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EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameEAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:EAST BOSTON SAVINGS BANK
Employer identification number (EIN):043130808
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about EAST BOSTON SAVINGS BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 001004790

More information about EAST BOSTON SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ERIC HEATH
0032016-01-01ERIC HEATH
0032015-01-01ERIC HEATH
0032014-01-01ERIC HEATH
0032013-01-01ERIC HEATH
0032012-01-01ERIC HEATH
0032011-01-01ERIC HEATH
0032009-01-01ERIC HEATH ERIC HEATH2010-10-14

Plan Statistics for EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2020: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01697
Total number of active participants reported on line 7a of the Form 55002020-01-01463
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01214
Total of all active and inactive participants2020-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01693
Number of participants with account balances2020-01-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01662
Total number of active participants reported on line 7a of the Form 55002019-01-01472
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01174
Total of all active and inactive participants2019-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01652
Number of participants with account balances2019-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01612
Total number of active participants reported on line 7a of the Form 55002018-01-01475
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01141
Total of all active and inactive participants2018-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01623
Number of participants with account balances2018-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01583
Total number of active participants reported on line 7a of the Form 55002017-01-01440
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01574
Number of participants with account balances2017-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01560
Total number of active participants reported on line 7a of the Form 55002016-01-01430
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01539
Number of participants with account balances2016-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01529
Total number of active participants reported on line 7a of the Form 55002015-01-01404
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01507
Number of participants with account balances2015-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01493
Total number of active participants reported on line 7a of the Form 55002014-01-01411
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01489
Number of participants with account balances2014-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01452
Total number of active participants reported on line 7a of the Form 55002013-01-01398
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01452
Number of participants with account balances2013-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01411
Total number of active participants reported on line 7a of the Form 55002012-01-01377
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01423
Number of participants with account balances2012-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01358
Total number of active participants reported on line 7a of the Form 55002011-01-01337
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01354
Number of participants with account balances2011-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01220
Total number of active participants reported on line 7a of the Form 55002009-01-01216
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01230
Number of participants with account balances2009-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2020 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-17,631,444
Total unrealized appreciation/depreciation of assets2020-12-31$-17,631,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,153,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,887,798
Expenses. Interest paid2020-12-31$613,853
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$613,853
Total income from all sources (including contributions)2020-12-31$-16,241,774
Total loss/gain on sale of assets2020-12-31$-304,956
Total of all expenses incurred2020-12-31$1,064,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$450,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$596,343
Value of total assets at end of year2020-12-31$51,960,502
Value of total assets at beginning of year2020-12-31$70,000,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$5,260
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,093,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$271,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$274,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-17,306,330
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,806,836
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,113,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,004,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$680,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$680,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$50,683,862
Assets. Invements in employer securities at beginning of year2020-12-31$69,045,634
Contributions received in cash from employer2020-12-31$596,343
Income. Dividends from common stock2020-12-31$1,093,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$450,703
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$393,473
Aggregate carrying amount (costs) on sale of assets2020-12-31$698,429
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$18,153,666
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$18,887,798
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2020-12-31042689883
2019 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$19,852,575
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$19,852,575
Total unrealized appreciation/depreciation of assets2019-12-31$19,852,575
Total unrealized appreciation/depreciation of assets2019-12-31$19,852,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,887,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,887,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,598,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,598,821
Expenses. Interest paid2019-12-31$636,962
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$636,962
Expenses. Interest paid2019-12-31$636,962
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$636,962
Total income from all sources (including contributions)2019-12-31$21,578,674
Total income from all sources (including contributions)2019-12-31$21,578,674
Total loss/gain on sale of assets2019-12-31$56,908
Total loss/gain on sale of assets2019-12-31$56,908
Total of all expenses incurred2019-12-31$1,076,705
Total of all expenses incurred2019-12-31$1,076,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$439,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$439,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$649,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$649,186
Value of total assets at end of year2019-12-31$70,000,964
Value of total assets at end of year2019-12-31$70,000,964
Value of total assets at beginning of year2019-12-31$50,210,018
Value of total assets at beginning of year2019-12-31$50,210,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$19,863
Total interest from all sources2019-12-31$19,863
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,000,142
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,000,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$274,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$274,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$242,266
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$242,266
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,501,969
Value of net income/loss2019-12-31$20,501,969
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,113,166
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,113,166
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,611,197
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,611,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$680,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$680,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$407,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$407,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$407,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$407,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$69,045,634
Assets. Invements in employer securities at end of year2019-12-31$69,045,634
Assets. Invements in employer securities at beginning of year2019-12-31$49,560,747
Assets. Invements in employer securities at beginning of year2019-12-31$49,560,747
Contributions received in cash from employer2019-12-31$649,186
Contributions received in cash from employer2019-12-31$649,186
Income. Dividends from common stock2019-12-31$1,000,142
Income. Dividends from common stock2019-12-31$1,000,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$439,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$439,743
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$333,513
Aggregate proceeds on sale of assets2019-12-31$333,513
Aggregate carrying amount (costs) on sale of assets2019-12-31$276,605
Aggregate carrying amount (costs) on sale of assets2019-12-31$276,605
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$18,887,798
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$18,887,798
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$19,598,821
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$19,598,821
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WOLF & COMPANY P.C.
Accountancy firm name2019-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2019-12-31042689883
Accountancy firm EIN2019-12-31042689883
2018 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-21,789,827
Total unrealized appreciation/depreciation of assets2018-12-31$-21,789,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,598,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,287,464
Expenses. Interest paid2018-12-31$659,343
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$659,343
Total income from all sources (including contributions)2018-12-31$-20,233,468
Total loss/gain on sale of assets2018-12-31$-46,625
Total of all expenses incurred2018-12-31$1,692,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,033,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$825,265
Value of total assets at end of year2018-12-31$50,210,018
Value of total assets at beginning of year2018-12-31$72,824,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$10,636
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$767,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$242,266
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$175,765
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,926,163
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,611,197
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,537,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$407,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$233,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$233,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$49,560,747
Assets. Invements in employer securities at beginning of year2018-12-31$72,415,283
Contributions received in cash from employer2018-12-31$825,265
Income. Dividends from common stock2018-12-31$767,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,033,352
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$485,576
Aggregate carrying amount (costs) on sale of assets2018-12-31$532,201
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$19,598,821
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$20,287,464
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2018-12-31042689883
2017 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,967,323
Total unrealized appreciation/depreciation of assets2017-12-31$5,967,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,287,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,954,430
Expenses. Interest paid2017-12-31$681,019
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$681,019
Total income from all sources (including contributions)2017-12-31$7,479,372
Total loss/gain on sale of assets2017-12-31$-34,133
Total of all expenses incurred2017-12-31$927,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$246,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$944,490
Value of total assets at end of year2017-12-31$72,824,824
Value of total assets at beginning of year2017-12-31$66,939,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$2,876
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$598,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$175,765
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$105,914
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,552,065
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,537,360
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,985,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$233,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$108,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$108,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$72,415,283
Assets. Invements in employer securities at beginning of year2017-12-31$66,725,770
Contributions received in cash from employer2017-12-31$944,490
Income. Dividends from common stock2017-12-31$598,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$246,288
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$182,650
Aggregate carrying amount (costs) on sale of assets2017-12-31$216,783
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$20,287,464
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$20,954,430
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2017-12-31042689883
2016 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$16,946,227
Total unrealized appreciation/depreciation of assets2016-12-31$16,946,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,954,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,600,402
Expenses. Interest paid2016-12-31$702,013
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$702,013
Total income from all sources (including contributions)2016-12-31$18,405,728
Total loss/gain on sale of assets2016-12-31$22,490
Total of all expenses incurred2016-12-31$1,185,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$483,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,011,490
Value of total assets at end of year2016-12-31$66,939,725
Value of total assets at beginning of year2016-12-31$50,365,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$580
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$424,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$105,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$106,893
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$17,219,985
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,985,295
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,765,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$108,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$19,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$19,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$66,725,770
Assets. Invements in employer securities at beginning of year2016-12-31$50,239,569
Contributions received in cash from employer2016-12-31$1,011,490
Income. Dividends from common stock2016-12-31$424,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$483,730
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$355,941
Aggregate carrying amount (costs) on sale of assets2016-12-31$333,451
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$20,954,430
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$21,600,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2016-12-31042689883
2015 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$10,288,358
Total unrealized appreciation/depreciation of assets2015-12-31$10,288,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,600,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,226,040
Expenses. Interest paid2015-12-31$722,346
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$722,346
Total income from all sources (including contributions)2015-12-31$11,802,604
Total loss/gain on sale of assets2015-12-31$40,140
Total of all expenses incurred2015-12-31$1,246,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$523,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,260,293
Value of total assets at end of year2015-12-31$50,365,712
Value of total assets at beginning of year2015-12-31$40,434,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$213,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$106,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$10,556,388
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,765,310
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,208,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$19,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$27
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$50,239,569
Assets. Invements in employer securities at beginning of year2015-12-31$40,434,950
Contributions received in cash from employer2015-12-31$1,260,293
Income. Dividends from common stock2015-12-31$213,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$523,870
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$310,026
Aggregate carrying amount (costs) on sale of assets2015-12-31$269,886
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$21,600,402
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$22,226,040
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2015-12-31042689883
2014 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,936,383
Total unrealized appreciation/depreciation of assets2014-12-31$5,936,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,226,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,749,835
Expenses. Interest paid2014-12-31$574,189
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$574,189
Total income from all sources (including contributions)2014-12-31$7,293,484
Total loss/gain on sale of assets2014-12-31$9,116
Total of all expenses incurred2014-12-31$702,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$128,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,347,985
Value of total assets at end of year2014-12-31$40,434,962
Value of total assets at beginning of year2014-12-31$18,367,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,591,025
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,208,922
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,617,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$40,434,950
Assets. Invements in employer securities at beginning of year2014-12-31$18,367,723
Contributions received in cash from employer2014-12-31$1,347,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$128,270
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$123,714
Aggregate carrying amount (costs) on sale of assets2014-12-31$114,598
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$22,226,040
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$6,749,835
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2014-12-31042689883
2013 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,726,757
Total unrealized appreciation/depreciation of assets2013-12-31$4,726,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,749,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,041,172
Expenses. Interest paid2013-12-31$457,676
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$457,676
Total income from all sources (including contributions)2013-12-31$5,479,332
Total loss/gain on sale of assets2013-12-31$3,562
Total of all expenses incurred2013-12-31$568,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$110,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$749,013
Value of total assets at end of year2013-12-31$18,367,732
Value of total assets at beginning of year2013-12-31$13,748,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Total non interest bearing cash at end of year2013-12-31$9
Total non interest bearing cash at beginning of year2013-12-31$41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,910,956
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,617,897
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,706,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$18,367,723
Assets. Invements in employer securities at beginning of year2013-12-31$13,748,072
Contributions received in cash from employer2013-12-31$749,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$110,700
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$42,341
Aggregate carrying amount (costs) on sale of assets2013-12-31$38,779
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$6,749,835
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$7,041,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2013-12-31042689883
2012 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,547,626
Total unrealized appreciation/depreciation of assets2012-12-31$3,547,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,041,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,313,505
Expenses. Interest paid2012-12-31$476,680
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$476,680
Total income from all sources (including contributions)2012-12-31$4,303,422
Total loss/gain on sale of assets2012-12-31$6,783
Total of all expenses incurred2012-12-31$526,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$49,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$749,013
Value of total assets at end of year2012-12-31$13,748,113
Value of total assets at beginning of year2012-12-31$10,243,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Total non interest bearing cash at end of year2012-12-31$41
Total non interest bearing cash at beginning of year2012-12-31$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,776,883
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,706,941
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,930,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$13,748,072
Assets. Invements in employer securities at beginning of year2012-12-31$10,243,487
Contributions received in cash from employer2012-12-31$749,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$49,859
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$49,823
Aggregate carrying amount (costs) on sale of assets2012-12-31$43,040
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$7,041,172
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$7,313,505
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2012-12-31042689883
2011 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$545,290
Total unrealized appreciation/depreciation of assets2011-12-31$545,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,313,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,570,440
Expenses. Interest paid2011-12-31$492,079
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$492,079
Total income from all sources (including contributions)2011-12-31$1,294,403
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$513,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$749,113
Value of total assets at end of year2011-12-31$10,243,563
Value of total assets at beginning of year2011-12-31$9,719,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$3,773
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$76
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$780,768
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,930,058
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,149,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$19
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$19
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$10,243,487
Assets. Invements in employer securities at beginning of year2011-12-31$9,719,711
Contributions received in cash from employer2011-12-31$749,113
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,556
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$7,313,505
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$7,570,440
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2011-12-31042689883
2010 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,550,222
Total unrealized appreciation/depreciation of assets2010-12-31$2,550,222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,570,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,811,693
Expenses. Interest paid2010-12-31$507,760
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$507,760
Total income from all sources (including contributions)2010-12-31$3,304,736
Total loss/gain on sale of assets2010-12-31$5,501
Total of all expenses incurred2010-12-31$547,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$39,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$749,013
Value of total assets at end of year2010-12-31$9,719,730
Value of total assets at beginning of year2010-12-31$7,203,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,757,383
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,149,290
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-608,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$19
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$9,719,711
Assets. Invements in employer securities at beginning of year2010-12-31$7,203,600
Contributions received in cash from employer2010-12-31$749,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$39,593
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$27,025
Aggregate carrying amount (costs) on sale of assets2010-12-31$21,524
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$7,570,440
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$7,811,693
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WOLF & COMPANY P.C.
Accountancy firm EIN2010-12-31042689883
2009 : EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN

2020: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EAST BOSTON SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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