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THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 401k Plan overview

Plan NameTHE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A.
Plan identification number 001

THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

MIDDLESEX FEDERAL SAVINGS, F.A. has sponsored the creation of one or more 401k plans.

Company Name:MIDDLESEX FEDERAL SAVINGS, F.A.
Employer identification number (EIN):041618915
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012018-09-01
0012017-09-01
0012016-09-01FERDINAND MARTINO FERDINAND MARTINO2018-06-13
0012015-09-01FERDINAND MARTINO FERDINAND MARTINO2017-06-05
0012014-09-01FERDINAND MARTINO FERDINAND MARTINO2016-06-15
0012013-09-01FERDINAND MARTINO FERDINAND MARTINO2015-06-10
0012012-09-01FERDINAND MARTINO FERDINAND MARTINO2014-06-11
0012011-09-01FERDINAND C. MARTINO JR.
0012010-09-01FERDINAND C. MARTINO JR. FERDINAND C. MARTINO JR.2011-12-21
0012009-09-01FERDINAND MARTINO FERDINAND MARTINO2011-06-03

Plan Statistics for THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A.

401k plan membership statisitcs for THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A.

Measure Date Value
2022: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2022 401k membership
Market value of plan assets2022-08-3126,644,995
Acturial value of plan assets2022-08-3126,644,995
Funding target for retired participants and beneficiaries receiving payment2022-08-317,256,857
Number of terminated vested participants2022-08-319
Fundng target for terminated vested participants2022-08-31497,292
Active participant vested funding target2022-08-317,247,695
Number of active participants2022-08-3157
Total funding liabilities for active participants2022-08-317,888,771
Total participant count2022-08-3183
Total funding target for all participants2022-08-3115,642,920
Balance at beginning of prior year after applicable adjustments2022-08-31485,435
Prefunding balance at beginning of prior year after applicable adjustments2022-08-311,078,321
Carryover balanced portion elected for use to offset prior years funding requirement2022-08-310
Prefunding balanced used to offset prior years funding requirement2022-08-310
Amount remaining of carryover balance2022-08-31485,435
Amount remaining of prefunding balance2022-08-311,078,321
Present value of excess contributions2022-08-311,950,743
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-08-312,058,034
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-08-310
Reductions in caryover balances due to elections or deemed elections2022-08-310
Reductions in prefunding balances due to elections or deemed elections2022-08-310
Balance of carryovers at beginning of current year2022-08-31509,561
Balance of prefunding at beginning of current year2022-08-311,131,914
Total employer contributions2022-08-312,000,000
Total employee contributions2022-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-08-310
Contributions made to avoid restrictions adjusted to valuation date2022-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-08-311,964,299
Unpaid minimum required contributions for all prior years2022-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-08-310
Remaining amount of unpaid minimum required contributions2022-08-310
Minimum required contributions for current year target normal cost2022-08-31781,075
Net shortfall amortization installment of oustanding balance2022-08-310
Waiver amortization installment2022-08-310
Total funding amount beforereflecting carryover/prefunding balances2022-08-310
Carryover balance elected to use to offset funding requirement2022-08-310
Prefunding balance elected to use to offset funding requirement2022-08-310
Additional cash requirement2022-08-310
Contributions allocatedtoward minimum required contributions for current year2022-08-311,964,299
Unpaid minimum required contributions for current year2022-08-310
Unpaid minimum required contributions for all years2022-08-310
2021: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2021 401k membership
Total participants, beginning-of-year2021-09-0181
Total number of active participants reported on line 7a of the Form 55002021-09-0153
Number of retired or separated participants receiving benefits2021-09-0116
Number of other retired or separated participants entitled to future benefits2021-09-0113
Total of all active and inactive participants2021-09-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-012
Total participants2021-09-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-011
Market value of plan assets2021-08-3123,992,577
Acturial value of plan assets2021-08-3123,992,577
Funding target for retired participants and beneficiaries receiving payment2021-08-316,097,940
Number of terminated vested participants2021-08-318
Fundng target for terminated vested participants2021-08-31391,273
Active participant vested funding target2021-08-317,603,947
Number of active participants2021-08-3154
Total funding liabilities for active participants2021-08-318,185,450
Total participant count2021-08-3178
Total funding target for all participants2021-08-3114,674,663
Balance at beginning of prior year after applicable adjustments2021-08-31436,268
Prefunding balance at beginning of prior year after applicable adjustments2021-08-31969,103
Carryover balanced portion elected for use to offset prior years funding requirement2021-08-310
Prefunding balanced used to offset prior years funding requirement2021-08-310
Amount remaining of carryover balance2021-08-31436,268
Amount remaining of prefunding balance2021-08-31969,103
Present value of excess contributions2021-08-31977,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-08-311,032,871
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-08-310
Reductions in caryover balances due to elections or deemed elections2021-08-310
Reductions in prefunding balances due to elections or deemed elections2021-08-310
Balance of carryovers at beginning of current year2021-08-31485,435
Balance of prefunding at beginning of current year2021-08-311,078,321
Total employer contributions2021-08-312,000,000
Total employee contributions2021-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-08-310
Contributions made to avoid restrictions adjusted to valuation date2021-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-08-311,950,743
Unpaid minimum required contributions for all prior years2021-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-08-310
Remaining amount of unpaid minimum required contributions2021-08-310
Minimum required contributions for current year target normal cost2021-08-31734,567
Net shortfall amortization installment of oustanding balance2021-08-310
Waiver amortization installment2021-08-310
Total funding amount beforereflecting carryover/prefunding balances2021-08-310
Carryover balance elected to use to offset funding requirement2021-08-310
Prefunding balance elected to use to offset funding requirement2021-08-310
Additional cash requirement2021-08-310
Contributions allocatedtoward minimum required contributions for current year2021-08-311,950,743
Unpaid minimum required contributions for current year2021-08-310
Unpaid minimum required contributions for all years2021-08-310
2020: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2020 401k membership
Total participants, beginning-of-year2020-09-0176
Total number of active participants reported on line 7a of the Form 55002020-09-0156
Number of retired or separated participants receiving benefits2020-09-0114
Number of other retired or separated participants entitled to future benefits2020-09-019
Total of all active and inactive participants2020-09-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-012
Total participants2020-09-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
Market value of plan assets2020-08-3121,107,075
Acturial value of plan assets2020-08-3121,107,075
Funding target for retired participants and beneficiaries receiving payment2020-08-315,688,324
Number of terminated vested participants2020-08-318
Fundng target for terminated vested participants2020-08-31359,287
Active participant vested funding target2020-08-316,676,293
Number of active participants2020-08-3147
Total funding liabilities for active participants2020-08-317,175,140
Total participant count2020-08-3170
Total funding target for all participants2020-08-3113,222,751
Balance at beginning of prior year after applicable adjustments2020-08-31366,181
Prefunding balance at beginning of prior year after applicable adjustments2020-08-31813,415
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-310
Prefunding balanced used to offset prior years funding requirement2020-08-310
Amount remaining of carryover balance2020-08-31366,181
Amount remaining of prefunding balance2020-08-31813,415
Present value of excess contributions2020-08-31878,977
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-31930,309
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-310
Reductions in caryover balances due to elections or deemed elections2020-08-310
Reductions in prefunding balances due to elections or deemed elections2020-08-310
Balance of carryovers at beginning of current year2020-08-31436,268
Balance of prefunding at beginning of current year2020-08-31969,103
Total employer contributions2020-08-311,000,000
Total employee contributions2020-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-310
Contributions made to avoid restrictions adjusted to valuation date2020-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-31977,542
Unpaid minimum required contributions for all prior years2020-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-310
Remaining amount of unpaid minimum required contributions2020-08-310
Minimum required contributions for current year target normal cost2020-08-31653,707
Net shortfall amortization installment of oustanding balance2020-08-310
Waiver amortization installment2020-08-310
Total funding amount beforereflecting carryover/prefunding balances2020-08-310
Carryover balance elected to use to offset funding requirement2020-08-310
Prefunding balance elected to use to offset funding requirement2020-08-310
Additional cash requirement2020-08-310
Contributions allocatedtoward minimum required contributions for current year2020-08-31977,542
Unpaid minimum required contributions for current year2020-08-310
Unpaid minimum required contributions for all years2020-08-310
2019: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2019 401k membership
Total participants, beginning-of-year2019-09-0168
Total number of active participants reported on line 7a of the Form 55002019-09-0153
Number of retired or separated participants receiving benefits2019-09-0112
Number of other retired or separated participants entitled to future benefits2019-09-018
Total of all active and inactive participants2019-09-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-013
Total participants2019-09-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-011
Market value of plan assets2019-08-3117,300,501
Acturial value of plan assets2019-08-3117,300,501
Funding target for retired participants and beneficiaries receiving payment2019-08-313,398,326
Number of terminated vested participants2019-08-317
Fundng target for terminated vested participants2019-08-31300,588
Active participant vested funding target2019-08-317,331,134
Number of active participants2019-08-3148
Total funding liabilities for active participants2019-08-317,762,050
Total participant count2019-08-3168
Total funding target for all participants2019-08-3111,460,964
Balance at beginning of prior year after applicable adjustments2019-08-31367,136
Prefunding balance at beginning of prior year after applicable adjustments2019-08-31815,535
Carryover balanced portion elected for use to offset prior years funding requirement2019-08-310
Prefunding balanced used to offset prior years funding requirement2019-08-310
Amount remaining of carryover balance2019-08-31367,136
Amount remaining of prefunding balance2019-08-31815,535
Present value of excess contributions2019-08-31977,984
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-311,036,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-08-310
Reductions in caryover balances due to elections or deemed elections2019-08-310
Reductions in prefunding balances due to elections or deemed elections2019-08-310
Balance of carryovers at beginning of current year2019-08-31366,181
Balance of prefunding at beginning of current year2019-08-31813,415
Total employer contributions2019-08-31900,000
Total employee contributions2019-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-08-310
Contributions made to avoid restrictions adjusted to valuation date2019-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-08-31878,977
Unpaid minimum required contributions for all prior years2019-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-08-310
Remaining amount of unpaid minimum required contributions2019-08-310
Minimum required contributions for current year target normal cost2019-08-31655,664
Net shortfall amortization installment of oustanding balance2019-08-310
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-310
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-310
Contributions allocatedtoward minimum required contributions for current year2019-08-31878,977
Unpaid minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for all years2019-08-310
2018: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2018 401k membership
Total participants, beginning-of-year2018-09-0164
Total number of active participants reported on line 7a of the Form 55002018-09-0145
Number of retired or separated participants receiving benefits2018-09-0112
Number of other retired or separated participants entitled to future benefits2018-09-018
Total of all active and inactive participants2018-09-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-013
Total participants2018-09-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-011
Market value of plan assets2018-08-3116,851,692
Acturial value of plan assets2018-08-3116,851,692
Funding target for retired participants and beneficiaries receiving payment2018-08-313,635,262
Number of terminated vested participants2018-08-314
Fundng target for terminated vested participants2018-08-3158,600
Active participant vested funding target2018-08-315,741,757
Number of active participants2018-08-3144
Total funding liabilities for active participants2018-08-316,401,119
Total participant count2018-08-3163
Total funding target for all participants2018-08-3110,094,981
Balance at beginning of prior year after applicable adjustments2018-08-31357,832
Prefunding balance at beginning of prior year after applicable adjustments2018-08-31794,868
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-310
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-31357,832
Amount remaining of prefunding balance2018-08-31794,868
Present value of excess contributions2018-08-31975,223
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-311,035,784
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-08-310
Reductions in caryover balances due to elections or deemed elections2018-08-310
Reductions in prefunding balances due to elections or deemed elections2018-08-310
Balance of carryovers at beginning of current year2018-08-31367,136
Balance of prefunding at beginning of current year2018-08-31815,535
Total employer contributions2018-08-311,000,000
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-31977,984
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-31576,285
Net shortfall amortization installment of oustanding balance2018-08-310
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-310
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-310
Contributions allocatedtoward minimum required contributions for current year2018-08-31977,984
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2017 401k membership
Total participants, beginning-of-year2017-09-0161
Total number of active participants reported on line 7a of the Form 55002017-09-0144
Number of retired or separated participants receiving benefits2017-09-0110
Number of other retired or separated participants entitled to future benefits2017-09-017
Total of all active and inactive participants2017-09-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-013
Total participants2017-09-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
Market value of plan assets2017-08-3115,808,967
Acturial value of plan assets2017-08-3115,808,967
Funding target for retired participants and beneficiaries receiving payment2017-08-313,536,286
Number of terminated vested participants2017-08-314
Fundng target for terminated vested participants2017-08-3152,582
Active participant vested funding target2017-08-314,780,254
Number of active participants2017-08-3143
Total funding liabilities for active participants2017-08-315,486,377
Total participant count2017-08-3162
Total funding target for all participants2017-08-319,075,245
Balance at beginning of prior year after applicable adjustments2017-08-31310,429
Prefunding balance at beginning of prior year after applicable adjustments2017-08-31689,571
Carryover balanced portion elected for use to offset prior years funding requirement2017-08-310
Prefunding balanced used to offset prior years funding requirement2017-08-310
Amount remaining of carryover balance2017-08-31310,429
Amount remaining of prefunding balance2017-08-31689,571
Present value of excess contributions2017-08-31974,000
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-311,036,336
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-08-310
Reductions in caryover balances due to elections or deemed elections2017-08-310
Reductions in prefunding balances due to elections or deemed elections2017-08-310
Balance of carryovers at beginning of current year2017-08-31357,832
Balance of prefunding at beginning of current year2017-08-31794,868
Total employer contributions2017-08-311,000,000
Total employee contributions2017-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-31975,223
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-31448,773
Net shortfall amortization installment of oustanding balance2017-08-310
Waiver amortization installment2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-310
Carryover balance elected to use to offset funding requirement2017-08-310
Prefunding balance elected to use to offset funding requirement2017-08-310
Additional cash requirement2017-08-310
Contributions allocatedtoward minimum required contributions for current year2017-08-31975,223
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310
2016: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2016 401k membership
Total participants, beginning-of-year2016-09-0161
Total number of active participants reported on line 7a of the Form 55002016-09-0142
Number of retired or separated participants receiving benefits2016-09-0112
Number of other retired or separated participants entitled to future benefits2016-09-014
Total of all active and inactive participants2016-09-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-013
Total participants2016-09-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-012
2015: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2015 401k membership
Total participants, beginning-of-year2015-09-0159
Total number of active participants reported on line 7a of the Form 55002015-09-0142
Number of retired or separated participants receiving benefits2015-09-0111
Number of other retired or separated participants entitled to future benefits2015-09-014
Total of all active and inactive participants2015-09-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-014
Total participants2015-09-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-012
2014: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2014 401k membership
Total participants, beginning-of-year2014-09-0174
Total number of active participants reported on line 7a of the Form 55002014-09-0142
Number of retired or separated participants receiving benefits2014-09-0110
Number of other retired or separated participants entitled to future benefits2014-09-014
Total of all active and inactive participants2014-09-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-013
Total participants2014-09-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-013
2013: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2013 401k membership
Total participants, beginning-of-year2013-09-0168
Total number of active participants reported on line 7a of the Form 55002013-09-0139
Number of retired or separated participants receiving benefits2013-09-0110
Number of other retired or separated participants entitled to future benefits2013-09-0122
Total of all active and inactive participants2013-09-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-013
Total participants2013-09-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2012 401k membership
Total participants, beginning-of-year2012-09-0172
Total number of active participants reported on line 7a of the Form 55002012-09-0134
Number of retired or separated participants receiving benefits2012-09-0111
Number of other retired or separated participants entitled to future benefits2012-09-0120
Total of all active and inactive participants2012-09-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-013
Total participants2012-09-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-013
2011: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2011 401k membership
Total participants, beginning-of-year2011-09-0170
Total number of active participants reported on line 7a of the Form 55002011-09-0139
Number of retired or separated participants receiving benefits2011-09-0112
Number of other retired or separated participants entitled to future benefits2011-09-0118
Total of all active and inactive participants2011-09-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-013
Total participants2011-09-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-011
2010: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2010 401k membership
Total participants, beginning-of-year2010-09-0167
Total number of active participants reported on line 7a of the Form 55002010-09-0139
Number of retired or separated participants receiving benefits2010-09-0111
Number of other retired or separated participants entitled to future benefits2010-09-0118
Total of all active and inactive participants2010-09-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-012
Total participants2010-09-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2009 401k membership
Total participants, beginning-of-year2009-09-0167
Total number of active participants reported on line 7a of the Form 55002009-09-0138
Number of retired or separated participants receiving benefits2009-09-0111
Number of other retired or separated participants entitled to future benefits2009-09-0117
Total of all active and inactive participants2009-09-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-011
Total participants2009-09-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A.

Measure Date Value
2022 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2022 401k financial data
Total income from all sources2022-08-31$-4,247,772
Expenses. Total of all expenses incurred2022-08-31$705,916
Benefits paid (including direct rollovers)2022-08-31$705,916
Total plan assets at end of year2022-08-31$21,691,307
Total plan assets at beginning of year2022-08-31$26,644,995
Value of fidelity bond covering the plan2022-08-31$5,000,000
Other income received2022-08-31$-6,247,772
Net income (gross income less expenses)2022-08-31$-4,953,688
Net plan assets at end of year (total assets less liabilities)2022-08-31$21,691,307
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$26,644,995
Total contributions received or receivable from employer(s)2022-08-31$2,000,000
2021 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2021 401k financial data
Total income from all sources2021-08-31$3,230,358
Expenses. Total of all expenses incurred2021-08-31$577,940
Benefits paid (including direct rollovers)2021-08-31$577,940
Total plan assets at end of year2021-08-31$26,644,995
Total plan assets at beginning of year2021-08-31$23,992,577
Value of fidelity bond covering the plan2021-08-31$5,000,000
Other income received2021-08-31$1,230,358
Net income (gross income less expenses)2021-08-31$2,652,418
Net plan assets at end of year (total assets less liabilities)2021-08-31$26,644,995
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$23,992,577
Total contributions received or receivable from employer(s)2021-08-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
2020 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2020 401k financial data
Total income from all sources2020-08-31$3,415,349
Expenses. Total of all expenses incurred2020-08-31$529,847
Benefits paid (including direct rollovers)2020-08-31$529,847
Total plan assets at end of year2020-08-31$23,992,577
Total plan assets at beginning of year2020-08-31$21,107,075
Value of fidelity bond covering the plan2020-08-31$5,000,000
Other income received2020-08-31$2,415,349
Net income (gross income less expenses)2020-08-31$2,885,502
Net plan assets at end of year (total assets less liabilities)2020-08-31$23,992,577
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$21,107,075
Total contributions received or receivable from employer(s)2020-08-31$1,000,000
2019 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2019 401k financial data
Total income from all sources2019-08-31$4,267,888
Expenses. Total of all expenses incurred2019-08-31$461,314
Benefits paid (including direct rollovers)2019-08-31$461,314
Total plan assets at end of year2019-08-31$21,107,075
Total plan assets at beginning of year2019-08-31$17,300,501
Value of fidelity bond covering the plan2019-08-31$5,000,000
Other income received2019-08-31$3,367,888
Net income (gross income less expenses)2019-08-31$3,806,574
Net plan assets at end of year (total assets less liabilities)2019-08-31$21,107,075
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$17,300,501
Total contributions received or receivable from employer(s)2019-08-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
2018 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
2017 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2017 401k financial data
Total income from all sources2017-08-31$1,421,469
Expenses. Total of all expenses incurred2017-08-31$378,744
Benefits paid (including direct rollovers)2017-08-31$378,744
Total plan assets at end of year2017-08-31$16,851,692
Total plan assets at beginning of year2017-08-31$15,808,967
Value of fidelity bond covering the plan2017-08-31$5,000,000
Other income received2017-08-31$421,469
Net income (gross income less expenses)2017-08-31$1,042,725
Net plan assets at end of year (total assets less liabilities)2017-08-31$16,851,692
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$15,808,967
Total contributions received or receivable from employer(s)2017-08-31$1,000,000
2016 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2016 401k financial data
Total income from all sources2016-08-31$3,061,761
Expenses. Total of all expenses incurred2016-08-31$350,769
Benefits paid (including direct rollovers)2016-08-31$350,769
Total plan assets at end of year2016-08-31$15,808,967
Total plan assets at beginning of year2016-08-31$13,097,975
Value of fidelity bond covering the plan2016-08-31$5,000,000
Other income received2016-08-31$2,061,761
Net income (gross income less expenses)2016-08-31$2,710,992
Net plan assets at end of year (total assets less liabilities)2016-08-31$15,808,967
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$13,097,975
Total contributions received or receivable from employer(s)2016-08-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
2015 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2015 401k financial data
Total income from all sources2015-08-31$3,712,587
Expenses. Total of all expenses incurred2015-08-31$1,709,286
Benefits paid (including direct rollovers)2015-08-31$1,709,286
Total plan assets at end of year2015-08-31$13,097,975
Total plan assets at beginning of year2015-08-31$11,094,674
Value of fidelity bond covering the plan2015-08-31$5,000,000
Other income received2015-08-31$-787,413
Net income (gross income less expenses)2015-08-31$2,003,301
Net plan assets at end of year (total assets less liabilities)2015-08-31$13,097,975
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$11,094,674
Total contributions received or receivable from employer(s)2015-08-31$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2014 401k financial data
Total income from all sources2014-08-31$3,958,259
Expenses. Total of all expenses incurred2014-08-31$660,578
Benefits paid (including direct rollovers)2014-08-31$660,578
Total plan assets at end of year2014-08-31$11,094,674
Total plan assets at beginning of year2014-08-31$7,796,993
Value of fidelity bond covering the plan2014-08-31$5,000,000
Other income received2014-08-31$1,291,424
Net income (gross income less expenses)2014-08-31$3,297,681
Net plan assets at end of year (total assets less liabilities)2014-08-31$11,094,674
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$7,796,993
Total contributions received or receivable from employer(s)2014-08-31$2,666,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
2013 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2013 401k financial data
Total income from all sources2013-08-31$852,235
Expenses. Total of all expenses incurred2013-08-31$390,383
Benefits paid (including direct rollovers)2013-08-31$390,383
Total plan assets at end of year2013-08-31$7,796,993
Total plan assets at beginning of year2013-08-31$7,335,141
Value of fidelity bond covering the plan2013-08-31$2,000,000
Other income received2013-08-31$852,235
Net income (gross income less expenses)2013-08-31$461,852
Net plan assets at end of year (total assets less liabilities)2013-08-31$7,796,993
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$7,335,141
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
2012 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2012 401k financial data
Total income from all sources2012-08-31$819,671
Expenses. Total of all expenses incurred2012-08-31$365,167
Benefits paid (including direct rollovers)2012-08-31$365,167
Total plan assets at end of year2012-08-31$7,335,141
Total plan assets at beginning of year2012-08-31$6,880,637
Value of fidelity bond covering the plan2012-08-31$2,000,000
Other income received2012-08-31$619,671
Net income (gross income less expenses)2012-08-31$454,504
Net plan assets at end of year (total assets less liabilities)2012-08-31$7,335,141
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$6,880,637
Total contributions received or receivable from employer(s)2012-08-31$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2011 401k financial data
Total income from all sources2011-08-31$821,373
Expenses. Total of all expenses incurred2011-08-31$172,785
Benefits paid (including direct rollovers)2011-08-31$172,785
Total plan assets at end of year2011-08-31$6,880,637
Total plan assets at beginning of year2011-08-31$6,232,049
Value of fidelity bond covering the plan2011-08-31$2,000,000
Other income received2011-08-31$821,373
Net income (gross income less expenses)2011-08-31$648,588
Net plan assets at end of year (total assets less liabilities)2011-08-31$6,880,637
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$6,232,049
Total contributions received or receivable from employer(s)2011-08-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
2010 : THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A.

2021: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedYes
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: THE RETIREMENT PLAN FOR EMPLOYEES OF MIDDLESEX FEDERAL SAVINGS, F.A. 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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