Logo

RETIREMENT PLAN OF ROME SAVINGS BANK 401k Plan overview

Plan NameRETIREMENT PLAN OF ROME SAVINGS BANK
Plan identification number 008

RETIREMENT PLAN OF ROME SAVINGS BANK Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

BERKSHIRE BANK has sponsored the creation of one or more 401k plans.

Company Name:BERKSHIRE BANK
Employer identification number (EIN):043312097
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about BERKSHIRE BANK

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2007-10-31
Company Identification Number: 84332
Legal Registered Office Address: 17 G W Tatro Dr

Jeffersonville
United States of America (USA)
05464

More information about BERKSHIRE BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF ROME SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-10-01THAD COWARD2024-07-15 SAMANTHA SCOTT2024-07-15
0082021-10-01THAD COWARD2023-04-30 LINDA HANKEY2023-05-08
0082020-10-01THAD COWARD2022-06-29 LINDA HANKEY2022-06-28
0082019-10-01THAD COWARD2021-05-20 LINDA HANKEY2021-05-25
0082018-10-01THAD COWARD2020-06-30 LINDA HANKEY2020-07-01
0082017-10-01URVASHI JONES2019-05-22 LINDA HANKEY2019-06-12
0082016-10-01URVASHI JONES2018-06-14 LINDA HANKEY2018-06-20
0082015-10-01RICHARD RAUSSER
0082014-10-01SUZANNE CHOULJIAN LINDA HANKEY2016-04-12
0082013-10-01SUZANNE CHOULJIAN LINDA HANKEY2015-06-22
0082012-10-01SUZANNE CHOULJIAN LINDA HANKEY2014-04-11

Plan Statistics for RETIREMENT PLAN OF ROME SAVINGS BANK

401k plan membership statisitcs for RETIREMENT PLAN OF ROME SAVINGS BANK

Measure Date Value
2023: RETIREMENT PLAN OF ROME SAVINGS BANK 2023 401k membership
Market value of plan assets2023-09-304,458,086
Acturial value of plan assets2023-09-304,903,895
Funding target for retired participants and beneficiaries receiving payment2023-09-302,014,126
Number of terminated vested participants2023-09-3024
Fundng target for terminated vested participants2023-09-301,240,882
Active participant vested funding target2023-09-30344,119
Number of active participants2023-09-306
Total funding liabilities for active participants2023-09-30344,119
Total participant count2023-09-3058
Total funding target for all participants2023-09-303,599,127
Balance at beginning of prior year after applicable adjustments2023-09-30927,048
Prefunding balance at beginning of prior year after applicable adjustments2023-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-30927,048
Amount remaining of prefunding balance2023-09-300
Present value of excess contributions2023-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-300
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-30765,185
Balance of prefunding at beginning of current year2023-09-300
Total employer contributions2023-09-300
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-300
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-3018,945
Net shortfall amortization installment of oustanding balance2023-09-300
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-300
Carryover balance elected to use to offset funding requirement2023-09-300
Prefunding balance elected to use to offset funding requirement2023-09-300
Additional cash requirement2023-09-300
Contributions allocatedtoward minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: RETIREMENT PLAN OF ROME SAVINGS BANK 2022 401k membership
Market value of plan assets2022-09-305,877,010
Acturial value of plan assets2022-09-305,289,309
Funding target for retired participants and beneficiaries receiving payment2022-09-302,466,999
Number of terminated vested participants2022-09-3026
Fundng target for terminated vested participants2022-09-301,196,705
Active participant vested funding target2022-09-30315,778
Number of active participants2022-09-306
Total funding liabilities for active participants2022-09-30315,778
Total participant count2022-09-3062
Total funding target for all participants2022-09-303,979,482
Balance at beginning of prior year after applicable adjustments2022-09-30753,636
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-30753,636
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-30927,048
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3026,475
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: RETIREMENT PLAN OF ROME SAVINGS BANK 2021 401k membership
Market value of plan assets2021-09-305,477,975
Acturial value of plan assets2021-09-305,474,258
Funding target for retired participants and beneficiaries receiving payment2021-09-302,623,530
Number of terminated vested participants2021-09-3027
Fundng target for terminated vested participants2021-09-301,372,238
Active participant vested funding target2021-09-30295,287
Number of active participants2021-09-307
Total funding liabilities for active participants2021-09-30295,287
Total participant count2021-09-3066
Total funding target for all participants2021-09-304,291,055
Balance at beginning of prior year after applicable adjustments2021-09-30697,488
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-30697,488
Amount remaining of prefunding balance2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-30753,636
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3013,653
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: RETIREMENT PLAN OF ROME SAVINGS BANK 2020 401k membership
Market value of plan assets2020-09-305,658,429
Acturial value of plan assets2020-09-305,755,360
Funding target for retired participants and beneficiaries receiving payment2020-09-302,737,865
Number of terminated vested participants2020-09-3030
Fundng target for terminated vested participants2020-09-301,494,347
Active participant vested funding target2020-09-30310,060
Number of active participants2020-09-308
Total funding liabilities for active participants2020-09-30310,060
Total participant count2020-09-3071
Total funding target for all participants2020-09-304,542,272
Balance at beginning of prior year after applicable adjustments2020-09-30677,831
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-30677,831
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-30697,488
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3020,921
Net shortfall amortization installment of oustanding balance2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: RETIREMENT PLAN OF ROME SAVINGS BANK 2019 401k membership
Market value of plan assets2019-09-306,150,628
Acturial value of plan assets2019-09-305,964,432
Funding target for retired participants and beneficiaries receiving payment2019-09-302,673,363
Number of terminated vested participants2019-09-3032
Fundng target for terminated vested participants2019-09-301,718,187
Active participant vested funding target2019-09-30349,840
Number of active participants2019-09-309
Total funding liabilities for active participants2019-09-30349,840
Total participant count2019-09-3072
Total funding target for all participants2019-09-304,741,390
Balance at beginning of prior year after applicable adjustments2019-09-30648,754
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-3023,967
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-30624,787
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-30860,234
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30911,023
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-30677,831
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3032,738
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: RETIREMENT PLAN OF ROME SAVINGS BANK 2018 401k membership
Market value of plan assets2018-09-305,351,157
Acturial value of plan assets2018-09-305,050,786
Funding target for retired participants and beneficiaries receiving payment2018-09-302,681,759
Number of terminated vested participants2018-09-3034
Fundng target for terminated vested participants2018-09-301,614,926
Active participant vested funding target2018-09-30309,260
Number of active participants2018-09-309
Total funding liabilities for active participants2018-09-30309,260
Total participant count2018-09-3077
Total funding target for all participants2018-09-304,605,945
Balance at beginning of prior year after applicable adjustments2018-09-30603,672
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-3033,740
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-30569,932
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-30648,754
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30907,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30860,234
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3023,967
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-3023,967
Carryover balance elected to use to offset funding requirement2018-09-3023,967
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-30860,234
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: RETIREMENT PLAN OF ROME SAVINGS BANK 2017 401k membership
Market value of plan assets2017-09-305,124,816
Acturial value of plan assets2017-09-305,142,835
Funding target for retired participants and beneficiaries receiving payment2017-09-302,667,841
Number of terminated vested participants2017-09-3037
Fundng target for terminated vested participants2017-09-301,589,416
Active participant vested funding target2017-09-30281,906
Number of active participants2017-09-309
Total funding liabilities for active participants2017-09-30281,906
Total participant count2017-09-3078
Total funding target for all participants2017-09-304,539,163
Balance at beginning of prior year after applicable adjustments2017-09-30947,025
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-30269,519
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-30677,506
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-30147,479
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-30603,672
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3033,548
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-3033,548
Carryover balance elected to use to offset funding requirement2017-09-3033,548
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2015: RETIREMENT PLAN OF ROME SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year2015-10-0182
Total number of active participants reported on line 7a of the Form 55002015-10-019
Number of retired or separated participants receiving benefits2015-10-0127
Number of other retired or separated participants entitled to future benefits2015-10-0137
Total of all active and inactive participants2015-10-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-015
Total participants2015-10-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: RETIREMENT PLAN OF ROME SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year2014-10-0185
Total number of active participants reported on line 7a of the Form 55002014-10-0110
Number of retired or separated participants receiving benefits2014-10-0126
Number of other retired or separated participants entitled to future benefits2014-10-0141
Total of all active and inactive participants2014-10-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-015
Total participants2014-10-0182
2013: RETIREMENT PLAN OF ROME SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year2013-10-0188
Total number of active participants reported on line 7a of the Form 55002013-10-0112
Number of retired or separated participants receiving benefits2013-10-0127
Number of other retired or separated participants entitled to future benefits2013-10-0141
Total of all active and inactive participants2013-10-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-015
Total participants2013-10-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: RETIREMENT PLAN OF ROME SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year2012-10-0190
Total number of active participants reported on line 7a of the Form 55002012-10-0112
Number of retired or separated participants receiving benefits2012-10-0124
Number of other retired or separated participants entitled to future benefits2012-10-0146
Total of all active and inactive participants2012-10-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-016
Total participants2012-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010

Financial Data on RETIREMENT PLAN OF ROME SAVINGS BANK

Measure Date Value
2016 : RETIREMENT PLAN OF ROME SAVINGS BANK 2016 401k financial data
Total income from all sources2016-09-30$532,441
Expenses. Total of all expenses incurred2016-09-30$592,169
Benefits paid (including direct rollovers)2016-09-30$517,839
Total plan assets at end of year2016-09-30$5,124,816
Total plan assets at beginning of year2016-09-30$5,184,544
Value of fidelity bond covering the plan2016-09-30$4,500,000
Expenses. Other expenses not covered elsewhere2016-09-30$74,330
Other income received2016-09-30$532,441
Net income (gross income less expenses)2016-09-30$-59,728
Net plan assets at end of year (total assets less liabilities)2016-09-30$5,124,816
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$5,184,544
Total contributions received or receivable from employer(s)2016-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : RETIREMENT PLAN OF ROME SAVINGS BANK 2015 401k financial data
Total income from all sources2015-09-30$-67,935
Expenses. Total of all expenses incurred2015-09-30$494,683
Benefits paid (including direct rollovers)2015-09-30$424,889
Total plan assets at end of year2015-09-30$5,184,544
Total plan assets at beginning of year2015-09-30$5,747,162
Value of fidelity bond covering the plan2015-09-30$4,500,000
Expenses. Other expenses not covered elsewhere2015-09-30$55,044
Other income received2015-09-30$-67,935
Net income (gross income less expenses)2015-09-30$-562,618
Net plan assets at end of year (total assets less liabilities)2015-09-30$5,184,544
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$5,747,162
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$14,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : RETIREMENT PLAN OF ROME SAVINGS BANK 2014 401k financial data
Total income from all sources2014-09-30$877,945
Expenses. Total of all expenses incurred2014-09-30$422,469
Benefits paid (including direct rollovers)2014-09-30$359,086
Total plan assets at end of year2014-09-30$5,747,162
Total plan assets at beginning of year2014-09-30$5,291,686
Value of fidelity bond covering the plan2014-09-30$4,500,000
Expenses. Other expenses not covered elsewhere2014-09-30$56,957
Other income received2014-09-30$621,823
Net income (gross income less expenses)2014-09-30$455,476
Net plan assets at end of year (total assets less liabilities)2014-09-30$5,747,162
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$5,291,686
Total contributions received or receivable from employer(s)2014-09-30$256,122
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$6,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : RETIREMENT PLAN OF ROME SAVINGS BANK 2013 401k financial data
Total income from all sources2013-09-30$932,139
Expenses. Total of all expenses incurred2013-09-30$465,028
Benefits paid (including direct rollovers)2013-09-30$420,053
Total plan assets at end of year2013-09-30$5,291,686
Total plan assets at beginning of year2013-09-30$4,824,575
Value of fidelity bond covering the plan2013-09-30$4,500,000
Expenses. Other expenses not covered elsewhere2013-09-30$43,848
Other income received2013-09-30$637,436
Net income (gross income less expenses)2013-09-30$467,111
Net plan assets at end of year (total assets less liabilities)2013-09-30$5,291,686
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$4,824,575
Total contributions received or receivable from employer(s)2013-09-30$294,703
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$1,127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0

Form 5500 Responses for RETIREMENT PLAN OF ROME SAVINGS BANK

2015: RETIREMENT PLAN OF ROME SAVINGS BANK 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF ROME SAVINGS BANK 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF ROME SAVINGS BANK 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF ROME SAVINGS BANK 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1