CLINTON SAVINGS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY CLINTON
Measure | Date | Value |
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2022: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2022 401k membership |
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Market value of plan assets | 2022-10-31 | 5,897,582 |
Acturial value of plan assets | 2022-10-31 | 5,897,582 |
Funding target for retired participants and beneficiaries receiving payment | 2022-10-31 | 1,257,826 |
Number of terminated vested participants | 2022-10-31 | 34 |
Fundng target for terminated vested participants | 2022-10-31 | 1,197,198 |
Active participant vested funding target | 2022-10-31 | 1,518,842 |
Number of active participants | 2022-10-31 | 18 |
Total funding liabilities for active participants | 2022-10-31 | 1,532,134 |
Total participant count | 2022-10-31 | 60 |
Total funding target for all participants | 2022-10-31 | 3,987,158 |
Balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
Amount remaining of carryover balance | 2022-10-31 | 0 |
Amount remaining of prefunding balance | 2022-10-31 | 0 |
Present value of excess contributions | 2022-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
Balance of carryovers at beginning of current year | 2022-10-31 | 0 |
Balance of prefunding at beginning of current year | 2022-10-31 | 0 |
Total employer contributions | 2022-10-31 | 460,000 |
Total employee contributions | 2022-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-10-31 | 433,266 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-10-31 | 0 |
Additional cash requirement | 2022-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-10-31 | 433,266 |
Unpaid minimum required contributions for current year | 2022-10-31 | 0 |
Unpaid minimum required contributions for all years | 2022-10-31 | 0 |
2021: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2021 401k membership |
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Total participants, beginning-of-year | 2021-11-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 18 |
Number of retired or separated participants receiving benefits | 2021-11-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 30 |
Total of all active and inactive participants | 2021-11-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 0 |
Total participants | 2021-11-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 0 |
Market value of plan assets | 2021-10-31 | 5,193,514 |
Acturial value of plan assets | 2021-10-31 | 5,193,514 |
Funding target for retired participants and beneficiaries receiving payment | 2021-10-31 | 1,145,899 |
Number of terminated vested participants | 2021-10-31 | 38 |
Fundng target for terminated vested participants | 2021-10-31 | 1,342,876 |
Active participant vested funding target | 2021-10-31 | 1,434,481 |
Number of active participants | 2021-10-31 | 20 |
Total funding liabilities for active participants | 2021-10-31 | 1,447,557 |
Total participant count | 2021-10-31 | 65 |
Total funding target for all participants | 2021-10-31 | 3,936,332 |
Balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
Amount remaining of carryover balance | 2021-10-31 | 0 |
Amount remaining of prefunding balance | 2021-10-31 | 0 |
Present value of excess contributions | 2021-10-31 | 334,023 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-10-31 | 352,929 |
Balance of carryovers at beginning of current year | 2021-10-31 | 0 |
Balance of prefunding at beginning of current year | 2021-10-31 | 0 |
Total employer contributions | 2021-10-31 | 0 |
Total employee contributions | 2021-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-10-31 | 0 |
Additional cash requirement | 2021-10-31 | 0 |
Unpaid minimum required contributions for current year | 2021-10-31 | 0 |
Unpaid minimum required contributions for all years | 2021-10-31 | 0 |
2020: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2020 401k membership |
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Total participants, beginning-of-year | 2020-11-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 18 |
Number of retired or separated participants receiving benefits | 2020-11-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 34 |
Total of all active and inactive participants | 2020-11-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 0 |
Total participants | 2020-11-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
Market value of plan assets | 2020-10-31 | 5,591,054 |
Acturial value of plan assets | 2020-10-31 | 5,591,054 |
Funding target for retired participants and beneficiaries receiving payment | 2020-10-31 | 1,158,237 |
Number of terminated vested participants | 2020-10-31 | 36 |
Fundng target for terminated vested participants | 2020-10-31 | 1,616,869 |
Active participant vested funding target | 2020-10-31 | 1,487,613 |
Number of active participants | 2020-10-31 | 23 |
Total funding liabilities for active participants | 2020-10-31 | 1,500,361 |
Total participant count | 2020-10-31 | 66 |
Total funding target for all participants | 2020-10-31 | 4,275,467 |
Balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
Amount remaining of carryover balance | 2020-10-31 | 0 |
Amount remaining of prefunding balance | 2020-10-31 | 0 |
Present value of excess contributions | 2020-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
Balance of carryovers at beginning of current year | 2020-10-31 | 0 |
Balance of prefunding at beginning of current year | 2020-10-31 | 0 |
Total employer contributions | 2020-10-31 | 357,000 |
Total employee contributions | 2020-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-31 | 334,023 |
Remaining amount of unpaid minimum required contributions | 2020-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-10-31 | 0 |
Additional cash requirement | 2020-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-10-31 | 334,023 |
Unpaid minimum required contributions for current year | 2020-10-31 | 0 |
Unpaid minimum required contributions for all years | 2020-10-31 | 0 |
2019: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2019 401k membership |
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Total participants, beginning-of-year | 2019-11-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 20 |
Number of retired or separated participants receiving benefits | 2019-11-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 37 |
Total of all active and inactive participants | 2019-11-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 1 |
Total participants | 2019-11-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-11-01 | 0 |
Market value of plan assets | 2019-10-31 | 5,315,800 |
Acturial value of plan assets | 2019-10-31 | 5,315,800 |
Funding target for retired participants and beneficiaries receiving payment | 2019-10-31 | 1,169,493 |
Number of terminated vested participants | 2019-10-31 | 36 |
Fundng target for terminated vested participants | 2019-10-31 | 1,588,597 |
Active participant vested funding target | 2019-10-31 | 1,409,086 |
Number of active participants | 2019-10-31 | 26 |
Total funding liabilities for active participants | 2019-10-31 | 1,421,181 |
Total participant count | 2019-10-31 | 69 |
Total funding target for all participants | 2019-10-31 | 4,179,271 |
Balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
Amount remaining of carryover balance | 2019-10-31 | 0 |
Amount remaining of prefunding balance | 2019-10-31 | 0 |
Present value of excess contributions | 2019-10-31 | 37,348 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-10-31 | 39,555 |
Balance of carryovers at beginning of current year | 2019-10-31 | 0 |
Balance of prefunding at beginning of current year | 2019-10-31 | 0 |
Total employer contributions | 2019-10-31 | 0 |
Total employee contributions | 2019-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-10-31 | 0 |
Additional cash requirement | 2019-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-10-31 | 0 |
Unpaid minimum required contributions for current year | 2019-10-31 | 0 |
Unpaid minimum required contributions for all years | 2019-10-31 | 0 |
2018: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2018 401k membership |
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Total participants, beginning-of-year | 2018-11-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 23 |
Number of retired or separated participants receiving benefits | 2018-11-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 36 |
Total of all active and inactive participants | 2018-11-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 0 |
Total participants | 2018-11-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 0 |
Market value of plan assets | 2018-10-31 | 5,305,296 |
Acturial value of plan assets | 2018-10-31 | 5,305,296 |
Funding target for retired participants and beneficiaries receiving payment | 2018-10-31 | 720,649 |
Number of terminated vested participants | 2018-10-31 | 37 |
Fundng target for terminated vested participants | 2018-10-31 | 1,396,553 |
Active participant vested funding target | 2018-10-31 | 1,965,091 |
Number of active participants | 2018-10-31 | 28 |
Total funding liabilities for active participants | 2018-10-31 | 1,965,091 |
Total participant count | 2018-10-31 | 70 |
Total funding target for all participants | 2018-10-31 | 4,082,293 |
Balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
Amount remaining of carryover balance | 2018-10-31 | 0 |
Amount remaining of prefunding balance | 2018-10-31 | 0 |
Present value of excess contributions | 2018-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
Balance of carryovers at beginning of current year | 2018-10-31 | 0 |
Balance of prefunding at beginning of current year | 2018-10-31 | 0 |
Total employer contributions | 2018-10-31 | 40,000 |
Total employee contributions | 2018-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-10-31 | 37,348 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-10-31 | 0 |
Additional cash requirement | 2018-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-10-31 | 37,348 |
Unpaid minimum required contributions for current year | 2018-10-31 | 0 |
Unpaid minimum required contributions for all years | 2018-10-31 | 0 |
2017: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2017 401k membership |
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Total participants, beginning-of-year | 2017-11-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 26 |
Number of retired or separated participants receiving benefits | 2017-11-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 36 |
Total of all active and inactive participants | 2017-11-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 0 |
Total participants | 2017-11-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 0 |
Market value of plan assets | 2017-10-31 | 5,667,685 |
Acturial value of plan assets | 2017-10-31 | 5,667,685 |
Funding target for retired participants and beneficiaries receiving payment | 2017-10-31 | 622,522 |
Number of terminated vested participants | 2017-10-31 | 39 |
Fundng target for terminated vested participants | 2017-10-31 | 1,946,384 |
Active participant vested funding target | 2017-10-31 | 2,062,181 |
Number of active participants | 2017-10-31 | 31 |
Total funding liabilities for active participants | 2017-10-31 | 2,062,181 |
Total participant count | 2017-10-31 | 74 |
Total funding target for all participants | 2017-10-31 | 4,631,087 |
Balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-10-31 | 0 |
Amount remaining of carryover balance | 2017-10-31 | 0 |
Amount remaining of prefunding balance | 2017-10-31 | 0 |
Present value of excess contributions | 2017-10-31 | 280,041 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-10-31 | 297,572 |
Balance of carryovers at beginning of current year | 2017-10-31 | 0 |
Balance of prefunding at beginning of current year | 2017-10-31 | 0 |
Total employer contributions | 2017-10-31 | 0 |
Total employee contributions | 2017-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-10-31 | 0 |
Additional cash requirement | 2017-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-10-31 | 0 |
Unpaid minimum required contributions for current year | 2017-10-31 | 0 |
Unpaid minimum required contributions for all years | 2017-10-31 | 0 |
2016: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2016 401k membership |
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Total participants, beginning-of-year | 2016-11-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 28 |
Number of retired or separated participants receiving benefits | 2016-11-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 37 |
Total of all active and inactive participants | 2016-11-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
Total participants | 2016-11-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 1 |
2015: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2015 401k membership |
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Total participants, beginning-of-year | 2015-11-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 31 |
Number of retired or separated participants receiving benefits | 2015-11-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 39 |
Total of all active and inactive participants | 2015-11-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
Total participants | 2015-11-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
2014: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2014 401k membership |
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Total participants, beginning-of-year | 2014-11-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 38 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 36 |
Total of all active and inactive participants | 2014-11-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
Total participants | 2014-11-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
2013: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2013 401k membership |
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Total participants, beginning-of-year | 2013-11-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 40 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 36 |
Total of all active and inactive participants | 2013-11-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
Total participants | 2013-11-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
2012: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2012 401k membership |
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Total participants, beginning-of-year | 2012-11-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 44 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 34 |
Total of all active and inactive participants | 2012-11-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
Total participants | 2012-11-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
2011: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2011 401k membership |
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Total participants, beginning-of-year | 2011-11-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 50 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 32 |
Total of all active and inactive participants | 2011-11-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
Total participants | 2011-11-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
2009: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2009 401k membership |
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Total participants, beginning-of-year | 2009-11-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 65 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 28 |
Total of all active and inactive participants | 2009-11-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 2 |
Measure | Date | Value |
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2022 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2022 401k financial data |
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Total income from all sources | 2022-10-31 | $-600,695 |
Expenses. Total of all expenses incurred | 2022-10-31 | $234,138 |
Benefits paid (including direct rollovers) | 2022-10-31 | $234,138 |
Total plan assets at end of year | 2022-10-31 | $5,081,412 |
Total plan assets at beginning of year | 2022-10-31 | $5,916,245 |
Value of fidelity bond covering the plan | 2022-10-31 | $500,000 |
Other income received | 2022-10-31 | $-1,060,695 |
Net income (gross income less expenses) | 2022-10-31 | $-834,833 |
Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $5,081,412 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $5,916,245 |
Total contributions received or receivable from employer(s) | 2022-10-31 | $460,000 |
2021 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2021 401k financial data |
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Total income from all sources | 2021-10-31 | $1,183,409 |
Expenses. Total of all expenses incurred | 2021-10-31 | $476,981 |
Benefits paid (including direct rollovers) | 2021-10-31 | $476,981 |
Total plan assets at end of year | 2021-10-31 | $5,916,245 |
Total plan assets at beginning of year | 2021-10-31 | $5,209,817 |
Value of fidelity bond covering the plan | 2021-10-31 | $500,000 |
Other income received | 2021-10-31 | $1,183,409 |
Net income (gross income less expenses) | 2021-10-31 | $706,428 |
Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $5,916,245 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $5,209,817 |
2020 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2020 401k financial data |
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Total income from all sources | 2020-10-31 | $488,949 |
Expenses. Total of all expenses incurred | 2020-10-31 | $877,518 |
Benefits paid (including direct rollovers) | 2020-10-31 | $877,518 |
Total plan assets at end of year | 2020-10-31 | $5,209,817 |
Total plan assets at beginning of year | 2020-10-31 | $5,598,386 |
Value of fidelity bond covering the plan | 2020-10-31 | $500,000 |
Other income received | 2020-10-31 | $131,949 |
Net income (gross income less expenses) | 2020-10-31 | $-388,569 |
Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $5,209,817 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $5,598,386 |
Total contributions received or receivable from employer(s) | 2020-10-31 | $357,000 |
2019 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2019 401k financial data |
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Total income from all sources | 2019-10-31 | $527,143 |
Expenses. Total of all expenses incurred | 2019-10-31 | $264,209 |
Benefits paid (including direct rollovers) | 2019-10-31 | $264,209 |
Total plan assets at end of year | 2019-10-31 | $5,598,386 |
Total plan assets at beginning of year | 2019-10-31 | $5,335,452 |
Value of fidelity bond covering the plan | 2019-10-31 | $500,000 |
Other income received | 2019-10-31 | $527,143 |
Net income (gross income less expenses) | 2019-10-31 | $262,934 |
Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $5,598,386 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $5,335,452 |
2017 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2017 401k financial data |
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Total income from all sources | 2017-10-31 | $764,065 |
Expenses. Total of all expenses incurred | 2017-10-31 | $1,077,059 |
Benefits paid (including direct rollovers) | 2017-10-31 | $1,077,059 |
Total plan assets at end of year | 2017-10-31 | $5,367,389 |
Total plan assets at beginning of year | 2017-10-31 | $5,680,383 |
Value of fidelity bond covering the plan | 2017-10-31 | $500,000 |
Other income received | 2017-10-31 | $764,065 |
Net income (gross income less expenses) | 2017-10-31 | $-312,994 |
Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $5,367,389 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $5,680,383 |
2016 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2016 401k financial data |
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Total income from all sources | 2016-10-31 | $520,624 |
Expenses. Total of all expenses incurred | 2016-10-31 | $293,224 |
Benefits paid (including direct rollovers) | 2016-10-31 | $293,224 |
Total plan assets at end of year | 2016-10-31 | $5,680,383 |
Total plan assets at beginning of year | 2016-10-31 | $5,452,983 |
Value of fidelity bond covering the plan | 2016-10-31 | $500,000 |
Other income received | 2016-10-31 | $220,624 |
Net income (gross income less expenses) | 2016-10-31 | $227,400 |
Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $5,680,383 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $5,452,983 |
Total contributions received or receivable from employer(s) | 2016-10-31 | $300,000 |
2015 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2015 401k financial data |
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Total income from all sources | 2015-10-31 | $581,895 |
Expenses. Total of all expenses incurred | 2015-10-31 | $678,917 |
Benefits paid (including direct rollovers) | 2015-10-31 | $678,917 |
Total plan assets at end of year | 2015-10-31 | $5,452,983 |
Total plan assets at beginning of year | 2015-10-31 | $5,550,005 |
Value of fidelity bond covering the plan | 2015-10-31 | $500,000 |
Other income received | 2015-10-31 | $-38,105 |
Net income (gross income less expenses) | 2015-10-31 | $-97,022 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $5,452,983 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $5,550,005 |
Total contributions received or receivable from employer(s) | 2015-10-31 | $620,000 |
2014 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2014 401k financial data |
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Total income from all sources | 2014-10-31 | $300,710 |
Expenses. Total of all expenses incurred | 2014-10-31 | $113,323 |
Benefits paid (including direct rollovers) | 2014-10-31 | $113,323 |
Total plan assets at end of year | 2014-10-31 | $5,550,005 |
Total plan assets at beginning of year | 2014-10-31 | $5,362,618 |
Value of fidelity bond covering the plan | 2014-10-31 | $500,000 |
Other income received | 2014-10-31 | $300,710 |
Net income (gross income less expenses) | 2014-10-31 | $187,387 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $5,550,005 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $5,362,618 |
2013 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2013 401k financial data |
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Total income from all sources | 2013-10-31 | $799,432 |
Expenses. Total of all expenses incurred | 2013-10-31 | $286,793 |
Benefits paid (including direct rollovers) | 2013-10-31 | $286,793 |
Total plan assets at end of year | 2013-10-31 | $5,362,618 |
Total plan assets at beginning of year | 2013-10-31 | $4,849,979 |
Value of fidelity bond covering the plan | 2013-10-31 | $484,998 |
Other income received | 2013-10-31 | $799,432 |
Net income (gross income less expenses) | 2013-10-31 | $512,639 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $5,362,618 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $4,849,979 |
Total contributions received or receivable from employer(s) | 2013-10-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
2012 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2012 401k financial data |
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Total income from all sources | 2012-10-31 | $427,095 |
Expenses. Total of all expenses incurred | 2012-10-31 | $257,387 |
Benefits paid (including direct rollovers) | 2012-10-31 | $257,387 |
Total plan assets at end of year | 2012-10-31 | $4,849,979 |
Total plan assets at beginning of year | 2012-10-31 | $4,680,271 |
Value of fidelity bond covering the plan | 2012-10-31 | $360,998 |
Other income received | 2012-10-31 | $427,095 |
Net income (gross income less expenses) | 2012-10-31 | $169,708 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $4,849,979 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $4,680,271 |
2011 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2011 401k financial data |
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Total income from all sources | 2011-10-31 | $167,457 |
Expenses. Total of all expenses incurred | 2011-10-31 | $186,316 |
Benefits paid (including direct rollovers) | 2011-10-31 | $186,316 |
Total plan assets at end of year | 2011-10-31 | $4,680,271 |
Total plan assets at beginning of year | 2011-10-31 | $4,699,130 |
Value of fidelity bond covering the plan | 2011-10-31 | $360,998 |
Other income received | 2011-10-31 | $167,457 |
Net income (gross income less expenses) | 2011-10-31 | $-18,859 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $4,680,271 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $4,699,130 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $0 |
2021: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2021 form 5500 responses |
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2021-11-01 | Type of plan entity | Single employer plan |
2021-11-01 | Submission has been amended | No |
2021-11-01 | This submission is the final filing | No |
2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-11-01 | Plan is a collectively bargained plan | No |
2021-11-01 | Plan funding arrangement – Trust | Yes |
2021-11-01 | Plan benefit arrangement - Trust | Yes |
2020: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2020 form 5500 responses |
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2020-11-01 | Type of plan entity | Single employer plan |
2020-11-01 | Submission has been amended | No |
2020-11-01 | This submission is the final filing | No |
2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-11-01 | Plan is a collectively bargained plan | No |
2020-11-01 | Plan funding arrangement – Trust | Yes |
2020-11-01 | Plan benefit arrangement - Trust | Yes |
2019: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2019 form 5500 responses |
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2019-11-01 | Type of plan entity | Single employer plan |
2019-11-01 | Submission has been amended | No |
2019-11-01 | This submission is the final filing | No |
2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-11-01 | Plan is a collectively bargained plan | No |
2019-11-01 | Plan funding arrangement – Trust | Yes |
2019-11-01 | Plan benefit arrangement - Trust | Yes |
2018: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2018 form 5500 responses |
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2018-11-01 | Type of plan entity | Single employer plan |
2018-11-01 | Submission has been amended | No |
2018-11-01 | This submission is the final filing | No |
2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-11-01 | Plan is a collectively bargained plan | No |
2018-11-01 | Plan funding arrangement – Trust | Yes |
2018-11-01 | Plan benefit arrangement - Trust | Yes |
2017: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2017 form 5500 responses |
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2017-11-01 | Type of plan entity | Single employer plan |
2017-11-01 | Submission has been amended | No |
2017-11-01 | This submission is the final filing | No |
2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-11-01 | Plan is a collectively bargained plan | No |
2017-11-01 | Plan funding arrangement – Trust | Yes |
2017-11-01 | Plan benefit arrangement - Trust | Yes |
2016: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2016 form 5500 responses |
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2016-11-01 | Type of plan entity | Single employer plan |
2016-11-01 | Submission has been amended | No |
2016-11-01 | This submission is the final filing | No |
2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-11-01 | Plan is a collectively bargained plan | No |
2016-11-01 | Plan funding arrangement – Trust | Yes |
2016-11-01 | Plan benefit arrangement - Trust | Yes |
2015: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2015 form 5500 responses |
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2015-11-01 | Type of plan entity | Single employer plan |
2015-11-01 | Submission has been amended | No |
2015-11-01 | This submission is the final filing | No |
2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-11-01 | Plan is a collectively bargained plan | No |
2015-11-01 | Plan funding arrangement – Trust | Yes |
2015-11-01 | Plan benefit arrangement - Trust | Yes |
2014: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2014 form 5500 responses |
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2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2013 form 5500 responses |
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2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2012 form 5500 responses |
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2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2011 form 5500 responses |
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2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2009: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2009 form 5500 responses |
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2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |