Logo

CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 401k Plan overview

Plan NameCAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN
Plan identification number 002

CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CAMBRIDGE SAVINGS BANK
Employer identification number (EIN):041145100
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about CAMBRIDGE SAVINGS BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 000034529

More information about CAMBRIDGE SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LINDA GRACE
0022016-01-01LINDA GRACE
0022015-01-01LINDA GRACE MICHAEL GILLES2016-10-13
0022014-01-01STEPHEN COUKOS MICHAEL GILLES2015-10-15
0022013-01-01MARIE LODI MICHAEL GILLES2014-09-05
0022012-01-01MARIE LODI MICHAEL GILLES2013-09-04
0022011-01-01MARIE LODI WAYNE F PATENAUDE2012-10-02
0022010-01-01MARIE LODI WAYNE PATENAUDE2011-10-12
0022009-01-01MARIE LODI WAYNE PATENAUDE2010-10-08

Plan Statistics for CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN

401k plan membership statisitcs for CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN

Measure Date Value
2022: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01585
Total number of active participants reported on line 7a of the Form 55002022-01-01475
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01149
Total of all active and inactive participants2022-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01628
Number of participants with account balances2022-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01559
Total number of active participants reported on line 7a of the Form 55002021-01-01447
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01134
Total of all active and inactive participants2021-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01585
Number of participants with account balances2021-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01526
Total number of active participants reported on line 7a of the Form 55002020-01-01430
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01559
Number of participants with account balances2020-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01498
Total number of active participants reported on line 7a of the Form 55002019-01-01389
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01132
Total of all active and inactive participants2019-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01526
Number of participants with account balances2019-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01478
Total number of active participants reported on line 7a of the Form 55002018-01-01375
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01118
Total of all active and inactive participants2018-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01498
Number of participants with account balances2018-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01476
Total number of active participants reported on line 7a of the Form 55002017-01-01359
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01113
Total of all active and inactive participants2017-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01478
Number of participants with account balances2017-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01466
Total number of active participants reported on line 7a of the Form 55002016-01-01347
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01476
Number of participants with account balances2016-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01428
Total number of active participants reported on line 7a of the Form 55002015-01-01350
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01110
Total of all active and inactive participants2015-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01466
Number of participants with account balances2015-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01427
Total number of active participants reported on line 7a of the Form 55002014-01-01334
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01428
Number of participants with account balances2014-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01404
Total number of active participants reported on line 7a of the Form 55002013-01-01332
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01427
Number of participants with account balances2013-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01375
Total number of active participants reported on line 7a of the Form 55002012-01-01302
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01404
Number of participants with account balances2012-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01365
Total number of active participants reported on line 7a of the Form 55002011-01-01286
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01375
Number of participants with account balances2011-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01384
Total number of active participants reported on line 7a of the Form 55002010-01-01280
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0180
Total of all active and inactive participants2010-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01365
Number of participants with account balances2010-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01378
Total number of active participants reported on line 7a of the Form 55002009-01-01285
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0196
Total of all active and inactive participants2009-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01384
Number of participants with account balances2009-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN

Measure Date Value
2022 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-9,673,217
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,037,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,996,495
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,538,404
Value of total assets at end of year2022-12-31$88,063,446
Value of total assets at beginning of year2022-12-31$102,773,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,568
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$77,493
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,015,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,015,990
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Contributions received from participants2022-12-31$4,109,779
Participant contributions at end of year2022-12-31$1,185,774
Participant contributions at beginning of year2022-12-31$1,127,483
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,199,864
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$31,159
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-14,710,280
Value of net assets at end of year (total assets less liabilities)2022-12-31$88,063,446
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$102,773,726
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$9,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$78,947,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$94,885,830
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$54,785
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$6,458,092
Value of interest in common/collective trusts at beginning of year2022-12-31$6,063,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,472,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$696,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$696,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$22,708
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,411,564
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$106,460
Net gain/loss from 103.12 investment entities2022-12-31$0
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$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$3,228,761
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,996,495
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WOLF AND COMPANY, P.C.
Accountancy firm EIN2022-12-31042689883
2021 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
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$0
Total income from all sources (including contributions)2021-12-31$20,372,104
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,592,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,563,820
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,467,557
Value of total assets at end of year2021-12-31$102,773,726
Value of total assets at beginning of year2021-12-31$90,994,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,164
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$60,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,162,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,162,199
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,662,274
Participant contributions at end of year2021-12-31$1,127,483
Participant contributions at beginning of year2021-12-31$1,073,899
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$830,606
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$26,670
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$11,779,120
Value of net assets at end of year (total assets less liabilities)2021-12-31$102,773,726
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$90,994,606
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$2,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$94,885,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$80,964,435
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$59,886
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$6,063,938
Value of interest in common/collective trusts at beginning of year2021-12-31$8,898,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$696,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$57,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$57,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$114
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,576,461
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$105,887
Net gain/loss from 103.12 investment entities2021-12-31$0
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$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$2,974,677
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,563,820
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WOLF AND COMPANY, P.C.
Accountancy firm EIN2021-12-31042689883
2020 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 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$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
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$0
Total income from all sources (including contributions)2020-12-31$17,891,940
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,923,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,865,074
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,154,875
Value of total assets at end of year2020-12-31$90,994,606
Value of total assets at beginning of year2020-12-31$79,026,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,616
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$67,701
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,808,824
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$1,808,824
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,259,245
Participant contributions at end of year2020-12-31$1,073,899
Participant contributions at beginning of year2020-12-31$1,171,835
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$152,777
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
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$58,616
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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$11,968,250
Value of net assets at end of year (total assets less liabilities)2020-12-31$90,994,606
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$79,026,356
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$80,964,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$72,556,994
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$67,701
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 in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$8,898,825
Value of interest in common/collective trusts at beginning of year2020-12-31$5,297,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$57,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,691,023
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$169,517
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$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$2,742,853
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,865,074
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation 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 end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WOLF AND COMPANY, P.C.
Accountancy firm EIN2020-12-31042689883
2019 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,710,379
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,658,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,613,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,632,574
Value of total assets at end of year2019-12-31$79,026,356
Value of total assets at beginning of year2019-12-31$62,974,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,731
Total interest from all sources2019-12-31$63,783
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,811,955
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$1,811,955
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,706,920
Participant contributions at end of year2019-12-31$1,171,835
Participant contributions at beginning of year2019-12-31$1,164,838
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$708,398
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$185
Other income not declared elsewhere2019-12-31$516
Administrative expenses (other) incurred2019-12-31$45,731
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
Value of net income/loss2019-12-31$16,051,475
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,026,356
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,974,881
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$72,556,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,428,946
Interest on participant loans2019-12-31$63,783
Value of interest in common/collective trusts at end of year2019-12-31$5,297,527
Value of interest in common/collective trusts at beginning of year2019-12-31$4,381,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,080,745
Net investment gain or loss from common/collective trusts2019-12-31$120,806
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
Contributions received in cash from employer2019-12-31$2,217,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,612,988
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WOLF & COMPANY
Accountancy firm EIN2019-12-31042689883
2018 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,761,509
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,941,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,899,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,069,393
Value of total assets at end of year2018-12-31$62,974,881
Value of total assets at beginning of year2018-12-31$64,154,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,528
Total interest from all sources2018-12-31$56,160
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,065,068
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$2,065,068
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,484,003
Participant contributions at end of year2018-12-31$1,164,838
Participant contributions at beginning of year2018-12-31$1,112,759
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$533,636
Other income not declared elsewhere2018-12-31$1,529
Administrative expenses (other) incurred2018-12-31$41,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,179,677
Value of net assets at end of year (total assets less liabilities)2018-12-31$62,974,881
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,154,558
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$57,428,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$59,845,200
Interest on participant loans2018-12-31$56,160
Value of interest in common/collective trusts at end of year2018-12-31$4,381,097
Value of interest in common/collective trusts at beginning of year2018-12-31$3,196,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,520,439
Net investment gain or loss from common/collective trusts2018-12-31$89,798
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
Contributions received in cash from employer2018-12-31$2,051,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,899,658
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WOLF & COMPANY
Accountancy firm EIN2018-12-31042689883
2017 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,027,441
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,052,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,045,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,676,969
Value of total assets at end of year2017-12-31$64,154,558
Value of total assets at beginning of year2017-12-31$52,179,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,048
Total interest from all sources2017-12-31$49,581
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,894,048
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$1,894,048
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,227,323
Participant contributions at end of year2017-12-31$1,112,759
Participant contributions at beginning of year2017-12-31$1,129,063
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$541,236
Other income not declared elsewhere2017-12-31$6,485
Administrative expenses (other) incurred2017-12-31$7,048
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
Value of net income/loss2017-12-31$11,975,101
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,154,558
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,179,457
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$59,845,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$51,050,394
Interest on participant loans2017-12-31$49,581
Value of interest in common/collective trusts at end of year2017-12-31$3,196,599
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,382,438
Net investment gain or loss from common/collective trusts2017-12-31$17,920
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
Contributions received in cash from employer2017-12-31$1,908,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,045,292
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
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31042775195
2016 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,641,909
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,277,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,269,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,764,703
Value of total assets at end of year2016-12-31$52,179,457
Value of total assets at beginning of year2016-12-31$50,814,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,780
Total interest from all sources2016-12-31$48,975
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,571,456
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$1,571,456
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,033,807
Participant contributions at end of year2016-12-31$1,129,063
Participant contributions at beginning of year2016-12-31$1,238,550
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,807
Other income not declared elsewhere2016-12-31$64
Administrative expenses (other) incurred2016-12-31$7,780
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$1,364,862
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,179,457
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$50,814,595
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
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$51,050,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,576,045
Interest on participant loans2016-12-31$48,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,256,711
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
Contributions received in cash from employer2016-12-31$1,711,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,269,267
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
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 name2016-12-31MCGLADLEY LLP
Accountancy firm EIN2016-12-31042775195
2015 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,082,603
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,991,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,983,984
Value of total corrective distributions2015-12-31$156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,856,620
Value of total assets at end of year2015-12-31$50,814,595
Value of total assets at beginning of year2015-12-31$50,723,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,467
Total interest from all sources2015-12-31$50,784
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,872,872
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$1,872,872
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,987,862
Participant contributions at end of year2015-12-31$1,238,550
Participant contributions at beginning of year2015-12-31$1,208,674
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$225,907
Other income not declared elsewhere2015-12-31$8,253
Administrative expenses (other) incurred2015-12-31$7,467
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$90,996
Value of net assets at end of year (total assets less liabilities)2015-12-31$50,814,595
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$50,723,599
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
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,576,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$49,514,925
Interest on participant loans2015-12-31$50,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,705,926
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
Contributions received in cash from employer2015-12-31$1,642,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,983,984
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCGLADREY LLP
Accountancy firm EIN2015-12-31042775195
2014 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,352,442
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,070,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,064,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,729,214
Value of total assets at end of year2014-12-31$50,723,599
Value of total assets at beginning of year2014-12-31$45,441,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,723
Total interest from all sources2014-12-31$45,661
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,756,661
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$1,756,661
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,756,646
Participant contributions at end of year2014-12-31$1,208,674
Participant contributions at beginning of year2014-12-31$1,046,769
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$50
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$369,055
Other income not declared elsewhere2014-12-31$1,533
Administrative expenses (other) incurred2014-12-31$6,723
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
Value of net income/loss2014-12-31$5,281,642
Value of net assets at end of year (total assets less liabilities)2014-12-31$50,723,599
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,441,957
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
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$49,514,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,395,015
Interest on participant loans2014-12-31$45,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,819,373
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
Contributions received in cash from employer2014-12-31$1,603,513
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,064,077
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31042775195
2013 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,872,919
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,941,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,935,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,214,532
Value of total assets at end of year2013-12-31$45,441,957
Value of total assets at beginning of year2013-12-31$38,510,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,447
Total interest from all sources2013-12-31$40,583
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,222,624
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$1,222,624
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,631,500
Participant contributions at end of year2013-12-31$1,046,769
Participant contributions at beginning of year2013-12-31$902,533
Participant contributions at end of year2013-12-31$50
Participant contributions at beginning of year2013-12-31$26
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$107,816
Administrative expenses (other) incurred2013-12-31$6,447
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
Value of net income/loss2013-12-31$6,931,446
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,441,957
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,510,511
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
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$44,395,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,607,695
Interest on participant loans2013-12-31$40,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,395,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Contributions received in cash from employer2013-12-31$1,475,216
Employer contributions (assets) at end of year2013-12-31$123
Employer contributions (assets) at beginning of year2013-12-31$257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,935,026
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
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31042775195
2012 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,965,355
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,542,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,536,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,005,499
Value of total assets at end of year2012-12-31$38,510,511
Value of total assets at beginning of year2012-12-31$34,087,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,118
Total interest from all sources2012-12-31$41,332
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$922,269
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$922,269
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,536,919
Participant contributions at end of year2012-12-31$902,533
Participant contributions at beginning of year2012-12-31$975,962
Participant contributions at end of year2012-12-31$26
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$81,762
Other income not declared elsewhere2012-12-31$326
Administrative expenses (other) incurred2012-12-31$6,118
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
Value of net income/loss2012-12-31$4,422,654
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,510,511
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,087,857
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
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$37,607,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,111,895
Interest on participant loans2012-12-31$41,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,995,929
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
Contributions received in cash from employer2012-12-31$1,386,818
Employer contributions (assets) at end of year2012-12-31$257
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,536,583
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
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31042775195
2011 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,026,169
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,906,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,900,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,863,272
Value of total assets at end of year2011-12-31$34,087,857
Value of total assets at beginning of year2011-12-31$33,968,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,669
Total interest from all sources2011-12-31$46,580
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$765,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$765,944
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Contributions received from participants2011-12-31$1,522,216
Participant contributions at end of year2011-12-31$975,962
Participant contributions at beginning of year2011-12-31$969,936
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$48,941
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,953
Other income not declared elsewhere2011-12-31$2,790
Administrative expenses (other) incurred2011-12-31$5,669
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$119,847
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,087,857
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,968,010
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 in registered invesment companies (eg mutual funds) at end of year2011-12-31$33,111,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,902,316
Interest on participant loans2011-12-31$46,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-652,417
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
Contributions received in cash from employer2011-12-31$1,293,103
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$46,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,900,653
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
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31042775195
2010 : CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,736,021
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,567,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,562,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,152,618
Value of total assets at end of year2010-12-31$33,968,010
Value of total assets at beginning of year2010-12-31$30,799,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,331
Total interest from all sources2010-12-31$43,555
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$734,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$734,732
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,488,796
Participant contributions at end of year2010-12-31$969,936
Participant contributions at beginning of year2010-12-31$885,167
Participant contributions at end of year2010-12-31$48,941
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$354,739
Other income not declared elsewhere2010-12-31$2,726
Administrative expenses (other) incurred2010-12-31$5,331
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$3,168,297
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,968,010
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,799,713
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 in registered invesment companies (eg mutual funds) at end of year2010-12-31$32,902,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,914,546
Interest on participant loans2010-12-31$43,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,802,390
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
Contributions received in cash from employer2010-12-31$1,309,083
Employer contributions (assets) at end of year2010-12-31$46,817
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,562,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31MCGLADREY AND PULLEN, LLP
Accountancy firm EIN2010-12-31470714325

Form 5500 Responses for CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN

2022: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 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
2010: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CAMBRIDGE SAVINGS BANK EMPLOYEE WELFARE SAVINGS PLAN 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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1