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SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 401k Plan overview

Plan NameSBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK
Plan identification number 001

SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD 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

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

Company Name:NORTH BROOKFIELD SAVINGS BANK
Employer identification number (EIN):041677290
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-11-01THOMAS FORESE, JR.
0012022-11-01
0012022-11-01THOMAS FORESE, JR.
0012021-11-01
0012021-11-01THOMAS FORESE JR.
0012020-11-01
0012019-11-01
0012018-11-01
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.
0012010-11-01THOMAS FORESE JR.
0012009-11-01THOMAS FORESE JR.

Financial Data on SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK

Measure Date Value
2023 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2023 401k financial data
Total income from all sources2023-10-31$152,102
Expenses. Total of all expenses incurred2023-10-31$110,942
Benefits paid (including direct rollovers)2023-10-31$110,942
Total plan assets at end of year2023-10-31$2,860,730
Total plan assets at beginning of year2023-10-31$2,819,570
Value of fidelity bond covering the plan2023-10-31$281,957
Other income received2023-10-31$152,102
Net income (gross income less expenses)2023-10-31$41,160
Net plan assets at end of year (total assets less liabilities)2023-10-31$2,860,730
Net plan assets at beginning of year (total assets less liabilities)2023-10-31$2,819,570
2022 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2022 401k financial data
Total income from all sources2022-10-31$-731,429
Expenses. Total of all expenses incurred2022-10-31$687,790
Benefits paid (including direct rollovers)2022-10-31$687,790
Total plan assets at end of year2022-10-31$2,819,570
Total plan assets at beginning of year2022-10-31$4,238,789
Value of fidelity bond covering the plan2022-10-31$423,879
Other income received2022-10-31$-731,429
Net income (gross income less expenses)2022-10-31$-1,419,219
Net plan assets at end of year (total assets less liabilities)2022-10-31$2,819,570
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$4,238,789
2021 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2021 401k financial data
Total income from all sources2021-10-31$821,134
Expenses. Total of all expenses incurred2021-10-31$109,584
Benefits paid (including direct rollovers)2021-10-31$109,584
Total plan assets at end of year2021-10-31$4,238,789
Total plan assets at beginning of year2021-10-31$3,527,239
Value of fidelity bond covering the plan2021-10-31$352,724
Other income received2021-10-31$821,134
Net income (gross income less expenses)2021-10-31$711,550
Net plan assets at end of year (total assets less liabilities)2021-10-31$4,238,789
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$3,527,239
2020 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2020 401k financial data
Total income from all sources2020-10-31$357,003
Expenses. Total of all expenses incurred2020-10-31$162,152
Benefits paid (including direct rollovers)2020-10-31$162,152
Total plan assets at end of year2020-10-31$3,527,239
Total plan assets at beginning of year2020-10-31$3,332,388
Value of fidelity bond covering the plan2020-10-31$333,239
Other income received2020-10-31$127,003
Net income (gross income less expenses)2020-10-31$194,851
Net plan assets at end of year (total assets less liabilities)2020-10-31$3,527,239
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$3,332,388
Total contributions received or receivable from employer(s)2020-10-31$230,000
2019 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2019 401k financial data
Total income from all sources2019-10-31$334,901
Expenses. Total of all expenses incurred2019-10-31$437,539
Benefits paid (including direct rollovers)2019-10-31$437,539
Total plan assets at end of year2019-10-31$3,332,388
Total plan assets at beginning of year2019-10-31$3,435,026
Value of fidelity bond covering the plan2019-10-31$343,503
Other income received2019-10-31$334,901
Net income (gross income less expenses)2019-10-31$-102,638
Net plan assets at end of year (total assets less liabilities)2019-10-31$3,332,388
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$3,435,026
2017 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2017 401k financial data
Total income from all sources2017-10-31$525,511
Expenses. Total of all expenses incurred2017-10-31$140,321
Benefits paid (including direct rollovers)2017-10-31$140,321
Total plan assets at end of year2017-10-31$3,309,092
Total plan assets at beginning of year2017-10-31$2,923,902
Value of fidelity bond covering the plan2017-10-31$292,390
Other income received2017-10-31$420,511
Net income (gross income less expenses)2017-10-31$385,190
Net plan assets at end of year (total assets less liabilities)2017-10-31$3,309,092
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$2,923,902
Total contributions received or receivable from employer(s)2017-10-31$105,000
2016 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2016 401k financial data
Total income from all sources2016-10-31$365,601
Expenses. Total of all expenses incurred2016-10-31$142,957
Benefits paid (including direct rollovers)2016-10-31$142,957
Total plan assets at end of year2016-10-31$2,923,902
Total plan assets at beginning of year2016-10-31$2,701,258
Value of fidelity bond covering the plan2016-10-31$270,126
Other income received2016-10-31$105,601
Net income (gross income less expenses)2016-10-31$222,644
Net plan assets at end of year (total assets less liabilities)2016-10-31$2,923,902
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$2,701,258
Total contributions received or receivable from employer(s)2016-10-31$260,000
2015 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2015 401k financial data
Total income from all sources2015-10-31$220,236
Expenses. Total of all expenses incurred2015-10-31$237,188
Benefits paid (including direct rollovers)2015-10-31$237,188
Total plan assets at end of year2015-10-31$2,701,258
Total plan assets at beginning of year2015-10-31$2,718,210
Value of fidelity bond covering the plan2015-10-31$271,821
Other income received2015-10-31$-19,764
Net income (gross income less expenses)2015-10-31$-16,952
Net plan assets at end of year (total assets less liabilities)2015-10-31$2,701,258
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$2,718,210
Total contributions received or receivable from employer(s)2015-10-31$240,000
2014 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2014 401k financial data
Total income from all sources2014-10-31$204,455
Expenses. Total of all expenses incurred2014-10-31$160,436
Benefits paid (including direct rollovers)2014-10-31$160,436
Total plan assets at end of year2014-10-31$2,718,210
Total plan assets at beginning of year2014-10-31$2,674,191
Value of fidelity bond covering the plan2014-10-31$235,624
Other income received2014-10-31$148,613
Net income (gross income less expenses)2014-10-31$44,019
Net plan assets at end of year (total assets less liabilities)2014-10-31$2,718,210
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$2,674,191
Total contributions received or receivable from employer(s)2014-10-31$55,842
2013 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2013 401k financial data
Total income from all sources2013-10-31$380,645
Expenses. Total of all expenses incurred2013-10-31$62,690
Benefits paid (including direct rollovers)2013-10-31$62,690
Total plan assets at end of year2013-10-31$2,674,191
Total plan assets at beginning of year2013-10-31$2,356,236
Value of fidelity bond covering the plan2013-10-31$235,624
Other income received2013-10-31$380,645
Net income (gross income less expenses)2013-10-31$317,955
Net plan assets at end of year (total assets less liabilities)2013-10-31$2,674,191
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$2,356,236
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 NORTH BROOKFIELD SAVINGS BANK 2012 401k financial data
Total income from all sources2012-10-31$466,487
Expenses. Total of all expenses incurred2012-10-31$18,077
Benefits paid (including direct rollovers)2012-10-31$18,077
Total plan assets at end of year2012-10-31$2,356,236
Total plan assets at beginning of year2012-10-31$1,907,826
Value of fidelity bond covering the plan2012-10-31$227,698
Other income received2012-10-31$176,487
Net income (gross income less expenses)2012-10-31$448,410
Net plan assets at end of year (total assets less liabilities)2012-10-31$2,356,236
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$1,907,826
Total contributions received or receivable from employer(s)2012-10-31$290,000
2011 : SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2011 401k financial data
Total income from all sources2011-10-31$66,619
Expenses. Total of all expenses incurred2011-10-31$71,316
Benefits paid (including direct rollovers)2011-10-31$71,316
Total plan assets at end of year2011-10-31$1,907,826
Total plan assets at beginning of year2011-10-31$1,912,523
Value of fidelity bond covering the plan2011-10-31$227,698
Other income received2011-10-31$66,619
Net income (gross income less expenses)2011-10-31$-4,697
Net plan assets at end of year (total assets less liabilities)2011-10-31$1,907,826
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$1,912,523
Total contributions received or receivable from employer(s)2011-10-31$0

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK

2022: SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement - TrustYes
2021: SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD 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 filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
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 NORTH BROOKFIELD 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 NORTH BROOKFIELD 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 NORTH BROOKFIELD 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 NORTH BROOKFIELD 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 NORTH BROOKFIELD 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 NORTH BROOKFIELD 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
2010: SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD SAVINGS BANK 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: SBERA PENSION PLAN AS ADOPTED BY NORTH BROOKFIELD 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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