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EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 401k Plan overview

Plan NameEMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC.
Plan identification number 003

EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

WESTERN NEW ENGLAND BANCORP, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTERN NEW ENGLAND BANCORP, INC.
Employer identification number (EIN):731627673
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01GERALD CIEJKA GERALD CIEJKA2019-07-15
0032017-01-01GERALD CIEJKA GERALD CIEJKA2018-07-23
0032016-01-01SUSAN ALDRICH SUSAN ALDRICH2017-07-14
0032015-01-01GERALD CIEJKA GERALD CIEJKA2016-07-27
0032014-01-01GERALD CIEJKA GERALD CIEJKA2015-07-24
0032013-01-01GERALD CIEJKA GERALD CIEJKA2014-07-21
0032012-01-01GERALD CIEJKA MEGHAN HIBNER2013-07-10
0032011-01-01GERALD CIEJKA
0032009-01-01GERALD CIEJKA

Plan Statistics for EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC.

401k plan membership statisitcs for EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC.

Measure Date Value
2023: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2023 401k membership
Total participants, beginning-of-year2023-01-01420
Total number of active participants reported on line 7a of the Form 55002023-01-01271
Number of retired or separated participants receiving benefits2023-01-0115
Number of other retired or separated participants entitled to future benefits2023-01-01143
Total of all active and inactive participants2023-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01431
Number of participants with account balances2023-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01409
Total number of active participants reported on line 7a of the Form 55002022-01-01257
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-01136
Total of all active and inactive participants2022-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01414
Number of participants with account balances2022-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01392
Total number of active participants reported on line 7a of the Form 55002021-01-01267
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-01121
Total of all active and inactive participants2021-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01409
Number of participants with account balances2021-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01369
Total number of active participants reported on line 7a of the Form 55002020-01-01279
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-0193
Total of all active and inactive participants2020-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01391
Number of participants with account balances2020-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01356
Total number of active participants reported on line 7a of the Form 55002019-01-01270
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0184
Total of all active and inactive participants2019-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01365
Number of participants with account balances2019-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01334
Total number of active participants reported on line 7a of the Form 55002018-01-01259
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01354
Number of participants with account balances2018-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01321
Total number of active participants reported on line 7a of the Form 55002017-01-01243
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01328
Number of participants with account balances2017-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01222
Total number of active participants reported on line 7a of the Form 55002016-01-01250
Number of retired or separated participants receiving benefits2016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01320
Number of participants with account balances2016-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01168
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01221
Number of participants with account balances2015-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01209
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01198
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01209
Number of participants with account balances2013-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01191
Total number of active participants reported on line 7a of the Form 55002012-01-01169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01198
Number of participants with account balances2012-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01185
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01190
Number of participants with account balances2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01183
Total number of active participants reported on line 7a of the Form 55002009-01-01156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01181
Number of participants with account balances2009-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC.

Measure Date Value
2023 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-695,740
Total unrealized appreciation/depreciation of assets2023-12-31$-695,740
Total transfer of assets from this plan2023-12-31$5,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,049,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,696,618
Expenses. Interest paid2023-12-31$295,729
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$295,729
Total income from all sources (including contributions)2023-12-31$488,787
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$891,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$595,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$830,021
Value of total assets at end of year2023-12-31$15,092,556
Value of total assets at beginning of year2023-12-31$16,148,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$25
Total interest from all sources2023-12-31$54,992
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$436,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$8,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$3,049,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$3,696,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-402,790
Value of net assets at end of year (total assets less liabilities)2023-12-31$12,042,754
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,451,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,207,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,160,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,160,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$54,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$-136,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$13,885,182
Assets. Invements in employer securities at beginning of year2023-12-31$14,987,837
Contributions received in cash from employer2023-12-31$830,021
Income. Dividends from common stock2023-12-31$436,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$595,823
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2023-12-31042689883
2022 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$1,104,772
Total unrealized appreciation/depreciation of assets2022-12-31$1,104,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,696,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,356,440
Expenses. Interest paid2022-12-31$348,515
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$348,515
Total income from all sources (including contributions)2022-12-31$2,391,550
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,246,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$897,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$897,419
Value of total assets at end of year2022-12-31$16,148,035
Value of total assets at beginning of year2022-12-31$15,662,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$13,841
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$388,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$8,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,696,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,356,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,145,312
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,451,417
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,306,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,160,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,173,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,173,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$13,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$14,987,837
Assets. Invements in employer securities at beginning of year2022-12-31$14,488,865
Contributions received in cash from employer2022-12-31$897,419
Income. Dividends from common stock2022-12-31$388,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$897,723
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2022-12-31042689883
2021 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,075,390
Total unrealized appreciation/depreciation of assets2021-12-31$3,075,390
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,356,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,029,877
Expenses. Interest paid2021-12-31$402,390
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$402,390
Total income from all sources (including contributions)2021-12-31$4,430,982
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$945,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$543,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$964,355
Value of total assets at end of year2021-12-31$15,662,545
Value of total assets at beginning of year2021-12-31$12,850,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$90
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$334,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$8,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$395,325
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,356,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,029,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,485,195
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,306,105
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,820,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,173,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,205,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,205,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$90
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$56,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$14,488,865
Assets. Invements in employer securities at beginning of year2021-12-31$11,644,899
Contributions received in cash from employer2021-12-31$964,355
Income. Dividends from common stock2021-12-31$334,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$543,397
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2021-12-31042689883
2020 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-4,595,773
Total unrealized appreciation/depreciation of assets2020-12-31$-4,595,773
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,029,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,717,409
Expenses. Interest paid2020-12-31$457,393
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$457,393
Total income from all sources (including contributions)2020-12-31$-3,274,110
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$650,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$192,743
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,022,358
Value of total assets at end of year2020-12-31$12,850,787
Value of total assets at beginning of year2020-12-31$17,462,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$5,994
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$338,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$8,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$78,034
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,029,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$5,717,409
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-3,924,246
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,820,910
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,745,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,205,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,193,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,193,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,994
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-45,316
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$11,644,899
Assets. Invements in employer securities at beginning of year2020-12-31$16,268,749
Contributions received in cash from employer2020-12-31$1,022,358
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$338,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$192,743
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2020-12-31042689883
2019 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-719,147
Total unrealized appreciation/depreciation of assets2019-12-31$-719,147
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,717,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,418,791
Expenses. Interest paid2019-12-31$513,503
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$513,503
Total income from all sources (including contributions)2019-12-31$717,374
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,082,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$569,374
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,069,018
Value of total assets at end of year2019-12-31$17,462,565
Value of total assets at beginning of year2019-12-31$18,529,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$25,435
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$342,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$8,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$444,165
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,717,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,418,791
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$-365,503
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,745,156
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,110,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,193,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,184,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,184,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$25,435
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$16,268,749
Assets. Invements in employer securities at beginning of year2019-12-31$17,345,345
Contributions received in cash from employer2019-12-31$1,069,018
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$342,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$569,374
Contract administrator fees2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2019-12-31042689883
2018 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,500,394
Total unrealized appreciation/depreciation of assets2018-12-31$-1,500,394
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,418,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,134,853
Expenses. Interest paid2018-12-31$570,788
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$570,788
Total income from all sources (including contributions)2018-12-31$-45,157
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,397,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$826,971
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,153,718
Value of total assets at end of year2018-12-31$18,529,450
Value of total assets at beginning of year2018-12-31$20,688,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$19,606
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$281,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$8,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$589,323
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,418,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,134,853
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,442,916
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,110,659
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,553,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,184,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,234,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,234,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,606
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$17,345,345
Assets. Invements in employer securities at beginning of year2018-12-31$19,453,775
Contributions received in cash from employer2018-12-31$1,153,718
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$281,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$826,971
Contract administrator fees2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2018-12-31042689883
2017 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,775,447
Total unrealized appreciation/depreciation of assets2017-12-31$2,775,447
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,134,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,865,655
Expenses. Interest paid2017-12-31$629,252
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$629,252
Total income from all sources (including contributions)2017-12-31$4,252,300
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$870,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$241,344
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,253,517
Value of total assets at end of year2017-12-31$20,688,428
Value of total assets at beginning of year2017-12-31$18,037,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$8,187
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$215,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$8,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$175,619
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,134,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,865,655
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$3,381,704
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,553,575
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,171,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,234,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,243,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,243,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,187
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$19,453,775
Assets. Invements in employer securities at beginning of year2017-12-31$16,794,199
Contributions received in cash from employer2017-12-31$1,253,517
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$215,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$241,344
Contract administrator fees2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2017-12-31042689883
2016 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,741,999
Total unrealized appreciation/depreciation of assets2016-12-31$1,741,999
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,865,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,375,176
Expenses. Interest paid2016-12-31$670,014
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$670,014
Total income from all sources (including contributions)2016-12-31$3,025,295
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,015,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$345,383
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,063,760
Value of total assets at end of year2016-12-31$18,037,526
Value of total assets at beginning of year2016-12-31$16,537,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$2,651
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$216,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$8,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$224,339
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,865,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,375,176
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,009,898
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,171,871
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,161,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,243,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,271,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,271,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,651
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$16,794,199
Assets. Invements in employer securities at beginning of year2016-12-31$15,265,051
Contributions received in cash from employer2016-12-31$1,063,760
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$216,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$345,383
Contract administrator fees2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2016-12-31042689883
2015 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,019,756
Total unrealized appreciation/depreciation of assets2015-12-31$2,019,756
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,375,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,821,958
Expenses. Interest paid2015-12-31$705,757
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$705,757
Total income from all sources (including contributions)2015-12-31$3,270,125
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,381,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$675,986
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,027,577
Value of total assets at end of year2015-12-31$16,537,149
Value of total assets at beginning of year2015-12-31$15,095,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$1,489
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$220,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$391,068
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,375,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,821,958
Other income not declared elsewhere2015-12-31$714
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,888,382
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,161,973
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,273,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,271,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,445,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,445,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,489
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$15,265,051
Assets. Invements in employer securities at beginning of year2015-12-31$13,649,479
Contributions received in cash from employer2015-12-31$1,027,577
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$220,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$675,986
Contract administrator fees2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2015-12-31042689883
2014 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-223,131
Total unrealized appreciation/depreciation of assets2014-12-31$-223,131
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,821,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,268,740
Expenses. Interest paid2014-12-31$741,499
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$741,499
Total income from all sources (including contributions)2014-12-31$1,123,560
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$994,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$252,994
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$952,986
Value of total assets at end of year2014-12-31$15,095,549
Value of total assets at beginning of year2014-12-31$15,413,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$979
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$392,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$101,147
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,821,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$9,268,740
Other income not declared elsewhere2014-12-31$438
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$129,067
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,273,591
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,144,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,445,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,508,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,508,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$979
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$13,649,479
Assets. Invements in employer securities at beginning of year2014-12-31$13,904,784
Contributions received in cash from employer2014-12-31$952,986
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$392,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$252,994
Contract administrator fees2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2014-12-31042689883
2013 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$439,900
Total unrealized appreciation/depreciation of assets2013-12-31$439,900
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,268,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,715,522
Expenses. Interest paid2013-12-31$777,242
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$777,242
Total income from all sources (including contributions)2013-12-31$1,862,794
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,226,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$448,767
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$875,298
Value of total assets at end of year2013-12-31$15,413,264
Value of total assets at beginning of year2013-12-31$15,223,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$1,596
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$546,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$283,632
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,268,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,715,522
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$636,785
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,144,524
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,507,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,508,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,406,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,406,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,596
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$13,904,784
Assets. Invements in employer securities at beginning of year2013-12-31$13,816,407
Contributions received in cash from employer2013-12-31$875,298
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$546,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$448,767
Contract administrator fees2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2013-12-31042689883
2012 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-244,750
Total unrealized appreciation/depreciation of assets2012-12-31$-244,750
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,715,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,167,266
Expenses. Interest paid2012-12-31$812,984
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$812,984
Total income from all sources (including contributions)2012-12-31$1,294,060
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,051,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$238,582
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$693,493
Value of total assets at end of year2012-12-31$15,223,261
Value of total assets at beginning of year2012-12-31$15,432,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$2,252
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$843,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$173,817
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,715,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,162,304
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$242,494
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,507,739
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,265,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,406,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,146,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,146,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,252
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$13,816,407
Assets. Invements in employer securities at beginning of year2012-12-31$14,286,157
Contributions received in cash from employer2012-12-31$693,493
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$843,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$238,582
Contract administrator fees2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,962
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2012-12-31042689883
2011 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-3,686,453
Total unrealized appreciation/depreciation of assets2011-12-31$-3,686,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,167,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,609,086
Expenses. Interest paid2011-12-31$848,727
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$848,727
Total income from all sources (including contributions)2011-12-31$-2,076,980
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,082,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$233,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$554,766
Value of total assets at end of year2011-12-31$15,432,511
Value of total assets at beginning of year2011-12-31$19,033,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$126
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,054,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,159,133
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,265,245
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,424,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,146,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$877,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$877,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$14,286,157
Assets. Invements in employer securities at beginning of year2011-12-31$18,155,567
Contributions received in cash from employer2011-12-31$554,766
Income. Dividends from common stock2011-12-31$1,054,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$233,426
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,962
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$10,162,304
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$10,609,086
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2011-12-31042689883
2010 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$1,948,074
Total unrealized appreciation/depreciation of assets2010-12-31$1,948,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,609,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,055,868
Expenses. Interest paid2010-12-31$884,469
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$884,469
Total income from all sources (including contributions)2010-12-31$3,548,723
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,137,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$252,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$572,014
Value of total assets at end of year2010-12-31$19,033,464
Value of total assets at beginning of year2010-12-31$17,068,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$168
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,028,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,411,558
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,424,378
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,012,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$877,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$658,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$658,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$18,155,567
Assets. Invements in employer securities at beginning of year2010-12-31$16,410,009
Contributions received in cash from employer2010-12-31$572,014
Income. Dividends from preferred stock2010-12-31$1,028,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$252,696
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$10,609,086
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$11,055,868
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WOLF AND COMPANY, P.C.
Accountancy firm EIN2010-12-31042689883
2009 : EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC.

2023: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE STOCK OWNERSHIP PLAN OF WESTFIELD FINANCIAL, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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