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SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 401k Plan overview

Plan NameSBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS
Plan identification number 001

SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 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

COUNTRY BANK FOR SAVINGS has sponsored the creation of one or more 401k plans.

Company Name:COUNTRY BANK FOR SAVINGS
Employer identification number (EIN):041946610
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about COUNTRY BANK FOR SAVINGS

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 001005226

More information about COUNTRY BANK FOR SAVINGS

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01THOMAS FORESE, JR.
0012016-11-01THOMAS FORESE, JR.2018-05-29
0012015-11-01THOMAS FORESE JR.
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.

Plan Statistics for SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS

401k plan membership statisitcs for SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS

Measure Date Value
2022: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2022 401k membership
Market value of plan assets2022-10-3128,688,852
Acturial value of plan assets2022-10-3128,688,852
Funding target for retired participants and beneficiaries receiving payment2022-10-316,114,230
Number of terminated vested participants2022-10-31150
Fundng target for terminated vested participants2022-10-317,206,913
Active participant vested funding target2022-10-316,014,654
Number of active participants2022-10-3184
Total funding liabilities for active participants2022-10-316,066,016
Total participant count2022-10-31265
Total funding target for all participants2022-10-3119,387,159
Balance at beginning of prior year after applicable adjustments2022-10-310
Prefunding balance at beginning of prior year after applicable adjustments2022-10-310
Amount remaining of carryover balance2022-10-310
Amount remaining of prefunding balance2022-10-310
Present value of excess contributions2022-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-10-310
Balance of carryovers at beginning of current year2022-10-310
Balance of prefunding at beginning of current year2022-10-310
Total employer contributions2022-10-310
Total employee contributions2022-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-10-310
Contributions made to avoid restrictions adjusted to valuation date2022-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-10-310
Remaining amount of unpaid minimum required contributions2022-10-310
Minimum required contributions for current year target normal cost2022-10-310
Total funding amount beforereflecting carryover/prefunding balances2022-10-310
Additional cash requirement2022-10-310
Contributions allocatedtoward minimum required contributions for current year2022-10-310
Unpaid minimum required contributions for current year2022-10-310
Unpaid minimum required contributions for all years2022-10-310
2021: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2021 401k membership
Total participants, beginning-of-year2021-11-01265
Total number of active participants reported on line 7a of the Form 55002021-11-0180
Number of retired or separated participants receiving benefits2021-11-0131
Number of other retired or separated participants entitled to future benefits2021-11-01143
Total of all active and inactive participants2021-11-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-011
Total participants2021-11-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-010
Market value of plan assets2021-10-3124,990,069
Acturial value of plan assets2021-10-3124,990,069
Funding target for retired participants and beneficiaries receiving payment2021-10-315,996,745
Number of terminated vested participants2021-10-31155
Fundng target for terminated vested participants2021-10-317,192,758
Active participant vested funding target2021-10-315,420,634
Number of active participants2021-10-3193
Total funding liabilities for active participants2021-10-315,469,977
Total participant count2021-10-31278
Total funding target for all participants2021-10-3118,659,480
Balance at beginning of prior year after applicable adjustments2021-10-310
Prefunding balance at beginning of prior year after applicable adjustments2021-10-310
Amount remaining of carryover balance2021-10-310
Amount remaining of prefunding balance2021-10-310
Present value of excess contributions2021-10-311,066,018
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-10-311,126,888
Balance of carryovers at beginning of current year2021-10-310
Balance of prefunding at beginning of current year2021-10-310
Total employer contributions2021-10-310
Total employee contributions2021-10-310
Remaining amount of unpaid minimum required contributions2021-10-310
Minimum required contributions for current year target normal cost2021-10-310
Total funding amount beforereflecting carryover/prefunding balances2021-10-310
Additional cash requirement2021-10-310
Unpaid minimum required contributions for current year2021-10-310
Unpaid minimum required contributions for all years2021-10-310
2020: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2020 401k membership
Total participants, beginning-of-year2020-11-01278
Total number of active participants reported on line 7a of the Form 55002020-11-0184
Number of retired or separated participants receiving benefits2020-11-0130
Number of other retired or separated participants entitled to future benefits2020-11-01150
Total of all active and inactive participants2020-11-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-011
Total participants2020-11-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-010
Market value of plan assets2020-10-3124,462,500
Acturial value of plan assets2020-10-3124,462,500
Funding target for retired participants and beneficiaries receiving payment2020-10-315,995,017
Number of terminated vested participants2020-10-31155
Fundng target for terminated vested participants2020-10-316,770,153
Active participant vested funding target2020-10-315,507,989
Number of active participants2020-10-31104
Total funding liabilities for active participants2020-10-315,558,808
Total participant count2020-10-31288
Total funding target for all participants2020-10-3118,323,978
Balance at beginning of prior year after applicable adjustments2020-10-310
Prefunding balance at beginning of prior year after applicable adjustments2020-10-310
Amount remaining of carryover balance2020-10-310
Amount remaining of prefunding balance2020-10-310
Present value of excess contributions2020-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-10-310
Balance of carryovers at beginning of current year2020-10-310
Balance of prefunding at beginning of current year2020-10-310
Total employer contributions2020-10-311,140,000
Total employee contributions2020-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-10-311,066,018
Remaining amount of unpaid minimum required contributions2020-10-310
Minimum required contributions for current year target normal cost2020-10-310
Total funding amount beforereflecting carryover/prefunding balances2020-10-310
Additional cash requirement2020-10-310
Contributions allocatedtoward minimum required contributions for current year2020-10-311,066,018
Unpaid minimum required contributions for current year2020-10-310
Unpaid minimum required contributions for all years2020-10-310
2019: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2019 401k membership
Total participants, beginning-of-year2019-11-01288
Total number of active participants reported on line 7a of the Form 55002019-11-0193
Number of retired or separated participants receiving benefits2019-11-0130
Number of other retired or separated participants entitled to future benefits2019-11-01154
Total of all active and inactive participants2019-11-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-011
Total participants2019-11-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
Market value of plan assets2019-10-3123,573,004
Acturial value of plan assets2019-10-3123,573,004
Funding target for retired participants and beneficiaries receiving payment2019-10-315,467,481
Number of terminated vested participants2019-10-31147
Fundng target for terminated vested participants2019-10-316,352,478
Active participant vested funding target2019-10-316,100,249
Number of active participants2019-10-31126
Total funding liabilities for active participants2019-10-316,167,846
Total participant count2019-10-31299
Total funding target for all participants2019-10-3117,987,805
Balance at beginning of prior year after applicable adjustments2019-10-310
Prefunding balance at beginning of prior year after applicable adjustments2019-10-310
Amount remaining of carryover balance2019-10-310
Amount remaining of prefunding balance2019-10-310
Present value of excess contributions2019-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-310
Balance of carryovers at beginning of current year2019-10-310
Balance of prefunding at beginning of current year2019-10-310
Total employer contributions2019-10-310
Total employee contributions2019-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-310
Contributions made to avoid restrictions adjusted to valuation date2019-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-310
Remaining amount of unpaid minimum required contributions2019-10-310
Minimum required contributions for current year target normal cost2019-10-310
Total funding amount beforereflecting carryover/prefunding balances2019-10-310
Additional cash requirement2019-10-310
Contributions allocatedtoward minimum required contributions for current year2019-10-310
Unpaid minimum required contributions for current year2019-10-310
Unpaid minimum required contributions for all years2019-10-310
2018: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2018 401k membership
Total participants, beginning-of-year2018-11-01299
Total number of active participants reported on line 7a of the Form 55002018-11-01104
Number of retired or separated participants receiving benefits2018-11-0127
Number of other retired or separated participants entitled to future benefits2018-11-01155
Total of all active and inactive participants2018-11-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-012
Total participants2018-11-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
Market value of plan assets2018-10-3124,770,669
Acturial value of plan assets2018-10-3124,770,669
Funding target for retired participants and beneficiaries receiving payment2018-10-315,808,866
Number of terminated vested participants2018-10-31143
Fundng target for terminated vested participants2018-10-315,247,457
Active participant vested funding target2018-10-317,116,556
Number of active participants2018-10-31143
Total funding liabilities for active participants2018-10-317,279,286
Total participant count2018-10-31312
Total funding target for all participants2018-10-3118,335,609
Balance at beginning of prior year after applicable adjustments2018-10-310
Prefunding balance at beginning of prior year after applicable adjustments2018-10-310
Amount remaining of carryover balance2018-10-310
Amount remaining of prefunding balance2018-10-310
Present value of excess contributions2018-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-10-310
Balance of carryovers at beginning of current year2018-10-310
Balance of prefunding at beginning of current year2018-10-310
Total employer contributions2018-10-310
Total employee contributions2018-10-310
Remaining amount of unpaid minimum required contributions2018-10-310
Minimum required contributions for current year target normal cost2018-10-310
Total funding amount beforereflecting carryover/prefunding balances2018-10-310
Additional cash requirement2018-10-310
Unpaid minimum required contributions for current year2018-10-310
Unpaid minimum required contributions for all years2018-10-310
2017: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2017 401k membership
Total participants, beginning-of-year2017-11-01312
Total number of active participants reported on line 7a of the Form 55002017-11-01126
Number of retired or separated participants receiving benefits2017-11-0126
Number of other retired or separated participants entitled to future benefits2017-11-01147
Total of all active and inactive participants2017-11-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-018
Market value of plan assets2017-10-3122,423,670
Acturial value of plan assets2017-10-3122,423,670
Funding target for retired participants and beneficiaries receiving payment2017-10-315,372,340
Number of terminated vested participants2017-10-31140
Fundng target for terminated vested participants2017-10-314,959,132
Active participant vested funding target2017-10-316,967,953
Number of active participants2017-10-31156
Total funding liabilities for active participants2017-10-317,163,818
Total participant count2017-10-31319
Total funding target for all participants2017-10-3117,495,290
Balance at beginning of prior year after applicable adjustments2017-10-310
Prefunding balance at beginning of prior year after applicable adjustments2017-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-10-310
Prefunding balanced used to offset prior years funding requirement2017-10-310
Amount remaining of carryover balance2017-10-310
Amount remaining of prefunding balance2017-10-310
Present value of excess contributions2017-10-311,260,430
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-10-311,340,467
Balance of carryovers at beginning of current year2017-10-310
Balance of prefunding at beginning of current year2017-10-310
Total employer contributions2017-10-310
Total employee contributions2017-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-10-310
Contributions made to avoid restrictions adjusted to valuation date2017-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-10-310
Remaining amount of unpaid minimum required contributions2017-10-310
Minimum required contributions for current year target normal cost2017-10-310
Total funding amount beforereflecting carryover/prefunding balances2017-10-310
Additional cash requirement2017-10-310
Contributions allocatedtoward minimum required contributions for current year2017-10-310
Unpaid minimum required contributions for current year2017-10-310
Unpaid minimum required contributions for all years2017-10-310
2016: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2016 401k membership
Total participants, beginning-of-year2016-11-01315
Total number of active participants reported on line 7a of the Form 55002016-11-01143
Number of retired or separated participants receiving benefits2016-11-0126
Number of other retired or separated participants entitled to future benefits2016-11-01143
Total of all active and inactive participants2016-11-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-017
2015: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2015 401k membership
Total participants, beginning-of-year2015-11-01332
Total number of active participants reported on line 7a of the Form 55002015-11-01156
Number of retired or separated participants receiving benefits2015-11-0123
Number of other retired or separated participants entitled to future benefits2015-11-01139
Total of all active and inactive participants2015-11-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-016
2014: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2014 401k membership
Total participants, beginning-of-year2014-11-01337
Total number of active participants reported on line 7a of the Form 55002014-11-01180
Number of retired or separated participants receiving benefits2014-11-0121
Number of other retired or separated participants entitled to future benefits2014-11-01131
Total of all active and inactive participants2014-11-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-013
2013: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2013 401k membership
Total participants, beginning-of-year2013-11-01325
Total number of active participants reported on line 7a of the Form 55002013-11-01207
Number of retired or separated participants receiving benefits2013-11-0117
Number of other retired or separated participants entitled to future benefits2013-11-01113
Total of all active and inactive participants2013-11-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-011
2012: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2012 401k membership
Total participants, beginning-of-year2012-11-01325
Total number of active participants reported on line 7a of the Form 55002012-11-01201
Number of retired or separated participants receiving benefits2012-11-0114
Number of other retired or separated participants entitled to future benefits2012-11-01110
Total of all active and inactive participants2012-11-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-015
2011: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2011 401k membership
Total participants, beginning-of-year2011-11-01310
Total number of active participants reported on line 7a of the Form 55002011-11-01210
Number of retired or separated participants receiving benefits2011-11-0110
Number of other retired or separated participants entitled to future benefits2011-11-01105
Total of all active and inactive participants2011-11-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-015
2010: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2010 401k membership
Total participants, beginning-of-year2010-11-01307
Total number of active participants reported on line 7a of the Form 55002010-11-01206
Number of retired or separated participants receiving benefits2010-11-019
Number of other retired or separated participants entitled to future benefits2010-11-0195
Total of all active and inactive participants2010-11-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-011
2009: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2009 401k membership
Total participants, beginning-of-year2009-11-01314
Total number of active participants reported on line 7a of the Form 55002009-11-01213
Number of retired or separated participants receiving benefits2009-11-018
Number of other retired or separated participants entitled to future benefits2009-11-0186
Total of all active and inactive participants2009-11-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-016

Financial Data on SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS

Measure Date Value
2022 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-5,214,244
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$1,385,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$1,385,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$0
Value of total assets at end of year2022-10-31$22,182,225
Value of total assets at beginning of year2022-10-31$28,781,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$0
Total interest from all sources2022-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-6,599,363
Value of net assets at end of year (total assets less liabilities)2022-10-31$22,182,225
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$28,781,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in common/collective trusts at end of year2022-10-31$22,182,225
Value of interest in common/collective trusts at beginning of year2022-10-31$28,781,588
Net investment gain or loss from common/collective trusts2022-10-31$-5,214,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$1,385,119
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2022-10-31203985546
2021 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total income from all sources (including contributions)2021-10-31$5,880,245
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$2,186,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$2,186,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$0
Value of total assets at end of year2021-10-31$28,781,588
Value of total assets at beginning of year2021-10-31$25,088,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$0
Total interest from all sources2021-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$3,693,301
Value of net assets at end of year (total assets less liabilities)2021-10-31$28,781,588
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$25,088,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest in common/collective trusts at end of year2021-10-31$28,781,588
Value of interest in common/collective trusts at beginning of year2021-10-31$23,948,287
Net investment gain or loss from common/collective trusts2021-10-31$5,880,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Employer contributions (assets) at beginning of year2021-10-31$1,140,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$2,186,944
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2021-10-31203985546
2020 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total income from all sources (including contributions)2020-10-31$2,058,038
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$1,408,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$1,408,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$1,140,000
Value of total assets at end of year2020-10-31$25,088,287
Value of total assets at beginning of year2020-10-31$24,438,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$0
Total interest from all sources2020-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$649,759
Value of net assets at end of year (total assets less liabilities)2020-10-31$25,088,287
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$24,438,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in common/collective trusts at end of year2020-10-31$23,948,287
Value of interest in common/collective trusts at beginning of year2020-10-31$24,438,528
Net investment gain or loss from common/collective trusts2020-10-31$918,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$1,140,000
Employer contributions (assets) at end of year2020-10-31$1,140,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$1,408,279
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31No
Opinion of an independent qualified public accountant for this plan2020-10-31Unqualified
Accountancy firm name2020-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2020-10-31203985546
2019 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$2,418,645
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$1,554,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$1,554,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$0
Value of total assets at end of year2019-10-31$24,438,528
Value of total assets at beginning of year2019-10-31$23,574,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$0
Total interest from all sources2019-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$863,968
Value of net assets at end of year (total assets less liabilities)2019-10-31$24,438,528
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$23,574,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in common/collective trusts at end of year2019-10-31$24,438,528
Value of interest in common/collective trusts at beginning of year2019-10-31$23,574,560
Net investment gain or loss from common/collective trusts2019-10-31$2,418,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$1,554,677
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31No
Opinion of an independent qualified public accountant for this plan2019-10-31Unqualified
Accountancy firm name2019-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2019-10-31203985546
2018 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$694
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$1,462,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$1,462,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$0
Value of total assets at end of year2018-10-31$23,574,560
Value of total assets at beginning of year2018-10-31$25,036,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$0
Total interest from all sources2018-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-1,461,545
Value of net assets at end of year (total assets less liabilities)2018-10-31$23,574,560
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$25,036,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in common/collective trusts at end of year2018-10-31$23,574,560
Value of interest in common/collective trusts at beginning of year2018-10-31$25,036,105
Net investment gain or loss from common/collective trusts2018-10-31$694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$1,462,239
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2018-10-31203985546
2017 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$3,266,237
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$712,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$712,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$0
Value of total assets at end of year2017-10-31$25,036,105
Value of total assets at beginning of year2017-10-31$22,482,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$0
Total interest from all sources2017-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Participant contributions at end of year2017-10-31$25,036,105
Participant contributions at beginning of year2017-10-31$21,122,702
Participant contributions at beginning of year2017-10-31$1,360,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$2,553,403
Value of net assets at end of year (total assets less liabilities)2017-10-31$25,036,105
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$22,482,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Net investment gain or loss from common/collective trusts2017-10-31$3,266,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$712,834
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2017-10-31203985546
2016 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$2,208,532
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$802,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$802,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$1,360,000
Value of total assets at end of year2016-10-31$22,482,702
Value of total assets at beginning of year2016-10-31$21,076,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$0
Total interest from all sources2016-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Participant contributions at end of year2016-10-31$21,122,702
Participant contributions at beginning of year2016-10-31$17,956,963
Participant contributions at end of year2016-10-31$1,360,000
Participant contributions at beginning of year2016-10-31$3,120,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$1,405,739
Value of net assets at end of year (total assets less liabilities)2016-10-31$22,482,702
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$21,076,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Net investment gain or loss from common/collective trusts2016-10-31$848,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$1,360,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$802,793
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31No
Opinion of an independent qualified public accountant for this plan2016-10-31Unqualified
Accountancy firm name2016-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2016-10-31203985546
2015 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$2,971,035
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$1,001,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$1,001,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$3,120,000
Value of total assets at end of year2015-10-31$21,076,963
Value of total assets at beginning of year2015-10-31$19,107,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$0
Total interest from all sources2015-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Participant contributions at end of year2015-10-31$3,120,000
Participant contributions at beginning of year2015-10-31$2,462,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$1,969,099
Value of net assets at end of year (total assets less liabilities)2015-10-31$21,076,963
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$19,107,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in common/collective trusts at end of year2015-10-31$17,956,963
Value of interest in common/collective trusts at beginning of year2015-10-31$16,645,307
Net investment gain or loss from common/collective trusts2015-10-31$-148,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$3,120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$1,001,936
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31No
Opinion of an independent qualified public accountant for this plan2015-10-31Unqualified
Accountancy firm name2015-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2015-10-31203985546
2014 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$3,389,767
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$981,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$981,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$2,462,557
Value of total assets at end of year2014-10-31$19,107,864
Value of total assets at beginning of year2014-10-31$16,699,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$0
Total interest from all sources2014-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$2,408,585
Value of net assets at end of year (total assets less liabilities)2014-10-31$19,107,864
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$16,699,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in common/collective trusts at end of year2014-10-31$16,645,307
Value of interest in common/collective trusts at beginning of year2014-10-31$16,699,279
Net investment gain or loss from common/collective trusts2014-10-31$927,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$2,462,557
Employer contributions (assets) at end of year2014-10-31$2,462,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$981,182
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31No
Opinion of an independent qualified public accountant for this plan2014-10-31Unqualified
Accountancy firm name2014-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2014-10-31203985546
2013 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$2,464,151
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$580,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$580,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$0
Value of total assets at end of year2013-10-31$16,699,279
Value of total assets at beginning of year2013-10-31$14,815,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$0
Total interest from all sources2013-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
If this is an individual account plan, was there a blackout period2013-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$1,883,765
Value of net assets at end of year (total assets less liabilities)2013-10-31$16,699,279
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$14,815,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in common/collective trusts at end of year2013-10-31$16,699,279
Value of interest in common/collective trusts at beginning of year2013-10-31$14,315,514
Net investment gain or loss from common/collective trusts2013-10-31$2,464,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Employer contributions (assets) at beginning of year2013-10-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$580,386
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Unqualified
Accountancy firm name2013-10-31MARCUM LLP
Accountancy firm EIN2013-10-31111986323
2012 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$1,807,550
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$1,309,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$1,309,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$500,000
Value of total assets at end of year2012-10-31$14,815,514
Value of total assets at beginning of year2012-10-31$14,317,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$0
Total interest from all sources2012-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$497,976
Value of net assets at end of year (total assets less liabilities)2012-10-31$14,815,514
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$14,317,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in common/collective trusts at end of year2012-10-31$14,315,514
Value of interest in common/collective trusts at beginning of year2012-10-31$13,117,538
Net investment gain or loss from common/collective trusts2012-10-31$1,307,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$500,000
Employer contributions (assets) at end of year2012-10-31$500,000
Employer contributions (assets) at beginning of year2012-10-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$1,309,574
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31No
Opinion of an independent qualified public accountant for this plan2012-10-31Unqualified
Accountancy firm name2012-10-31MARCUM LLP
Accountancy firm EIN2012-10-31111986323
2011 : SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$1,773,888
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$2,142,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$2,142,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$1,200,000
Value of total assets at end of year2011-10-31$14,317,538
Value of total assets at beginning of year2011-10-31$14,686,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$0
Total interest from all sources2011-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$-368,835
Value of net assets at end of year (total assets less liabilities)2011-10-31$14,317,538
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$14,686,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in common/collective trusts at end of year2011-10-31$13,117,538
Value of interest in common/collective trusts at beginning of year2011-10-31$13,380,373
Net investment gain or loss from common/collective trusts2011-10-31$573,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$1,200,000
Employer contributions (assets) at end of year2011-10-31$1,200,000
Employer contributions (assets) at beginning of year2011-10-31$1,306,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$2,142,723
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31No
Opinion of an independent qualified public accountant for this plan2011-10-31Unqualified
Accountancy firm name2011-10-31PARENT, MCLAUGHLIN & NANGLE, INC.
Accountancy firm EIN2011-10-31042603383

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS

2021: SBERA PENSION PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedYes
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 COUNTRY BANK FOR SAVINGS 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
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 COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 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 COUNTRY BANK FOR SAVINGS 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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