401k Plan data: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK plan

SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 401k Plan overview

Plan Name	SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK
Plan identification number	002

SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: MIDDLESEX SAVINGS BANK

Employer identification number (EIN): 270402195

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 THOMAS FORESE JR.
002 2017-01-01 THOMAS FORESE, JR.
002 2016-01-01 THOMAS FORESE, JR.
002 2015-01-01 THOMAS FORESE, JR.
002 2014-01-01 THOMAS FORESE, JR.
002 2013-01-01 THOMAS FORESE JR
002 2012-01-01 THOMAS FORESE JR.
002 2011-01-01 THOMAS FORESE JR.
002 2010-01-01 THOMAS FORESE JR.
002 2009-01-01 THOMAS FORESE JR.

Plan Statistics for SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK

401k plan membership statisitcs for SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK

Measure Date Value
2023: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2023 401k membership
Total participants, beginning-of-year 2023-01-01 696
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 503
Number of retired or separated participants receiving benefits 2023-01-01 15
Number of other retired or separated participants entitled to future benefits 2023-01-01 180
Total of all active and inactive participants 2023-01-01 698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 698
Number of participants with account balances 2023-01-01 618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2022 401k membership
Total participants, beginning-of-year 2022-01-01 688
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 486
Number of retired or separated participants receiving benefits 2022-01-01 17
Number of other retired or separated participants entitled to future benefits 2022-01-01 193
Total of all active and inactive participants 2022-01-01 696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 696
Number of participants with account balances 2022-01-01 607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2021 401k membership
Total participants, beginning-of-year 2021-01-01 714
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 500
Number of retired or separated participants receiving benefits 2021-01-01 12
Number of other retired or separated participants entitled to future benefits 2021-01-01 176
Total of all active and inactive participants 2021-01-01 688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 688
Number of participants with account balances 2021-01-01 602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2020 401k membership
Total participants, beginning-of-year 2020-01-01 688
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 552
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 159
Total of all active and inactive participants 2020-01-01 713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 714
Number of participants with account balances 2020-01-01 601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2019 401k membership
Total participants, beginning-of-year 2019-01-01 703
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 528
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 158
Total of all active and inactive participants 2019-01-01 688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 688
Number of participants with account balances 2019-01-01 580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year 2018-01-01 703
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 541
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 162
Total of all active and inactive participants 2018-01-01 703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 703
Number of participants with account balances 2018-01-01 577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year 2017-01-01 700
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 553
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 150
Total of all active and inactive participants 2017-01-01 703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 703
Number of participants with account balances 2017-01-01 576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year 2016-01-01 714
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 534
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 166
Total of all active and inactive participants 2016-01-01 700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 700
Number of participants with account balances 2016-01-01 583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year 2015-01-01 691
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 554
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 160
Total of all active and inactive participants 2015-01-01 714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 714
Number of participants with account balances 2015-01-01 588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year 2014-01-01 694
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 533
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 158
Total of all active and inactive participants 2014-01-01 691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 691
Number of participants with account balances 2014-01-01 579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year 2013-01-01 696
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 553
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 141
Total of all active and inactive participants 2013-01-01 694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 694
Number of participants with account balances 2013-01-01 570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year 2012-01-01 706
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 552
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 144
Total of all active and inactive participants 2012-01-01 696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 696
Number of participants with account balances 2012-01-01 570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year 2011-01-01 707
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 561
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 145
Total of all active and inactive participants 2011-01-01 706
Total participants 2011-01-01 706
Number of participants with account balances 2011-01-01 576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year 2010-01-01 721
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 562
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 145
Total of all active and inactive participants 2010-01-01 707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 707
Number of participants with account balances 2010-01-01 574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year 2009-01-01 582
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 574
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 147
Total of all active and inactive participants 2009-01-01 721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 721
Number of participants with account balances 2009-01-01 590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2023 401k membership
Total participants, beginning-of-year	2023-01-01	696
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	503
Number of retired or separated participants receiving benefits	2023-01-01	15
Number of other retired or separated participants entitled to future benefits	2023-01-01	180
Total of all active and inactive participants	2023-01-01	698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	698
Number of participants with account balances	2023-01-01	618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2022 401k membership
Total participants, beginning-of-year	2022-01-01	688
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	486
Number of retired or separated participants receiving benefits	2022-01-01	17
Number of other retired or separated participants entitled to future benefits	2022-01-01	193
Total of all active and inactive participants	2022-01-01	696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	696
Number of participants with account balances	2022-01-01	607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2021 401k membership
Total participants, beginning-of-year	2021-01-01	714
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	500
Number of retired or separated participants receiving benefits	2021-01-01	12
Number of other retired or separated participants entitled to future benefits	2021-01-01	176
Total of all active and inactive participants	2021-01-01	688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	688
Number of participants with account balances	2021-01-01	602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2020 401k membership
Total participants, beginning-of-year	2020-01-01	688
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	552
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	159
Total of all active and inactive participants	2020-01-01	713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	714
Number of participants with account balances	2020-01-01	601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2019 401k membership
Total participants, beginning-of-year	2019-01-01	703
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	528
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	158
Total of all active and inactive participants	2019-01-01	688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	688
Number of participants with account balances	2019-01-01	580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year	2018-01-01	703
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	541
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	162
Total of all active and inactive participants	2018-01-01	703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	703
Number of participants with account balances	2018-01-01	577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year	2017-01-01	700
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	553
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	150
Total of all active and inactive participants	2017-01-01	703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	703
Number of participants with account balances	2017-01-01	576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year	2016-01-01	714
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	534
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	166
Total of all active and inactive participants	2016-01-01	700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	700
Number of participants with account balances	2016-01-01	583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year	2015-01-01	691
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	554
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	160
Total of all active and inactive participants	2015-01-01	714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	714
Number of participants with account balances	2015-01-01	588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year	2014-01-01	694
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	533
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	158
Total of all active and inactive participants	2014-01-01	691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	691
Number of participants with account balances	2014-01-01	579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year	2013-01-01	696
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	553
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	141
Total of all active and inactive participants	2013-01-01	694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	694
Number of participants with account balances	2013-01-01	570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year	2012-01-01	706
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	552
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	144
Total of all active and inactive participants	2012-01-01	696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	696
Number of participants with account balances	2012-01-01	570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year	2011-01-01	707
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	561
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	145
Total of all active and inactive participants	2011-01-01	706
Total participants	2011-01-01	706
Number of participants with account balances	2011-01-01	576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year	2010-01-01	721
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	562
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	145
Total of all active and inactive participants	2010-01-01	707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	707
Number of participants with account balances	2010-01-01	574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year	2009-01-01	582
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	574
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	147
Total of all active and inactive participants	2009-01-01	721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	721
Number of participants with account balances	2009-01-01	590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK

Measure	Date	Value
2023 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$19,142,623
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$7,104,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$7,102,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$5,779,825
Value of total assets at end of year	2023-12-31	$93,504,770
Value of total assets at beginning of year	2023-12-31	$81,466,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,920
Total interest from all sources	2023-12-31	$57,536
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$4,159,723
Participant contributions at end of year	2023-12-31	$1,068,231
Participant contributions at beginning of year	2023-12-31	$1,125,692
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$455,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$12,038,445
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$93,504,770
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$81,466,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Interest on participant loans	2023-12-31	$57,536
Value of interest in common/collective trusts at end of year	2023-12-31	$92,436,539
Value of interest in common/collective trusts at beginning of year	2023-12-31	$80,340,633
Net investment gain or loss from common/collective trusts	2023-12-31	$13,305,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,164,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$7,102,258
Contract administrator fees	2023-12-31	$1,920
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2023-12-31	203985546
2022 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-11,619,579
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,616,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,614,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,062,903
Value of total assets at end of year	2022-12-31	$81,466,325
Value of total assets at beginning of year	2022-12-31	$99,702,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,120
Total interest from all sources	2022-12-31	$50,536
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,792,577
Participant contributions at end of year	2022-12-31	$1,125,692
Participant contributions at beginning of year	2022-12-31	$1,220,986
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$182,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-18,235,730
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$81,466,325
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$99,702,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Interest on participant loans	2022-12-31	$50,536
Value of interest in common/collective trusts at end of year	2022-12-31	$80,340,633
Value of interest in common/collective trusts at beginning of year	2022-12-31	$98,481,069
Net investment gain or loss from common/collective trusts	2022-12-31	$-16,733,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,088,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,614,031
Contract administrator fees	2022-12-31	$2,120
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2022-12-31	203985546
2021 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$17,839,483
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,490,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,487,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,121,845
Value of total assets at end of year	2021-12-31	$99,702,055
Value of total assets at beginning of year	2021-12-31	$89,352,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,335
Total interest from all sources	2021-12-31	$57,766
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,704,640
Participant contributions at end of year	2021-12-31	$1,220,986
Participant contributions at beginning of year	2021-12-31	$1,212,559
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$331,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$10,349,388
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$99,702,055
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$89,352,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Interest on participant loans	2021-12-31	$57,766
Value of interest in common/collective trusts at end of year	2021-12-31	$98,481,069
Value of interest in common/collective trusts at beginning of year	2021-12-31	$88,140,108
Net investment gain or loss from common/collective trusts	2021-12-31	$12,659,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,085,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,487,760
Contract administrator fees	2021-12-31	$2,335
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2021-12-31	203985546
2020 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$15,656,745
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,833,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,830,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,911,389
Value of total assets at end of year	2020-12-31	$89,352,667
Value of total assets at beginning of year	2020-12-31	$78,529,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,415
Total interest from all sources	2020-12-31	$56,044
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,564,014
Participant contributions at end of year	2020-12-31	$1,212,559
Participant contributions at beginning of year	2020-12-31	$1,088,910
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$263,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,823,410
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$89,352,667
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$78,529,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Interest on participant loans	2020-12-31	$56,044
Value of interest in common/collective trusts at end of year	2020-12-31	$88,140,108
Value of interest in common/collective trusts at beginning of year	2020-12-31	$77,440,347
Net investment gain or loss from common/collective trusts	2020-12-31	$10,689,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,084,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,830,920
Contract administrator fees	2020-12-31	$2,415
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2020-12-31	203985546
2019 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$18,852,637
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,521,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,520,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,151,897
Value of total assets at end of year	2019-12-31	$78,529,257
Value of total assets at beginning of year	2019-12-31	$64,197,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$860
Total interest from all sources	2019-12-31	$68,203
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,323,749
Participant contributions at end of year	2019-12-31	$1,088,910
Participant contributions at beginning of year	2019-12-31	$1,342,945
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$781,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$14,331,395
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$78,529,257
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$64,197,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Interest on participant loans	2019-12-31	$68,203
Value of interest in common/collective trusts at end of year	2019-12-31	$77,440,347
Value of interest in common/collective trusts at beginning of year	2019-12-31	$62,854,917
Net investment gain or loss from common/collective trusts	2019-12-31	$13,632,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,046,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,520,382
Contract administrator fees	2019-12-31	$860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2019-12-31	203985546
2018 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,319,511
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,569,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,522,282
Expenses. Certain deemed distributions of participant loans	2018-12-31	$46,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,610,272
Value of total assets at end of year	2018-12-31	$64,197,862
Value of total assets at beginning of year	2018-12-31	$66,447,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$59,814
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,222,318
Participant contributions at end of year	2018-12-31	$1,342,945
Participant contributions at beginning of year	2018-12-31	$1,193,840
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$359,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,249,532
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$64,197,862
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$66,447,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Interest on participant loans	2018-12-31	$59,814
Value of interest in common/collective trusts at end of year	2018-12-31	$62,854,917
Value of interest in common/collective trusts at beginning of year	2018-12-31	$65,253,554
Net investment gain or loss from common/collective trusts	2018-12-31	$-2,350,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,028,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,522,282
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2018-12-31	043985546
2017 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$13,221,566
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,699,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,662,831
Expenses. Certain deemed distributions of participant loans	2017-12-31	$37,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,906,202
Value of total assets at end of year	2017-12-31	$66,447,394
Value of total assets at beginning of year	2017-12-31	$55,925,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$53,480
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,908,737
Participant contributions at end of year	2017-12-31	$1,193,840
Participant contributions at beginning of year	2017-12-31	$1,133,536
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$76,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$10,521,685
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$66,447,394
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$55,925,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Interest on participant loans	2017-12-31	$53,480
Value of interest in common/collective trusts at end of year	2017-12-31	$65,253,554
Value of interest in common/collective trusts at beginning of year	2017-12-31	$54,792,173
Net investment gain or loss from common/collective trusts	2017-12-31	$9,261,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$920,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,662,831
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2017-12-31	203985546
2016 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$8,316,771
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,293,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,248,928
Expenses. Certain deemed distributions of participant loans	2016-12-31	$44,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,908,990
Value of total assets at end of year	2016-12-31	$55,925,709
Value of total assets at beginning of year	2016-12-31	$51,902,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$48,485
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,735,559
Participant contributions at end of year	2016-12-31	$1,133,536
Participant contributions at beginning of year	2016-12-31	$1,119,167
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$282,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,023,086
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$55,925,709
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$51,902,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Interest on participant loans	2016-12-31	$48,485
Value of interest in common/collective trusts at end of year	2016-12-31	$54,792,173
Value of interest in common/collective trusts at beginning of year	2016-12-31	$50,783,456
Net investment gain or loss from common/collective trusts	2016-12-31	$4,359,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$891,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,248,928
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2016-12-31	203985546
2015 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,389,308
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,224,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,172,010
Expenses. Certain deemed distributions of participant loans	2015-12-31	$46,694
Value of total corrective distributions	2015-12-31	$5,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,581,332
Value of total assets at end of year	2015-12-31	$51,902,623
Value of total assets at beginning of year	2015-12-31	$51,737,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$48,882
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,651,470
Participant contributions at end of year	2015-12-31	$1,119,167
Participant contributions at beginning of year	2015-12-31	$1,104,819
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$52,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$165,291
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$51,902,623
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$51,737,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Interest on participant loans	2015-12-31	$48,882
Value of interest in common/collective trusts at end of year	2015-12-31	$50,783,456
Value of interest in common/collective trusts at beginning of year	2015-12-31	$50,632,513
Net investment gain or loss from common/collective trusts	2015-12-31	$-240,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$877,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,172,010
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2015-12-31	203985546
2014 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,079,489
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,016,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,967,317
Expenses. Certain deemed distributions of participant loans	2014-12-31	$49,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,458,556
Value of total assets at end of year	2014-12-31	$51,737,332
Value of total assets at beginning of year	2014-12-31	$48,674,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$49,978
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,482,228
Participant contributions at end of year	2014-12-31	$1,104,819
Participant contributions at beginning of year	2014-12-31	$1,116,614
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$151,154
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	$3,062,591
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$51,737,332
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$48,674,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Interest on participant loans	2014-12-31	$49,978
Value of interest in common/collective trusts at end of year	2014-12-31	$50,632,513
Value of interest in common/collective trusts at beginning of year	2014-12-31	$47,558,127
Net investment gain or loss from common/collective trusts	2014-12-31	$2,570,955
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	$825,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,967,317
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2014-12-31	203985546
2013 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$12,003,992
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,101,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,052,729
Expenses. Certain deemed distributions of participant loans	2013-12-31	$35,400
Value of total corrective distributions	2013-12-31	$13,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,297,895
Value of total assets at end of year	2013-12-31	$48,674,741
Value of total assets at beginning of year	2013-12-31	$38,772,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$47,830
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,435,642
Participant contributions at end of year	2013-12-31	$1,116,614
Participant contributions at beginning of year	2013-12-31	$1,123,653
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$68,001
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	$9,902,198
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$48,674,741
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$38,772,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Interest on participant loans	2013-12-31	$47,830
Value of interest in common/collective trusts at end of year	2013-12-31	$47,558,127
Value of interest in common/collective trusts at beginning of year	2013-12-31	$37,648,890
Net investment gain or loss from common/collective trusts	2013-12-31	$8,658,267
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	$794,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,052,729
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MARCUM LLP
Accountancy firm EIN	2013-12-31	111986323
2012 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$8,212,309
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,281,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,252,714
Expenses. Certain deemed distributions of participant loans	2012-12-31	$13,383
Value of total corrective distributions	2012-12-31	$15,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,999,910
Value of total assets at end of year	2012-12-31	$38,772,543
Value of total assets at beginning of year	2012-12-31	$33,841,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$50,880
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,445,309
Participant contributions at end of year	2012-12-31	$1,123,653
Participant contributions at beginning of year	2012-12-31	$1,134,737
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$768,287
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	$4,931,179
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$38,772,543
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$33,841,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Interest on participant loans	2012-12-31	$50,880
Value of interest in common/collective trusts at end of year	2012-12-31	$37,648,890
Value of interest in common/collective trusts at beginning of year	2012-12-31	$32,706,627
Net investment gain or loss from common/collective trusts	2012-12-31	$4,161,519
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	$786,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,252,714
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MARCUM LLP
Accountancy firm EIN	2012-12-31	111986323
2011 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,265,744
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,141,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,102,633
Expenses. Certain deemed distributions of participant loans	2011-12-31	$34,827
Value of total corrective distributions	2011-12-31	$3,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,224,365
Value of total assets at end of year	2011-12-31	$33,841,364
Value of total assets at beginning of year	2011-12-31	$31,716,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$50,315
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,390,485
Participant contributions at end of year	2011-12-31	$1,134,737
Participant contributions at beginning of year	2011-12-31	$1,006,570
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$83,488
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	$2,124,650
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$33,841,364
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$31,716,714
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
Interest on participant loans	2011-12-31	$50,315
Value of interest in common/collective trusts at end of year	2011-12-31	$32,706,627
Value of interest in common/collective trusts at beginning of year	2011-12-31	$30,710,144
Net investment gain or loss from common/collective trusts	2011-12-31	$-8,936
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	$750,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,102,633
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PARENT, MCLAUGHLIN & NANGLE, INC.
Accountancy firm EIN	2011-12-31	042603383
2010 : SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,485,098
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,097,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,049,161
Expenses. Certain deemed distributions of participant loans	2010-12-31	$14,460
Value of total corrective distributions	2010-12-31	$33,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,055,355
Value of total assets at end of year	2010-12-31	$31,716,714
Value of total assets at beginning of year	2010-12-31	$26,328,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$43,592
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,271,989
Participant contributions at end of year	2010-12-31	$1,006,570
Participant contributions at beginning of year	2010-12-31	$696,476
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$64,616
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	$5,388,070
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$31,716,714
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$26,328,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Interest on participant loans	2010-12-31	$43,592
Value of interest in common/collective trusts at end of year	2010-12-31	$30,710,144
Value of interest in common/collective trusts at beginning of year	2010-12-31	$25,632,168
Net investment gain or loss from common/collective trusts	2010-12-31	$3,386,151
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	$718,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,049,161
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PARENT, MCLAUGHLIN & NANGLE, INC.
Accountancy firm EIN	2010-12-31	042603383

Form 5500 Responses for SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK

2023: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MIDDLESEX SAVINGS BANK
Employer identification number (EIN):	270402195
NAIC Classification:	522120
NAIC Description:	Savings Institutions