EAST CAMBRIDGE SAVINGS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EAST CAMBRIDGE SAVINGS BANK PENSION PLAN
Measure | Date | Value |
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2022: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-10-31 | 34,146,726 |
Acturial value of plan assets | 2022-10-31 | 30,732,054 |
Funding target for retired participants and beneficiaries receiving payment | 2022-10-31 | 2,029,134 |
Number of terminated vested participants | 2022-10-31 | 129 |
Fundng target for terminated vested participants | 2022-10-31 | 4,544,897 |
Active participant vested funding target | 2022-10-31 | 12,986,788 |
Number of active participants | 2022-10-31 | 97 |
Total funding liabilities for active participants | 2022-10-31 | 12,986,788 |
Total participant count | 2022-10-31 | 239 |
Total funding target for all participants | 2022-10-31 | 19,560,819 |
Balance at beginning of prior year after applicable adjustments | 2022-10-31 | 1,825,760 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-10-31 | 0 |
Amount remaining of carryover balance | 2022-10-31 | 1,825,760 |
Amount remaining of prefunding balance | 2022-10-31 | 0 |
Present value of excess contributions | 2022-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
Balance of carryovers at beginning of current year | 2022-10-31 | 2,279,644 |
Balance of prefunding at beginning of current year | 2022-10-31 | 0 |
Total employer contributions | 2022-10-31 | 0 |
Total employee contributions | 2022-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-10-31 | 1,325,264 |
Net shortfall amortization installment of oustanding balance | 2022-10-31 | 0 |
Waiver amortization installment | 2022-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-10-31 | 0 |
Additional cash requirement | 2022-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-10-31 | 0 |
Unpaid minimum required contributions for current year | 2022-10-31 | 0 |
Unpaid minimum required contributions for all years | 2022-10-31 | 0 |
2021: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-11-01 | 239 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 89 |
Number of retired or separated participants receiving benefits | 2021-11-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 129 |
Total of all active and inactive participants | 2021-11-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 2 |
Total participants | 2021-11-01 | 232 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 0 |
Market value of plan assets | 2021-10-31 | 30,571,197 |
Acturial value of plan assets | 2021-10-31 | 29,633,087 |
Funding target for retired participants and beneficiaries receiving payment | 2021-10-31 | 2,076,556 |
Number of terminated vested participants | 2021-10-31 | 122 |
Fundng target for terminated vested participants | 2021-10-31 | 3,821,232 |
Active participant vested funding target | 2021-10-31 | 14,399,095 |
Number of active participants | 2021-10-31 | 115 |
Total funding liabilities for active participants | 2021-10-31 | 14,425,080 |
Total participant count | 2021-10-31 | 249 |
Total funding target for all participants | 2021-10-31 | 20,322,868 |
Balance at beginning of prior year after applicable adjustments | 2021-10-31 | 1,695,857 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-10-31 | 0 |
Amount remaining of carryover balance | 2021-10-31 | 1,695,857 |
Amount remaining of prefunding balance | 2021-10-31 | 0 |
Present value of excess contributions | 2021-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-10-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-10-31 | 0 |
Balance of carryovers at beginning of current year | 2021-10-31 | 1,825,760 |
Balance of prefunding at beginning of current year | 2021-10-31 | 0 |
Total employer contributions | 2021-10-31 | 0 |
Total employee contributions | 2021-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-10-31 | 1,163,909 |
Net shortfall amortization installment of oustanding balance | 2021-10-31 | 0 |
Waiver amortization installment | 2021-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-10-31 | 0 |
Additional cash requirement | 2021-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-10-31 | 0 |
Unpaid minimum required contributions for current year | 2021-10-31 | 0 |
Unpaid minimum required contributions for all years | 2021-10-31 | 0 |
2020: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-11-01 | 249 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 97 |
Number of retired or separated participants receiving benefits | 2020-11-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 128 |
Total of all active and inactive participants | 2020-11-01 | 237 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 2 |
Total participants | 2020-11-01 | 239 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
Market value of plan assets | 2020-10-31 | 29,424,244 |
Acturial value of plan assets | 2020-10-31 | 28,611,241 |
Funding target for retired participants and beneficiaries receiving payment | 2020-10-31 | 2,103,636 |
Number of terminated vested participants | 2020-10-31 | 116 |
Fundng target for terminated vested participants | 2020-10-31 | 3,851,385 |
Active participant vested funding target | 2020-10-31 | 12,166,345 |
Number of active participants | 2020-10-31 | 120 |
Total funding liabilities for active participants | 2020-10-31 | 12,183,092 |
Total participant count | 2020-10-31 | 248 |
Total funding target for all participants | 2020-10-31 | 18,138,113 |
Balance at beginning of prior year after applicable adjustments | 2020-10-31 | 1,496,256 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-10-31 | 0 |
Amount remaining of carryover balance | 2020-10-31 | 1,496,256 |
Amount remaining of prefunding balance | 2020-10-31 | 0 |
Present value of excess contributions | 2020-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-10-31 | 0 |
Balance of carryovers at beginning of current year | 2020-10-31 | 1,695,857 |
Balance of prefunding at beginning of current year | 2020-10-31 | 0 |
Total employer contributions | 2020-10-31 | 0 |
Total employee contributions | 2020-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-10-31 | 996,559 |
Net shortfall amortization installment of oustanding balance | 2020-10-31 | 0 |
Waiver amortization installment | 2020-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-10-31 | 0 |
Additional cash requirement | 2020-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-10-31 | 0 |
Unpaid minimum required contributions for current year | 2020-10-31 | 0 |
Unpaid minimum required contributions for all years | 2020-10-31 | 0 |
2019: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-11-01 | 246 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 115 |
Number of retired or separated participants receiving benefits | 2019-11-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 121 |
Total of all active and inactive participants | 2019-11-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 0 |
Total participants | 2019-11-01 | 248 |
Number of participants with account balances | 2019-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-11-01 | 1 |
Market value of plan assets | 2019-10-31 | 26,666,242 |
Acturial value of plan assets | 2019-10-31 | 27,006,177 |
Funding target for retired participants and beneficiaries receiving payment | 2019-10-31 | 824,164 |
Number of terminated vested participants | 2019-10-31 | 111 |
Fundng target for terminated vested participants | 2019-10-31 | 4,744,523 |
Active participant vested funding target | 2019-10-31 | 10,845,943 |
Number of active participants | 2019-10-31 | 121 |
Total funding liabilities for active participants | 2019-10-31 | 10,845,943 |
Total participant count | 2019-10-31 | 240 |
Total funding target for all participants | 2019-10-31 | 16,414,630 |
Balance at beginning of prior year after applicable adjustments | 2019-10-31 | 1,502,265 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
Amount remaining of carryover balance | 2019-10-31 | 1,502,265 |
Amount remaining of prefunding balance | 2019-10-31 | 0 |
Present value of excess contributions | 2019-10-31 | 6,658,064 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-10-31 | 7,066,869 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-10-31 | 0 |
Balance of carryovers at beginning of current year | 2019-10-31 | 1,496,256 |
Balance of prefunding at beginning of current year | 2019-10-31 | 0 |
Total employer contributions | 2019-10-31 | 0 |
Total employee contributions | 2019-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-10-31 | 756,962 |
Net shortfall amortization installment of oustanding balance | 2019-10-31 | 0 |
Waiver amortization installment | 2019-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-10-31 | 0 |
Additional cash requirement | 2019-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-10-31 | 0 |
Unpaid minimum required contributions for current year | 2019-10-31 | 0 |
Unpaid minimum required contributions for all years | 2019-10-31 | 0 |
2018: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-11-01 | 240 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 120 |
Number of retired or separated participants receiving benefits | 2018-11-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 115 |
Total of all active and inactive participants | 2018-11-01 | 246 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 0 |
Total participants | 2018-11-01 | 246 |
Number of participants with account balances | 2018-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 0 |
Market value of plan assets | 2018-10-31 | 21,554,955 |
Acturial value of plan assets | 2018-10-31 | 20,518,707 |
Funding target for retired participants and beneficiaries receiving payment | 2018-10-31 | 758,466 |
Number of terminated vested participants | 2018-10-31 | 114 |
Fundng target for terminated vested participants | 2018-10-31 | 5,187,854 |
Active participant vested funding target | 2018-10-31 | 9,230,870 |
Number of active participants | 2018-10-31 | 116 |
Total funding liabilities for active participants | 2018-10-31 | 9,230,870 |
Total participant count | 2018-10-31 | 237 |
Total funding target for all participants | 2018-10-31 | 15,177,190 |
Balance at beginning of prior year after applicable adjustments | 2018-10-31 | 1,295,503 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-10-31 | 0 |
Amount remaining of carryover balance | 2018-10-31 | 1,295,503 |
Amount remaining of prefunding balance | 2018-10-31 | 0 |
Present value of excess contributions | 2018-10-31 | 941,434 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-10-31 | 1,000,838 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-10-31 | 0 |
Balance of carryovers at beginning of current year | 2018-10-31 | 1,502,265 |
Balance of prefunding at beginning of current year | 2018-10-31 | 0 |
Total employer contributions | 2018-10-31 | 7,000,000 |
Total employee contributions | 2018-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-10-31 | 6,658,064 |
Unpaid minimum required contributions for all prior years | 2018-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-10-31 | 624,722 |
Net shortfall amortization installment of oustanding balance | 2018-10-31 | 0 |
Waiver amortization installment | 2018-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-10-31 | 0 |
Additional cash requirement | 2018-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-10-31 | 6,658,064 |
Unpaid minimum required contributions for current year | 2018-10-31 | 0 |
Unpaid minimum required contributions for all years | 2018-10-31 | 0 |
2017: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-11-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 121 |
Number of retired or separated participants receiving benefits | 2017-11-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 111 |
Total of all active and inactive participants | 2017-11-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 0 |
Total participants | 2017-11-01 | 240 |
Number of participants with account balances | 2017-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 0 |
Market value of plan assets | 2017-10-31 | 18,786,122 |
Acturial value of plan assets | 2017-10-31 | 19,244,422 |
Funding target for retired participants and beneficiaries receiving payment | 2017-10-31 | 630,066 |
Number of terminated vested participants | 2017-10-31 | 109 |
Fundng target for terminated vested participants | 2017-10-31 | 3,359,472 |
Active participant vested funding target | 2017-10-31 | 9,698,728 |
Number of active participants | 2017-10-31 | 131 |
Total funding liabilities for active participants | 2017-10-31 | 9,698,728 |
Total participant count | 2017-10-31 | 246 |
Total funding target for all participants | 2017-10-31 | 13,688,266 |
Balance at beginning of prior year after applicable adjustments | 2017-10-31 | 1,254,846 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-10-31 | 0 |
Amount remaining of carryover balance | 2017-10-31 | 1,254,846 |
Amount remaining of prefunding balance | 2017-10-31 | 0 |
Present value of excess contributions | 2017-10-31 | 2,064,194 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-10-31 | 2,198,367 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-10-31 | 0 |
Balance of carryovers at beginning of current year | 2017-10-31 | 1,295,503 |
Balance of prefunding at beginning of current year | 2017-10-31 | 0 |
Total employer contributions | 2017-10-31 | 1,000,000 |
Total employee contributions | 2017-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-10-31 | 941,434 |
Unpaid minimum required contributions for all prior years | 2017-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-10-31 | 702,139 |
Net shortfall amortization installment of oustanding balance | 2017-10-31 | 0 |
Waiver amortization installment | 2017-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-10-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-10-31 | 0 |
Additional cash requirement | 2017-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-10-31 | 941,434 |
Unpaid minimum required contributions for current year | 2017-10-31 | 0 |
Unpaid minimum required contributions for all years | 2017-10-31 | 0 |
2016: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-11-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 116 |
Number of retired or separated participants receiving benefits | 2016-11-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 114 |
Total of all active and inactive participants | 2016-11-01 | 237 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
Total participants | 2016-11-01 | 237 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
2015: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-11-01 | 240 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 131 |
Number of retired or separated participants receiving benefits | 2015-11-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 106 |
Total of all active and inactive participants | 2015-11-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
Total participants | 2015-11-01 | 243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 1 |
2014: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-11-01 | 227 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 132 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 103 |
Total of all active and inactive participants | 2014-11-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
Total participants | 2014-11-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
2013: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-11-01 | 223 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 126 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 97 |
Total of all active and inactive participants | 2013-11-01 | 227 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
Total participants | 2013-11-01 | 227 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
2012: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-11-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 123 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 95 |
Total of all active and inactive participants | 2012-11-01 | 223 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
Total participants | 2012-11-01 | 223 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
2011: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-11-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 125 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 87 |
Total of all active and inactive participants | 2011-11-01 | 216 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
Total participants | 2011-11-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
2010: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-11-01 | 213 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 129 |
Number of retired or separated participants receiving benefits | 2010-11-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 84 |
Total of all active and inactive participants | 2010-11-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
Total participants | 2010-11-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 1 |
2009: EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-11-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 135 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 73 |
Total of all active and inactive participants | 2009-11-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 3 |
Measure | Date | Value |
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2022 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $0 |
Total income from all sources (including contributions) | 2022-10-31 | $-10,355,905 |
Total loss/gain on sale of assets | 2022-10-31 | $0 |
Total of all expenses incurred | 2022-10-31 | $2,456,098 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-31 | $2,397,091 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-31 | $0 |
Value of total assets at end of year | 2022-10-31 | $21,334,723 |
Value of total assets at beginning of year | 2022-10-31 | $34,146,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-31 | $59,007 |
Total interest from all sources | 2022-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-31 | No |
Was this plan covered by a fidelity bond | 2022-10-31 | Yes |
Value of fidelity bond cover | 2022-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-10-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
Value of net income/loss | 2022-10-31 | $-12,812,003 |
Value of net assets at end of year (total assets less liabilities) | 2022-10-31 | $21,334,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-10-31 | $34,146,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-10-31 | $21,334,723 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-31 | $34,146,726 |
Net investment gain/loss from pooled separate accounts | 2022-10-31 | $-10,355,905 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-10-31 | No |
Contributions received in cash from employer | 2022-10-31 | $0 |
Employer contributions (assets) at end of year | 2022-10-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-10-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-31 | $2,397,091 |
Contract administrator fees | 2022-10-31 | $59,007 |
Did the plan have assets held for investment | 2022-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-10-31 | Unqualified |
Accountancy firm name | 2022-10-31 | WOLF & COMPANY, PC |
Accountancy firm EIN | 2022-10-31 | 042689883 |
2021 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-10-31 | $0 |
Total income from all sources (including contributions) | 2021-10-31 | $7,176,882 |
Total loss/gain on sale of assets | 2021-10-31 | $0 |
Total of all expenses incurred | 2021-10-31 | $3,601,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-10-31 | $3,582,603 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-10-31 | $0 |
Value of total assets at end of year | 2021-10-31 | $34,146,726 |
Value of total assets at beginning of year | 2021-10-31 | $30,571,197 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-10-31 | $18,750 |
Total interest from all sources | 2021-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-10-31 | No |
Was this plan covered by a fidelity bond | 2021-10-31 | Yes |
Value of fidelity bond cover | 2021-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-10-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
Value of net income/loss | 2021-10-31 | $3,575,529 |
Value of net assets at end of year (total assets less liabilities) | 2021-10-31 | $34,146,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-10-31 | $30,571,197 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-10-31 | $34,146,726 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-10-31 | $30,571,197 |
Net investment gain/loss from pooled separate accounts | 2021-10-31 | $7,176,882 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-10-31 | No |
Contributions received in cash from employer | 2021-10-31 | $0 |
Employer contributions (assets) at end of year | 2021-10-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-10-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-10-31 | $3,582,603 |
Contract administrator fees | 2021-10-31 | $18,750 |
Did the plan have assets held for investment | 2021-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-10-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-10-31 | Disclaimer |
Accountancy firm name | 2021-10-31 | WOLF & COMPANY, PC |
Accountancy firm EIN | 2021-10-31 | 042689883 |
2020 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-31 | $0 |
Total income from all sources (including contributions) | 2020-10-31 | $2,211,744 |
Total loss/gain on sale of assets | 2020-10-31 | $0 |
Total of all expenses incurred | 2020-10-31 | $1,064,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-10-31 | $1,046,041 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-10-31 | $0 |
Value of total assets at end of year | 2020-10-31 | $30,571,197 |
Value of total assets at beginning of year | 2020-10-31 | $29,424,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-10-31 | $18,750 |
Total interest from all sources | 2020-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-10-31 | No |
Was this plan covered by a fidelity bond | 2020-10-31 | Yes |
Value of fidelity bond cover | 2020-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-10-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
Value of net income/loss | 2020-10-31 | $1,146,953 |
Value of net assets at end of year (total assets less liabilities) | 2020-10-31 | $30,571,197 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-10-31 | $29,424,244 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-10-31 | $30,571,197 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-10-31 | $29,424,244 |
Net investment gain/loss from pooled separate accounts | 2020-10-31 | $2,211,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-10-31 | No |
Contributions received in cash from employer | 2020-10-31 | $0 |
Employer contributions (assets) at end of year | 2020-10-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-10-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-10-31 | $1,046,041 |
Contract administrator fees | 2020-10-31 | $18,750 |
Did the plan have assets held for investment | 2020-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-10-31 | Disclaimer |
Accountancy firm name | 2020-10-31 | WOLF & COMPANY, PC |
Accountancy firm EIN | 2020-10-31 | 042689883 |
2019 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $0 |
Total income from all sources (including contributions) | 2019-10-31 | $5,481,217 |
Total loss/gain on sale of assets | 2019-10-31 | $0 |
Total of all expenses incurred | 2019-10-31 | $739,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-10-31 | $720,724 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-10-31 | $2,000,000 |
Value of total assets at end of year | 2019-10-31 | $29,424,244 |
Value of total assets at beginning of year | 2019-10-31 | $24,682,501 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-10-31 | $18,750 |
Total interest from all sources | 2019-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-10-31 | No |
Was this plan covered by a fidelity bond | 2019-10-31 | Yes |
Value of fidelity bond cover | 2019-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-10-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
Value of net income/loss | 2019-10-31 | $4,741,743 |
Value of net assets at end of year (total assets less liabilities) | 2019-10-31 | $29,424,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-10-31 | $24,682,501 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-10-31 | $29,424,244 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-10-31 | $24,682,501 |
Net investment gain/loss from pooled separate accounts | 2019-10-31 | $3,481,217 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-10-31 | No |
Contributions received in cash from employer | 2019-10-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-10-31 | $720,724 |
Contract administrator fees | 2019-10-31 | $18,750 |
Did the plan have assets held for investment | 2019-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-10-31 | Disclaimer |
Accountancy firm name | 2019-10-31 | WOLF & COMPANY, PC |
Accountancy firm EIN | 2019-10-31 | 042689883 |
2018 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $0 |
Total income from all sources (including contributions) | 2018-10-31 | $4,920,418 |
Total loss/gain on sale of assets | 2018-10-31 | $0 |
Total of all expenses incurred | 2018-10-31 | $1,792,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-10-31 | $1,774,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-10-31 | $5,000,000 |
Value of total assets at end of year | 2018-10-31 | $24,682,501 |
Value of total assets at beginning of year | 2018-10-31 | $21,554,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-10-31 | $18,750 |
Total interest from all sources | 2018-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-10-31 | No |
Was this plan covered by a fidelity bond | 2018-10-31 | Yes |
Value of fidelity bond cover | 2018-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-10-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
Value of net income/loss | 2018-10-31 | $3,127,546 |
Value of net assets at end of year (total assets less liabilities) | 2018-10-31 | $24,682,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-10-31 | $21,554,955 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-10-31 | $24,682,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-10-31 | $21,554,955 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-10-31 | $-79,582 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-10-31 | No |
Contributions received in cash from employer | 2018-10-31 | $5,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-10-31 | $1,774,122 |
Contract administrator fees | 2018-10-31 | $18,750 |
Did the plan have assets held for investment | 2018-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-10-31 | Disclaimer |
Accountancy firm name | 2018-10-31 | WOLF AND COMPANY, PC |
Accountancy firm EIN | 2018-10-31 | 042689883 |
2017 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $0 |
Total income from all sources (including contributions) | 2017-10-31 | $3,823,741 |
Total loss/gain on sale of assets | 2017-10-31 | $0 |
Total of all expenses incurred | 2017-10-31 | $1,106,852 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-10-31 | $1,088,102 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-10-31 | $1,000,000 |
Value of total assets at end of year | 2017-10-31 | $21,554,955 |
Value of total assets at beginning of year | 2017-10-31 | $18,838,066 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-10-31 | $18,750 |
Total interest from all sources | 2017-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-10-31 | No |
Was this plan covered by a fidelity bond | 2017-10-31 | Yes |
Value of fidelity bond cover | 2017-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-10-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
Value of net income/loss | 2017-10-31 | $2,716,889 |
Value of net assets at end of year (total assets less liabilities) | 2017-10-31 | $21,554,955 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-10-31 | $18,838,066 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-10-31 | $21,554,955 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-10-31 | $17,588,066 |
Value of interest in pooled separate accounts at beginning of year | 2017-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-10-31 | $2,823,741 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-10-31 | No |
Contributions received in cash from employer | 2017-10-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2017-10-31 | $1,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-10-31 | $1,088,102 |
Contract administrator fees | 2017-10-31 | $18,750 |
Did the plan have assets held for investment | 2017-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-10-31 | Disclaimer |
Accountancy firm name | 2017-10-31 | WOLF AND COMPANY, PC. |
Accountancy firm EIN | 2017-10-31 | 042689883 |
2016 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-10-31 | $0 |
Total income from all sources (including contributions) | 2016-10-31 | $2,781,442 |
Total loss/gain on sale of assets | 2016-10-31 | $0 |
Total of all expenses incurred | 2016-10-31 | $683,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-10-31 | $664,881 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-10-31 | $2,250,000 |
Value of total assets at end of year | 2016-10-31 | $18,838,066 |
Value of total assets at beginning of year | 2016-10-31 | $16,740,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-10-31 | $18,750 |
Total interest from all sources | 2016-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-10-31 | No |
Was this plan covered by a fidelity bond | 2016-10-31 | Yes |
Value of fidelity bond cover | 2016-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-10-31 | No |
Total non interest bearing cash at beginning of year | 2016-10-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
Value of net income/loss | 2016-10-31 | $2,097,811 |
Value of net assets at end of year (total assets less liabilities) | 2016-10-31 | $18,838,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-10-31 | $16,740,255 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-10-31 | $17,588,066 |
Value of interest in pooled separate accounts at end of year | 2016-10-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-10-31 | $16,740,255 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-10-31 | $531,442 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-10-31 | No |
Contributions received in cash from employer | 2016-10-31 | $2,250,000 |
Employer contributions (assets) at end of year | 2016-10-31 | $1,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-10-31 | $664,881 |
Contract administrator fees | 2016-10-31 | $18,750 |
Did the plan have assets held for investment | 2016-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-10-31 | Disclaimer |
Accountancy firm name | 2016-10-31 | WOLF AND COMPANY, PC |
Accountancy firm EIN | 2016-10-31 | 042689883 |
2015 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-10-31 | $0 |
Total income from all sources (including contributions) | 2015-10-31 | $1,468,683 |
Total loss/gain on sale of assets | 2015-10-31 | $0 |
Total of all expenses incurred | 2015-10-31 | $670,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-10-31 | $652,085 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-10-31 | $1,000,000 |
Value of total assets at end of year | 2015-10-31 | $16,740,255 |
Value of total assets at beginning of year | 2015-10-31 | $15,942,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-10-31 | $18,750 |
Total interest from all sources | 2015-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-10-31 | No |
Was this plan covered by a fidelity bond | 2015-10-31 | Yes |
Value of fidelity bond cover | 2015-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-10-31 | No |
Total non interest bearing cash at end of year | 2015-10-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-10-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
Value of net income/loss | 2015-10-31 | $797,848 |
Value of net assets at end of year (total assets less liabilities) | 2015-10-31 | $16,740,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-10-31 | $15,942,407 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-10-31 | $16,740,255 |
Value of interest in pooled separate accounts at beginning of year | 2015-10-31 | $15,942,407 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-10-31 | $468,683 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-10-31 | No |
Contributions received in cash from employer | 2015-10-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-10-31 | $652,085 |
Contract administrator fees | 2015-10-31 | $18,750 |
Did the plan have assets held for investment | 2015-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-10-31 | Disclaimer |
Accountancy firm name | 2015-10-31 | WOLF & COMPANY, P.C. |
Accountancy firm EIN | 2015-10-31 | 042689883 |
2014 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $0 |
Total income from all sources (including contributions) | 2014-10-31 | $1,814,230 |
Total loss/gain on sale of assets | 2014-10-31 | $0 |
Total of all expenses incurred | 2014-10-31 | $239,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-10-31 | $220,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-10-31 | $500,000 |
Value of total assets at end of year | 2014-10-31 | $15,942,407 |
Value of total assets at beginning of year | 2014-10-31 | $14,367,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-10-31 | $18,750 |
Total interest from all sources | 2014-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-10-31 | No |
Administrative expenses professional fees incurred | 2014-10-31 | $18,750 |
Was this plan covered by a fidelity bond | 2014-10-31 | Yes |
Value of fidelity bond cover | 2014-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-10-31 | No |
Total non interest bearing cash at end of year | 2014-10-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-10-31 | $250,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
Value of net income/loss | 2014-10-31 | $1,575,155 |
Value of net assets at end of year (total assets less liabilities) | 2014-10-31 | $15,942,407 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-10-31 | $14,367,252 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-10-31 | $15,942,407 |
Value of interest in pooled separate accounts at beginning of year | 2014-10-31 | $14,117,252 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-10-31 | $1,314,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-10-31 | No |
Contributions received in cash from employer | 2014-10-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-10-31 | $220,325 |
Did the plan have assets held for investment | 2014-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-10-31 | Disclaimer |
Accountancy firm name | 2014-10-31 | WOLF AND COMPANY, P.C. |
Accountancy firm EIN | 2014-10-31 | 042689883 |
2013 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total income from all sources (including contributions) | 2013-10-31 | $2,437,902 |
Total loss/gain on sale of assets | 2013-10-31 | $0 |
Total of all expenses incurred | 2013-10-31 | $501,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $482,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $250,000 |
Value of total assets at end of year | 2013-10-31 | $14,367,252 |
Value of total assets at beginning of year | 2013-10-31 | $12,430,621 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $18,750 |
Total interest from all sources | 2013-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | No |
Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
Value of fidelity bond cover | 2013-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
Total non interest bearing cash at end of year | 2013-10-31 | $250,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Value of net income/loss | 2013-10-31 | $1,936,631 |
Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $14,367,252 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $12,430,621 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-10-31 | $14,117,252 |
Value of interest in pooled separate accounts at beginning of year | 2013-10-31 | $12,430,621 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-10-31 | $2,187,902 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
Contributions received in cash from employer | 2013-10-31 | $250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $482,521 |
Contract administrator fees | 2013-10-31 | $18,750 |
Did the plan have assets held for investment | 2013-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Disclaimer |
Accountancy firm name | 2013-10-31 | WOLF AND COMPANY P.C. |
Accountancy firm EIN | 2013-10-31 | 042689883 |
2012 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
Total income from all sources (including contributions) | 2012-10-31 | $2,543,113 |
Total loss/gain on sale of assets | 2012-10-31 | $0 |
Total of all expenses incurred | 2012-10-31 | $976,904 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $958,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-10-31 | $1,500,000 |
Value of total assets at end of year | 2012-10-31 | $12,430,621 |
Value of total assets at beginning of year | 2012-10-31 | $10,864,412 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $18,750 |
Total interest from all sources | 2012-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-10-31 | No |
Was this plan covered by a fidelity bond | 2012-10-31 | Yes |
Value of fidelity bond cover | 2012-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
Value of net income/loss | 2012-10-31 | $1,566,209 |
Value of net assets at end of year (total assets less liabilities) | 2012-10-31 | $12,430,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-10-31 | $10,864,412 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-10-31 | $12,430,621 |
Value of interest in pooled separate accounts at beginning of year | 2012-10-31 | $10,864,412 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-10-31 | $1,043,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
Contributions received in cash from employer | 2012-10-31 | $1,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $958,154 |
Contract administrator fees | 2012-10-31 | $18,750 |
Did the plan have assets held for investment | 2012-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-10-31 | Disclaimer |
Accountancy firm name | 2012-10-31 | WOLF AND COMPANY P.C. |
Accountancy firm EIN | 2012-10-31 | 042689883 |
2011 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $0 |
Total income from all sources (including contributions) | 2011-10-31 | $1,442,379 |
Total loss/gain on sale of assets | 2011-10-31 | $0 |
Total of all expenses incurred | 2011-10-31 | $195,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-10-31 | $176,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-10-31 | $1,000,000 |
Value of total assets at end of year | 2011-10-31 | $10,864,412 |
Value of total assets at beginning of year | 2011-10-31 | $9,617,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-10-31 | $18,750 |
Total interest from all sources | 2011-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-10-31 | No |
Was this plan covered by a fidelity bond | 2011-10-31 | Yes |
Value of fidelity bond cover | 2011-10-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-10-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
Value of net income/loss | 2011-10-31 | $1,247,068 |
Value of net assets at end of year (total assets less liabilities) | 2011-10-31 | $10,864,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-10-31 | $9,617,344 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-10-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-10-31 | $10,864,412 |
Value of interest in pooled separate accounts at beginning of year | 2011-10-31 | $9,617,344 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-10-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-10-31 | $442,379 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-10-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-10-31 | No |
Contributions received in cash from employer | 2011-10-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-10-31 | $176,561 |
Contract administrator fees | 2011-10-31 | $18,750 |
Did the plan have assets held for investment | 2011-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-10-31 | Disclaimer |
Accountancy firm name | 2011-10-31 | WOLF AND COMPANY PC |
Accountancy firm EIN | 2011-10-31 | 042689883 |
2010 : EAST CAMBRIDGE SAVINGS BANK PENSION PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |