RADIUS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RADIUS BANK INCENTIVE SAVINGS PLAN
Measure | Date | Value |
---|
2021 : RADIUS BANK INCENTIVE SAVINGS PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $16,910,099 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,131,474 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,779,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,742,893 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,456,528 |
Value of total assets at end of year | 2021-12-31 | $203,164 |
Value of total assets at beginning of year | 2021-12-31 | $17,761,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $36,909 |
Total interest from all sources | 2021-12-31 | $6,450 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $12,252 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $12,252 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $347,051 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $167,526 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $191 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-648,328 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $203,164 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,761,591 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,761,607 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $809,864 |
Interest on participant loans | 2021-12-31 | $2,521 |
Interest earned on other investments | 2021-12-31 | $3,929 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $12,481,950 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $203,164 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $540,644 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $337,050 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $125,597 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,193,406 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,109,477 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,742,893 |
Contract administrator fees | 2021-12-31 | $36,909 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CROWE LLP |
Accountancy firm EIN | 2021-12-31 | 350921680 |
2020 : RADIUS BANK INCENTIVE SAVINGS PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,831,728 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,744,703 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,662,926 |
Value of total corrective distributions | 2020-12-31 | $1,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,611,861 |
Value of total assets at end of year | 2020-12-31 | $17,761,591 |
Value of total assets at beginning of year | 2020-12-31 | $14,674,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $80,388 |
Total interest from all sources | 2020-12-31 | $19,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $47,225 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $47,225 |
Administrative expenses professional fees incurred | 2020-12-31 | $15,375 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,472,721 |
Participant contributions at end of year | 2020-12-31 | $167,526 |
Participant contributions at beginning of year | 2020-12-31 | $172,549 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $467,783 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,087,025 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,761,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,674,566 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $5,125 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,761,607 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,743,619 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $809,864 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $629,839 |
Interest on participant loans | 2020-12-31 | $6,990 |
Interest earned on other investments | 2020-12-31 | $12,014 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $12,481,950 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $10,553,795 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $540,644 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $574,764 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $460,602 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $103,531 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,589,505 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $671,357 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,662,926 |
Contract administrator fees | 2020-12-31 | $59,888 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2020-12-31 | 350921680 |
2019 : RADIUS BANK INCENTIVE SAVINGS PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $4,853,124 |
Total income from all sources (including contributions) | 2019-12-31 | $4,853,124 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $652,793 |
Total of all expenses incurred | 2019-12-31 | $652,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $573,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $573,173 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,390,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,390,201 |
Value of total assets at end of year | 2019-12-31 | $14,674,566 |
Value of total assets at end of year | 2019-12-31 | $14,674,566 |
Value of total assets at beginning of year | 2019-12-31 | $10,474,235 |
Value of total assets at beginning of year | 2019-12-31 | $10,474,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $79,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $79,620 |
Total interest from all sources | 2019-12-31 | $14,892 |
Total interest from all sources | 2019-12-31 | $14,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $52,069 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $52,069 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $52,069 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $52,069 |
Administrative expenses professional fees incurred | 2019-12-31 | $27,175 |
Administrative expenses professional fees incurred | 2019-12-31 | $27,175 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,245,440 |
Contributions received from participants | 2019-12-31 | $1,245,440 |
Participant contributions at end of year | 2019-12-31 | $172,549 |
Participant contributions at end of year | 2019-12-31 | $172,549 |
Participant contributions at beginning of year | 2019-12-31 | $78,643 |
Participant contributions at beginning of year | 2019-12-31 | $78,643 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $346,709 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $346,709 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $380 |
Other income not declared elsewhere | 2019-12-31 | $380 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,200,331 |
Value of net income/loss | 2019-12-31 | $4,200,331 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,674,566 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,674,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,474,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,474,235 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,743,619 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,743,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,883,171 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,883,171 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $629,839 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $629,839 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $412,767 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $412,767 |
Interest on participant loans | 2019-12-31 | $6,508 |
Interest earned on other investments | 2019-12-31 | $8,384 |
Interest earned on other investments | 2019-12-31 | $8,384 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $10,553,795 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $10,553,795 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,751,517 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,751,517 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $574,764 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $348,137 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $348,137 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $457,167 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $457,167 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $132,740 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $132,740 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,805,675 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,805,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $798,052 |
Contributions received in cash from employer | 2019-12-31 | $798,052 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $573,173 |
Contract administrator fees | 2019-12-31 | $52,445 |
Contract administrator fees | 2019-12-31 | $52,445 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CROWE HORWATH LLP |
Accountancy firm name | 2019-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2019-12-31 | 350921680 |
Accountancy firm EIN | 2019-12-31 | 350921680 |
2018 : RADIUS BANK INCENTIVE SAVINGS PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,393,122 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,831,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,767,341 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $6,491 |
Value of total corrective distributions | 2018-12-31 | $3,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,843,123 |
Value of total assets at end of year | 2018-12-31 | $10,474,235 |
Value of total assets at beginning of year | 2018-12-31 | $9,912,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $54,283 |
Total interest from all sources | 2018-12-31 | $4,788 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $72,185 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $72,185 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,244,992 |
Participant contributions at end of year | 2018-12-31 | $78,643 |
Participant contributions at beginning of year | 2018-12-31 | $96,344 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,056,009 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $561,963 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,474,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,912,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,883,171 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $412,767 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $9,182,762 |
Interest on participant loans | 2018-12-31 | $4,252 |
Interest earned on other investments | 2018-12-31 | $536 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $7,751,517 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $348,137 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $633,166 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-526,974 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $542,122 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,767,341 |
Contract administrator fees | 2018-12-31 | $54,283 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2018-12-31 | 350921680 |
2017 : RADIUS BANK INCENTIVE SAVINGS PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,974,727 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $890,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $874,472 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,699,106 |
Value of total assets at end of year | 2017-12-31 | $9,912,272 |
Value of total assets at beginning of year | 2017-12-31 | $7,828,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $16,083 |
Total interest from all sources | 2017-12-31 | $6,465 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,073,860 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $208,622 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $96,344 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $92,790 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,084,172 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,912,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,828,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $9,182,762 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $7,139,869 |
Interest on participant loans | 2017-12-31 | $2,875 |
Interest earned on other investments | 2017-12-31 | $3,590 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $633,166 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $595,441 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,269,156 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $416,624 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $874,472 |
Contract administrator fees | 2017-12-31 | $16,083 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CROWE LLP |
Accountancy firm EIN | 2017-12-31 | 350921680 |
2016 : RADIUS BANK INCENTIVE SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,196,910 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $858,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $830,474 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $3,929 |
Value of total corrective distributions | 2016-12-31 | $21,476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,606,601 |
Value of total assets at end of year | 2016-12-31 | $7,828,100 |
Value of total assets at beginning of year | 2016-12-31 | $6,489,198 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,129 |
Total interest from all sources | 2016-12-31 | $7,095 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $689,967 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $529,038 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $92,790 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $75,880 |
Other income not declared elsewhere | 2016-12-31 | $3,931 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,338,902 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,828,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,489,198 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $7,139,869 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $5,970,040 |
Interest on participant loans | 2016-12-31 | $1,852 |
Interest earned on other investments | 2016-12-31 | $5,243 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $595,441 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $443,278 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $579,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $387,596 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $830,474 |
Contract administrator fees | 2016-12-31 | $2,129 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : RADIUS BANK INCENTIVE SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $896,486 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $888,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $887,061 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,005,338 |
Value of total assets at end of year | 2015-12-31 | $6,489,198 |
Value of total assets at beginning of year | 2015-12-31 | $6,481,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,675 |
Total interest from all sources | 2015-12-31 | $2,472 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $531,727 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $156,683 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $75,880 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $80,402 |
Other income not declared elsewhere | 2015-12-31 | $3,058 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $7,750 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,489,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,481,448 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $5,970,040 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $5,987,829 |
Interest on participant loans | 2015-12-31 | $2,472 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $443,278 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $413,217 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-114,382 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $316,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $887,061 |
Contract administrator fees | 2015-12-31 | $1,675 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2011 : RADIUS BANK INCENTIVE SAVINGS PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $345,031 |
Expenses. Total of all expenses incurred | 2011-12-31 | $452,532 |
Benefits paid (including direct rollovers) | 2011-12-31 | $451,605 |
Total plan assets at end of year | 2011-12-31 | $4,392,038 |
Total plan assets at beginning of year | 2011-12-31 | $4,499,539 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $292,752 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $927 |
Other income received | 2011-12-31 | $-200,536 |
Net income (gross income less expenses) | 2011-12-31 | $-107,501 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,392,038 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,499,539 |
Assets. Value of participant loans | 2011-12-31 | $125,483 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $252,815 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : RADIUS BANK INCENTIVE SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $1,060,643 |
Expenses. Total of all expenses incurred | 2010-12-31 | $397,666 |
Benefits paid (including direct rollovers) | 2010-12-31 | $397,087 |
Total plan assets at end of year | 2010-12-31 | $4,499,539 |
Total plan assets at beginning of year | 2010-12-31 | $3,836,562 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $321,968 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $579 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $66,117 |
Other income received | 2010-12-31 | $380,699 |
Net income (gross income less expenses) | 2010-12-31 | $662,977 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,499,539 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,836,562 |
Assets. Value of participant loans | 2010-12-31 | $69,418 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $291,859 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : RADIUS BANK INCENTIVE SAVINGS PLAN 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |