective trusts at beginning of year2010-12-31$3,065,872
Net investment gain or loss from common/collective trusts2010-12-31$431,229
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$151,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$233,975
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENT, MCLAUGHLIN & NANGLE, INC.
Accountancy firm EIN2010-12-31042603383

Form 5500 Responses for SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS

2023: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 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: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 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
2010: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS 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

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