401k Plan data: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN plan

SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN
Plan identification number	002

SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.

401k Sponsoring company profile

SAVINGS BANK OF WALPOLE has sponsored the creation of one or more 401k plans.

Company Name: SAVINGS BANK OF WALPOLE

Employer identification number (EIN): 020188430

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 TAMARA RICHARDSON
002 2018-01-01
002 2018-01-01
002 2017-01-01 TAMARA RICHARDSON
002 2016-01-01 TAMARA RICHARDSON
002 2015-01-01 TAMARA RICHARDSON
002 2014-01-01 TAMARA RICHARDSON TAMARA RICHARDSON 2015-07-06
002 2013-01-01 TAMARA RICHARDSON
002 2012-01-01 GREGG TEWKSBURY GREGG TEWKSBURY 2013-08-07
002 2011-01-01 GREGG TEWKSBURY
002 2009-01-01 GREGG TEWKSBURY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	TAMARA RICHARDSON
002	2018-01-01
002	2018-01-01
002	2017-01-01	TAMARA RICHARDSON
002	2016-01-01	TAMARA RICHARDSON
002	2015-01-01	TAMARA RICHARDSON
002	2014-01-01	TAMARA RICHARDSON	TAMARA RICHARDSON	2015-07-06
002	2013-01-01	TAMARA RICHARDSON
002	2012-01-01	GREGG TEWKSBURY	GREGG TEWKSBURY	2013-08-07
002	2011-01-01	GREGG TEWKSBURY
002	2009-01-01	GREGG TEWKSBURY

Plan Statistics for SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN

Measure Date Value
2018: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 84
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 96
Number of participants with account balances 2018-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 83
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 97
Number of participants with account balances 2017-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 81
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 93
Number of participants with account balances 2016-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 85
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 97
Number of participants with account balances 2015-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 89
Number of participants with account balances 2014-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 92
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 106
Number of participants with account balances 2013-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 100
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 110
Number of participants with account balances 2012-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 78
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 94
Number of participants with account balances 2011-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 77
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 93
Number of participants with account balances 2009-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2018: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	84
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	96
Number of participants with account balances	2018-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	83
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	97
Number of participants with account balances	2017-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	81
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	93
Number of participants with account balances	2016-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	85
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	97
Number of participants with account balances	2015-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	89
Number of participants with account balances	2014-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	92
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	106
Number of participants with account balances	2013-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	100
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	110
Number of participants with account balances	2012-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	78
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	94
Number of participants with account balances	2011-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	77
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	93
Number of participants with account balances	2009-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2018 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$369,990
Expenses. Total of all expenses incurred	2018-12-31	$560,146
Benefits paid (including direct rollovers)	2018-12-31	$553,640
Total plan assets at end of year	2018-12-31	$8,828,616
Total plan assets at beginning of year	2018-12-31	$9,018,772
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$381,967
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$97,260
Other income received	2018-12-31	$-534,861
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-190,156
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$8,828,616
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,018,772
Assets. Value of participant loans	2018-12-31	$236,801
Total contributions received or receivable from employer(s)	2018-12-31	$425,624
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,506
2017 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,379,665
Expenses. Total of all expenses incurred	2017-12-31	$181,575
Benefits paid (including direct rollovers)	2017-12-31	$174,934
Total plan assets at end of year	2017-12-31	$9,018,772
Total plan assets at beginning of year	2017-12-31	$6,820,682
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$356,358
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$361,157
Other income received	2017-12-31	$1,227,951
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,198,090
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,018,772
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,820,682
Assets. Value of participant loans	2017-12-31	$245,394
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$434,199
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,641
2016 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,141,349
Expenses. Total of all expenses incurred	2016-12-31	$438,838
Benefits paid (including direct rollovers)	2016-12-31	$435,570
Total plan assets at end of year	2016-12-31	$6,820,682
Total plan assets at beginning of year	2016-12-31	$6,118,171
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$320,959
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$449,291
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$702,511
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,820,682
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,118,171
Assets. Value of participant loans	2016-12-31	$212,415
Total contributions received or receivable from employer(s)	2016-12-31	$371,099
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,268
2015 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$725,847
Expenses. Total of all expenses incurred	2015-12-31	$175,131
Benefits paid (including direct rollovers)	2015-12-31	$171,758
Total plan assets at end of year	2015-12-31	$6,118,171
Total plan assets at beginning of year	2015-12-31	$5,567,455
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$307,018
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$25,136
Other income received	2015-12-31	$9,562
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$550,716
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,118,171
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,567,455
Assets. Value of participant loans	2015-12-31	$169,333
Total contributions received or receivable from employer(s)	2015-12-31	$384,131
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,373
2014 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$929,186
Expenses. Total of all expenses incurred	2014-12-31	$890,516
Benefits paid (including direct rollovers)	2014-12-31	$885,024
Total plan assets at end of year	2014-12-31	$5,567,455
Total plan assets at beginning of year	2014-12-31	$5,528,785
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$265,695
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$298,393
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$38,670
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,567,455
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,528,785
Assets. Value of participant loans	2014-12-31	$219,871
Total contributions received or receivable from employer(s)	2014-12-31	$365,098
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,492
2013 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,464,675
Expenses. Total of all expenses incurred	2013-12-31	$1,333,214
Benefits paid (including direct rollovers)	2013-12-31	$1,330,344
Total plan assets at end of year	2013-12-31	$5,528,785
Total plan assets at beginning of year	2013-12-31	$5,397,324
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$283,790
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$10,649
Other income received	2013-12-31	$815,037
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$131,461
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,528,785
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,397,324
Assets. Value of participant loans	2013-12-31	$211,278
Total contributions received or receivable from employer(s)	2013-12-31	$355,199
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,870
2012 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,147,879
Expenses. Total of all expenses incurred	2012-12-31	$465,331
Benefits paid (including direct rollovers)	2012-12-31	$462,366
Total plan assets at end of year	2012-12-31	$5,397,324
Total plan assets at beginning of year	2012-12-31	$4,714,776
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$279,334
Contributions received from other sources (not participants or employers)	2012-12-31	$14,440
Other income received	2012-12-31	$514,090
Net income (gross income less expenses)	2012-12-31	$682,548
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,397,324
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,714,776
Assets. Value of participant loans	2012-12-31	$211,322
Total contributions received or receivable from employer(s)	2012-12-31	$340,015
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,965
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$536,846
Expenses. Total of all expenses incurred	2011-12-31	$920,070
Benefits paid (including direct rollovers)	2011-12-31	$918,487
Total plan assets at end of year	2011-12-31	$4,714,776
Total plan assets at beginning of year	2011-12-31	$5,098,000
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$270,932
Contributions received from other sources (not participants or employers)	2011-12-31	$18,770
Other income received	2011-12-31	$-54,949
Net income (gross income less expenses)	2011-12-31	$-383,224
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,714,776
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,098,000
Assets. Value of participant loans	2011-12-31	$192,060
Total contributions received or receivable from employer(s)	2011-12-31	$302,093
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$1,436
Total income from all sources	2010-12-31	$1,086,358
Expenses. Total of all expenses incurred	2010-12-31	$521,204
Benefits paid (including direct rollovers)	2010-12-31	$519,207
Total plan assets at end of year	2010-12-31	$5,098,000
Total plan assets at beginning of year	2010-12-31	$4,531,410
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Total contributions received or receivable from participants	2010-12-31	$283,244
Other income received	2010-12-31	$478,593
Net income (gross income less expenses)	2010-12-31	$565,154
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,098,000
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,531,410
Assets. Value of participant loans	2010-12-31	$150,028
Total contributions received or receivable from employer(s)	2010-12-31	$324,521
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN

2018: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SAVINGS BANK OF WALPOLE 401(K) & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAVINGS BANK OF WALPOLE
Employer identification number (EIN):	020188430
NAIC Classification:	522120
NAIC Description:	Savings Institutions