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THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 401k Plan overview

Plan NameTHE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST
Plan identification number 001

THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • 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

PROFILE BANK, FSB has sponsored the creation of one or more 401k plans.

Company Name:PROFILE BANK, FSB
Employer identification number (EIN):020237826
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01URVASHI JONES KEVIN D. MILLER2018-04-17
0012015-07-01ROBERT ALIN KEVIN D. MILLER2017-03-20
0012014-07-01SUZANNE CHOULJIAN KEVIN D. MILLER2016-04-18
0012013-07-01SUZANNE CHOULJIAN KEVIN D. MILLER2015-01-12
0012012-07-01SUZANNE CHOULJIAN KEVIN D. MILLER2014-03-11
0012011-07-01SUZANNE CHOULJIAN KEVIN D. MILLER2013-04-02
0012010-07-01KEVIN MILLER
0012010-01-01PROFILE BANK FSB2011-05-19
0012009-07-01KEVIN MILLER KEVIN MILLER2010-12-09
0012009-07-01KEVIN MILLER KEVIN MILLER2011-03-01
0012009-07-01KEVIN MILLER KEVIN MILLER2010-12-09
0012009-01-01PROFILE BANK FSB

Plan Statistics for THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST

401k plan membership statisitcs for THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST

Measure Date Value
2023: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2023 401k membership
Market value of plan assets2023-06-302,600,431
Acturial value of plan assets2023-06-302,786,391
Funding target for retired participants and beneficiaries receiving payment2023-06-301,071,096
Number of terminated vested participants2023-06-3010
Fundng target for terminated vested participants2023-06-30252,344
Active participant vested funding target2023-06-301,036,460
Number of active participants2023-06-309
Total funding liabilities for active participants2023-06-301,036,460
Total participant count2023-06-3030
Total funding target for all participants2023-06-302,359,900
Balance at beginning of prior year after applicable adjustments2023-06-30201,788
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-30201,788
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-30178,542
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-300
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-300
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2022 401k membership
Market value of plan assets2022-06-303,069,063
Acturial value of plan assets2022-06-302,771,393
Funding target for retired participants and beneficiaries receiving payment2022-06-301,083,359
Number of terminated vested participants2022-06-3010
Fundng target for terminated vested participants2022-06-30203,268
Active participant vested funding target2022-06-30970,997
Number of active participants2022-06-3010
Total funding liabilities for active participants2022-06-30970,997
Total participant count2022-06-3031
Total funding target for all participants2022-06-302,257,624
Balance at beginning of prior year after applicable adjustments2022-06-30159,668
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-30159,668
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-30201,788
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2021 401k membership
Market value of plan assets2021-06-302,511,127
Acturial value of plan assets2021-06-302,601,965
Funding target for retired participants and beneficiaries receiving payment2021-06-30930,353
Number of terminated vested participants2021-06-3010
Fundng target for terminated vested participants2021-06-30230,089
Active participant vested funding target2021-06-301,127,933
Number of active participants2021-06-3013
Total funding liabilities for active participants2021-06-301,127,933
Total participant count2021-06-3031
Total funding target for all participants2021-06-302,288,375
Balance at beginning of prior year after applicable adjustments2021-06-30157,184
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-30157,184
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-30159,668
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2020 401k membership
Market value of plan assets2020-06-302,550,917
Acturial value of plan assets2020-06-302,581,692
Funding target for retired participants and beneficiaries receiving payment2020-06-30940,997
Number of terminated vested participants2020-06-308
Fundng target for terminated vested participants2020-06-30130,000
Active participant vested funding target2020-06-301,122,458
Number of active participants2020-06-3015
Total funding liabilities for active participants2020-06-301,122,458
Total participant count2020-06-3031
Total funding target for all participants2020-06-302,193,455
Balance at beginning of prior year after applicable adjustments2020-06-30150,286
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-30150,286
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-30157,184
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2019 401k membership
Market value of plan assets2019-06-302,719,527
Acturial value of plan assets2019-06-302,690,321
Funding target for retired participants and beneficiaries receiving payment2019-06-30934,659
Number of terminated vested participants2019-06-309
Fundng target for terminated vested participants2019-06-30299,855
Active participant vested funding target2019-06-301,047,531
Number of active participants2019-06-3016
Total funding liabilities for active participants2019-06-301,047,531
Total participant count2019-06-3032
Total funding target for all participants2019-06-302,282,045
Balance at beginning of prior year after applicable adjustments2019-06-30141,286
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-30141,286
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-30150,286
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2018 401k membership
Market value of plan assets2018-06-302,624,991
Acturial value of plan assets2018-06-302,583,082
Funding target for retired participants and beneficiaries receiving payment2018-06-30707,907
Number of terminated vested participants2018-06-3010
Fundng target for terminated vested participants2018-06-30279,769
Active participant vested funding target2018-06-301,080,889
Number of active participants2018-06-3017
Total funding liabilities for active participants2018-06-301,080,889
Total participant count2018-06-3032
Total funding target for all participants2018-06-302,068,565
Balance at beginning of prior year after applicable adjustments2018-06-30128,652
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-30128,652
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-30141,286
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2017 401k membership
Market value of plan assets2017-06-302,625,824
Acturial value of plan assets2017-06-302,696,719
Funding target for retired participants and beneficiaries receiving payment2017-06-30697,738
Number of terminated vested participants2017-06-3011
Fundng target for terminated vested participants2017-06-30340,169
Active participant vested funding target2017-06-301,079,872
Number of active participants2017-06-3019
Total funding liabilities for active participants2017-06-301,084,568
Total participant count2017-06-3034
Total funding target for all participants2017-06-302,122,475
Balance at beginning of prior year after applicable adjustments2017-06-30124,146
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-30124,146
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-30607,363
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30645,566
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-30128,652
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-0134
Total number of active participants reported on line 7a of the Form 55002016-07-0117
Number of retired or separated participants receiving benefits2016-07-015
Number of other retired or separated participants entitled to future benefits2016-07-0110
Total of all active and inactive participants2016-07-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0132
2015: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-0135
Total number of active participants reported on line 7a of the Form 55002015-07-0119
Number of retired or separated participants receiving benefits2015-07-014
Number of other retired or separated participants entitled to future benefits2015-07-0111
Total of all active and inactive participants2015-07-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-0135
Total number of active participants reported on line 7a of the Form 55002014-07-0121
Number of retired or separated participants receiving benefits2014-07-014
Number of other retired or separated participants entitled to future benefits2014-07-0110
Total of all active and inactive participants2014-07-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-0135
Total number of active participants reported on line 7a of the Form 55002013-07-0123
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-0110
Total of all active and inactive participants2013-07-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0135
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-0135
Total number of active participants reported on line 7a of the Form 55002012-07-0124
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-019
Total of all active and inactive participants2012-07-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-0135
Total number of active participants reported on line 7a of the Form 55002011-07-0126
Number of retired or separated participants receiving benefits2011-07-012
Number of other retired or separated participants entitled to future benefits2011-07-017
Total of all active and inactive participants2011-07-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-0137
Total number of active participants reported on line 7a of the Form 55002010-07-0129
Number of retired or separated participants receiving benefits2010-07-012
Number of other retired or separated participants entitled to future benefits2010-07-014
Total of all active and inactive participants2010-07-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-011
2009: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-0134
Total number of active participants reported on line 7a of the Form 55002009-07-0133
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-013
Total of all active and inactive participants2009-07-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-0147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0147
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST

Measure Date Value
2017 : THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2017 401k financial data
Total income from all sources2017-06-30$246,466
Expenses. Total of all expenses incurred2017-06-30$261,472
Benefits paid (including direct rollovers)2017-06-30$242,333
Total plan assets at end of year2017-06-30$2,624,991
Total plan assets at beginning of year2017-06-30$2,639,997
Value of fidelity bond covering the plan2017-06-30$1,350,000
Expenses. Other expenses not covered elsewhere2017-06-30$19,139
Other income received2017-06-30$246,466
Net income (gross income less expenses)2017-06-30$-15,006
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,624,991
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,639,997
2016 : THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2016 401k financial data
Total income from all sources2016-06-30$754,431
Expenses. Total of all expenses incurred2016-06-30$160,325
Benefits paid (including direct rollovers)2016-06-30$144,518
Total plan assets at end of year2016-06-30$2,639,997
Total plan assets at beginning of year2016-06-30$2,045,891
Value of fidelity bond covering the plan2016-06-30$1,350,000
Expenses. Other expenses not covered elsewhere2016-06-30$15,807
Other income received2016-06-30$72,431
Net income (gross income less expenses)2016-06-30$594,106
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,639,997
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,045,891
Total contributions received or receivable from employer(s)2016-06-30$682,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2015 401k financial data
Total income from all sources2015-06-30$55,379
Expenses. Total of all expenses incurred2015-06-30$54,623
Benefits paid (including direct rollovers)2015-06-30$38,074
Total plan assets at end of year2015-06-30$2,045,891
Total plan assets at beginning of year2015-06-30$2,045,135
Value of fidelity bond covering the plan2015-06-30$1,350,000
Expenses. Other expenses not covered elsewhere2015-06-30$16,549
Other income received2015-06-30$55,379
Net income (gross income less expenses)2015-06-30$756
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,045,891
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,045,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2014 401k financial data
Total income from all sources2014-06-30$301,719
Expenses. Total of all expenses incurred2014-06-30$32,266
Benefits paid (including direct rollovers)2014-06-30$16,507
Total plan assets at end of year2014-06-30$2,045,135
Total plan assets at beginning of year2014-06-30$1,775,682
Value of fidelity bond covering the plan2014-06-30$1,350,000
Expenses. Other expenses not covered elsewhere2014-06-30$15,429
Other income received2014-06-30$301,719
Net income (gross income less expenses)2014-06-30$269,453
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,045,135
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,775,682
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2013 401k financial data
Total income from all sources2013-06-30$158,587
Expenses. Total of all expenses incurred2013-06-30$33,972
Benefits paid (including direct rollovers)2013-06-30$18,008
Total plan assets at end of year2013-06-30$1,775,682
Total plan assets at beginning of year2013-06-30$1,651,067
Value of fidelity bond covering the plan2013-06-30$1,350,000
Expenses. Other expenses not covered elsewhere2013-06-30$15,964
Other income received2013-06-30$145,097
Net income (gross income less expenses)2013-06-30$124,615
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,775,682
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,651,067
Total contributions received or receivable from employer(s)2013-06-30$13,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2012 401k financial data
Total income from all sources2012-06-30$87,653
Expenses. Total of all expenses incurred2012-06-30$35,008
Benefits paid (including direct rollovers)2012-06-30$18,891
Total plan assets at end of year2012-06-30$1,651,067
Total plan assets at beginning of year2012-06-30$1,598,422
Value of fidelity bond covering the plan2012-06-30$1,350,000
Expenses. Other expenses not covered elsewhere2012-06-30$16,117
Other income received2012-06-30$30,063
Net income (gross income less expenses)2012-06-30$52,645
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,651,067
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,598,422
Total contributions received or receivable from employer(s)2012-06-30$57,590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2011 401k financial data
Total income from all sources2011-06-30$261,862
Expenses. Total of all expenses incurred2011-06-30$22,412
Benefits paid (including direct rollovers)2011-06-30$7,482
Total plan assets at end of year2011-06-30$1,598,422
Total plan assets at beginning of year2011-06-30$1,358,972
Value of fidelity bond covering the plan2011-06-30$1,350,000
Other income received2011-06-30$261,862
Net income (gross income less expenses)2011-06-30$239,450
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,598,422
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,358,972
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$14,930
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST

2016: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE RET PLAN OF PROFILE BANK, FSB IN PENTEGRA RET TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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