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SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 401k Plan overview

Plan NameSBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK
Plan identification number 001

SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 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).
  • 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

NEWBURYPORT FIVE CENTS SAVINGS BANK has sponsored the creation of one or more 401k plans.

Company Name:NEWBURYPORT FIVE CENTS SAVINGS BANK
Employer identification number (EIN):041669070
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about NEWBURYPORT FIVE CENTS SAVINGS BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 001064077

More information about NEWBURYPORT FIVE CENTS SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-11-01
0012016-11-01THOMAS FORESE JR.
0012015-11-01THOMAS FORESE JR.
0012015-11-01
0012014-11-01THOMAS FORESE JR.
0012013-11-01THOMAS FORESE JR.
0012012-11-01THOMAS FORESE JR.
0012011-11-01THOMAS FORESE JR.
0012009-11-01THOMAS FORESE JR.

Financial Data on SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK

Measure Date Value
2017 : SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2017 401k financial data
Total income from all sources2017-10-31$933,648
Expenses. Total of all expenses incurred2017-10-31$684,789
Benefits paid (including direct rollovers)2017-10-31$684,789
Total plan assets at end of year2017-10-31$11,038,923
Total plan assets at beginning of year2017-10-31$10,790,064
Value of fidelity bond covering the plan2017-10-31$500,000
Other income received2017-10-31$933,648
Net income (gross income less expenses)2017-10-31$248,859
Net plan assets at end of year (total assets less liabilities)2017-10-31$11,038,923
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$10,790,064
2016 : SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2016 401k financial data
Total income from all sources2016-10-31$879,437
Expenses. Total of all expenses incurred2016-10-31$386,003
Benefits paid (including direct rollovers)2016-10-31$386,003
Total plan assets at end of year2016-10-31$10,790,064
Total plan assets at beginning of year2016-10-31$10,296,630
Value of fidelity bond covering the plan2016-10-31$500,000
Other income received2016-10-31$479,437
Net income (gross income less expenses)2016-10-31$493,434
Net plan assets at end of year (total assets less liabilities)2016-10-31$10,790,064
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$10,296,630
Total contributions received or receivable from employer(s)2016-10-31$400,000
2015 : SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2015 401k financial data
Total income from all sources2015-10-31$1,862,782
Expenses. Total of all expenses incurred2015-10-31$420,501
Benefits paid (including direct rollovers)2015-10-31$420,501
Total plan assets at end of year2015-10-31$10,296,630
Total plan assets at beginning of year2015-10-31$8,854,349
Value of fidelity bond covering the plan2015-10-31$500,000
Other income received2015-10-31$-62,218
Net income (gross income less expenses)2015-10-31$1,442,281
Net plan assets at end of year (total assets less liabilities)2015-10-31$10,296,630
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$8,854,349
Total contributions received or receivable from employer(s)2015-10-31$1,925,000
2014 : SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2014 401k financial data
Total income from all sources2014-10-31$974,051
Expenses. Total of all expenses incurred2014-10-31$693,090
Benefits paid (including direct rollovers)2014-10-31$693,090
Total plan assets at end of year2014-10-31$8,854,349
Total plan assets at beginning of year2014-10-31$8,573,388
Value of fidelity bond covering the plan2014-10-31$500,000
Other income received2014-10-31$457,839
Net income (gross income less expenses)2014-10-31$280,961
Net plan assets at end of year (total assets less liabilities)2014-10-31$8,854,349
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$8,573,388
Total contributions received or receivable from employer(s)2014-10-31$516,212
2013 : SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2013 401k financial data
Total income from all sources2013-10-31$1,284,867
Expenses. Total of all expenses incurred2013-10-31$708,305
Benefits paid (including direct rollovers)2013-10-31$708,305
Total plan assets at end of year2013-10-31$8,573,388
Total plan assets at beginning of year2013-10-31$7,996,826
Value of fidelity bond covering the plan2013-10-31$500,000
Other income received2013-10-31$1,284,867
Net income (gross income less expenses)2013-10-31$576,562
Net plan assets at end of year (total assets less liabilities)2013-10-31$8,573,388
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$7,996,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2012 401k financial data
Total income from all sources2012-10-31$704,655
Expenses. Total of all expenses incurred2012-10-31$500,974
Benefits paid (including direct rollovers)2012-10-31$500,974
Total plan assets at end of year2012-10-31$7,996,826
Total plan assets at beginning of year2012-10-31$7,793,145
Value of fidelity bond covering the plan2012-10-31$500,000
Other income received2012-10-31$704,655
Net income (gross income less expenses)2012-10-31$203,681
Net plan assets at end of year (total assets less liabilities)2012-10-31$7,996,826
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$7,793,145
2011 : SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2011 401k financial data
Total income from all sources2011-10-31$714,249
Expenses. Total of all expenses incurred2011-10-31$525,111
Benefits paid (including direct rollovers)2011-10-31$525,111
Total plan assets at end of year2011-10-31$7,793,145
Total plan assets at beginning of year2011-10-31$7,604,007
Value of fidelity bond covering the plan2011-10-31$500,000
Other income received2011-10-31$247,513
Net income (gross income less expenses)2011-10-31$189,138
Net plan assets at end of year (total assets less liabilities)2011-10-31$7,793,145
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$7,604,007
Total contributions received or receivable from employer(s)2011-10-31$466,736

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK

2017: SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingYes
2017-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedYes
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: SBERA PENSION PLAN AS ADOPTED BY NEWBURYPORT FIVE CENTS SAVINGS BANK 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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