401k Plan data: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK plan

SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 401k Plan overview

Plan Name	SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK
Plan identification number	002

SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK Benefits

401k Plan Type

Defined 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

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

Company Name: NORTH BROOKFIELD SAVINGS BANK

Employer identification number (EIN): 041677290

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01 THOMAS FORESE, JR.
002 2017-01-01 THOMAS FORESE, JR.
002 2016-01-01 THOMAS FORESE, JR.
002 2015-01-01 THOMAS FORESE, JR.
002 2014-01-01 THOMAS FORESE, JR.
002 2013-01-01 THOMAS FORESE, JR
002 2012-01-01 THOMAS FORESE JR.
002 2011-01-01 THOMAS FORESE JR.
002 2010-01-01 THOMAS FORESE JR.
002 2009-01-01 THOMAS FORESE, JR

Plan Statistics for SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK

401k plan membership statisitcs for SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK

Measure Date Value
2020: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2020 401k membership
Total participants, beginning-of-year 2020-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 62
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 39
Total of all active and inactive participants 2020-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 101
Number of participants with account balances 2020-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2019 401k membership
Total participants, beginning-of-year 2019-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 72
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 101
Number of participants with account balances 2019-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year 2018-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 67
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 30
Total of all active and inactive participants 2018-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 97
Number of participants with account balances 2018-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year 2017-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 74
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 102
Number of participants with account balances 2017-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year 2016-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 80
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 34
Total of all active and inactive participants 2016-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 114
Number of participants with account balances 2016-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year 2015-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 79
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 107
Number of participants with account balances 2015-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year 2014-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 100
Number of participants with account balances 2014-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year 2013-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 57
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 21
Total of all active and inactive participants 2013-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 78
Number of participants with account balances 2013-01-01 65
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 NORTH BROOKFIELD SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year 2012-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 51
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 19
Total of all active and inactive participants 2012-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 70
Number of participants with account balances 2012-01-01 62
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 NORTH BROOKFIELD SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year 2011-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 47
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 16
Total of all active and inactive participants 2011-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 63
Number of participants with account balances 2011-01-01 60
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 NORTH BROOKFIELD SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year 2010-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 38
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 19
Total of all active and inactive participants 2010-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 57
Number of participants with account balances 2010-01-01 53
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 NORTH BROOKFIELD SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year 2009-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
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 17
Total of all active and inactive participants 2009-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 60
Number of participants with account balances 2009-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2020 401k membership
Total participants, beginning-of-year	2020-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	62
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	39
Total of all active and inactive participants	2020-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	101
Number of participants with account balances	2020-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2019 401k membership
Total participants, beginning-of-year	2019-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	72
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	101
Number of participants with account balances	2019-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year	2018-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	67
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	30
Total of all active and inactive participants	2018-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	97
Number of participants with account balances	2018-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year	2017-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	74
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	102
Number of participants with account balances	2017-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year	2016-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	80
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	34
Total of all active and inactive participants	2016-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	114
Number of participants with account balances	2016-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year	2015-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	79
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	107
Number of participants with account balances	2015-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year	2014-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	100
Number of participants with account balances	2014-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year	2013-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	57
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	21
Total of all active and inactive participants	2013-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	78
Number of participants with account balances	2013-01-01	65
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 NORTH BROOKFIELD SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year	2012-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	51
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	19
Total of all active and inactive participants	2012-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	70
Number of participants with account balances	2012-01-01	62
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 NORTH BROOKFIELD SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year	2011-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	47
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	16
Total of all active and inactive participants	2011-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	63
Number of participants with account balances	2011-01-01	60
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 NORTH BROOKFIELD SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year	2010-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	38
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	19
Total of all active and inactive participants	2010-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	57
Number of participants with account balances	2010-01-01	53
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 NORTH BROOKFIELD SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year	2009-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
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	17
Total of all active and inactive participants	2009-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	60
Number of participants with account balances	2009-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK

Measure	Date	Value
2020 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2020 401k financial data
Total income from all sources	2020-12-31	$758,818
Expenses. Total of all expenses incurred	2020-12-31	$203,605
Benefits paid (including direct rollovers)	2020-12-31	$203,530
Total plan assets at end of year	2020-12-31	$3,652,929
Total plan assets at beginning of year	2020-12-31	$3,097,716
Value of fidelity bond covering the plan	2020-12-31	$309,772
Total contributions received or receivable from participants	2020-12-31	$232,728
Contributions received from other sources (not participants or employers)	2020-12-31	$16,306
Other income received	2020-12-31	$425,306
Net income (gross income less expenses)	2020-12-31	$555,213
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,652,929
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,097,716
Assets. Value of participant loans	2020-12-31	$15,245
Total contributions received or receivable from employer(s)	2020-12-31	$84,478
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2019 401k financial data
Total income from all sources	2019-12-31	$876,314
Expenses. Total of all expenses incurred	2019-12-31	$468,788
Benefits paid (including direct rollovers)	2019-12-31	$468,738
Total plan assets at end of year	2019-12-31	$3,097,716
Total plan assets at beginning of year	2019-12-31	$2,690,190
Value of fidelity bond covering the plan	2019-12-31	$269,020
Total contributions received or receivable from participants	2019-12-31	$217,137
Contributions received from other sources (not participants or employers)	2019-12-31	$89,739
Other income received	2019-12-31	$490,496
Net income (gross income less expenses)	2019-12-31	$407,526
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,097,716
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,690,190
Assets. Value of participant loans	2019-12-31	$21,732
Total contributions received or receivable from employer(s)	2019-12-31	$78,942
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2018 401k financial data
Total income from all sources	2018-12-31	$184,053
Expenses. Total of all expenses incurred	2018-12-31	$259,804
Benefits paid (including direct rollovers)	2018-12-31	$259,083
Total plan assets at end of year	2018-12-31	$2,690,190
Total plan assets at beginning of year	2018-12-31	$2,765,941
Value of fidelity bond covering the plan	2018-12-31	$276,595
Total contributions received or receivable from participants	2018-12-31	$197,828
Other income received	2018-12-31	$-80,336
Net income (gross income less expenses)	2018-12-31	$-75,751
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,690,190
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,765,941
Assets. Value of participant loans	2018-12-31	$26,962
Total contributions received or receivable from employer(s)	2018-12-31	$66,561
Value of corrective distributions	2018-12-31	$671
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2017 401k financial data
Total income from all sources	2017-12-31	$731,609
Expenses. Total of all expenses incurred	2017-12-31	$393,744
Benefits paid (including direct rollovers)	2017-12-31	$393,362
Total plan assets at end of year	2017-12-31	$2,765,941
Total plan assets at beginning of year	2017-12-31	$2,428,076
Value of fidelity bond covering the plan	2017-12-31	$242,808
Total contributions received or receivable from participants	2017-12-31	$178,245
Contributions received from other sources (not participants or employers)	2017-12-31	$148,089
Other income received	2017-12-31	$348,248
Net income (gross income less expenses)	2017-12-31	$337,865
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,765,941
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,428,076
Assets. Value of participant loans	2017-12-31	$55,734
Total contributions received or receivable from employer(s)	2017-12-31	$57,027
Value of certain deemed distributions of participant loans	2017-12-31	$382
2016 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2016 401k financial data
Total income from all sources	2016-12-31	$473,416
Expenses. Total of all expenses incurred	2016-12-31	$214,121
Benefits paid (including direct rollovers)	2016-12-31	$201,099
Total plan assets at end of year	2016-12-31	$2,428,076
Total plan assets at beginning of year	2016-12-31	$2,168,781
Value of fidelity bond covering the plan	2016-12-31	$216,878
Total contributions received or receivable from participants	2016-12-31	$170,892
Contributions received from other sources (not participants or employers)	2016-12-31	$101,976
Other income received	2016-12-31	$140,889
Net income (gross income less expenses)	2016-12-31	$259,295
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,428,076
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,168,781
Assets. Value of participant loans	2016-12-31	$39,341
Total contributions received or receivable from employer(s)	2016-12-31	$59,659
Value of certain deemed distributions of participant loans	2016-12-31	$11,086
Value of corrective distributions	2016-12-31	$1,936
2015 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2015 401k financial data
Total income from all sources	2015-12-31	$286,178
Expenses. Total of all expenses incurred	2015-12-31	$112,585
Benefits paid (including direct rollovers)	2015-12-31	$107,303
Total plan assets at end of year	2015-12-31	$2,168,781
Total plan assets at beginning of year	2015-12-31	$1,995,188
Value of fidelity bond covering the plan	2015-12-31	$199,519
Total contributions received or receivable from participants	2015-12-31	$178,613
Contributions received from other sources (not participants or employers)	2015-12-31	$43,465
Other income received	2015-12-31	$9,383
Net income (gross income less expenses)	2015-12-31	$173,593
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,168,781
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,995,188
Assets. Value of participant loans	2015-12-31	$41,255
Total contributions received or receivable from employer(s)	2015-12-31	$54,717
Value of certain deemed distributions of participant loans	2015-12-31	$1,612
Value of corrective distributions	2015-12-31	$3,670
2014 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2014 401k financial data
Total income from all sources	2014-12-31	$324,449
Expenses. Total of all expenses incurred	2014-12-31	$230,293
Benefits paid (including direct rollovers)	2014-12-31	$230,293
Total plan assets at end of year	2014-12-31	$1,995,188
Total plan assets at beginning of year	2014-12-31	$1,901,032
Value of fidelity bond covering the plan	2014-12-31	$190,103
Total contributions received or receivable from participants	2014-12-31	$157,934
Contributions received from other sources (not participants or employers)	2014-12-31	$1,709
Other income received	2014-12-31	$114,499
Net income (gross income less expenses)	2014-12-31	$94,156
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,995,188
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,901,032
Assets. Value of participant loans	2014-12-31	$44,605
Total contributions received or receivable from employer(s)	2014-12-31	$50,307
2013 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2013 401k financial data
Total income from all sources	2013-12-31	$554,508
Expenses. Total of all expenses incurred	2013-12-31	$57,881
Benefits paid (including direct rollovers)	2013-12-31	$57,881
Total plan assets at end of year	2013-12-31	$1,901,032
Total plan assets at beginning of year	2013-12-31	$1,404,405
Value of fidelity bond covering the plan	2013-12-31	$140,441
Total contributions received or receivable from participants	2013-12-31	$134,327
Contributions received from other sources (not participants or employers)	2013-12-31	$123,834
Other income received	2013-12-31	$273,064
Net income (gross income less expenses)	2013-12-31	$496,627
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,901,032
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,404,405
Assets. Value of participant loans	2013-12-31	$48,068
Total contributions received or receivable from employer(s)	2013-12-31	$23,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2012 401k financial data
Total income from all sources	2012-12-31	$288,992
Expenses. Total of all expenses incurred	2012-12-31	$242,068
Benefits paid (including direct rollovers)	2012-12-31	$233,470
Total plan assets at end of year	2012-12-31	$1,404,405
Total plan assets at beginning of year	2012-12-31	$1,357,481
Value of fidelity bond covering the plan	2012-12-31	$135,748
Total contributions received or receivable from participants	2012-12-31	$126,683
Other income received	2012-12-31	$140,068
Net income (gross income less expenses)	2012-12-31	$46,924
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,404,405
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,357,481
Assets. Value of participant loans	2012-12-31	$13,084
Total contributions received or receivable from employer(s)	2012-12-31	$22,241
Value of certain deemed distributions of participant loans	2012-12-31	$8,402
Value of corrective distributions	2012-12-31	$196
2011 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2011 401k financial data
Total income from all sources	2011-12-31	$190,996
Expenses. Total of all expenses incurred	2011-12-31	$90,963
Benefits paid (including direct rollovers)	2011-12-31	$90,963
Total plan assets at end of year	2011-12-31	$1,357,481
Total plan assets at beginning of year	2011-12-31	$1,257,448
Value of fidelity bond covering the plan	2011-12-31	$125,745
Total contributions received or receivable from participants	2011-12-31	$113,252
Contributions received from other sources (not participants or employers)	2011-12-31	$42,015
Other income received	2011-12-31	$14,740
Net income (gross income less expenses)	2011-12-31	$100,033
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,357,481
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,257,448
Assets. Value of participant loans	2011-12-31	$32,509
Total contributions received or receivable from employer(s)	2011-12-31	$20,989
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2010 401k financial data
Total income from all sources	2010-12-31	$242,359
Expenses. Total of all expenses incurred	2010-12-31	$230,550
Benefits paid (including direct rollovers)	2010-12-31	$217,950
Total plan assets at end of year	2010-12-31	$1,257,448
Total plan assets at beginning of year	2010-12-31	$1,245,639
Value of fidelity bond covering the plan	2010-12-31	$124,564
Total contributions received or receivable from participants	2010-12-31	$103,147
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$119,778
Net income (gross income less expenses)	2010-12-31	$11,809
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,257,448
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,245,639
Assets. Value of participant loans	2010-12-31	$37,656
Total contributions received or receivable from employer(s)	2010-12-31	$19,434
Value of certain deemed distributions of participant loans	2010-12-31	$12,600
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK

2020: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SBERA 401(K) PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTH BROOKFIELD SAVINGS BANK
Employer identification number (EIN):	041677290
NAIC Classification:	522120
NAIC Description:	Savings Institutions