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SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR SAVINGS 401k Plan overview

Plan NameSBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR SAVINGS
Plan identification number 002

SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR 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

DEDHAM INSTITUTION FOR SAVINGS has sponsored the creation of one or more 401k plans.

Company Name:DEDHAM INSTITUTION FOR SAVINGS
Employer identification number (EIN):041238700
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about DEDHAM INSTITUTION FOR SAVINGS

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 041238700

More information about DEDHAM INSTITUTION FOR SAVINGS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR 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.
0022009-01-01THOMAS FORESE JR.

Plan Statistics for SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR SAVINGS

401k plan membership statisitcs for SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR SAVINGS

Measure Date Value
2023: SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR SAVINGS 2023 401k membership
Total participants, beginning-of-year2023-01-01289
Total number of active participants reported on line 7a of the Form 55002023-01-01225
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0157
Total of all active and inactive participants2023-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01287
Number of participants with account balances2023-01-01239
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 DEDHAM INSTITUTION FOR SAVINGS 2022 401k membership
Total participants, beginning-of-year2022-01-01281
Total number of active participants reported on line 7a of the Form 55002022-01-01226
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01289
Number of participants with account balances2022-01-01246
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 DEDHAM INSTITUTION FOR SAVINGS 2021 401k membership
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01219
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01281
Number of participants with account balances2021-01-01249
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 DEDHAM INSTITUTION FOR SAVINGS 2020 401k membership
Total participants, beginning-of-year2020-01-01280
Total number of active participants reported on line 7a of the Form 55002020-01-01218
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01277
Number of participants with account balances2020-01-01248
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 DEDHAM INSTITUTION FOR SAVINGS 2019 401k membership
Total participants, beginning-of-year2019-01-01275
Total number of active participants reported on line 7a of the Form 55002019-01-01219
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01280
Number of participants with account balances2019-01-01244
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 DEDHAM INSTITUTION FOR SAVINGS 2018 401k membership
Total participants, beginning-of-year2018-01-01277
Total number of active participants reported on line 7a of the Form 55002018-01-01218
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01275
Number of participants with account balances2018-01-01247
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 DEDHAM INSTITUTION FOR SAVINGS 2017 401k membership
Total participants, beginning-of-year2017-01-01273
Total number of active participants reported on line 7a of the Form 55002017-01-01223
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01277
Number of participants with account balances2017-01-01242
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 DEDHAM INSTITUTION FOR SAVINGS 2016 401k membership
Total participants, beginning-of-year2016-01-01256
Total number of active participants reported on line 7a of the Form 55002016-01-01229
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01273
Number of participants with account balances2016-01-01239
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 DEDHAM INSTITUTION FOR SAVINGS 2015 401k membership
Total participants, beginning-of-year2015-01-01254
Total number of active participants reported on line 7a of the Form 55002015-01-01213
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01256
Number of participants with account balances2015-01-01228
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 DEDHAM INSTITUTION FOR SAVINGS 2014 401k membership
Total participants, beginning-of-year2014-01-01231
Total number of active participants reported on line 7a of the Form 55002014-01-01216
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01254
Number of participants with account balances2014-01-01223
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 DEDHAM INSTITUTION FOR SAVINGS 2013 401k membership
Total participants, beginning-of-year2013-01-01225
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01231
Number of participants with account balances2013-01-01214
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 DEDHAM INSTITUTION FOR SAVINGS 2012 401k membership
Total participants, beginning-of-year2012-01-01215
Total number of active participants reported on line 7a of the Form 55002012-01-01193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01225
Number of participants with account balances2012-01-01208
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 DEDHAM INSTITUTION FOR SAVINGS 2011 401k membership
Total participants, beginning-of-year2011-01-01211
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01215
Number of participants with account balances2011-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR SAVINGS 2009 401k membership
Total participants, beginning-of-year2009-01-01200
Total number of active participants reported on line 7a of the Form 55002009-01-01175
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 participants2009-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01208
Number of participants with account balances2009-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR SAVINGS

Measure Date Value
2023 : SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR 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$9,990,197
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,968,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,967,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,832,638
Value of total assets at end of year2023-12-31$45,642,084
Value of total assets at beginning of year2023-12-31$39,620,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,140
Total interest from all sources2023-12-31$43,060
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$1,696,308
Participant contributions at end of year2023-12-31$813,251
Participant contributions at beginning of year2023-12-31$806,053
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$397,635
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$6,021,634
Value of net assets at end of year (total assets less liabilities)2023-12-31$45,642,084
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$39,620,450
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$43,060
Value of interest in common/collective trusts at end of year2023-12-31$44,828,833
Value of interest in common/collective trusts at beginning of year2023-12-31$38,814,397
Net investment gain or loss from common/collective trusts2023-12-31$7,114,499
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$738,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,967,423
Contract administrator fees2023-12-31$1,140
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 DEDHAM INSTITUTION FOR 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$0
Total income from all sources (including contributions)2022-12-31$-5,676,758
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,162,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,161,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,693,763
Value of total assets at end of year2022-12-31$39,620,450
Value of total assets at beginning of year2022-12-31$47,459,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,050
Total interest from all sources2022-12-31$37,500
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$1,608,323
Participant contributions at end of year2022-12-31$806,053
Participant contributions at beginning of year2022-12-31$872,270
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$384,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,839,231
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,620,450
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,459,681
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$37,500
Value of interest in common/collective trusts at end of year2022-12-31$38,814,397
Value of interest in common/collective trusts at beginning of year2022-12-31$46,587,411
Net investment gain or loss from common/collective trusts2022-12-31$-8,408,021
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$701,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,161,423
Contract administrator fees2022-12-31$1,050
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 DEDHAM INSTITUTION FOR 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$8,696,442
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,022,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,021,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,594,074
Value of total assets at end of year2021-12-31$47,459,681
Value of total assets at beginning of year2021-12-31$42,785,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,330
Total interest from all sources2021-12-31$46,498
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$1,581,151
Participant contributions at end of year2021-12-31$872,270
Participant contributions at beginning of year2021-12-31$888,659
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$333,074
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$4,673,989
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,459,681
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,785,692
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$46,498
Value of interest in common/collective trusts at end of year2021-12-31$46,587,411
Value of interest in common/collective trusts at beginning of year2021-12-31$41,897,033
Net investment gain or loss from common/collective trusts2021-12-31$6,055,870
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$679,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,021,123
Contract administrator fees2021-12-31$1,330
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 DEDHAM INSTITUTION FOR 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$7,555,597
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,167,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,166,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,104,677
Value of total assets at end of year2020-12-31$42,785,692
Value of total assets at beginning of year2020-12-31$36,397,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,030
Total interest from all sources2020-12-31$47,648
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$1,427,338
Participant contributions at end of year2020-12-31$888,659
Participant contributions at beginning of year2020-12-31$946,413
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,072
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$6,388,471
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,785,692
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,397,221
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$47,648
Value of interest in common/collective trusts at end of year2020-12-31$41,897,033
Value of interest in common/collective trusts at beginning of year2020-12-31$35,450,808
Net investment gain or loss from common/collective trusts2020-12-31$5,403,272
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$651,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,166,096
Contract administrator fees2020-12-31$1,030
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 DEDHAM INSTITUTION FOR 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$8,716,768
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,513,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,505,804
Value of total corrective distributions2019-12-31$6,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,859,018
Value of total assets at end of year2019-12-31$36,397,221
Value of total assets at beginning of year2019-12-31$30,194,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,680
Total interest from all sources2019-12-31$48,180
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$1,300,692
Participant contributions at end of year2019-12-31$946,413
Participant contributions at beginning of year2019-12-31$913,322
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$6,202,989
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,397,221
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,194,232
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$48,180
Value of interest in common/collective trusts at end of year2019-12-31$35,450,808
Value of interest in common/collective trusts at beginning of year2019-12-31$29,280,910
Net investment gain or loss from common/collective trusts2019-12-31$6,809,570
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$558,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,505,804
Contract administrator fees2019-12-31$1,680
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 DEDHAM INSTITUTION FOR 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$739,701
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,352,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,352,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,989,755
Value of total assets at end of year2018-12-31$30,194,232
Value of total assets at beginning of year2018-12-31$30,807,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$400
Total interest from all sources2018-12-31$49,030
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$1,220,415
Participant contributions at end of year2018-12-31$913,322
Participant contributions at beginning of year2018-12-31$1,062,243
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$220,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-612,902
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,194,232
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,807,134
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$49,030
Value of interest in common/collective trusts at end of year2018-12-31$29,280,910
Value of interest in common/collective trusts at beginning of year2018-12-31$29,744,891
Net investment gain or loss from common/collective trusts2018-12-31$-1,299,084
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$549,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,352,203
Contract administrator fees2018-12-31$400
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 DEDHAM INSTITUTION FOR 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$6,102,692
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$826,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$793,117
Expenses. Certain deemed distributions of participant loans2017-12-31$33,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,775,614
Value of total assets at end of year2017-12-31$30,807,134
Value of total assets at beginning of year2017-12-31$25,531,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$44,395
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$1,057,173
Participant contributions at end of year2017-12-31$1,062,243
Participant contributions at beginning of year2017-12-31$912,890
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$190,902
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$5,275,835
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,807,134
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,531,299
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$44,395
Value of interest in common/collective trusts at end of year2017-12-31$29,744,891
Value of interest in common/collective trusts at beginning of year2017-12-31$24,618,409
Net investment gain or loss from common/collective trusts2017-12-31$4,282,683
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$527,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$793,117
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 DEDHAM INSTITUTION FOR 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$3,338,126
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$518,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$500,504
Expenses. Certain deemed distributions of participant loans2016-12-31$16,896
Value of total corrective distributions2016-12-31$827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,461,697
Value of total assets at end of year2016-12-31$25,531,299
Value of total assets at beginning of year2016-12-31$22,711,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$38,230
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$973,421
Participant contributions at end of year2016-12-31$912,890
Participant contributions at beginning of year2016-12-31$875,138
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,730
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$2,819,899
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,531,299
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,711,400
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$38,230
Value of interest in common/collective trusts at end of year2016-12-31$24,618,409
Value of interest in common/collective trusts at beginning of year2016-12-31$21,836,262
Net investment gain or loss from common/collective trusts2016-12-31$1,838,199
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$476,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$500,504
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 DEDHAM INSTITUTION FOR 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$1,325,038
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,045,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,039,267
Expenses. Certain deemed distributions of participant loans2015-12-31$6,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,450,066
Value of total assets at end of year2015-12-31$22,711,400
Value of total assets at beginning of year2015-12-31$22,432,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$37,795
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$952,757
Participant contributions at end of year2015-12-31$875,138
Participant contributions at beginning of year2015-12-31$907,622
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,044
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$279,371
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,711,400
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,432,029
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$37,795
Value of interest in common/collective trusts at end of year2015-12-31$21,836,262
Value of interest in common/collective trusts at beginning of year2015-12-31$21,524,407
Net investment gain or loss from common/collective trusts2015-12-31$-162,823
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$466,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,039,267
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 DEDHAM INSTITUTION FOR 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$3,305,100
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$838,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$796,923
Expenses. Certain deemed distributions of participant loans2014-12-31$41,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,287,671
Value of total assets at end of year2014-12-31$22,432,029
Value of total assets at beginning of year2014-12-31$19,965,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$37,132
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$863,810
Participant contributions at end of year2014-12-31$907,622
Participant contributions at beginning of year2014-12-31$893,606
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$982,658
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$2,466,663
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,432,029
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,965,366
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$37,132
Value of interest in common/collective trusts at end of year2014-12-31$21,524,407
Value of interest in common/collective trusts at beginning of year2014-12-31$19,071,760
Net investment gain or loss from common/collective trusts2014-12-31$980,297
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$441,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$796,923
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 DEDHAM INSTITUTION FOR 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$4,937,227
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$569,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$510,077
Expenses. Certain deemed distributions of participant loans2013-12-31$59,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,622,304
Value of total assets at end of year2013-12-31$19,965,366
Value of total assets at beginning of year2013-12-31$15,597,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$37,990
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$815,533
Participant contributions at end of year2013-12-31$893,606
Participant contributions at beginning of year2013-12-31$966,846
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$391,977
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$4,367,657
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,965,366
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,597,709
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$37,990
Value of interest in common/collective trusts at end of year2013-12-31$19,071,760
Value of interest in common/collective trusts at beginning of year2013-12-31$14,630,863
Net investment gain or loss from common/collective trusts2013-12-31$3,276,933
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$414,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$510,077
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 DEDHAM INSTITUTION FOR 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$2,811,835
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$968,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$957,079
Expenses. Certain deemed distributions of participant loans2012-12-31$11,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,168,658
Value of total assets at end of year2012-12-31$15,597,709
Value of total assets at beginning of year2012-12-31$13,754,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$37,968
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$500,000
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$735,317
Participant contributions at end of year2012-12-31$966,846
Participant contributions at beginning of year2012-12-31$917,466
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$53,972
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$1,843,580
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,597,709
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,754,129
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$37,968
Value of interest in common/collective trusts at end of year2012-12-31$14,630,863
Value of interest in common/collective trusts at beginning of year2012-12-31$12,836,663
Net investment gain or loss from common/collective trusts2012-12-31$1,605,209
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$379,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$957,079
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 DEDHAM INSTITUTION FOR 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$1,351,477
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,362,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,329,296
Expenses. Certain deemed distributions of participant loans2011-12-31$32,894
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,239,539
Value of total assets at end of year2011-12-31$13,754,129
Value of total assets at beginning of year2011-12-31$13,764,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$37,615
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$500,000
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$690,829
Participant contributions at end of year2011-12-31$917,466
Participant contributions at beginning of year2011-12-31$831,904
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$183,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,713
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,754,129
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,764,842
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$37,615
Value of interest in common/collective trusts at end of year2011-12-31$12,836,663
Value of interest in common/collective trusts at beginning of year2011-12-31$12,932,938
Net investment gain or loss from common/collective trusts2011-12-31$74,323
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$365,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,329,296
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 DEDHAM INSTITUTION FOR 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$2,595,478
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$253,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$233,361
Expenses. Certain deemed distributions of participant loans2010-12-31$20,560
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,124,743
Value of total assets at end of year2010-12-31$13,764,842
Value of total assets at beginning of year2010-12-31$11,423,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$36,570
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$500,000
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$669,758
Participant contributions at end of year2010-12-31$831,904
Participant contributions at beginning of year2010-12-31$760,077
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$99,737
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$2,341,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,764,842
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,423,285
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$36,570
Value of interest in common/collective trusts at end of year2010-12-31$12,932,938
Value of interest in common/collective trusts at beginning of year2010-12-31$10,663,208
Net investment gain or loss from common/collective trusts2010-12-31$1,434,165
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$355,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$233,361
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 DEDHAM INSTITUTION FOR SAVINGS

2023: SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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 DEDHAM INSTITUTION FOR 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
2009: SBERA 401(K) PLAN AS ADOPTED BY DEDHAM INSTITUTION FOR 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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