401k Plan data: SBERA PENSION PLAN AS ADOPTED BY CLINTON plan

SBERA PENSION PLAN AS ADOPTED BY CLINTON 401k Plan overview

Plan Name	SBERA PENSION PLAN AS ADOPTED BY CLINTON
Plan identification number	001

SBERA PENSION PLAN AS ADOPTED BY CLINTON Benefits

401k Plan Type	Defined 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).

401k Sponsoring company profile

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

Company Name: CLINTON SAVINGS BANK

Employer identification number (EIN): 041185690

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about CLINTON SAVINGS BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division

Incorporation Date:

Company Identification Number: 041185690

More information about CLINTON SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY CLINTON

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-11-01 THOMAS FORESE, JR.
001 2022-11-01
001 2022-11-01 THOMAS FORESE, JR.
001 2021-11-01
001 2021-11-01 THOMAS FORESE JR.
001 2020-11-01
001 2019-11-01
001 2018-11-01
001 2017-11-01
001 2016-11-01 THOMAS FORESE JR.
001 2015-11-01 THOMAS FORESE JR.
001 2014-11-01 THOMAS FORESE JR.
001 2013-11-01 THOMAS FORESE JR.
001 2012-11-01 THOMAS FORESE JR.
001 2011-11-01 THOMAS FORESE JR.
001 2009-11-01 THOMAS FORESE JR.

Financial Data on SBERA PENSION PLAN AS ADOPTED BY CLINTON

Measure	Date	Value
2023 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2023 401k financial data
Total income from all sources	2023-10-31	$245,775
Expenses. Total of all expenses incurred	2023-10-31	$133,701
Benefits paid (including direct rollovers)	2023-10-31	$133,701
Total plan assets at end of year	2023-10-31	$5,193,486
Total plan assets at beginning of year	2023-10-31	$5,081,412
Value of fidelity bond covering the plan	2023-10-31	$500,000
Other income received	2023-10-31	$245,775
Net income (gross income less expenses)	2023-10-31	$112,074
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$5,193,486
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$5,081,412
2022 : SBERA PENSION PLAN AS ADOPTED BY CLINTON 2022 401k financial data
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
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
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
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
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
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
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
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
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
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
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

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY CLINTON

2022: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2022 form 5500 responses
2022-11-01	Type of plan entity	Single employer plan
2022-11-01	Submission has been amended	No
2022-11-01	This submission is the final filing	No
2022-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-11-01	Plan is a collectively bargained plan	No
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement - Trust	Yes
2021: SBERA PENSION PLAN AS ADOPTED BY CLINTON 2021 form 5500 responses
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
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
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
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
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
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
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
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
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
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
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
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

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Company Name:	CLINTON SAVINGS BANK
Employer identification number (EIN):	041185690
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number:	041185690

Plan id#	Filing Submission Date	Name of Administrator
001	2023-11-01	THOMAS FORESE, JR.
001	2022-11-01
001	2022-11-01	THOMAS FORESE, JR.
001	2021-11-01
001	2021-11-01	THOMAS FORESE JR.
001	2020-11-01
001	2019-11-01
001	2018-11-01
001	2017-11-01
001	2016-11-01	THOMAS FORESE JR.
001	2015-11-01	THOMAS FORESE JR.
001	2014-11-01	THOMAS FORESE JR.
001	2013-11-01	THOMAS FORESE JR.
001	2012-11-01	THOMAS FORESE JR.
001	2011-11-01	THOMAS FORESE JR.
001	2009-11-01	THOMAS FORESE JR.