JERSEY SHORE STATE BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JERSEY SHORE STATE BANK 401K PLAN
Measure | Date | Value |
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2014 : JERSEY SHORE STATE BANK 401K PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,211,728 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,148,892 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,120,680 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $802,891 |
Value of total assets at end of year | 2014-12-31 | $8,245,580 |
Value of total assets at beginning of year | 2014-12-31 | $8,182,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $28,212 |
Total interest from all sources | 2014-12-31 | $3,227 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $466,313 |
Participant contributions at end of year | 2014-12-31 | $78,395 |
Participant contributions at beginning of year | 2014-12-31 | $68,620 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,541 |
Other income not declared elsewhere | 2014-12-31 | $3,950 |
Administrative expenses (other) incurred | 2014-12-31 | $28,212 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $62,836 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,245,580 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,182,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,815,271 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,928,848 |
Interest on participant loans | 2014-12-31 | $3,104 |
Interest earned on other investments | 2014-12-31 | $123 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $161,727 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $14,483 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $401,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $334,037 |
Employer contributions (assets) at end of year | 2014-12-31 | $190,187 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $170,793 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,120,680 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | S.R. SNODGRASS |
Accountancy firm EIN | 2014-12-31 | 251616561 |
2013 : JERSEY SHORE STATE BANK 401K PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,090,416 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $422,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $376,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $753,903 |
Value of total assets at end of year | 2013-12-31 | $8,182,744 |
Value of total assets at beginning of year | 2013-12-31 | $6,514,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $45,556 |
Total interest from all sources | 2013-12-31 | $3,217 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $433,778 |
Participant contributions at end of year | 2013-12-31 | $68,620 |
Participant contributions at beginning of year | 2013-12-31 | $82,103 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $16,999 |
Other income not declared elsewhere | 2013-12-31 | $655 |
Administrative expenses (other) incurred | 2013-12-31 | $45,556 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,668,063 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,182,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,514,681 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,928,848 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,265,343 |
Interest on participant loans | 2013-12-31 | $3,115 |
Interest earned on other investments | 2013-12-31 | $102 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $14,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $14,941 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,332,641 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $303,126 |
Employer contributions (assets) at end of year | 2013-12-31 | $170,793 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $152,294 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $376,797 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | S.R. SNODGRASS |
Accountancy firm EIN | 2013-12-31 | 251616561 |
2012 : JERSEY SHORE STATE BANK 401K PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,488,197 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $950,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $909,402 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $692,747 |
Value of total assets at end of year | 2012-12-31 | $6,514,681 |
Value of total assets at beginning of year | 2012-12-31 | $5,977,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $41,525 |
Total interest from all sources | 2012-12-31 | $3,490 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $397,314 |
Participant contributions at end of year | 2012-12-31 | $82,103 |
Participant contributions at beginning of year | 2012-12-31 | $82,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $25,097 |
Administrative expenses (other) incurred | 2012-12-31 | $41,525 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $537,270 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,514,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,977,411 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,265,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,760,619 |
Interest on participant loans | 2012-12-31 | $3,360 |
Interest earned on other investments | 2012-12-31 | $130 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $14,941 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $26,334 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $791,960 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $270,336 |
Employer contributions (assets) at end of year | 2012-12-31 | $152,294 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $108,077 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $909,402 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | S.R. SNODGRASS |
Accountancy firm EIN | 2012-12-31 | 251616561 |
2011 : JERSEY SHORE STATE BANK 401K PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $432,406 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $363,273 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $322,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $600,421 |
Value of total assets at end of year | 2011-12-31 | $5,977,411 |
Value of total assets at beginning of year | 2011-12-31 | $5,908,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $40,944 |
Total interest from all sources | 2011-12-31 | $3,767 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $378,289 |
Participant contributions at end of year | 2011-12-31 | $82,381 |
Participant contributions at beginning of year | 2011-12-31 | $88,347 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $12,899 |
Administrative expenses (other) incurred | 2011-12-31 | $40,944 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $69,133 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,977,411 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,908,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,760,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,702,272 |
Interest on participant loans | 2011-12-31 | $3,468 |
Interest earned on other investments | 2011-12-31 | $299 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $26,334 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $26,723 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-171,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $209,233 |
Employer contributions (assets) at end of year | 2011-12-31 | $108,077 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $90,936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $322,329 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | S.R. SNODGRASS |
Accountancy firm EIN | 2011-12-31 | 251616561 |
2010 : JERSEY SHORE STATE BANK 401K PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,296,399 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $203,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $167,073 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $594,258 |
Value of total assets at end of year | 2010-12-31 | $5,908,278 |
Value of total assets at beginning of year | 2010-12-31 | $4,814,892 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $35,940 |
Total interest from all sources | 2010-12-31 | $2,812 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $380,720 |
Participant contributions at end of year | 2010-12-31 | $88,347 |
Participant contributions at beginning of year | 2010-12-31 | $29,307 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $6,683 |
Administrative expenses (other) incurred | 2010-12-31 | $35,940 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,093,386 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,908,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,814,892 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,702,272 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,675,245 |
Interest on participant loans | 2010-12-31 | $2,280 |
Interest earned on other investments | 2010-12-31 | $532 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $26,723 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $26,007 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $699,329 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $206,855 |
Employer contributions (assets) at end of year | 2010-12-31 | $90,936 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $84,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $167,073 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | S.R. SNODGRASS |
Accountancy firm EIN | 2010-12-31 | 251616561 |
2009 : JERSEY SHORE STATE BANK 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |