ROMA BANK has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2012 : ROMA BANK 401(K) SAVINGS PLAN 2012 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $774,526 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $774,526 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,296,806 |
Total loss/gain on sale of assets | 2012-12-31 | $-23,983 |
Total of all expenses incurred | 2012-12-31 | $626,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $607,858 |
Value of total corrective distributions | 2012-12-31 | $5,187 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $714,732 |
Value of total assets at end of year | 2012-12-31 | $9,463,672 |
Value of total assets at beginning of year | 2012-12-31 | $7,793,166 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,255 |
Total interest from all sources | 2012-12-31 | $8,496 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $157,201 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $126,606 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $513,587 |
Participant contributions at end of year | 2012-12-31 | $250,737 |
Participant contributions at beginning of year | 2012-12-31 | $205,699 |
Administrative expenses (other) incurred | 2012-12-31 | $1,680 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,670,506 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,463,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,793,166 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,882,424 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,235,251 |
Interest on participant loans | 2012-12-31 | $8,489 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,063,887 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,778,131 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $543,637 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $122,197 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $2,266,624 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $1,574,085 |
Contributions received in cash from employer | 2012-12-31 | $201,145 |
Income. Dividends from common stock | 2012-12-31 | $30,595 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $607,858 |
Contract administrator fees | 2012-12-31 | $11,575 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $179,393 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $203,376 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | PARENTEBEARD, LLC |
Accountancy firm EIN | 2012-12-31 | 232932984 |
2011 : ROMA BANK 401(K) SAVINGS PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-95,129 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-95,129 |
Total transfer of assets to this plan | 2011-12-31 | $351,747 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $491,919 |
Total loss/gain on sale of assets | 2011-12-31 | $-4,109 |
Total of all expenses incurred | 2011-12-31 | $552,634 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $539,537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $631,425 |
Value of total assets at end of year | 2011-12-31 | $7,793,166 |
Value of total assets at beginning of year | 2011-12-31 | $7,502,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $13,097 |
Total interest from all sources | 2011-12-31 | $8,844 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $115,627 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $69,020 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $455,269 |
Participant contributions at end of year | 2011-12-31 | $205,699 |
Participant contributions at beginning of year | 2011-12-31 | $235,034 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $997 |
Administrative expenses (other) incurred | 2011-12-31 | $2,040 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-60,715 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,793,166 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,502,134 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,235,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,250,637 |
Interest on participant loans | 2011-12-31 | $8,802 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,778,131 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,367,363 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $42 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-173,342 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $8,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $1,574,085 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $1,649,100 |
Contributions received in cash from employer | 2011-12-31 | $175,159 |
Income. Dividends from common stock | 2011-12-31 | $46,607 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $539,537 |
Contract administrator fees | 2011-12-31 | $11,057 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $96,561 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $100,670 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PARANTE BEARD, LLC |
Accountancy firm EIN | 2011-12-31 | 232932984 |
2010 : ROMA BANK 401(K) SAVINGS PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-248,034 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-248,034 |
Total transfer of assets to this plan | 2010-12-31 | $2,081,897 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $886,856 |
Total loss/gain on sale of assets | 2010-12-31 | $-8,214 |
Total of all expenses incurred | 2010-12-31 | $213,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $205,242 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $558,135 |
Value of total assets at end of year | 2010-12-31 | $7,502,134 |
Value of total assets at beginning of year | 2010-12-31 | $4,747,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,436 |
Total interest from all sources | 2010-12-31 | $9,142 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $124,565 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $77,958 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $394,542 |
Participant contributions at end of year | 2010-12-31 | $235,034 |
Participant contributions at beginning of year | 2010-12-31 | $137,767 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $6,901 |
Administrative expenses (other) incurred | 2010-12-31 | $2,040 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $673,178 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,502,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,747,059 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,250,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,994,012 |
Interest on participant loans | 2010-12-31 | $9,112 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,367,363 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $778,494 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $30 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $365,321 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $85,941 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $1,649,100 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $1,836,786 |
Contributions received in cash from employer | 2010-12-31 | $156,692 |
Income. Dividends from common stock | 2010-12-31 | $46,607 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $205,242 |
Contract administrator fees | 2010-12-31 | $6,396 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $50,321 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $58,535 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PARANTE BEARD, LLC |
Accountancy firm EIN | 2010-12-31 | 232932984 |
2009 : ROMA BANK 401(K) SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |