HAMPDEN BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK
Measure | Date | Value |
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2013: SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 55 |
Total of all active and inactive participants | 2013-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 158 |
Number of participants with account balances | 2013-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 42 |
Total of all active and inactive participants | 2012-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 145 |
Number of participants with account balances | 2012-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 32 |
Total of all active and inactive participants | 2011-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 140 |
Number of participants with account balances | 2011-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 29 |
Total of all active and inactive participants | 2010-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 133 |
Number of participants with account balances | 2010-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 29 |
Total of all active and inactive participants | 2009-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 127 |
Number of participants with account balances | 2009-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $2,026,616 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $860,377 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $850,624 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $9,753 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $772,919 |
Value of total assets at end of year | 2013-12-31 | $10,049,204 |
Value of total assets at beginning of year | 2013-12-31 | $8,882,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $10,343 |
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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $888,297 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $363,026 |
Participant contributions at end of year | 2013-12-31 | $279,744 |
Participant contributions at beginning of year | 2013-12-31 | $249,741 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $167,203 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,166,239 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,049,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,882,965 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $10,343 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $9,769,460 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $8,633,224 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,243,354 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $242,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $850,624 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MARCUM LLP |
Accountancy firm EIN | 2013-12-31 | 111986323 |
2012 : SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $1,632,112 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $232,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $232,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $611,888 |
Value of total assets at end of year | 2012-12-31 | $8,882,965 |
Value of total assets at beginning of year | 2012-12-31 | $7,483,601 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $9,805 |
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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $583,750 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $381,859 |
Participant contributions at end of year | 2012-12-31 | $249,741 |
Participant contributions at beginning of year | 2012-12-31 | $230,436 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,230 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,399,364 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,882,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,483,601 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $9,805 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $8,633,224 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $7,253,165 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,010,419 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $228,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $232,748 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MARCUM LLP |
Accountancy firm EIN | 2012-12-31 | 111986323 |
2011 : SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $694,418 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $156,654 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $156,654 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $582,000 |
Value of total assets at end of year | 2011-12-31 | $7,483,601 |
Value of total assets at beginning of year | 2011-12-31 | $6,945,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $10,623 |
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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $583,750 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $359,662 |
Participant contributions at end of year | 2011-12-31 | $230,436 |
Participant contributions at beginning of year | 2011-12-31 | $203,764 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $537,764 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,483,601 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,945,837 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $10,623 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $7,253,165 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,742,073 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $101,795 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $222,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $156,654 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PARENT, MCLAUGHLIN & NANGLE, INC. |
Accountancy firm EIN | 2011-12-31 | 042603383 |
2010 : SBERA 401(K) PLAN AS ADOPTED BY HAMPDEN BANK 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $1,238,448 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $130,115 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $130,115 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $620,420 |
Value of total assets at end of year | 2010-12-31 | $6,945,837 |
Value of total assets at beginning of year | 2010-12-31 | $5,837,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $9,273 |
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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $583,750 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $374,676 |
Participant contributions at end of year | 2010-12-31 | $203,764 |
Participant contributions at beginning of year | 2010-12-31 | $142,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $31,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,108,333 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,945,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,837,504 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $9,273 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,742,073 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,695,123 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $608,755 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $214,019 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $130,115 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PARENT, MCLAUGHLIN & NANGLE, INC. |
Accountancy firm EIN | 2010-12-31 | 042603383 |