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Plan Name | BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BELMONT SAVINGS BANK |
Employer identification number (EIN): | 041078435 |
NAIC Classification: | 522120 |
NAIC Description: | Savings Institutions |
Additional information about BELMONT SAVINGS BANK
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1993-12-29 |
Company Identification Number: | 861291 |
Legal Registered Office Address: |
3301 GUERNSEY STREET PO BOX 654 BLELAIRE United States of America (USA) 43906 |
More information about BELMONT SAVINGS BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2017-01-01 | JOYCE DANIELSON | JOYCE DANIELSON | 2018-10-10 | |
003 | 2016-01-01 | JOYCE DANIELSON | JOYCE DANIELSON | 2017-10-10 | |
003 | 2015-01-01 | JOYCE DANIELSON | JOYCE DANIELSON | 2016-10-14 | |
003 | 2014-01-01 | JOYCE DANIELSON | JOYCE DANIELSON | 2015-06-17 | |
003 | 2013-01-01 | JOYCE DANIELSON | JOYCE DANIELSON | 2014-05-22 | |
003 | 2012-01-01 | JOYCE DANIELSON | JOYCE DANIELSON | 2013-10-09 | |
003 | 2011-01-01 | JOYCE DANIELSON |
Measure | Date | Value |
---|---|---|
2017: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 24 |
Total of all active and inactive participants | 2017-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 123 |
Number of participants with account balances | 2017-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 8 |
2016: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 98 |
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 | 27 |
Total of all active and inactive participants | 2016-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 126 |
Number of participants with account balances | 2016-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 18 |
Total of all active and inactive participants | 2015-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 120 |
Number of participants with account balances | 2015-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 92 |
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 | 12 |
Total of all active and inactive participants | 2014-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 104 |
Number of participants with account balances | 2014-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
2013: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 85 |
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 | 21 |
Total of all active and inactive participants | 2013-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 106 |
Number of participants with account balances | 2013-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 60 |
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 | 12 |
Total of all active and inactive participants | 2012-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 72 |
Number of participants with account balances | 2012-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 49 |
Total of all active and inactive participants | 2011-01-01 | 49 |
Total participants | 2011-01-01 | 49 |
Number of participants with account balances | 2011-01-01 | 49 |
Measure | Date | Value |
---|---|---|
2017 : BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $134,371 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $134,371 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,969,181 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,071,182 |
Expenses. Interest paid | 2017-12-31 | $151,223 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $151,223 |
Total income from all sources (including contributions) | 2017-12-31 | $387,146 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $239,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $88,511 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $253,224 |
Value of total assets at end of year | 2017-12-31 | $13,101,207 |
Value of total assets at beginning of year | 2017-12-31 | $13,055,796 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $59,994 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
Contributions received from participants | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $3,969,181 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $4,071,182 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $147,412 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,132,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,984,614 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $-449 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $13,101,207 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $13,055,796 |
Contributions received in cash from employer | 2017-12-31 | $253,224 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $88,511 |
Contract administrator fees | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BAKER, NEWMAN, NOYES |
Accountancy firm EIN | 2017-12-31 | 010494526 |
2016 : BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,508,434 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,508,434 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,071,182 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,173,097 |
Expenses. Interest paid | 2016-12-31 | $144,719 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $144,719 |
Total income from all sources (including contributions) | 2016-12-31 | $2,755,067 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $215,036 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $70,317 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $246,633 |
Value of total assets at end of year | 2016-12-31 | $13,055,796 |
Value of total assets at beginning of year | 2016-12-31 | $10,617,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $62,030 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $0 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $4,071,182 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $4,173,097 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,540,031 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,984,614 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,444,583 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $13,055,796 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $10,617,680 |
Contributions received in cash from employer | 2016-12-31 | $246,633 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $70,317 |
Contract administrator fees | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BAKER NEWMAN NOYES |
Accountancy firm EIN | 2016-12-31 | 010494526 |
2015 : BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $4,173,097 |
Total plan liabilities at beginning of year | 2015-12-31 | $4,275,302 |
Total income from all sources | 2015-12-31 | $2,406,272 |
Expenses. Total of all expenses incurred | 2015-12-31 | $186,321 |
Benefits paid (including direct rollovers) | 2015-12-31 | $48,630 |
Total plan assets at end of year | 2015-12-31 | $10,617,680 |
Total plan assets at beginning of year | 2015-12-31 | $8,499,934 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $137,691 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $2,166,376 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $2,219,951 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,444,583 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,224,632 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
Assets. Value of employer securities | 2015-12-31 | $10,617,680 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $239,896 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $42,878 |
2014 : BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $4,275,302 |
Total plan liabilities at beginning of year | 2014-12-31 | $4,355,686 |
Total income from all sources | 2014-12-31 | $1,841,598 |
Expenses. Total of all expenses incurred | 2014-12-31 | $182,203 |
Benefits paid (including direct rollovers) | 2014-12-31 | $41,256 |
Total plan assets at end of year | 2014-12-31 | $8,499,934 |
Total plan assets at beginning of year | 2014-12-31 | $6,920,923 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $140,947 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $1,601,702 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $1,659,395 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,224,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,565,237 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
Assets. Value of employer securities | 2014-12-31 | $8,499,934 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $239,896 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $4,355,686 |
Total plan liabilities at beginning of year | 2013-12-31 | $4,457,555 |
Total income from all sources | 2013-12-31 | $1,551,615 |
Expenses. Total of all expenses incurred | 2013-12-31 | $138,027 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $6,920,923 |
Total plan assets at beginning of year | 2013-12-31 | $5,609,204 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $138,027 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,311,719 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,413,588 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,565,237 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,151,649 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Assets. Value of employer securities | 2013-12-31 | $6,920,923 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $239,896 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $4,457,555 |
Total plan liabilities at beginning of year | 2012-12-31 | $4,562,393 |
Total income from all sources | 2012-12-31 | $1,015,003 |
Expenses. Total of all expenses incurred | 2012-12-31 | $135,058 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $5,609,204 |
Total plan assets at beginning of year | 2012-12-31 | $4,834,097 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $135,058 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $775,107 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $879,945 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,151,649 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $271,704 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $0 |
Assets. Value of employer securities | 2012-12-31 | $5,609,204 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $239,896 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $4,562,393 |
Total income from all sources | 2011-12-31 | $307,641 |
Expenses. Total of all expenses incurred | 2011-12-31 | $35,937 |
Total plan assets at end of year | 2011-12-31 | $4,834,097 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $35,937 |
Other income received | 2011-12-31 | $247,667 |
Net income (gross income less expenses) | 2011-12-31 | $271,704 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $271,704 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Assets. Value of employer securities | 2011-12-31 | $4,834,097 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $59,974 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2017: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
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: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
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: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
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: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
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: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
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 is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BELMONT SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
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 is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |