Logo

FIRST PERSONAL BANK 401(K) PLAN 401k Plan overview

Plan NameFIRST PERSONAL BANK 401(K) PLAN
Plan identification number 001

FIRST PERSONAL BANK 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:FIRST PERSONAL BANK
Employer identification number (EIN):364311031
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST PERSONAL BANK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01KAREN MYERS
0012017-01-01SUSAN SCHWARTZ
0012016-01-01SUSAN SCHWARTZ
0012015-01-01SUSAN SCHWARTZ
0012014-01-01SUSAN SCHWARTZ
0012013-01-01SUSAN SCHWARTZ
0012012-01-01SUSAN SCHWARTZ RANDALL SCHWARTZ2013-07-03
0012011-01-01SUSAN SCHWARTZ RANDALL SCHWARTZ2012-08-01
0012010-01-01SUSAN SCHWARTZ
0012009-01-01SUSAN SCHWARTZ RANDALL SCHWARTZ2010-06-16

Plan Statistics for FIRST PERSONAL BANK 401(K) PLAN

401k plan membership statisitcs for FIRST PERSONAL BANK 401(K) PLAN

Measure Date Value
2018: FIRST PERSONAL BANK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0133
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FIRST PERSONAL BANK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0138
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0133
Number of participants with account balances2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: FIRST PERSONAL BANK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0138
Number of participants with account balances2016-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FIRST PERSONAL BANK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: FIRST PERSONAL BANK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FIRST PERSONAL BANK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FIRST PERSONAL BANK 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0139
Total number of active participants reported on line 7a of the Form 55002012-01-0139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0139
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FIRST PERSONAL BANK 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0137
Total number of active participants reported on line 7a of the Form 55002011-01-0139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0139
Number of participants with account balances2011-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FIRST PERSONAL BANK 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0139
Total number of active participants reported on line 7a of the Form 55002010-01-0137
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0137
Number of participants with account balances2010-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: FIRST PERSONAL BANK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0138
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0139
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FIRST PERSONAL BANK 401(K) PLAN

Measure Date Value
2018 : FIRST PERSONAL BANK 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-10-19$0
Total plan liabilities at end of year2018-10-19$0
Total plan liabilities at beginning of year2018-10-19$0
Total income from all sources2018-10-19$394,592
Expenses. Total of all expenses incurred2018-10-19$3,849,923
Benefits paid (including direct rollovers)2018-10-19$3,841,088
Total plan assets at end of year2018-10-19$0
Total plan assets at beginning of year2018-10-19$3,455,331
Value of fidelity bond covering the plan2018-10-19$2,000,000
Total contributions received or receivable from participants2018-10-19$101,357
Expenses. Other expenses not covered elsewhere2018-10-19$0
Contributions received from other sources (not participants or employers)2018-10-19$0
Other income received2018-10-19$223,367
Noncash contributions received2018-10-19$0
Net income (gross income less expenses)2018-10-19$-3,455,331
Net plan assets at end of year (total assets less liabilities)2018-10-19$0
Net plan assets at beginning of year (total assets less liabilities)2018-10-19$3,455,331
Assets. Value of participant loans2018-10-19$0
Total contributions received or receivable from employer(s)2018-10-19$69,868
Value of certain deemed distributions of participant loans2018-10-19$0
Value of corrective distributions2018-10-19$8,495
Expenses. Administrative service providers (salaries,fees and commissions)2018-10-19$340
2017 : FIRST PERSONAL BANK 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$713,801
Expenses. Total of all expenses incurred2017-12-31$84,511
Benefits paid (including direct rollovers)2017-12-31$77,753
Total plan assets at end of year2017-12-31$3,455,331
Total plan assets at beginning of year2017-12-31$2,826,041
Value of fidelity bond covering the plan2017-12-31$2,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$148,631
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$525,551
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$629,290
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,455,331
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,826,041
Assets. Value of participant loans2017-12-31$24,608
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$39,619
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$6,520
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$238
2016 : FIRST PERSONAL BANK 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$417,696
Expenses. Total of all expenses incurred2016-12-31$9,850
Benefits paid (including direct rollovers)2016-12-31$532
Total plan assets at end of year2016-12-31$2,826,041
Total plan assets at beginning of year2016-12-31$2,418,195
Value of fidelity bond covering the plan2016-12-31$2,000,000
Total contributions received or receivable from participants2016-12-31$153,689
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$223,523
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$407,846
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,826,041
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,418,195
Assets. Value of participant loans2016-12-31$32,952
Total contributions received or receivable from employer(s)2016-12-31$40,484
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$9,062
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$256
2015 : FIRST PERSONAL BANK 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$191,099
Expenses. Total of all expenses incurred2015-12-31$305,092
Benefits paid (including direct rollovers)2015-12-31$298,015
Total plan assets at end of year2015-12-31$2,418,195
Total plan assets at beginning of year2015-12-31$2,532,188
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$143,159
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$3,921
Other income received2015-12-31$4,807
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-113,993
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,418,195
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,532,188
Assets. Value of participant loans2015-12-31$9,962
Total contributions received or receivable from employer(s)2015-12-31$39,212
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$6,760
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$317
2014 : FIRST PERSONAL BANK 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$318,147
Expenses. Total of all expenses incurred2014-12-31$18,266
Benefits paid (including direct rollovers)2014-12-31$4,245
Total plan assets at end of year2014-12-31$2,532,188
Total plan assets at beginning of year2014-12-31$2,232,307
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$132,828
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$144,204
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$299,881
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,532,188
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,232,307
Assets. Value of participant loans2014-12-31$14,633
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$41,115
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$6,788
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,233
2013 : FIRST PERSONAL BANK 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$587,714
Expenses. Total of all expenses incurred2013-12-31$183,602
Benefits paid (including direct rollovers)2013-12-31$167,962
Total plan assets at end of year2013-12-31$2,232,307
Total plan assets at beginning of year2013-12-31$1,828,195
Value of fidelity bond covering the plan2013-12-31$3,500,000
Total contributions received or receivable from participants2013-12-31$126,470
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$417,181
Net income (gross income less expenses)2013-12-31$404,112
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,232,307
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,828,195
Assets. Value of participant loans2013-12-31$19,142
Total contributions received or receivable from employer(s)2013-12-31$44,063
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$4,551
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FIRST PERSONAL BANK 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$390,626
Expenses. Total of all expenses incurred2012-12-31$14,404
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,828,195
Total plan assets at beginning of year2012-12-31$1,451,973
Value of fidelity bond covering the plan2012-12-31$3,500,000
Total contributions received or receivable from participants2012-12-31$145,375
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$203,376
Net income (gross income less expenses)2012-12-31$376,222
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,828,195
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,451,973
Assets. Value of participant loans2012-12-31$18,714
Total contributions received or receivable from employer(s)2012-12-31$41,875
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$5,466
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : FIRST PERSONAL BANK 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$96,315
Expenses. Total of all expenses incurred2011-12-31$18,097
Benefits paid (including direct rollovers)2011-12-31$5,100
Total plan assets at end of year2011-12-31$1,451,973
Total plan assets at beginning of year2011-12-31$1,373,755
Value of fidelity bond covering the plan2011-12-31$3,500,000
Total contributions received or receivable from participants2011-12-31$140,301
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-82,544
Net income (gross income less expenses)2011-12-31$78,218
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,451,973
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,373,755
Assets. Value of participant loans2011-12-31$20,492
Total contributions received or receivable from employer(s)2011-12-31$38,558
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$5,230
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FIRST PERSONAL BANK 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$316,935
Expenses. Total of all expenses incurred2010-12-31$143,628
Benefits paid (including direct rollovers)2010-12-31$131,223
Total plan assets at end of year2010-12-31$1,373,755
Total plan assets at beginning of year2010-12-31$1,200,448
Value of fidelity bond covering the plan2010-12-31$3,500,000
Total contributions received or receivable from participants2010-12-31$132,641
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$146,295
Net income (gross income less expenses)2010-12-31$173,307
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,373,755
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,200,448
Assets. Value of participant loans2010-12-31$14,103
Total contributions received or receivable from employer(s)2010-12-31$37,999
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$6,035
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FIRST PERSONAL BANK 401(K) 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 FIRST PERSONAL BANK 401(K) PLAN

2018: FIRST PERSONAL BANK 401(K) 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST PERSONAL BANK 401(K) 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST PERSONAL BANK 401(K) 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: FIRST PERSONAL BANK 401(K) 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: FIRST PERSONAL BANK 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST PERSONAL BANK 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST PERSONAL BANK 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST PERSONAL BANK 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIRST PERSONAL BANK 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST PERSONAL BANK 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60240 - 1
Policy instance 1
Insurance contract or identification numberMR 60240 - 1
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60240
Policy instance 1
Insurance contract or identification numberMR 60240
Number of Individuals Covered38
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $732
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $732
Insurance broker organization code?1
Insurance broker nameCANTELLA & CO, INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60240
Policy instance 1
Insurance contract or identification numberMR 60240
Number of Individuals Covered39
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $614
Insurance broker organization code?1
Insurance broker nameCANTELLA & CO, INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60240
Policy instance 1
Insurance contract or identification numberMR 60240
Number of Individuals Covered39
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $414
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60240
Policy instance 1
Insurance contract or identification numberMR 60240
Number of Individuals Covered37
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $356
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $356
Insurance broker organization code?1
Insurance broker nameCANTELLA & CO, INC

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