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SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK 401k Plan overview

Plan NameSBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK
Plan identification number 001

SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL 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

ROCKPORT NATIONAL BANK has sponsored the creation of one or more 401k plans.

Company Name:ROCKPORT NATIONAL BANK
Employer identification number (EIN):041782774
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about ROCKPORT NATIONAL BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 041782774

More information about ROCKPORT NATIONAL BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
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.
0012008-11-01

Financial Data on SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK

Measure Date Value
2014 : SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK 2014 401k financial data
Transfers to/from the plan2014-11-07$-1,861,103
Total income from all sources2014-11-07$-6,453
Expenses. Total of all expenses incurred2014-11-07$55,966
Benefits paid (including direct rollovers)2014-11-07$55,966
Total plan assets at end of year2014-11-07$0
Total plan assets at beginning of year2014-11-07$1,923,522
Value of fidelity bond covering the plan2014-11-07$192,352
Other income received2014-11-07$-6,453
Net income (gross income less expenses)2014-11-07$-62,419
Net plan assets at end of year (total assets less liabilities)2014-11-07$0
Net plan assets at beginning of year (total assets less liabilities)2014-11-07$1,923,522
Transfers to/from the plan2014-10-31$-1,923,522
Total income from all sources2014-10-31$107,653
Expenses. Total of all expenses incurred2014-10-31$135,599
Benefits paid (including direct rollovers)2014-10-31$135,599
Total plan assets at end of year2014-10-31$1,923,522
Total plan assets at beginning of year2014-10-31$1,951,468
Value of fidelity bond covering the plan2014-10-31$195,147
Other income received2014-10-31$107,653
Net income (gross income less expenses)2014-10-31$-27,946
Net plan assets at end of year (total assets less liabilities)2014-10-31$1,923,522
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$1,951,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK 2013 401k financial data
Total income from all sources2013-10-31$332,574
Expenses. Total of all expenses incurred2013-10-31$80,131
Benefits paid (including direct rollovers)2013-10-31$80,131
Total plan assets at end of year2013-10-31$1,951,468
Total plan assets at beginning of year2013-10-31$1,699,025
Value of fidelity bond covering the plan2013-10-31$169,903
Other income received2013-10-31$282,574
Net income (gross income less expenses)2013-10-31$252,443
Net plan assets at end of year (total assets less liabilities)2013-10-31$1,951,468
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$1,699,025
Total contributions received or receivable from employer(s)2013-10-31$50,000
2012 : SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK 2012 401k financial data
Total income from all sources2012-10-31$257,219
Expenses. Total of all expenses incurred2012-10-31$85,104
Benefits paid (including direct rollovers)2012-10-31$85,104
Total plan assets at end of year2012-10-31$1,699,025
Total plan assets at beginning of year2012-10-31$1,526,910
Value of fidelity bond covering the plan2012-10-31$157,306
Other income received2012-10-31$139,927
Net income (gross income less expenses)2012-10-31$172,115
Net plan assets at end of year (total assets less liabilities)2012-10-31$1,699,025
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$1,526,910
Total contributions received or receivable from employer(s)2012-10-31$117,292
2011 : SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK 2011 401k financial data
Total income from all sources2011-10-31$140,404
Expenses. Total of all expenses incurred2011-10-31$90,087
Benefits paid (including direct rollovers)2011-10-31$90,087
Total plan assets at end of year2011-10-31$1,526,910
Total plan assets at beginning of year2011-10-31$1,476,593
Value of fidelity bond covering the plan2011-10-31$157,306
Other income received2011-10-31$50,404
Net income (gross income less expenses)2011-10-31$50,317
Net plan assets at end of year (total assets less liabilities)2011-10-31$1,526,910
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$1,476,593
Total contributions received or receivable from employer(s)2011-10-31$90,000

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK

2014: SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL 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 filingYes
2014-11-01This return/report is a short plan year return/report (less than 12 months)Yes
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 ROCKPORT NATIONAL BANK 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedYes
2013-11-01This submission is the final filingYes
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 ROCKPORT NATIONAL 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 ROCKPORT NATIONAL 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 ROCKPORT NATIONAL 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
2008: SBERA PENSION PLAN AS ADOPTED BY ROCKPORT NATIONAL BANK 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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