?>
Logo

SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 401k Plan overview

Plan NameSBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK
Plan identification number 002

SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:GEORGETOWN SAVINGS BANK
Employer identification number (EIN):041362840
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01THOMAS FORESE, JR.
0022015-01-01THOMAS FORESE, JR.
0022014-01-01THOMAS FORESE, JR.
0022013-01-01THOMAS FORESE JR
0022012-01-01THOMAS FORESE JR.
0022011-01-01THOMAS FORESE JR.
0022009-01-01THOMAS FORESE JR

Plan Statistics for SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK

401k plan membership statisitcs for SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK

Measure Date Value
2016: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year2016-01-01104
Total number of active participants reported on line 7a of the Form 55002016-01-0158
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01114
Number of participants with account balances2016-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year2015-01-0187
Total number of active participants reported on line 7a of the Form 55002015-01-0155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01104
Number of participants with account balances2015-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year2014-01-0189
Total number of active participants reported on line 7a of the Form 55002014-01-0151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0187
Number of participants with account balances2014-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year2013-01-0182
Total number of active participants reported on line 7a of the Form 55002013-01-0157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0189
Number of participants with account balances2013-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year2012-01-0174
Total number of active participants reported on line 7a of the Form 55002012-01-0158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0182
Number of participants with account balances2012-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year2011-01-0168
Total number of active participants reported on line 7a of the Form 55002011-01-0151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0174
Number of participants with account balances2011-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year2009-01-0157
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0162
Number of participants with account balances2009-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK

Measure Date Value
2016 : SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2016 401k financial data
Total income from all sources2016-12-31$1,771,494
Expenses. Total of all expenses incurred2016-12-31$26,614
Benefits paid (including direct rollovers)2016-12-31$26,614
Total plan assets at end of year2016-12-31$6,363,947
Total plan assets at beginning of year2016-12-31$4,619,067
Value of fidelity bond covering the plan2016-12-31$461,907
Total contributions received or receivable from participants2016-12-31$286,055
Contributions received from other sources (not participants or employers)2016-12-31$666,459
Other income received2016-12-31$663,507
Net income (gross income less expenses)2016-12-31$1,744,880
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,363,947
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,619,067
Assets. Value of participant loans2016-12-31$40,297
Total contributions received or receivable from employer(s)2016-12-31$155,473
2015 : SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2015 401k financial data
Total income from all sources2015-12-31$444,568
Expenses. Total of all expenses incurred2015-12-31$152,512
Benefits paid (including direct rollovers)2015-12-31$143,105
Total plan assets at end of year2015-12-31$4,619,067
Total plan assets at beginning of year2015-12-31$4,327,011
Value of fidelity bond covering the plan2015-12-31$432,701
Total contributions received or receivable from participants2015-12-31$225,703
Contributions received from other sources (not participants or employers)2015-12-31$13,279
Other income received2015-12-31$60,242
Net income (gross income less expenses)2015-12-31$292,056
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,619,067
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,327,011
Assets. Value of participant loans2015-12-31$42,095
Total contributions received or receivable from employer(s)2015-12-31$145,344
Value of certain deemed distributions of participant loans2015-12-31$9,407
2014 : SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2014 401k financial data
Total income from all sources2014-12-31$567,509
Expenses. Total of all expenses incurred2014-12-31$178,899
Benefits paid (including direct rollovers)2014-12-31$151,252
Total plan assets at end of year2014-12-31$4,327,011
Total plan assets at beginning of year2014-12-31$3,938,401
Value of fidelity bond covering the plan2014-12-31$393,840
Total contributions received or receivable from participants2014-12-31$213,391
Contributions received from other sources (not participants or employers)2014-12-31$25,384
Other income received2014-12-31$185,608
Net income (gross income less expenses)2014-12-31$388,610
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,327,011
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,938,401
Assets. Value of participant loans2014-12-31$53,149
Total contributions received or receivable from employer(s)2014-12-31$143,126
Value of certain deemed distributions of participant loans2014-12-31$27,647
2013 : SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2013 401k financial data
Total income from all sources2013-12-31$1,099,829
Expenses. Total of all expenses incurred2013-12-31$590,237
Benefits paid (including direct rollovers)2013-12-31$579,149
Total plan assets at end of year2013-12-31$3,938,401
Total plan assets at beginning of year2013-12-31$3,428,809
Value of fidelity bond covering the plan2013-12-31$342,881
Total contributions received or receivable from participants2013-12-31$212,447
Contributions received from other sources (not participants or employers)2013-12-31$19,376
Other income received2013-12-31$720,725
Net income (gross income less expenses)2013-12-31$509,592
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,938,401
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,428,809
Assets. Value of participant loans2013-12-31$70,915
Total contributions received or receivable from employer(s)2013-12-31$147,281
Value of certain deemed distributions of participant loans2013-12-31$11,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2012 401k financial data
Total income from all sources2012-12-31$1,020,117
Expenses. Total of all expenses incurred2012-12-31$41,376
Benefits paid (including direct rollovers)2012-12-31$41,376
Total plan assets at end of year2012-12-31$3,428,809
Total plan assets at beginning of year2012-12-31$2,450,068
Value of fidelity bond covering the plan2012-12-31$245,007
Total contributions received or receivable from participants2012-12-31$180,869
Contributions received from other sources (not participants or employers)2012-12-31$356,906
Other income received2012-12-31$343,081
Net income (gross income less expenses)2012-12-31$978,741
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,428,809
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,450,068
Total contributions received or receivable from employer(s)2012-12-31$139,261
2011 : SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2011 401k financial data
Total income from all sources2011-12-31$574,537
Expenses. Total of all expenses incurred2011-12-31$265,193
Benefits paid (including direct rollovers)2011-12-31$255,577
Total plan assets at end of year2011-12-31$2,450,068
Total plan assets at beginning of year2011-12-31$2,140,724
Value of fidelity bond covering the plan2011-12-31$214,072
Total contributions received or receivable from participants2011-12-31$191,855
Contributions received from other sources (not participants or employers)2011-12-31$225,101
Other income received2011-12-31$45,003
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$309,344
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,450,068
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,140,724
Assets. Value of participant loans2011-12-31$31,256
Total contributions received or receivable from employer(s)2011-12-31$112,578
Value of certain deemed distributions of participant loans2011-12-31$9,616
Value of corrective distributions2011-12-31$0
2010 : SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2010 401k financial data
Total income from all sources2010-12-31$565,141
Expenses. Total of all expenses incurred2010-12-31$190,728
Benefits paid (including direct rollovers)2010-12-31$187,812
Total plan assets at end of year2010-12-31$2,140,724
Total plan assets at beginning of year2010-12-31$1,766,311
Value of fidelity bond covering the plan2010-12-31$176,631
Total contributions received or receivable from participants2010-12-31$206,006
Contributions received from other sources (not participants or employers)2010-12-31$19,396
Other income received2010-12-31$205,681
Net income (gross income less expenses)2010-12-31$374,413
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,140,724
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,766,311
Assets. Value of participant loans2010-12-31$37,270
Total contributions received or receivable from employer(s)2010-12-31$134,058
Value of certain deemed distributions of participant loans2010-12-31$2,916

Form 5500 Responses for SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK

2016: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SBERA 401(K) PLAN AS ADOPTED BY GEORGETOWN SAVINGS BANK 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3