Logo

BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN
Plan identification number 002

BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:BENEFICIAL BANK
Employer identification number (EIN):230400690
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01JOANNE R. RYDER
0022016-01-01JOHN MELCHER
0022015-01-01CECILE COLONNA
0022014-01-01CECILE COLONNA
0022013-01-01CECILE COLONNA
0022012-01-01CECILE COLONNA
0022011-01-01CECILE COLONNA
0022009-01-01CECILE C. COLONNA CECILE C. COLONNA2011-03-29
0022009-01-01
0022009-01-01CECILE C. COLONNA CECILE C. COLONNA2011-04-15
0022009-01-01CECILE C. COLONNA
0022009-01-01 THOMAS D. CESTARE2011-03-29
0022008-01-01

Plan Statistics for BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN

Measure Date Value
2018: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,160
Total number of active participants reported on line 7a of the Form 55002018-01-01740
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01482
Total of all active and inactive participants2018-01-011,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,230
Number of participants with account balances2018-01-011,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01108
2017: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,110
Total number of active participants reported on line 7a of the Form 55002017-01-01751
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01400
Total of all active and inactive participants2017-01-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,160
Number of participants with account balances2017-01-011,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,134
Total number of active participants reported on line 7a of the Form 55002016-01-01739
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01369
Total of all active and inactive participants2016-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,110
Number of participants with account balances2016-01-011,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0198
2015: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,093
Total number of active participants reported on line 7a of the Form 55002015-01-01737
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01393
Total of all active and inactive participants2015-01-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,134
Number of participants with account balances2015-01-011,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01139
2014: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,086
Total number of active participants reported on line 7a of the Form 55002014-01-01768
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01322
Total of all active and inactive participants2014-01-011,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,093
Number of participants with account balances2014-01-011,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01106
2013: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,086
Total number of active participants reported on line 7a of the Form 55002013-01-01770
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01314
Total of all active and inactive participants2013-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,086
Number of participants with account balances2013-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0192
2012: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,173
Total number of active participants reported on line 7a of the Form 55002012-01-01819
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01265
Total of all active and inactive participants2012-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,086
Number of participants with account balances2012-01-011,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01102
2011: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,200
Total number of active participants reported on line 7a of the Form 55002011-01-01791
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01378
Total of all active and inactive participants2011-01-011,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,173
Number of participants with account balances2011-01-011,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01161
2009: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01990
Total number of active participants reported on line 7a of the Form 55002009-01-011,048
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-011,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,098
Number of participants with account balances2009-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0156

Financial Data on BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN

Measure Date Value
2018 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-9,464,500
Total unrealized appreciation/depreciation of assets2018-12-31$-9,464,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,238,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$31,892,106
Expenses. Interest paid2018-12-31$1,612,639
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$1,612,639
Total income from all sources (including contributions)2018-12-31$-2,406,541
Total loss/gain on sale of assets2018-12-31$-110,128
Total of all expenses incurred2018-12-31$11,071,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,291,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,660,625
Value of total assets at end of year2018-12-31$107,930,963
Value of total assets at beginning of year2018-12-31$124,062,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$167,892
Total interest from all sources2018-12-31$59,561
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,479,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,265,654
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,178,684
Participant contributions at end of year2018-12-31$1,389,217
Participant contributions at beginning of year2018-12-31$1,552,051
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$562,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$24
Administrative expenses (other) incurred2018-12-31$8,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,478,135
Value of net assets at end of year (total assets less liabilities)2018-12-31$78,692,404
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$92,170,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$36,271,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,382,700
Interest on participant loans2018-12-31$58,952
Value of interest in common/collective trusts at end of year2018-12-31$7,470,053
Value of interest in common/collective trusts at beginning of year2018-12-31$7,256,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,177,089
Net investment gain or loss from common/collective trusts2018-12-31$144,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$62,794,118
Assets. Invements in employer securities at beginning of year2018-12-31$74,870,086
Contributions received in cash from employer2018-12-31$2,919,530
Income. Dividends from common stock2018-12-31$2,214,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,291,063
Contract administrator fees2018-12-31$159,132
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,796,269
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,906,397
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$29,238,559
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$31,892,106
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-8,777,766
Total unrealized appreciation/depreciation of assets2017-12-31$-8,777,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,892,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,358,301
Expenses. Interest paid2017-12-31$1,799,990
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$1,799,990
Total income from all sources (including contributions)2017-12-31$5,567,922
Total loss/gain on sale of assets2017-12-31$-560,026
Total of all expenses incurred2017-12-31$6,935,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,762,113
Expenses. Certain deemed distributions of participant loans2017-12-31$225,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,793,420
Value of total assets at end of year2017-12-31$124,062,645
Value of total assets at beginning of year2017-12-31$127,896,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$147,691
Total interest from all sources2017-12-31$46,075
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,376,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,260,804
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,901,109
Participant contributions at end of year2017-12-31$1,552,051
Participant contributions at beginning of year2017-12-31$1,390,942
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$337,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,980
Administrative expenses (other) incurred2017-12-31$9,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,367,246
Value of net assets at end of year (total assets less liabilities)2017-12-31$92,170,539
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$93,537,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,382,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,498,062
Interest on participant loans2017-12-31$45,817
Value of interest in common/collective trusts at end of year2017-12-31$7,256,758
Value of interest in common/collective trusts at beginning of year2017-12-31$6,408,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,581,490
Net investment gain or loss from common/collective trusts2017-12-31$107,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$74,870,086
Assets. Invements in employer securities at beginning of year2017-12-31$87,590,661
Contributions received in cash from employer2017-12-31$3,555,219
Income. Dividends from common stock2017-12-31$1,116,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,762,113
Contract administrator fees2017-12-31$137,731
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,283,760
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,843,786
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$31,892,106
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$34,358,301
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$24,138,427
Total unrealized appreciation/depreciation of assets2016-12-31$24,138,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,358,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$36,649,386
Expenses. Interest paid2016-12-31$1,975,056
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$1,975,056
Total income from all sources (including contributions)2016-12-31$34,862,552
Total loss/gain on sale of assets2016-12-31$171,878
Total of all expenses incurred2016-12-31$9,201,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,095,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,656,823
Value of total assets at end of year2016-12-31$127,896,086
Value of total assets at beginning of year2016-12-31$104,526,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$131,204
Total interest from all sources2016-12-31$44,940
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,227,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$650,210
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,653,767
Participant contributions at end of year2016-12-31$1,390,942
Participant contributions at beginning of year2016-12-31$1,420,092
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,116,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$-45
Administrative expenses (other) incurred2016-12-31$25,070
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$25,660,693
Value of net assets at end of year (total assets less liabilities)2016-12-31$93,537,785
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$67,877,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,498,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,961,368
Interest on participant loans2016-12-31$44,877
Value of interest in common/collective trusts at end of year2016-12-31$6,408,960
Value of interest in common/collective trusts at beginning of year2016-12-31$6,793,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,559,795
Net investment gain or loss from common/collective trusts2016-12-31$63,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$87,590,661
Assets. Invements in employer securities at beginning of year2016-12-31$66,350,516
Contributions received in cash from employer2016-12-31$3,886,877
Income. Dividends from common stock2016-12-31$576,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,095,599
Contract administrator fees2016-12-31$106,134
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,484,638
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,312,760
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$34,358,301
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$36,649,431
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$13,268,309
Total unrealized appreciation/depreciation of assets2015-12-31$13,268,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$36,649,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,617,372
Expenses. Interest paid2015-12-31$2,111,981
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$2,111,981
Total income from all sources (including contributions)2015-12-31$21,192,744
Total loss/gain on sale of assets2015-12-31$203,822
Total of all expenses incurred2015-12-31$6,673,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,421,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,181,045
Value of total assets at end of year2015-12-31$104,526,478
Value of total assets at beginning of year2015-12-31$71,974,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$139,032
Total interest from all sources2015-12-31$39,733
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,097,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,097,083
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,738,296
Participant contributions at end of year2015-12-31$1,420,092
Participant contributions at beginning of year2015-12-31$1,286,799
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$211,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$-45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,405
Administrative expenses (other) incurred2015-12-31$20,006
Total non interest bearing cash at end of year2015-12-31$409
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$14,519,734
Value of net assets at end of year (total assets less liabilities)2015-12-31$67,877,092
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,357,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,961,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,292,475
Interest on participant loans2015-12-31$39,731
Value of interest in common/collective trusts at end of year2015-12-31$6,793,728
Value of interest in common/collective trusts at beginning of year2015-12-31$6,735,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,601,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,601,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-625,408
Net investment gain or loss from common/collective trusts2015-12-31$28,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$66,350,516
Assets. Invements in employer securities at beginning of year2015-12-31$32,943,428
Contributions received in cash from employer2015-12-31$4,231,037
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$115,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,421,997
Contract administrator fees2015-12-31$119,026
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,147,875
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,944,053
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$36,649,431
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$18,614,967
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,573,938
Total unrealized appreciation/depreciation of assets2014-12-31$3,573,938
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,617,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,203,230
Expenses. Interest paid2014-12-31$1,618,801
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$1,618,801
Total income from all sources (including contributions)2014-12-31$12,338,282
Total loss/gain on sale of assets2014-12-31$291,509
Total of all expenses incurred2014-12-31$7,131,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,351,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,064,656
Value of total assets at end of year2014-12-31$71,974,730
Value of total assets at beginning of year2014-12-31$68,353,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$160,324
Total interest from all sources2014-12-31$38,974
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$909,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,610,686
Participant contributions at end of year2014-12-31$1,286,799
Participant contributions at beginning of year2014-12-31$1,322,864
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$126,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$-4,750
Administrative expenses (other) incurred2014-12-31$17,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,207,167
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,357,358
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,150,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,292,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,062,633
Interest on participant loans2014-12-31$38,972
Value of interest in common/collective trusts at end of year2014-12-31$6,735,445
Value of interest in common/collective trusts at beginning of year2014-12-31$6,710,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,601,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,337,742
Net investment gain or loss from common/collective trusts2014-12-31$121,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$32,943,428
Assets. Invements in employer securities at beginning of year2014-12-31$30,657,168
Contributions received in cash from employer2014-12-31$3,326,991
Employer contributions (assets) at end of year2014-12-31$115,265
Employer contributions (assets) at beginning of year2014-12-31$593,194
Income. Dividends from common stock2014-12-31$909,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,351,990
Contract administrator fees2014-12-31$142,812
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,032,517
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,741,008
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$18,614,967
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$20,207,980
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,084,221
Total unrealized appreciation/depreciation of assets2013-12-31$4,084,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,203,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,676,746
Expenses. Interest paid2013-12-31$1,743,630
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$1,743,630
Total income from all sources (including contributions)2013-12-31$16,485,289
Total loss/gain on sale of assets2013-12-31$-98,317
Total of all expenses incurred2013-12-31$5,223,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,340,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,738,288
Value of total assets at end of year2013-12-31$68,353,421
Value of total assets at beginning of year2013-12-31$58,565,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$139,948
Total interest from all sources2013-12-31$37,040
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$457,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$457,783
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,477,103
Participant contributions at end of year2013-12-31$1,322,864
Participant contributions at beginning of year2013-12-31$1,169,091
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$456,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$-4,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$670
Administrative expenses (other) incurred2013-12-31$13,035
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,261,491
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,150,191
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,888,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,062,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,533,851
Interest on participant loans2013-12-31$37,038
Value of interest in common/collective trusts at end of year2013-12-31$6,710,258
Value of interest in common/collective trusts at beginning of year2013-12-31$6,396,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$13,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$13,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,299,389
Net investment gain or loss from common/collective trusts2013-12-31$-33,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$30,657,168
Assets. Invements in employer securities at beginning of year2013-12-31$28,998,988
Contributions received in cash from employer2013-12-31$3,804,919
Employer contributions (assets) at end of year2013-12-31$593,194
Employer contributions (assets) at beginning of year2013-12-31$454,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,340,220
Contract administrator fees2013-12-31$126,913
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,506,194
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,604,511
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$20,207,980
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$21,676,076
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,472,594
Total unrealized appreciation/depreciation of assets2012-12-31$3,472,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,676,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,048,954
Expenses. Interest paid2012-12-31$1,840,583
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$1,840,583
Total income from all sources (including contributions)2012-12-31$13,033,810
Total loss/gain on sale of assets2012-12-31$117,640
Total of all expenses incurred2012-12-31$5,129,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,171,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,516,204
Value of total assets at end of year2012-12-31$58,565,446
Value of total assets at beginning of year2012-12-31$52,033,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,286
Total interest from all sources2012-12-31$32,011
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$482,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$482,553
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,328,356
Participant contributions at end of year2012-12-31$1,169,091
Participant contributions at beginning of year2012-12-31$901,690
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$521,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,735
Administrative expenses (other) incurred2012-12-31$12,301
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,904,618
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,888,700
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,984,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,533,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,629,627
Interest on participant loans2012-12-31$32,008
Value of interest in common/collective trusts at end of year2012-12-31$6,396,083
Value of interest in common/collective trusts at beginning of year2012-12-31$6,461,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$13,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$68
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$68
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,396,250
Net investment gain or loss from common/collective trusts2012-12-31$16,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$28,998,988
Assets. Invements in employer securities at beginning of year2012-12-31$27,040,453
Contributions received in cash from employer2012-12-31$3,665,856
Employer contributions (assets) at end of year2012-12-31$454,130
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,171,323
Contract administrator fees2012-12-31$104,985
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,843,053
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,725,413
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$21,676,076
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$23,047,219
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,519,752
Total unrealized appreciation/depreciation of assets2011-12-31$-1,519,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,048,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$25,282,934
Expenses. Interest paid2011-12-31$2,007,079
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$2,007,079
Total income from all sources (including contributions)2011-12-31$4,453,608
Total loss/gain on sale of assets2011-12-31$-130,940
Total of all expenses incurred2011-12-31$4,650,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,549,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,425,801
Value of total assets at end of year2011-12-31$52,033,036
Value of total assets at beginning of year2011-12-31$54,464,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$94,589
Total interest from all sources2011-12-31$31,379
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$384,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$384,510
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,113,653
Participant contributions at end of year2011-12-31$901,690
Participant contributions at beginning of year2011-12-31$854,995
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$74,027
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$74,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,794
Administrative expenses (other) incurred2011-12-31$12,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-197,143
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,984,082
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,181,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,629,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,176,038
Interest on participant loans2011-12-31$31,377
Value of interest in common/collective trusts at end of year2011-12-31$6,461,198
Value of interest in common/collective trusts at beginning of year2011-12-31$8,503,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$68
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-860,400
Net investment gain or loss from common/collective trusts2011-12-31$123,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$27,040,453
Assets. Invements in employer securities at beginning of year2011-12-31$30,799,208
Contributions received in cash from employer2011-12-31$4,238,001
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$51,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,549,083
Contract administrator fees2011-12-31$82,198
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,305,479
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,436,419
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$23,047,219
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$25,278,140
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-3,362,818
Total unrealized appreciation/depreciation of assets2010-12-31$-3,362,818
Total transfer of assets to this plan2010-12-31$4,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,282,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$27,543,561
Expenses. Interest paid2010-12-31$2,192,132
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$2,192,132
Total income from all sources (including contributions)2010-12-31$5,568,997
Total loss/gain on sale of assets2010-12-31$-41,888
Total of all expenses incurred2010-12-31$3,800,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,524,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,935,432
Value of total assets at end of year2010-12-31$54,464,159
Value of total assets at beginning of year2010-12-31$54,951,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$83,173
Total interest from all sources2010-12-31$32,609
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$230,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$230,207
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,406,195
Participant contributions at end of year2010-12-31$854,995
Participant contributions at beginning of year2010-12-31$672,975
Participant contributions at end of year2010-12-31$74,027
Participant contributions at beginning of year2010-12-31$68,297
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$61,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$62,553
Administrative expenses (other) incurred2010-12-31$9,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,768,721
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,181,225
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,407,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,176,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,481,819
Interest on participant loans2010-12-31$32,604
Value of interest in common/collective trusts at end of year2010-12-31$8,503,543
Value of interest in common/collective trusts at beginning of year2010-12-31$7,290,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,378,932
Net investment gain or loss from common/collective trusts2010-12-31$396,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$30,799,208
Contributions received in cash from employer2010-12-31$4,467,933
Employer contributions (assets) at end of year2010-12-31$51,213
Employer contributions (assets) at beginning of year2010-12-31$532,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,524,971
Contract administrator fees2010-12-31$73,693
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$34,898,662
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$839,180
Aggregate carrying amount (costs) on sale of assets2010-12-31$881,068
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$25,278,140
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$27,481,008
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN

2018: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: BENEFICIAL BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Potentially related plans

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

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

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

See full terms and conditions

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