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SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 401k Plan overview

Plan NameSBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK
Plan identification number 002

SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

WALPOLE CO-OPERATIVE BANK has sponsored the creation of one or more 401k plans.

Company Name:WALPOLE CO-OPERATIVE BANK
Employer identification number (EIN):041943030
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 WALPOLE CO-OPERATIVE BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01THOMAS FORESE, JR.
0022023-01-01
0022023-01-01THOMAS FORESE, JR.
0022022-01-01
0022022-01-01THOMAS FORESE JR.
0022021-01-01
0022021-01-01
0022021-01-01THOMAS FORESE JR
0022020-01-01
0022019-07-01

Financial Data on SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK

Measure Date Value
2023 : SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2023 401k financial data
Total income from all sources2023-12-31$1,966,084
Expenses. Total of all expenses incurred2023-12-31$53,432
Benefits paid (including direct rollovers)2023-12-31$53,432
Total plan assets at end of year2023-12-31$11,116,400
Total plan assets at beginning of year2023-12-31$9,203,748
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$1,426,969
Net income (gross income less expenses)2023-12-31$1,912,652
Net plan assets at end of year (total assets less liabilities)2023-12-31$11,116,400
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$9,203,748
Total contributions received or receivable from employer(s)2023-12-31$539,115
2022 : SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2022 401k financial data
Total income from all sources2022-12-31$-890,241
Expenses. Total of all expenses incurred2022-12-31$984,660
Benefits paid (including direct rollovers)2022-12-31$984,660
Total plan assets at end of year2022-12-31$9,203,748
Total plan assets at beginning of year2022-12-31$11,078,649
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-1,742,241
Net income (gross income less expenses)2022-12-31$-1,874,901
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,203,748
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,078,649
Total contributions received or receivable from employer(s)2022-12-31$852,000
2021 : SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2021 401k financial data
Total income from all sources2021-12-31$2,257,098
Expenses. Total of all expenses incurred2021-12-31$3,992,286
Benefits paid (including direct rollovers)2021-12-31$3,992,286
Total plan assets at end of year2021-12-31$11,078,649
Total plan assets at beginning of year2021-12-31$12,813,837
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$1,334,480
Net income (gross income less expenses)2021-12-31$-1,735,188
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,078,649
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,813,837
Total contributions received or receivable from employer(s)2021-12-31$922,618
2020 : SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2020 401k financial data
Total income from all sources2020-12-31$2,689,125
Expenses. Total of all expenses incurred2020-12-31$846,451
Benefits paid (including direct rollovers)2020-12-31$846,451
Total plan assets at end of year2020-12-31$12,813,837
Total plan assets at beginning of year2020-12-31$10,971,163
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$1,326,525
Net income (gross income less expenses)2020-12-31$1,842,674
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,813,837
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,971,163
Total contributions received or receivable from employer(s)2020-12-31$1,362,600
2019 : SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2019 401k financial data
Transfers to/from the plan2019-12-31$8,827,855
Total income from all sources2019-12-31$2,152,991
Expenses. Total of all expenses incurred2019-12-31$9,683
Benefits paid (including direct rollovers)2019-12-31$9,683
Total plan assets at end of year2019-12-31$10,971,163
Total plan assets at beginning of year2019-12-31$0
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$602,991
Net income (gross income less expenses)2019-12-31$2,143,308
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,971,163
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$1,550,000

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK

2023: SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01First time form 5500 has been submittedYes
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes

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