FIRST MUTUAL HOLDING CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF LAKEWOOD DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF LAKEWOOD DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2014 : FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF LAKEWOOD DEFINED BENEFIT PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $10,325 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $10,325 |
| Total income from all sources (including contributions) | 2014-06-30 | $2,177,238 |
| Total of all expenses incurred | 2014-06-30 | $952,676 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $952,676 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $2,021,845 |
| Value of total assets at end of year | 2014-06-30 | $7,767,656 |
| Value of total assets at beginning of year | 2014-06-30 | $6,543,094 |
| Total interest from all sources | 2014-06-30 | $107,566 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $8,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Other income not declared elsewhere | 2014-06-30 | $37,502 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $1,224,562 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $7,767,656 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $6,543,094 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Interest earned on other investments | 2014-06-30 | $75,143 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $5,446,966 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $5,359,891 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $5,359,891 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $32,423 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $747,873 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $672,730 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $219,826 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $2,021,845 |
| Employer contributions (assets) at end of year | 2014-06-30 | $1,552,019 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $732,850 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $20,798 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $10,473 |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2014-06-30 | 350921680 |
| 2013 : FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF LAKEWOOD DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $-334 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $-334 |
| Total income from all sources (including contributions) | 2013-06-30 | $1,630,881 |
| Total of all expenses incurred | 2013-06-30 | $2,129,571 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $2,129,571 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,500,000 |
| Value of total assets at end of year | 2013-06-30 | $6,543,094 |
| Value of total assets at beginning of year | 2013-06-30 | $7,041,784 |
| Total interest from all sources | 2013-06-30 | $131,215 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $6,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-06-30 | $212,514 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $-498,690 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $6,543,094 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $7,041,784 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Interest earned on other investments | 2013-06-30 | $86,266 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $5,359,891 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $6,271,649 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $6,271,649 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $44,949 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $672,730 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $759,328 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $1,500,000 |
| Employer contributions (assets) at end of year | 2013-06-30 | $500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,917,057 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $10,473 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $10,807 |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2013-06-30 | 350921680 |
| 2012 : FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF LAKEWOOD DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $-1,726 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $-1,726 |
| Total income from all sources (including contributions) | 2012-06-30 | $1,189,161 |
| Total of all expenses incurred | 2012-06-30 | $378,296 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $378,296 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,000,000 |
| Value of total assets at end of year | 2012-06-30 | $7,041,784 |
| Value of total assets at beginning of year | 2012-06-30 | $6,230,919 |
| Total interest from all sources | 2012-06-30 | $190,887 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $6,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-06-30 | $198,955 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $810,865 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $7,041,784 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $6,230,919 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Interest earned on other investments | 2012-06-30 | $139,789 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $831,568 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $6,271,649 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $4,751,013 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $4,751,013 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $51,098 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $759,328 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $635,805 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $1,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $179,341 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $10,807 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-06-30 | $12,533 |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2012-06-30 | 350921680 |
| 2011 : FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF LAKEWOOD DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $2,876 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $2,876 |
| Total income from all sources (including contributions) | 2011-06-30 | $1,121,576 |
| Total of all expenses incurred | 2011-06-30 | $1,207,660 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $1,207,660 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $936,000 |
| Value of total assets at end of year | 2011-06-30 | $6,230,919 |
| Value of total assets at beginning of year | 2011-06-30 | $6,317,003 |
| Total interest from all sources | 2011-06-30 | $182,700 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $6,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $-86,084 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $6,230,919 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $6,317,003 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Interest earned on other investments | 2011-06-30 | $103,949 |
| Value of interest in common/collective trusts at end of year | 2011-06-30 | $831,568 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $4,751,013 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $4,171,649 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $4,171,649 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $78,751 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $635,805 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $684,091 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $185,152 |
| Asset value of US Government securities at beginning of year | 2011-06-30 | $1,451,606 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $936,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $1,022,508 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $12,533 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $9,657 |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2011-06-30 | 350921680 |
| 2010 : FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF LAKEWOOD DEFINED BENEFIT PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
