Plan Name | SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE SAVINGS BANK |
Employer identification number (EIN): | 041939290 |
NAIC Classification: | 522120 |
NAIC Description: | Savings Institutions |
Additional information about THE SAVINGS BANK
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | |
Company Identification Number: | 31228 |
Legal Registered Office Address: |
- - - United States of America (USA) - |
More information about THE SAVINGS BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
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. |
Measure | Date | Value |
---|---|---|
2023: SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 46 |
Total of all active and inactive participants | 2023-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 143 |
Number of participants with account balances | 2023-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 46 |
Total of all active and inactive participants | 2022-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 144 |
Number of participants with account balances | 2022-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 48 |
Total of all active and inactive participants | 2021-01-01 | 139 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 139 |
Number of participants with account balances | 2021-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 47 |
Total of all active and inactive participants | 2020-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 141 |
Number of participants with account balances | 2020-01-01 | 123 |
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 THE SAVINGS BANK 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 37 |
Total of all active and inactive participants | 2019-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 135 |
Number of participants with account balances | 2019-01-01 | 122 |
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 THE SAVINGS BANK 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 39 |
Total of all active and inactive participants | 2018-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 133 |
Number of participants with account balances | 2018-01-01 | 122 |
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 THE SAVINGS BANK 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 95 |
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 | 43 |
Total of all active and inactive participants | 2017-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 138 |
Number of participants with account balances | 2017-01-01 | 122 |
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 THE SAVINGS BANK 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 103 |
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 | 44 |
Total of all active and inactive participants | 2016-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 147 |
Number of participants with account balances | 2016-01-01 | 133 |
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 THE SAVINGS BANK 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 107 |
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 | 43 |
Total of all active and inactive participants | 2015-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 150 |
Number of participants with account balances | 2015-01-01 | 135 |
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 THE SAVINGS BANK 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 105 |
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 | 41 |
Total of all active and inactive participants | 2014-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 146 |
Number of participants with account balances | 2014-01-01 | 132 |
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 THE SAVINGS BANK 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 111 |
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 | 33 |
Total of all active and inactive participants | 2013-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 144 |
Number of participants with account balances | 2013-01-01 | 25 |
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 THE SAVINGS BANK 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 109 |
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 | 38 |
Total of all active and inactive participants | 2012-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 147 |
Number of participants with account balances | 2012-01-01 | 126 |
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 THE SAVINGS BANK 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 99 |
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 | 39 |
Total of all active and inactive participants | 2011-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 138 |
Number of participants with account balances | 2011-01-01 | 124 |
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 THE SAVINGS BANK 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 107 |
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 | 39 |
Total of all active and inactive participants | 2010-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 146 |
Number of participants with account balances | 2010-01-01 | 125 |
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 THE SAVINGS BANK 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 111 |
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 | 37 |
Total of all active and inactive participants | 2009-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 148 |
Number of participants with account balances | 2009-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $3,860,553 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $724,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $723,700 |
Value of total corrective distributions | 2023-12-31 | $803 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,009,871 |
Value of total assets at end of year | 2023-12-31 | $19,340,953 |
Value of total assets at beginning of year | 2023-12-31 | $16,205,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $450 |
Total interest from all sources | 2023-12-31 | $11,102 |
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 year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $715,710 |
Participant contributions at end of year | 2023-12-31 | $177,039 |
Participant contributions at beginning of year | 2023-12-31 | $135,111 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $19,562 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $3,135,600 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $19,340,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $16,205,353 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Interest on participant loans | 2023-12-31 | $11,102 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $19,163,914 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $16,070,242 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $2,839,580 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $274,599 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $723,700 |
Contract administrator fees | 2023-12-31 | $450 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2023-12-31 | 203985546 |
2022 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-2,406,596 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $328,327 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $311,801 |
Value of total corrective distributions | 2022-12-31 | $16,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $982,403 |
Value of total assets at end of year | 2022-12-31 | $16,205,353 |
Value of total assets at beginning of year | 2022-12-31 | $18,940,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $150 |
Total interest from all sources | 2022-12-31 | $7,685 |
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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $661,582 |
Participant contributions at end of year | 2022-12-31 | $135,111 |
Participant contributions at beginning of year | 2022-12-31 | $137,528 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $144,123 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,734,923 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,205,353 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,940,276 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $7,685 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $16,070,242 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $18,802,748 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-3,396,684 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $176,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $311,801 |
Contract administrator fees | 2022-12-31 | $150 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2022-12-31 | 203985546 |
2021 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $3,800,497 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,841,634 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,821,429 |
Value of total corrective distributions | 2021-12-31 | $20,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,467,713 |
Value of total assets at end of year | 2021-12-31 | $18,940,276 |
Value of total assets at beginning of year | 2021-12-31 | $16,981,413 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $150 |
Total interest from all sources | 2021-12-31 | $7,965 |
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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $613,218 |
Participant contributions at end of year | 2021-12-31 | $137,528 |
Participant contributions at beginning of year | 2021-12-31 | $167,395 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $693,996 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,958,863 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,940,276 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,981,413 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $7,965 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $18,802,748 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $16,814,018 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,324,819 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $160,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,821,429 |
Contract administrator fees | 2021-12-31 | $150 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2021-12-31 | 203985546 |
2020 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,924,997 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $305,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $304,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $792,731 |
Value of total assets at end of year | 2020-12-31 | $16,981,413 |
Value of total assets at beginning of year | 2020-12-31 | $14,361,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $300 |
Total interest from all sources | 2020-12-31 | $8,724 |
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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $634,126 |
Participant contributions at end of year | 2020-12-31 | $167,395 |
Participant contributions at beginning of year | 2020-12-31 | $155,434 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,619,772 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,981,413 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,361,641 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $8,724 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $16,814,018 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $14,206,207 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,123,542 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $158,605 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $304,925 |
Contract administrator fees | 2020-12-31 | $300 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2020-12-31 | 203985546 |
2019 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $3,303,645 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $712,971 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $712,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $807,361 |
Value of total assets at end of year | 2019-12-31 | $14,361,641 |
Value of total assets at beginning of year | 2019-12-31 | $11,770,967 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $250 |
Total interest from all sources | 2019-12-31 | $8,920 |
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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $556,161 |
Participant contributions at end of year | 2019-12-31 | $155,434 |
Participant contributions at beginning of year | 2019-12-31 | $153,341 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $98,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,590,674 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,361,641 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,770,967 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $8,920 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $14,206,207 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $11,617,626 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,487,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $152,527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $712,721 |
Contract administrator fees | 2019-12-31 | $250 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2019-12-31 | 203985546 |
2018 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $243,058 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $401,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $401,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $694,682 |
Value of total assets at end of year | 2018-12-31 | $11,770,967 |
Value of total assets at beginning of year | 2018-12-31 | $11,929,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $150 |
Total interest from all sources | 2018-12-31 | $8,513 |
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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $541,691 |
Participant contributions at end of year | 2018-12-31 | $153,341 |
Participant contributions at beginning of year | 2018-12-31 | $196,503 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-158,839 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,770,967 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,929,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $8,513 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $11,617,626 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $11,733,303 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-460,137 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $152,991 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $401,747 |
Contract administrator fees | 2018-12-31 | $150 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2018-12-31 | 203985546 |
2017 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,181,004 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,441,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,418,552 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $22,075 |
Value of total corrective distributions | 2017-12-31 | $1,243 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $688,669 |
Value of total assets at end of year | 2017-12-31 | $11,929,806 |
Value of total assets at beginning of year | 2017-12-31 | $12,190,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $9,391 |
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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $538,098 |
Participant contributions at end of year | 2017-12-31 | $196,503 |
Participant contributions at beginning of year | 2017-12-31 | $225,656 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-260,866 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,929,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,190,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $9,391 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $11,733,303 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $11,965,016 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,482,944 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $150,571 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,418,552 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2017-12-31 | 203985546 |
2016 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,527,482 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,684,449 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,649,610 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $34,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $783,243 |
Value of total assets at end of year | 2016-12-31 | $12,190,672 |
Value of total assets at beginning of year | 2016-12-31 | $12,347,639 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $10,765 |
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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $539,194 |
Participant contributions at end of year | 2016-12-31 | $225,656 |
Participant contributions at beginning of year | 2016-12-31 | $271,655 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $84,172 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-156,967 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,190,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,347,639 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $10,765 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $11,965,016 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $12,075,984 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $733,474 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $159,877 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,649,610 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2016-12-31 | 203985546 |
2015 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $610,166 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $402,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $402,880 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $652,886 |
Value of total assets at end of year | 2015-12-31 | $12,347,639 |
Value of total assets at beginning of year | 2015-12-31 | $12,140,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $9,768 |
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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $500,985 |
Participant contributions at end of year | 2015-12-31 | $271,655 |
Participant contributions at beginning of year | 2015-12-31 | $251,548 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $207,286 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,347,639 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,140,353 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $9,768 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $12,075,984 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $11,888,805 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-52,488 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $151,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $402,880 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2015-12-31 | 203985546 |
2014 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,256,908 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $432,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $432,685 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $690,917 |
Value of total assets at end of year | 2014-12-31 | $12,140,353 |
Value of total assets at beginning of year | 2014-12-31 | $11,316,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $9,641 |
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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $527,115 |
Participant contributions at end of year | 2014-12-31 | $251,548 |
Participant contributions at beginning of year | 2014-12-31 | $259,156 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $558 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $824,223 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,140,353 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,316,130 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $9,641 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $11,888,805 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $11,056,974 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $556,350 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $163,244 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $432,685 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
Accountancy firm EIN | 2014-12-31 | 203985546 |
2013 : SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2013 401k financial data | ||
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 | $2,473,549 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $808,912 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $802,744 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $6,168 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $827,907 |
Value of total assets at end of year | 2013-12-31 | $11,316,130 |
Value of total assets at beginning of year | 2013-12-31 | $9,651,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $10,569 |
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 | $500,000 |
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 | $508,707 |
Participant contributions at end of year | 2013-12-31 | $259,156 |
Participant contributions at beginning of year | 2013-12-31 | $219,798 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $155,463 |
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 | $1,664,637 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,316,130 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,651,493 |
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 | $10,569 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $11,056,974 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $9,431,695 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,635,073 |
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 | $163,737 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $802,744 |
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 THE SAVINGS BANK 2012 401k financial data | ||
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 | $1,615,915 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $233,328 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $230,178 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $3,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $663,320 |
Value of total assets at end of year | 2012-12-31 | $9,651,493 |
Value of total assets at beginning of year | 2012-12-31 | $8,268,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $8,660 |
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 | $500,000 |
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 | $469,708 |
Participant contributions at end of year | 2012-12-31 | $219,798 |
Participant contributions at beginning of year | 2012-12-31 | $196,696 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $42,063 |
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 | $1,382,587 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,651,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,268,904 |
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 | $8,660 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $9,431,695 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $8,072,208 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $943,935 |
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 | $151,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $230,178 |
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 THE SAVINGS BANK 2011 401k financial data | ||
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 | $600,184 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $396,602 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $318,300 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $78,302 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $549,658 |
Value of total assets at end of year | 2011-12-31 | $8,268,904 |
Value of total assets at beginning of year | 2011-12-31 | $8,065,322 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $10,054 |
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 | $500,000 |
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 | $410,975 |
Participant contributions at end of year | 2011-12-31 | $196,696 |
Participant contributions at beginning of year | 2011-12-31 | $292,561 |
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 | $203,582 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,268,904 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,065,322 |
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 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $10,054 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $8,072,208 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $7,772,761 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $40,472 |
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 | $138,683 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $318,300 |
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 THE SAVINGS BANK 2010 401k financial data | ||
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 | $1,465,964 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $384,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $374,195 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $10,469 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $671,094 |
Value of total assets at end of year | 2010-12-31 | $8,065,322 |
Value of total assets at beginning of year | 2010-12-31 | $6,984,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $15,149 |
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 | $500,000 |
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 | $392,873 |
Participant contributions at end of year | 2010-12-31 | $292,561 |
Participant contributions at beginning of year | 2010-12-31 | $233,026 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $148,890 |
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 | $1,081,300 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,065,322 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,984,022 |
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 | $15,149 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,772,761 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $6,750,996 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $779,721 |
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 | $129,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $374,195 |
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 |
2023: SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SBERA 401(K) PLAN AS ADOPTED BY THE SAVINGS BANK 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SBERA 401(K) PLAN AS ADOPTED BY THE 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 THE 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 THE 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 THE 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 THE 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 THE 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 THE 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 THE 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 THE 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 THE 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 THE 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 THE 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 |