401k Plan data: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN plan

HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	004

HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (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

WALLKILL VALLEY FEDERAL SAVINGS & LOAN ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: WALLKILL VALLEY FEDERAL SAVINGS & LOAN ASSOCIATION

Employer identification number (EIN): 141157092

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2019-01-01
004 2018-01-01
004 2017-01-01 BETH NELSON

Plan Statistics for HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2019: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 29
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 33
Total of all active and inactive participants 2017-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 63
Number of participants with account balances 2017-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1

Measure	Date	Value
2019: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	29
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	33
Total of all active and inactive participants	2017-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	63
Number of participants with account balances	2017-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1

Financial Data on HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2019 : HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-116
Expenses. Total of all expenses incurred	2019-12-31	$5,014
Benefits paid (including direct rollovers)	2019-12-31	$5,014
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$5,130
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$-116
Net income (gross income less expenses)	2019-12-31	$-5,130
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$1,505
Expenses. Total of all expenses incurred	2018-12-31	$249,889
Benefits paid (including direct rollovers)	2018-12-31	$109,080
Total plan assets at end of year	2018-12-31	$5,130
Total plan assets at beginning of year	2018-12-31	$253,514
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Other income received	2018-12-31	$1,505
Net income (gross income less expenses)	2018-12-31	$-248,384
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,130
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$253,514
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$140,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$618,552
Total income from all sources	2017-12-31	$632,022
Expenses. Total of all expenses incurred	2017-12-31	$1,944
Benefits paid (including direct rollovers)	2017-12-31	$1,944
Total plan assets at end of year	2017-12-31	$253,514
Total plan assets at beginning of year	2017-12-31	$241,988
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Other income received	2017-12-31	$630,269
Net income (gross income less expenses)	2017-12-31	$630,078
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$253,514
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$-376,564
Total contributions received or receivable from employer(s)	2017-12-31	$1,753
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

2019: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HOMETOWN BANK OF THE HUDSON VALLEY AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WALLKILL VALLEY FEDERAL SAVINGS & LOAN ASSOCIATION
Employer identification number (EIN):	141157092
NAIC Classification:	522120
NAIC Description:	Savings Institutions